PORTUS CAPITAL MANAGEMENT, LLC
Brentwood, TN
AUM
$107.7M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(615) 472-1194
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TN
328 advisers found
HOGAN INVESTMENT COUNSEL, LLC
Cordova, TN
AUM
$107.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(901) 590-3846
TRUSCO INVESTMENT MANAGEMENT, LLC
Nashville, TN
AUM
$107.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
615-351-6417
LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
Nashville, TN
AUM
$106.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
615-492-1011
STRATEGIC WEALTH PARTNERS LLC
Franklin, TN
AUM
$101.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
407-310-3354
SYCAMORE FINANCIAL ADVISORS, INC.
Jackson, TN
AUM
$101.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
731-784-4444
FUERST FINANCIAL GROUP, INC.
Chattanooga, TN
AUM
$100.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-899-8555
CHAMBERLAIN LANE CAPITAL, LLC
Nashville, TN
AUM
$100.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
615-944-7116
FINWELL, INC.
Brentwood, TN
AUM
$94.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
805-415-7830
ALLIED INVESTMENTS
Johnson City, TN
AUM
$91.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
423-850-4050
FIRST FAMILY WEALTH
Murfreesboro, TN
AUM
$87.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
615-653-0361
STONE BRIDGE ASSET MANAGEMENT, LLC
Chattanooga, TN
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
423-605-4645
GULFSTREAM CAPITAL
Knoxville, TN
AUM
$83.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(865) 888-6737
EAGLESTRONG FINANCIAL
Memphis, TN
AUM
$82.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
901-413-8659
ASPIRE PRIVATE WEALTH COUNSEL, LLC
Knoxville, TN
AUM
$79.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
865-500-8965
CYPRESS WEALTH MANAGEMENT, LLC
Germantown, TN
AUM
$77.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
901-292-3596
RIDGEBROOKE CAPITAL MANAGEMENT LLC
Cookeville, TN
AUM
$76.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
931-526-8515
WORTHWHILE WEALTH COUNCIL
Johnson City, TN
AUM
$74.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(423) 610-0099
RESILIENT ASSET MANAGEMENT
Memphis, TN
AUM
$73.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
5598179279
PLANROCK WEALTH STRATEGIES, LLC
Brentwood, TN
AUM
$71.0M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-677-6025
EDGEHELM FINANCIAL
Nashville, TN
AUM
$63.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
615-430-1619
TRUEHAVEN CAPITAL
Franklin, TN
AUM
$62.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
210-260-8668
STONE PILLARS WEALTH MANAGEMENT
Franklin, TN
AUM
$60.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
608-213-3210
ROOKS WEALTH ADVISORS, LLC
Chattanooga, TN
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
423-690-8090