HIGHMARK, LLC
Brentwood, TN
AUM
$59.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-970-8585
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
395 advisers found
CANTERBURY TOLLGATE
Brentwood, TN
AUM
$57.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
615-788-2823
IMAGINE FINANCIAL SECURITY LLC
Chattanooga, TN
AUM
$56.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
904-323-2069
ADVIPARTNER, LLC
Kingsport, TN
AUM
$55.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
423-525-3894
MISER ASSET MANAGEMENT
Knoxville, TN
AUM
$55.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
865-281-1616
ARROW ALLIANCE
Franklin, TN
AUM
$54.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
615-761-9430
COPELAND WEALTH MANAGEMENT, LLC
Clarksville, TN
AUM
$52.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
931-245-1930
RICH DEWITT WEALTH MANAGEMENT LLC
Chattanooga, TN
AUM
$51.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
423.954.7273
UPHOLDINGS
Nashville, TN
AUM
$51.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
615-669-8699
KESSLER PLANNING GROUP
Bolivar, TN
AUM
$48.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
901-255-2887
SERVANT WEALTH MANAGEMENT LLC
Memphis, TN
AUM
$47.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
901-922-6001
LATTICE WEALTH ADVISORS
Chattanooga, TN
AUM
$47.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
423-225-2450
LONETREE WEALTH MANAGEMENT
Memphis, TN
AUM
$47.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
502-432-7373
SAPIAT ASSET MANAGEMENT, LLC
Greeneville, TN
AUM
$44.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
423-636-1800
PUGH WEALTH MANAGEMENT, LLC
Knoxville, TN
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-251-0920
WORTHINGTON CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$41.2M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
901-701-8370
PARTNERS CAPITAL, LLC
Franklin, TN
AUM
$40.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-702-7743
TRENDZ ADVISORS
Knoxville, TN
AUM
$38.7M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
865-583-7390
FRONTSIGHT WEALTH ADVISORS, LLC
Kingsport, TN
AUM
$36.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 815-5479
ROSEMARY FRANK FINANCIAL, LLC
Brentwood, TN
AUM
$36.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
615-595-6850
LAKELAND WEALTH MANAGEMENT LLC
Memphis, TN
AUM
$36.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
901-347-2725
MOORE WEALTH PARTNERS, LLC
Hendersonville, TN
AUM
$36.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
615-212-2102
COTHRAN CAPITAL, LLC
Memphis, TN
AUM
$36.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
901-758-8650
HILLVALE WEALTH MANAGEMENT, LLC
Knoxville, TN
AUM
$36.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
865-567-3888