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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TN
328 advisers found
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
LUKEN INVESTMENT ANALYTICS, LLC
Brentwood, TN
AUM
$292.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
(615) 550-5570
APEX STRATEGIC WEALTH, LLC
Chattanooga, TN
AUM
$292.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
423 267 0046
EFINANCIAL ALLIANCE, LLC
Franklin, TN
AUM
$291.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-224-8534
AUM
$288.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
727-787-7526
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
VALTRION CAPITAL MANAGEMENT, LLC
Franklin, TN
AUM
$287.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
833-856-2088
CORNERSTONE WEALTH MANAGEMENT GROUP
Greeneville, TN
AUM
$284.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
423-588-7151
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
VALOR FINANCIAL SERVICES, LLC
Knoxville, TN
AUM
$273.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
865-675-1200
KNOX WEALTH PARTNERS ADVISORY
Knoxville, TN
AUM
$272.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(865) 291-2422
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
Knoxville, TN
AUM
$272.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(865) 862-5956
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
MEMPHIS CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$268.6M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
901-261-5900
REMORA CAPITAL PARTNERS
Nashville, TN
AUM
$268.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
615-380-1095
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
AGP FRANKLIN, LLC
Franklin, TN
AUM
$247.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
615-778-9842
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
RETIREMENT PLANNING SERVICES
Knoxville, TN
AUM
$246.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(865) 220-9311
W ADVISORS LLC
Germantown, TN
AUM
$244.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
901-410-8040