WORTHVIEW CAPITAL MANAGEMENT LLC
Nashville, TN
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
901-647-2852
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
395 advisers found
MAIN STREET INVESTORS, LLC
Brentwood, TN
AUM
$31.4M
Financial PlanningTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
615-369-0790
P3 WEALTH MANAGEMENT
Cordova, TN
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
901-209-4015
STIVERS WEALTH MANAGEMENT
Knoxville, TN
AUM
$27.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
865-288-7685
STUDDARD FINANCIAL, LLC
Germantown, TN
AUM
$27.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
901-355-4713
SOAR FINANCIAL LLC
Murfreesboro, TN
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(615) 410-9267
DIRIGO PRIVATE WEALTH
Nashville, TN
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
615-840-9865
KENNEDY WEALTH MANAGEMENT
Knoxville, TN
AUM
$24.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(865) 291-0648
JACKSON WEALTH INC
Franklin, TN
AUM
$23.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-663-7387
THE MENTZER GROUP, LLC
Knoxville, TN
AUM
$23.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-240-2940
A&G FINANCIAL MANAGEMENT, LLC
Nashville, TN
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
615-783-1742
SHELL CAPITAL MANAGEMENT, LLC
Knoxville, TN
AUM
$23.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
865-539-9070
GREENWOOD PINE PARTNERS
Memphis, TN
AUM
$22.9M
Institutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM
901-761-2474
ANDORRA INVESTMENT MANAGEMENT, INC.
College Grove, TN
AUM
$22.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
562-433-1400
LAKE PARK ADVISORS
Johnson City, TN
AUM
$21.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(423) 328-7365
FSG WEALTH ADVISORS, LLC
Memphis, TN
AUM
$20.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
901-763-3335
OPPNA WEALTH LLC
Knoxville, TN
AUM
$20.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
865-214-6577
GLEAN FINANCIAL, INC.
Chattanooga, TN
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(423) 708-4611
JOHN A. POOLE-FINANCIAL ADVISOR
Hermitage, TN
AUM
$19.7M
Wealth Mgmt
Team
0 total employees
Clients
0
Fees
Percentage of AUM
615-883-2131
AUM
$19.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
6156620967
KINETIC WEALTH
Knoxville, TN
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
865.288.8904
EDDLEMAN & EDDLEMAN INC
Jackson, TN
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
731-554-2408
SEGO WEALTH MANAGEMENT, LLC
Collierville, TN
AUM
$17.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
901-457-2700
KICKPOINT FINANCIAL, LLC
Memphis, TN
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
713-515-6336