CLARITAS CAPITAL
Nashville, TN
AUM
$814.0M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
615-690-7179
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TN
144 advisers found
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
ICR PARTNERS
Nashvillle, TN
AUM
$798.7M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(817) 854-3253
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
SOUTHERNSUN ASSET MANAGEMENT LLC
Memphis, TN
AUM
$749.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM
901-341-2700
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
12TH STREET ASSET MANAGEMENT
Nashville, TN
AUM
$621.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
615-915-3701
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
BROGAN FINANCIAL
Knoxville, TN
AUM
$577.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(865) 862-6800
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
MUSIC ROW WEALTH MANAGEMENT
Nashville, TN
AUM
$431.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(615) 647-5882
SHAYNE & JACOBS, LLC
Nashville, TN
AUM
$429.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615/250-1600
CYPRESS CAPITAL, LLC
Franklin, TN
AUM
$426.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
615-467-6075
VISIONARY HORIZONS, LLC
Knoxville, TN
AUM
$396.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
865-675-8496
MOON CAPITAL MANAGEMENT, LLC
Knoxville, TN
AUM
$391.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
865-546-1234
BLUE RIDGE WEALTH PLANNERS
Knoxville, TN
AUM
$361.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; COSTS ASSOCIATED WITH THE CONTENT OF THE WORKSHOP AND/OR COURSE
865-392-4260
RIDGEPATH CAPITAL MANAGEMENT LLC
Knoxville, TN
AUM
$358.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(865) 240-4984
CALDWELL ADVISORS, LLC
Brentwood, TN
AUM
$351.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-370-8988
BROOKS, MOORE & ASSOCIATES, INC.
Chattanooga, TN
AUM
$348.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
423-756-8628
AUM
$342.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
901-761-5068
COMMERCE ADVISORS, LLC
Memphis, TN
AUM
$337.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
901-260-6050