NEWSOUTH CAPITAL MANAGEMENT INC
Memphis, TN
AUM
$2.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
901-761-5561
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TN
267 advisers found
NFC INVESTMENTS, LLC
Memphis, TN
AUM
$2.14B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
901-767-5576
CAPWEALTH ADVISORS, LLC
Franklin, TN
AUM
$2.03B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; ADMINISTRATIVE FEES
615-778-0740
FUTURE CAPITAL
Chattanooga, TN
AUM
$2.02B
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
888-871-5711
WOODMONT INVESTMENT COUNSEL, LLC
Nashville, TN
AUM
$2.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM
615-297-6144
LEE DANNER & BASS INC
Nashville, TN
AUM
$1.98B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
615-244-7775
ABOUND WEALTH MANAGEMENT, LLC
Franklin, TN
AUM
$1.95B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
615-226-3667
PATRIOT INVESTMENT MANAGEMENT GROUP INC
Knoxville, TN
AUM
$1.91B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
865-777-2479
PATTON ALBERTSON MILLER GROUP, LLC
Chattanooga, TN
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-414-2100
MARTIN & COMPANY INVESTMENT COUNSEL
Knoxville, TN
AUM
$1.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
865-541-4747
STEEL GROVE CAPITAL ADVISORS, LLC
Memphis, TN
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
901-498-6300
DELTA ASSET MANAGEMENT, LLC
Memphis, TN
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
901-767-4791
TBH GLOBAL ASSET MANAGEMENT, LLC
Brentwood, TN
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
22 employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
615-690-4820
HHM WEALTH ADVISORS, LLC
Chattanooga, TN
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-826-1670
RELIANT INVESTMENT MANAGEMENT, LLC
Memphis, TN
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
901-843-0600
SEVEN SPRINGS WEALTH GROUP
Brentwood, TN
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
615-370-1253
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
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
SANFORD C. BERNSTEIN & CO., LLC
Nashville, TN
AUM
$1.22B
Wealth MgmtTrusts & EstatesRetirement
Team
0 total employees
Clients
101-250
Fees
Percentage of AUM · Subscription fees +4 more
615-622-0000
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