WOLF RIVER CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$328.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(901) 312-9653
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TN
144 advisers found
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
Lookout Mountain, TN
AUM
$314.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
423-826-0944
CRAVENS & COMPANY WEALTH MANAGEMENT
Cookeville, TN
AUM
$311.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(931) 528-6865
OPTIVISE ADVISORY SERVICES LLC
Franklin, TN
AUM
$287.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
855-378-1806
AUM
$283.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
615-948-4060
HMS INVESTMENT ADVISORS
Nashville, TN
AUM
$281.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
615-829-7200
CREEKSIDE CAPITAL, INC.
Knoxville, TN
AUM
$279.7M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-693-5300
COUNCILMARK ASSET MANAGEMENT, LLC
Knoxville, TN
AUM
$270.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
865-330-2525
CAP PARTNERS, LLC
Franklin, TN
AUM
$254.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-807-2030
MERCURY INVESTMENT GROUP
Memphis, TN
AUM
$252.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
901-327-2788
EUDAIMONIA ASSET MANAGEMENT, LLC
Winchester, TN
AUM
$246.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
BASIS POINT PLATFORM FEE
931-968-1127
ALDEBARAN FINANCIAL INC
Kingsport, TN
AUM
$222.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
423-239-7535
CREATIVE INVESTMENT GROUP
Nashville, TN
AUM
$209.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
615 949 9629
ERISA ADVISERS, INC.
Brentwood, TN
AUM
$187.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(855) 255-2391
ELLIS FINANCIAL PLANNING
Clarksville, TN
AUM
$180.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
931-905-0050
TCM
Germantown, TN
AUM
$164.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
901-757-4448
RBG WEALTH ADVISORS LLC
Memphis, TN
AUM
$154.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
901-244-2980
PROVIDENCE WEALTH MANAGEMENT LLC
Knoxville, TN
AUM
$151.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
865-691-6699
CAMPBELL ASSET MANAGEMENT, LLC
Chattanooga, TN
AUM
$146.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
423-265-7931
BARNETT & CO INC
Chattanooga, TN
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-756-0125
ADDITIVE ADVISORY PBC
Memphis, TN
AUM
$140.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
901- 498- 6653
QUALITY FINANCIAL CONCEPTS
Maryville, TN
AUM
$128.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
865-984-3550
COSEY FINANCIAL SERVICES, INC.
Knoxville, TN
AUM
$123.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-470-4244
GREENSVIEW WEALTH MANAGEMENT
Franklin, TN
AUM
$121.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
615-551-3050