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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

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  1. 9508
    William Howard & Co. Financial Advisors, Inc.Memphis, TN · 176 clientsWealth manager
    Schwab 100%
    $342M
  2. 9555
    Hcip Advisors, LLCNashville, TN · 1 clientsPrivate fund adviser
    No custodian reported
    $339M
  3. 9581
    Commerce Advisors, LLCMemphis, TN · 143 clientsWealth managerHybrid
    Fidelity 100%
    $338M
  4. 9592
    The Nalls Sherbakoff Group, LLCKnoxville, TN · 500 clientsWealth manager
    Schwab 100%
    $337M
  5. 9651
    Rare Capital Management, LLCNashville, TN · 5 clientsPrivate fund adviser
    No custodian reported
    $334M
  6. 9734
    Wolf River Capital Management, LLCMemphis, TN · 27 clientsPrivate fund adviser
    BNY 56%Fidelity 44%
    $329M
  7. 9938
    Templeton & Phillips Capital Management, LLCLookout Mountain, TN · 47 clientsAsset manager
    Fidelity 54%State Street 46%
    $314M
  8. 9976
    Cravens & Company Wealth ManagementCookeville, TN · 227 clientsWealth manager
    Schwab 100%
    $311M
  9. 10115
    Mission Value Partners, LLCNashville, TN · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $303M
  10. 10292
    Luken Investment Analytics, LLCBrentwood, TN · 267 clientsWealth managerWrap sponsorHybrid
    Schwab 0%
    $292M
  11. 10293
    Apex Strategic Wealth, LLCChattanooga, TN · 604 clientsWealth managerWrap sponsorHybrid
    LPL Financial 59%Schwab 41%
    $292M
  12. 10296
    Efinancial Alliance, LLCFranklin, TN · 212 clientsWealth manager
    Schwab 89%
    $292M
  13. 10369
    Optivise Advisory Services LLCFranklin, TN · 1,233 clientsWealth managerHybrid
    Schwab 100%
    $288M
  14. 10378
    Valtrion Capital Management, LLCFranklin, TN · 188 clientsWealth managerBank-affiliated
    Schwab 57%Fidelity 43%
    $287M
  15. 10430
    Cornerstone Wealth Management GroupGreeneville, TN · 582 clientsWealth managerWrap sponsor
    Schwab 100%
    $285M
  16. 10490
    HMS Investment AdvisorsNashville, TN · 162 clientsWealth manager
    Fidelity 44%Schwab 42%
    $282M
  17. 10530
    Creekside Capital, Inc.Knoxville, TN · 234 clientsWealth manager
    Schwab 100%
    $280M
  18. 10586
    Tyner Capital Management Investment Counsel, Inc.Signal Mountain, TN · 63 clientsWealth manager
    Schwab 100%
    $277M
  19. 10648
    Valor Financial Services, LLCKnoxville, TN · 1,675 clientsWealth manager
    Schwab 100%
    $273M
  20. 10649
    Cardinal Wealth Advisory, LLCMemphis, TN · 103 clientsWealth manager
    No custodian reported
    $273M
  21. 10653
    Knox Wealth Partners AdvisoryKnoxville, TN · 525 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $273M
  22. 10661
    Alliance Wealth Management Partners LLCKnoxville, TN · 764 clientsWealth managerWrap sponsor
    Fidelity 88%
    $272M
  23. 10692
    Councilmark Asset Management, LLCKnoxville, TN · 28 clientsWealth manager
    Schwab 100%
    $271M
  24. 10734
    Memphis Capital Management, LLCMemphis, TN · 3 clientsPrivate fund adviserHybridStonewall Investments Tennessee Inc.
    No custodian reported
    $269M
  25. 10735
    Remora Capital PartnersNashville, TN · 1 clientsAsset manager
    No custodian reported
    $269M
  26. 10988
    Cap Partners, LLCFranklin, TN · 399 clientsWealth manager
    No custodian reported
    $255M
  27. 11036
    Mercury Investment GroupMemphis, TN · 101 clientsWealth manager
    Schwab 97%
    $253M
  28. 11142
    Cove Capital Management Inc.Brentwood, TN · 1 clientsPrivate fund adviser
    No custodian reported
    $248M
  29. 11155
    AGP Franklin, LLCFranklin, TN · 456 clientsWealth managerWrap sponsor
    Raymond James 100%
    $247M
  30. 11159
    Eudaimonia Asset Management, LLCWinchester, TN · 684 clientsWealth managerHybrid
    No custodian reported
    $247M
  31. 11177
    Retirement Planning ServicesKnoxville, TN · 248 clientsWealth manager
    Fidelity 100%
    $246M
  32. 11193
    W Advisors LLCGermantown, TN · 95 clientsWealth managerHybrid
    Schwab 100%
    $245M
  33. 11235
    Rayburn West Financial ServicesNashville, TN · 142 clientsWealth manager
    Schwab 100%
    $243M
  34. 11568
    Ridgeline Capital Management, LLCMemphis, TN · 20 clientsPrivate fund adviser
    No custodian reported
    $228M
  35. 11615
    Walnut Grove Capital Partners, LPMemphis, TN · 9 clientsPrivate fund adviser
    No custodian reported
    $226M
  36. 11699
    Aldebaran Financial IncKingsport, TN · 366 clientsWealth manager
    Schwab 100%
    $223M
  37. 11873
    Values First Advisors, Inc.Johnson City, TN · 967 clientsWealth manager
    Goldman Sachs 100%
    $215M
  38. 11945
    GEN Cap America, Inc.Nashville, TN · 5 clientsPrivate fund adviser
    No custodian reported
    $213M
  39. 11974
    Callaway Capital Management, LLCNashville, TN · 6 clientsPrivate fund adviser
    No custodian reported
    $211M
  40. 12021
    Highland RIM Capital, L.P.Nashville, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $210M

RIAs by state