VIRTUE CAPITAL MANAGEMENT, LLC
Brentwood, TN
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
90 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
615-340-0801
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TN
223 advisers found
PAUL WINKLER, INC.
Goodlettsville, TN
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
615-851-1950
BEACON CAPITAL MANAGEMENT, LLC
Franklin, TN
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
615-224-9794
TD CAPITAL MANAGEMENT LLC
Memphis, TN
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
901-681-0021
FIELDER CAPITAL GROUP LLC
Nashville, TN
AUM
$1.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
212-918-4860
TVAMP, LLC
Knoxville, TN
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
865-226-9982
SUMMIT ASSET MANAGEMENT LLC
Memphis, TN
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
901-729-8100
PYA WALTMAN CAPITAL, LLC
Knoxville, TN
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
865-693-6301
BCS WEALTH MANAGEMENT, LLC
Johnson City, TN
AUM
$987.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
423-283-9821
TRANQUILITY PARTNERS, LLC
Brentwood, TN
AUM
$897.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM
615-432-5370
KELMAN LAZAROV INC
Memphis, TN
AUM
$894.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
901-685-8284
LAFFER TENGLER INVESTMENTS, INC.
Nashville, TN
AUM
$800.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-838-3468
PROFFITT & GOODSON INC.
Knoxville, TN
AUM
$797.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
865-584-1850
SAGEGUARD FINANCIAL GROUP, LLC
Goodlettsville, TN
AUM
$755.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(615) 859-4567
THE PATTEN GROUP, INC.
Chattanooga, TN
AUM
$725.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
423-531-0360
WMG FINANCIAL ADVISORS, LLC
Knoxville, TN
AUM
$693.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(865) 290-4000
ACUMEN WEALTH ADVISORS, LLC
Chattanooga, TN
AUM
$638.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
423-825-4796
SOUTHERN CAPITAL ADVISORS, LLC
Jackson, TN
AUM
$636.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
731-265-6812
COGENTBLUE
Knoxville, TN
AUM
$606.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
865-309-5892
WEALTH PRESERVATION ADVISORS, LLC
Chattanooga, TN
AUM
$591.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
423-486-9400
FCG INVESTMENT COMPANY
Germantown, TN
AUM
$568.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
901-309-2681
DECKER WEALTH MANAGEMENT, LLC
Nashville, TN
AUM
$566.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
615-212-2958
KIMERY WEALTH MANAGEMENT, LLC
Memphis, TN
AUM
$555.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(901) 291-5500
EVERGREEN ADVISORS, LLC
Chattanooga, TN
AUM
$522.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
423-933-1814