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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

227 firms manage $1.0 trillionTennessee

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  1. 3742
    Patriot Investment Management Group IncKnoxville, TN · 1,559 clientsWealth manager
    Schwab 100%
    $1.9B
  2. 4002
    Patton Albertson Miller Group, LLCChattanooga, TN · 627 clientsWealth managerAffiliated broker-dealer
    Fidelity 50%Schwab 50%
    $1.7B
  3. 4047
    Martin & Company Investment CounselKnoxville, TN · 119 clientsAsset managerAffiliated broker-dealerFirst Horizon Advisors, Inc., First Horizon Bank, clears through National Financial Services (Fidelity)
    Northern Trust 52%First Horizon Bank 31%
    $1.7B
  4. 4060
    Steel Grove Capital Advisors, LLCMemphis, TN · 884 clientsWealth manager
    Schwab 100%
    $1.6B
  5. 4143
    ILS Advisory Services, LLCNashville, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  6. 4218
    Delta Asset Management, LLCMemphis, TN · 556 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Schwab 100%
    $1.5B
  7. 4303
    TBH Global Asset Management, LLCBrentwood, TN · 1,054 clientsWealth managerHybrid
    Fidelity 100%
    $1.5B
  8. 4318
    HHM Wealth Advisors, LLCChattanooga, TN · 1,238 clientsWealth manager
    Schwab 100%
    $1.5B
  9. 4319
    Reliant Investment Management, LLCMemphis, TN · 282 clientsAsset manager
    U.S. Bank 50%Schwab 33%
    $1.5B
  10. 4350
    Courage Capital Management, LLCNashville, TN · 10 clientsPrivate fund adviser
    Fidelity 100%
    $1.4B
  11. 4404
    LFM CapitalNashville, TN · 9 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  12. 4418
    AB Custom Alternative Solutions LLCNashville, TN · 1 clientsAsset managerAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    J P Morgan Securities LLC Prime Broker 83%
    $1.4B
  13. 4433
    Seven Springs Wealth GroupBrentwood, TN · 400 clientsWealth manager
    Fidelity 83%
    $1.4B
  14. 4627
    Virtue Capital Management, LLCBrentwood, TN · 5,770 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  15. 4694
    Paul Winkler, Inc.Goodlettsville, TN · 2,459 clientsWealth manager
    Schwab 59%Axos 41%
    $1.3B
  16. 4705
    Beacon Capital Management, LLCFranklin, TN · 2,098 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.3B
  17. 4754
    TD Capital Management LLCMemphis, TN · 451 clientsWealth manager
    Fidelity 100%
    $1.2B
  18. 4816
    Sanford C. Bernstein & Co., LLCNashville, TN · 112 clientsBroker-dealer firmAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    Canadian Imperial Bank of Commerce 77%Sanford C. Bernstein & Co. 23%
    $1.2B
  19. 4829
    Fielder Capital Group LLCNashville, TN · 131 clientsWealth manager
    Fidelity 56%Schwab 44%
    $1.2B
  20. 4838
    HG Capital Management, LLCNashville, TN · 6 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  21. 4881
    Tvamp, LLCKnoxville, TN · 2,553 clientsWealth managerHybrid
    LPL Financial 88%
    $1.2B
  22. 5065
    Round Hill Music LPNashville, TN · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  23. 5141
    Summit Asset Management LLCMemphis, TN · 532 clientsWealth manager
    Schwab 100%
    $1.1B
  24. 5350
    Invictus Fiduciary Services, LLCMemphis, TN · 33 clientsAsset manager
    No custodian reported
    $1.0B
  25. 5367
    PYA Waltman Capital, LLCKnoxville, TN · 424 clientsWealth manager
    Fidelity 100%
    $1.0B
  26. 5416
    BCS Wealth Management, LLCJohnson City, TN · 848 clientsWealth managerHybrid
    Schwab 100%
    $987M
  27. 5495
    Tranquility Partners, LLCBrentwood, TN · 259 clientsWealth manager
    Fidelity 89%
    $960M
  28. 5723
    Kelman Lazarov IncMemphis, TN · 579 clientsWealth managerHybrid
    Schwab 85%
    $895M
  29. 5759
    Sagepoint Capital Partners LLCFranklin, TNWealth managerHybrid
    No custodian reported
    $888M
  30. 5960
    Private Wealth Management, Inc.Memphis, TN · 131 clientsWealth manager
    Schwab 100%
    $832M
  31. 6025
    River Associates Investments, L.P.Chattanooga, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $815M
  32. 6031
    Claritas CapitalNashville, TN · 108 clientsPrivate fund adviser
    No custodian reported
    $814M
  33. 6096
    Laffer Tengler Investments, Inc.Nashville, TN · 276 clientsWealth managerWrap sponsor
    Pershing 88%
    $800M
  34. 6104
    ICR PartnersNashvillle, TN · 9 clientsAsset manager
    No custodian reported
    $799M
  35. 6108
    Proffitt & Goodson Inc.Knoxville, TN · 299 clientsWealth manager
    Schwab 100%
    $798M
  36. 6279
    Provident Wealth Management, LLCBrentwood, TN · 328 clientsWealth manager
    Schwab 100%
    $759M
  37. 6295
    Sageguard Financial Group, LLCGoodlettsville, TN · 2,469 clientsWealth manager
    Schwab 100%
    $756M
  38. 6319
    Southernsun Asset Management LLCMemphis, TN · 84 clientsAsset manager
    BNY 45%State Street 31%J.P. Morgan 24%
    $749M
  39. 6373
    AM Investment Strategies, LLCChattanooga, TN · 576 clientsWealth manager
    Fidelity 100%
    $738M
  40. 6437
    The Patten Group, Inc.Chattanooga, TN · 459 clientsWealth manager
    Schwab 57%Pershing 43%
    $725M

RIAs by state