Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Tennessee

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Tennessee, by city and A to Z.

The short answer

129 registered advisors work at Osaic Wealth, Inc. in Tennessee, out of 7,289 nationwide; it's the firm's number 20 state by advisors, and the most are in Nashville (20). 23 list the CFP designation and 129 are also registered broker representatives.

Osaic Wealth, Inc. advisors by city in Tennessee

Every firm in Tennessee →

Nashville 20Chattanooga 16Knoxville 15Brentwood 10Germantown 10Memphis 8Franklin 7Columbia 5Clarksville 3Cookeville 3Murfreesboro 3Collierville 2Gallatin 2Jackson 2Oak Ridge 2Ashland City 1Clarkville 1College Grove 1Cordova 1Cottontown 1Fairview 1Goodlettsville 1Greeneville 1Harriman 1Hendersonville 1Johnson City 1La Follette 1Lafollette 1Lascassas 1Leoma 1Loudon 1Monterey 1Morristown 1Ooltewah 1Rockwood 1

Osaic Wealth, Inc. advisors in Tennessee, A to Z

Search by name →

Osaic Wealth, Inc. advisors in every state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. in other states

California 816New York 608Florida 465Texas 388Arizona 371Pennsylvania 314Ohio 310Wisconsin 300Minnesota 289Michigan 271Illinois 240New Jersey 233North Carolina 178Virginia 152Massachusetts 151Indiana 147Maryland 140Nebraska 137Georgia 130Iowa 116Missouri 113Washington 113Colorado 112Kansas 98Connecticut 87Oregon 84South Carolina 72Alabama 65Oklahoma 65Kentucky 61Hawaii 55Louisiana 55Utah 55Montana 42North Dakota 37South Dakota 37New Hampshire 35Idaho 33Delaware 31Rhode Island 24Nevada 21West Virginia 17Arkansas 15Mississippi 15New Mexico 14Wyoming 12Alaska 11Maine 10Vermont 6

Questions

How many Osaic Wealth, Inc. financial advisors are in Tennessee?

129 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 at the firm nationwide. 23 list the CFP designation and 129 are also registered as broker representatives.

Where in Tennessee does Osaic Wealth, Inc. have the most advisors?

Nashville, with 20, then Chattanooga (16). Osaic Wealth, Inc. has advisors in 35 cities in Tennessee.

How do I check a Osaic Wealth, Inc. advisor in Tennessee?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.