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.
395 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