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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

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 6581
    WMG Financial Advisors, LLCKnoxville, TN · 1,655 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $694M
  2. 6876
    Acumen Wealth Advisors, LLCChattanooga, TN · 303 clientsWealth manager
    Schwab 100%
    $638M
  3. 6880
    Southern Capital Advisors, LLCJackson, TN · 817 clientsWealth managerWrap sponsor
    Fidelity 100%
    $637M
  4. 6925
    Pharos Capital Group, LLCBrentwood, TN · 7 clientsPrivate fund adviser
    Fidelity 100%
    $630M
  5. 6974
    12th Street Asset ManagementNashville, TN · 522 clientsAsset manager
    U.S. Bancorp Investments 52%
    $622M
  6. 7067
    CogentblueKnoxville, TN · 118 clientsWealth manager
    Fidelity 100%
    $606M
  7. 7145
    Wealth Preservation Advisors, LLCChattanooga, TN · 330 clientsWealth manager
    Schwab 76%Raymond James 24%
    $592M
  8. 7247
    Brogan FinancialKnoxville, TN · 746 clientsWealth manager
    Schwab 100%
    $577M
  9. 7307
    FCG Investment CompanyGermantown, TN · 351 clientsWealth manager
    Schwab 100%
    $568M
  10. 7323
    Decker Wealth Management, LLCNashville, TN · 326 clientsWealth manager
    Schwab 100%
    $566M
  11. 7417
    Kimery Wealth Management, LLCMemphis, TN · 471 clientsWealth managerWrap sponsor
    Schwab 100%
    $555M
  12. 7483
    TSW II Capital Advisors, LLCChattanooga, TN · 9 clientsPrivate fund adviser
    No custodian reported
    $545M
  13. 7649
    Evergreen Advisors, LLCChattanooga, TN · 494 clientsWealth manager
    Schwab 100%
    $523M
  14. 7657
    Leading Edge Financial Planning LLCKnoxville, TN · 302 clientsWealth manager
    Schwab 100%
    $522M
  15. 7675
    Council Capital Funds Management, LLCNashville, TN · 7 clientsPrivate fund adviser
    No custodian reported
    $519M
  16. 7864
    McCay Wealth Advisory LLCManchester, TN · 876 clientsWealth manager
    Schwab 100%
    $495M
  17. 7990
    HS Wealth PartnersNashville, TN · 285 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $481M
  18. 8151
    Envision Financial Planning, LLCMemphis, TN · 276 clientsWealth manager
    Schwab 100%
    $462M
  19. 8268
    Capital Square, LLCAthens, TN · 715 clientsWealth manager
    No custodian reported
    $450M
  20. 8273
    Silverleafe Capital Partners, LLCGermantown, TN · 179 clientsWealth manager
    Fidelity 100%
    $449M
  21. 8429
    Brandon Financial Planning, Inc.Memphis, TN · 252 clientsWealth managerHybrid
    Schwab 100%
    $435M
  22. 8454
    Music Row Wealth ManagementNashville, TN · 349 clientsWealth manager
    Raymond James 100%
    $432M
  23. 8458
    NBZ Investment Advisors, LLCKnoxville, TN · 199 clientsWealth manager
    Schwab 100%
    $431M
  24. 8475
    Shayne & Jacobs, LLCNashville, TN · 169 clientsWealth manager
    Schwab 100%
    $429M
  25. 8505
    Cypress Capital, LLCFranklin, TN · 663 clientsWealth manager
    Schwab 100%
    $426M
  26. 8523
    Ashdon Investment Management, LLCTullahoma, TN · 63 clientsWealth manager
    Fidelity 100%
    $425M
  27. 8665
    Guardian Wealth Management, LLCChattanooga, TN · 348 clientsWealth manager
    Schwab 100%
    $411M
  28. 8782
    Insight Strategic Wealth LLCKnoxville, TN · 263 clientsWealth manager
    Schwab 77%Fidelity 23%
    $401M
  29. 8831
    Visionary Horizons, LLCKnoxville, TN · 709 clientsWealth managerHybrid
    Schwab 89%
    $397M
  30. 8874
    AJ AdvisorsNashville, TN · 414 clientsWealth manager
    Schwab 100%
    $394M
  31. 8883
    Key Capital Management, Inc.Hendersonville, TN · 2,018 clientsWealth manager
    Schwab 100%
    $393M
  32. 8901
    Moon Capital Management, LLCKnoxville, TN · 162 clientsWealth manager
    Schwab 100%
    $392M
  33. 9138
    TVV CapitalNashville, TN · 6 clientsPrivate fund adviser
    No custodian reported
    $372M
  34. 9193
    Carter-Haston Investment Partners II GP, LLCNashville, TN · 10 clientsPrivate fund adviser
    No custodian reported
    $367M
  35. 9271
    Blue Ridge Wealth PlannersKnoxville, TN · 798 clientsWealth managerWrap sponsor
    Fidelity 100%
    $362M
  36. 9300
    Ridgepath Capital Management LLCKnoxville, TN · 121 clientsWealth manager
    Schwab 100%
    $359M
  37. 9384
    Innovative Advisory Partners, LLCHixson, TN · 443 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $352M
  38. 9391
    Caldwell Advisors, LLCBrentwood, TN · 506 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $351M
  39. 9421
    Brooks, Moore & Associates, Inc.Chattanooga, TN · 177 clientsWealth manager
    Schwab 61%
    $349M
  40. 9446
    Leconte Wealth Management, LLCMaryville, TN · 332 clientsWealth manager
    Schwab 100%
    $347M

RIAs by state