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Est. 2026The front page of wealth managementNew York

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RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya
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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. 14975
    CW Securities, LLCKnoxville, TN · 145 clientsBroker-dealer firmHybridCW Securities, LLC
    Schwab 99%
    $113M
  2. 15004
    Genesis InvestmentsOoltewah, TN · 273 clientsWealth manager
    Schwab 100%
    $113M
  3. 15006
    Fortitude Wealth ManagementMurfreesboro, TN · 134 clientsWealth manager
    No custodian reported
    $113M
  4. 15204
    Hogan Investment Counsel, LLCCordova, TN · 207 clientsWealth manager
    Schwab 100%
    $107M
  5. 15219
    Trusco Investment Management, LLCNashville, TN · 30 clientsWealth manager
    Raymond James 100%
    $107M
  6. 15227
    Lexington Financial/life Management, LLCNashville, TN · 44 clientsWealth managerHybrid
    SEI 100%
    $107M
  7. 15348
    Dorian Investment Advisory LLCMemphis, TN · 118 clientsWealth manager
    Schwab 100%
    $103M
  8. 15376
    Strategic Wealth Partners LLCFranklin, TN · 212 clientsWealth manager
    No custodian reported
    $102M
  9. 15401
    Fuerst Financial Group, Inc.Chattanooga, TN · 325 clientsWealth manager
    SEI 100%
    $101M
  10. 15422
    Chamberlain Lane Capital, LLCNashville, TNWealth manager
    Schwab 100%
    $100M
  11. 15715
    Planrock Wealth Strategies, LLCBrentwood, TN · 55 clientsWealth manager
    No custodian reported
    $71M
  12. 15784
    Truehaven CapitalFranklin, TN · 28 clientsWealth manager
    Interactive Brokers 67%Schwab 33%
    $62M
  13. 15929
    B. Riley Wealth Private SharesMemphis, TN · 8 clientsPrivate fund adviserHybridB. Riley Securities, Inc., B. Riley Wealth Management, Inc., clears through National Financial Services (Fidelity)
    No custodian reported
    $48M
  14. 15996
    Worthington Capital Management, LLCMemphis, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $41M
  15. 16046
    Malt Partners Management LLCNashville, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $36M
  16. 16146
    Dorian Eason Asset Management, LLCMemphis, TN · 40 clientsWealth manager
    Schwab 92%
    $27M
  17. 16191
    Greenwood Pine PartnersMemphis, TN · 2 clientsAsset managerHybrid
    Northern Trust 100%
    $23M
  18. 16416
    SavvyfiFranklin, TN · 307 clientsWealth manager
    No custodian reported
    $2M
  19. 16575
    Alliancebernstein Holding L.P.Nashville, TNAsset managerAffiliated broker-dealerAlliancebernstein Holding L.P., Alliancebernstein Investments, Inc.
    No custodian reported
    $0
  20. 16652
    Summit Capital Solutions LLCBrentwood, TNAsset manager
    No custodian reported
    $0
  21. 16751
    JB Wealth Advisors LLCNashville, TNAsset manager
    No custodian reported
    $0
  22. 16870
    ROI Financial PlanningClarksville, TNAsset managerHybrid
    No custodian reported
    $0
  23. 16952
    Stewardwell LLCFranklin, TNAsset managerHybrid
    No custodian reported
    $0
  24. 16964
    W.B. Edwards & Co.Knoxville, TNAsset manager
    No custodian reported
    $0
  25. 16969
    Intentional Wealth PlanningBrentwood, TNAsset manager
    No custodian reported
    $0
  26. 16994
    Maple Grove WealthFranklin, TNAsset manager
    No custodian reported
    $0
  27. 17032
    Round Table Advisors, LLCChattanooga, TNAsset managerHybrid
    No custodian reported
    $0

RIAs by state