ALLIANCEBERNSTEIN L.P.
Nashville, TN
AUM
$763.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1616 advisors
Clients
More than 500
Fees
Percentage of AUM · Subscription fees +3 more
615-622-0000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TN
223 advisers found
&PARTNERS
Nashville, TN
AUM
$30.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
439 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +9 more
615-255-6431
SAGESPRING WEALTH PARTNERS
Franklin, TN
AUM
$8.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
100 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-861-6100
THE PACIFIC FINANCIAL GROUP, INC.
Nashville, TN
AUM
$5.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
26-50
Fees
Percentage of AUM
425-451-7722
B. RILEY WEALTH ADVISORS, INC.
Memphis, TN
AUM
$4.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
172 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
901-251-1330
THOROUGHBRED FINANCIAL SERVICES, LLC
Brentwood, TN
AUM
$4.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
615-371-0001
RED DOOR WEALTH MANAGEMENT, LLC
Memphis, TN
AUM
$3.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
901-681-0018
KAUFMAN HALL INVESTMENT MANAGEMENT
Brentwood, TN
AUM
$2.82B
Financial PlanningWealth MgmtInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
224-7243809
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
Memphis, TN
AUM
$2.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(901) 435-4250
LEGACY WEALTH MANAGEMENT, LLC
Memphis, TN
AUM
$2.66B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
901-758-9006
SILVER OAK SECURITIES, INC.
Jackson, TN
AUM
$2.45B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
103 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
731-668-3825
WADDELL & ASSOCIATES, LLC
Memphis, TN
AUM
$2.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
901-767-9187
RATHER & KITTRELL, INC.
Knoxville, TN
AUM
$2.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
865-218-8400
CAPWEALTH ADVISORS, LLC
Franklin, TN
AUM
$2.03B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; ADMINISTRATIVE FEES
615-778-0740
WOODMONT INVESTMENT COUNSEL, LLC
Nashville, TN
AUM
$2.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM
615-297-6144
ABOUND WEALTH MANAGEMENT, LLC
Franklin, TN
AUM
$1.95B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
615-226-3667
PATRIOT INVESTMENT MANAGEMENT GROUP INC
Knoxville, TN
AUM
$1.91B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
865-777-2479
PATTON ALBERTSON MILLER GROUP, LLC
Chattanooga, TN
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-414-2100
STEEL GROVE CAPITAL ADVISORS, LLC
Memphis, TN
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
901-498-6300
DELTA ASSET MANAGEMENT, LLC
Memphis, TN
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
901-767-4791
TBH GLOBAL ASSET MANAGEMENT, LLC
Brentwood, TN
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
22 employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
615-690-4820
HHM WEALTH ADVISORS, LLC
Chattanooga, TN
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-826-1670
RELIANT INVESTMENT MANAGEMENT, LLC
Memphis, TN
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
901-843-0600
SEVEN SPRINGS WEALTH GROUP
Brentwood, TN
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
615-370-1253
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