The RIA database

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

161. 12032
     Creative Investment GroupNashville, TN · 144 clientsWealth manager
     LPL Financial 87%
     +00% 1 yr$209M
162. 12071
     1819 PartnersMemphis, TN · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$207M
163. 12185
     Blong FinancialMemphis, TN · 314 clientsWealth manager
     Fidelity 92%
     +00% 1 yr$202M
164. 12201
     Strategic Advisory ServicesMemphis, TN · 254 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$201M
165. 12346
     Frazee Investment Consulting, Inc.Memphis, TN · 110 clientsWealth manager
     Schwab 100%
     +00% 1 yr$196M
166. 12581
     Erisa Advisers, Inc.Brentwood, TN · 136 clientsAsset manager
     Schwab 100%
     +00% 1 yr$187M
167. 12712
     Marsh Wealth Management, LLCKnoxville, TN · 181 clientsWealth manager
     Schwab 90%
     +00% 1 yr$182M
168. 12753
     Ellis Financial PlanningClarksville, TN · 331 clientsWealth manager
     Schwab 100%
     +00% 1 yr$181M
169. 12758
     Integrity Capital ManagementKingsport, TN · 361 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$181M
170. 12816
     Keystone Financial Resources, LLCBrentwood, TN · 100 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$179M
171. 12891
     Preserver PartnersMemphis, TN · 1 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$176M
172. 13198
     Anchor Health Capital, LLCChattanooga, TN · 9 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$166M
173. 13225
     Solas Bioventures Management, LLCChattanooga, TN · 12 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$165M
174. 13239
     Sage Investment CounselFranklin, TN · 79 clientsWealth manager
     Schwab 100%
     +00% 1 yr$165M
175. 13241
     TCMGermantown, TN · 496 clientsWealth managerHybrid
     Raymond James 100%
     +00% 1 yr$165M
176. 13343
     Witt Financial Group, LLCCrossville, TN · 314 clientsWealth manager
     No custodian reported
     +00% 1 yr$160M
177. 13375
     Retirement Solutions GroupFranklin, TN · 301 clientsWealth manager
     Schwab 100%
     +00% 1 yr$160M
178. 13518
     Diversified Partners, Inc.Brentwood, TN · 3 clientsPrivate fund adviserHybridThoroughbred Financial Services, LLC
     No custodian reported
     +00% 1 yr$155M
179. 13519
     Bellwether Investment Group, LLCHixson, TN · 313 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$155M
180. 13532
     RBG Wealth Advisors LLCMemphis, TN · 80 clientsWealth manager
     Schwab 100%
     +00% 1 yr$155M
181. 13594
     Empirical Capital Management, LLCHendersonville, TN · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$153M
182. 13610
     Roan Capital PartnersJohnson City, TN · 328 clientsWealth manager
     Schwab 100%
     +00% 1 yr$152M
183. 13620
     Providence Wealth Management LLCKnoxville, TN · 206 clientsWealth manager
     Schwab 100%
     +00% 1 yr$152M
184. 13692
     Financial Management Advisors, Inc.Tullahoma, TN · 525 clientsWealth managerHybrid
     No custodian reported
     +00% 1 yr$150M
185. 13797
     J. Mark Nickell & Co.Brentwood, TN · 49 clientsWealth manager
     Schwab 100%
     +00% 1 yr$146M
186. 13809
     Jefferson Bridge Capital, LLCNashville, TN · 27 clientsAsset manager
     Fidelity 57%Schwab 43%
     +00% 1 yr$146M
187. 13814
     Campbell Asset Management, LLCChattanooga, TN · 171 clientsWealth manager
     Schwab 83%
     +00% 1 yr$146M
188. 13853
     Davis, Davis and Conover Wealth Management, LLCNashville, TN · 186 clientsWealth managerWrap sponsor
     Raymond James 100%
     +00% 1 yr$145M
189. 13946
     Barnett & Co IncChattanooga, TN · 116 clientsWealth manager
     Schwab 100%
     +00% 1 yr$142M
190. 13986
     Additive Advisory PBCMemphis, TN · 2 clientsPrivate fund adviser
     Schwab 100%
     +00% 1 yr$141M
191. 14069
     Hull Wealth ManagementMurfreesboro, TN · 202 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$139M
192. 14400
     Quality Financial ConceptsMaryville, TN · 211 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$129M
193. 14478
     Carmichael Creel InvestmentsFranklin, TN · 76 clientsWealth manager
     Schwab 100%
     +00% 1 yr$127M
194. 14587
     Cosey Financial Services, Inc.Knoxville, TN · 404 clientsWealth manager
     Schwab 100%
     +00% 1 yr$124M
195. 14680
     Greensview Wealth ManagementFranklin, TN · 178 clientsWealth managerHybrid
     No custodian reported
     +00% 1 yr$121M
196. 14701
     Ironhorse Capital LLCNashville, TN · 1 clientsAsset managerHybrid
     No custodian reported
     +00% 1 yr$121M
197. 14797
     Smith & Co Advisory LLCSpring Hill, TN · 210 clientsWealth manager
     Fidelity 93%
     +00% 1 yr$118M
198. 14867
     Integra WealthChattanooga, TN · 196 clientsWealth manager
     Schwab 100%
     +00% 1 yr$116M
199. 14940
     Pope Asset Management, LLCMemphis, TN · 59 clientsWealth manager
     U.S. Bank 100%
     +00% 1 yr$115M
200. 14964
     Coordinated Wealth Management, L.L.C.Hendersonville, TN · 96 clientsWealth manager
     Schwab 100%
     +00% 1 yr$114M