PARTNERS CAPITAL, LLC
Franklin, TN
AUM
$40.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-702-7743
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TN
267 advisers found
FRONTSIGHT WEALTH ADVISORS, LLC
Kingsport, TN
AUM
$36.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 815-5479
ROSEMARY FRANK FINANCIAL, LLC
Brentwood, TN
AUM
$36.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
615-595-6850
LAKELAND WEALTH MANAGEMENT LLC
Memphis, TN
AUM
$36.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
901-347-2725
MOORE WEALTH PARTNERS, LLC
Hendersonville, TN
AUM
$36.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
615-212-2102
COTHRAN CAPITAL, LLC
Memphis, TN
AUM
$36.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
901-758-8650
HILLVALE WEALTH MANAGEMENT, LLC
Knoxville, TN
AUM
$36.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
865-567-3888
WORTHVIEW CAPITAL MANAGEMENT LLC
Nashville, TN
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
901-647-2852
MAIN STREET INVESTORS, LLC
Brentwood, TN
AUM
$31.4M
Financial PlanningTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
615-369-0790
P3 WEALTH MANAGEMENT
Cordova, TN
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
901-209-4015
STIVERS WEALTH MANAGEMENT
Knoxville, TN
AUM
$27.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
865-288-7685
STUDDARD FINANCIAL, LLC
Germantown, TN
AUM
$27.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
901-355-4713
SOAR FINANCIAL LLC
Murfreesboro, TN
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(615) 410-9267
DIRIGO PRIVATE WEALTH
Nashville, TN
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
615-840-9865
KENNEDY WEALTH MANAGEMENT
Knoxville, TN
AUM
$24.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(865) 291-0648
JACKSON WEALTH INC
Franklin, TN
AUM
$23.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-663-7387
THE MENTZER GROUP, LLC
Knoxville, TN
AUM
$23.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-240-2940
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
SHELL CAPITAL MANAGEMENT, LLC
Knoxville, TN
AUM
$23.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
865-539-9070
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
LAKE PARK ADVISORS
Johnson City, TN
AUM
$21.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(423) 328-7365
FSG WEALTH ADVISORS, LLC
Memphis, TN
AUM
$20.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
901-763-3335
OPPNA WEALTH LLC
Knoxville, TN
AUM
$20.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
865-214-6577
GLEAN FINANCIAL, INC.
Chattanooga, TN
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(423) 708-4611