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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TN
144 advisers found
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
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
BIGHAM WEALTH ADVISORY LLC
Chattanooga, TN
AUM
$11.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
423-541-3587
HOSKINS FINANCIAL, LLC
Nashville, TN
AUM
$10.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
615-321-7333
SHEPHERD'S FINANCIAL LLC
Knoxville, TN
AUM
$8.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(865) 405-0751
MONEYPRO WEALTH MANAGEMENT, LLC
Franklin, TN
AUM
$1.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-832-9351
AUM
—
Institutional
Team
1 advisors
Clients
—
Fees
Subscription fees; ASSETS UNDER ADVISEMENT
423-722-1776
ROI FINANCIAL PLANNING
Clarksville, TN
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
931-919-0947
SKELA FINANCIAL
Franklin, TN
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-545-4035
AM INVESTMENT STRATEGIES, LLC
Chattanooga, TN
AUM
$738.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
423-486-1888
Full profileNo website
MISSION VALUE PARTNERS, LLC
Nashville, TN
AUM
$303.2M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
707-750-3337
Full profileNo website
CARDINAL WEALTH ADVISORY, LLC
Memphis, TN
AUM
$273.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
901-767-4401
Full profileNo website
CW SECURITIES, LLC
Knoxville, TN
AUM
$113.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
865 690-9886
Full profileNo website
DORIAN INVESTMENT ADVISORY LLC
Memphis, TN
AUM
$102.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
901-482-8444
Full profileNo website
PINNACLE WEALTH MANAGEMENT, LLC
Dyersburg, TN
AUM
$95.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
731-287-4646
Full profileNo website
ACROPOLIS PARTNERS, LLC
Brentwood, TN
AUM
$44.2M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
615-490-7777
Full profileNo website
NEW SOUTHERN ADVISORY SERVICES
Germantown, TN
AUM
$40.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
901-258-3331
Full profileNo website
MALT PARTNERS MANAGEMENT LLC
Nashville, TN
AUM
$36.3M
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-450-5521
Full profileNo website
DORIAN EASON ASSET MANAGEMENT, LLC
Memphis, TN
AUM
$27.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
901-755-2075
Full profileNo website
ALEXANDER ADVISORY SERVICES, LLC
Knoxville, TN
AUM
$10.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
540-381-4033
Full profileNo website
MCKINNEY CAPITAL MANAGEMENT, LLC
Nashville, TN
AUM
$8.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(615) 367-2476
Full profileNo website
SAGEPOINT CAPITAL PARTNERS LLC
Franklin, TN
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(615) 413-4340
Full profileNo website
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