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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 030
    Alliancebernstein L.P.Nashville, TN · 30,285 clientsAsset managerHybridAlliancebernstein Investments, Inc., Bernstein Autonomous Research LLP
    Sanford C. Bernstein & Co. 53%J.P. Morgan 47%
    $763B
  2. 647
    &partnersNashville, TN · 62,194 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $30B
  3. 711
    Arcline Investment Management LPNashville, TN · 15 clientsPrivate fund adviser
    No custodian reported
    $26B
  4. 1160
    Nephila Advisors LLCNashville, TN · 39 clientsPrivate fund adviser
    No custodian reported
    $13B
  5. 1256
    Gerber/taylor Management LLCMemphis, TN · 95 clientsPrivate fund adviser
    Schwab 100%
    $11B
  6. 1514
    Sagespring Wealth PartnersFranklin, TN · 11,623 clientsWealth managerHybrid
    Fidelity 100%
    $8.5B
  7. 2078
    The Pacific Financial Group, Inc.Nashville, TN · 16,832 clientsWealth managerHybrid
    Fidelity Distributors Company 53%Schwab 28%
    $5.1B
  8. 2195
    Pacific Financial Group, LLCNashville, TN · 17 clientsAsset manager
    No custodian reported
    $4.7B
  9. 2231
    GSV Equity Holdings, LLCKnoxville, TN · 14 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  10. 2341
    B. Riley Wealth Advisors, Inc.Memphis, TN · 10,573 clientsWealth managerPublic-company ownedHybridB. Riley Securities, Inc., B. Riley Wealth Management, Inc., clears through National Financial Services (Fidelity)
    Fidelity 60%Wells Fargo 40%
    $4.2B
  11. 2402
    Thoroughbred Financial Services, LLCBrentwood, TN · 3,567 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $4.0B
  12. 2452
    Highland Capital Management, LLCMemphis, TN · 957 clientsAsset manager
    Argent Trust 33%Salem Trust 26%Schwab 23%
    $3.9B
  13. 2525
    Southeastern Asset Management Inc.Memphis, TN · 25 clientsAsset managerHybrid
    Northern Trust 100%
    $3.7B
  14. 2564
    Calydon Capital, LLCMemphis, TN · 297 clientsWealth manager
    Fidelity 74%Schwab 26%
    $3.6B
  15. 2780
    Red Door Wealth Management, LLCMemphis, TN · 955 clientsWealth manager
    Schwab 100%
    $3.1B
  16. 2789
    Disciplina Capital Management, LLCNashville, TN · 21 clientsAsset manager
    U.S. Bank 58%UBS 23%
    $3.1B
  17. 2829
    Barksdale Investment ManagementNashville, TN · 54 clientsAsset manager
    Morgan Stanley 47%
    $3.0B
  18. 2942
    Kaufman Hall Investment ManagementBrentwood, TN · 28 clientsAsset manager
    Computershare Corporate Trust 42%U.S. Bancorp Investments 40%
    $2.8B
  19. 2959
    CapitalspringNashville, TN · 15 clientsPrivate fund adviser
    UBS 100%
    $2.8B
  20. 2964
    Pointer Management, LLCChattanooga, TN · 6 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  21. 3026
    Duncan Williams Asset Management, LLCMemphis, TN · 2,238 clientsAsset managerHybrid
    Schwab 100%
    $2.7B
  22. 3055
    Legacy Wealth Management, LLCMemphis, TN · 1,475 clientsWealth manager
    Schwab 60%Fidelity 40%
    $2.7B
  23. 3076
    AJ Capital Management LLCNashville, TN · 41 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  24. 3083
    AB Broadly Syndicated Loan Manager LLCNashville, TN · 6 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    No custodian reported
    $2.6B
  25. 3104
    Edison Partners Management, LLCNashville, TN · 20 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  26. 3136
    Chickasaw Capital Management, LLCMemphis, TN · 386 clientsAsset managerHybridChickasaw Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 31%Comerica Bank 29%BNY 25%
    $2.5B
  27. 3186
    Whistler Capital Partners LLCNashville, TN · 5 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  28. 3217
    Silver Oak Securities, Inc.Jackson, TN · 8,746 clientsBroker-dealer firmHybrid
    Schwab 100%
    $2.4B
  29. 3248
    Future CapitalChattanooga, TN · 17,093 clientsWealth manager
    No custodian reported
    $2.4B
  30. 3321
    Sentry, LLCMemphis, TN · 74 clientsAsset manager
    Regions Bank, Trust Department 59%Fidelity 41%
    $2.3B
  31. 3385
    Rubicon Founders, LLCNashville, TN · 15 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  32. 3389
    Rather & Kittrell, Inc.Knoxville, TN · 1,110 clientsWealth manager
    Fidelity 100%
    $2.3B
  33. 3407
    Newsouth Capital Management IncMemphis, TN · 157 clientsAsset manager
    Northern Trust 37%State Street 23%
    $2.2B
  34. 3416
    Lbmc Investment Advisors, LLCBrentwood, TN · 513 clientsWealth manager
    Schwab 73%Fidelity 27%
    $2.2B
  35. 3433
    Patten and Patten, Inc.Chattanooga, TN · 879 clientsWealth manager
    Schwab 100%
    $2.2B
  36. 3495
    NFC Investments, LLCMemphis, TN · 157 clientsAsset manager
    M&t Bank 62%Raymond James 38%
    $2.1B
  37. 3596
    Capwealth Advisors, LLCFranklin, TN · 1,429 clientsWealth manager
    Schwab 100%
    $2.0B
  38. 3622
    Woodmont Investment Counsel, LLCNashville, TN · 468 clientsWealth manager
    Schwab 100%
    $2.0B
  39. 3659
    LEE Danner & Bass IncNashville, TN · 1,020 clientsWealth manager
    Schwab 63%Fidelity 37%
    $2.0B
  40. 3688
    Abound Wealth Management, LLCFranklin, TN · 936 clientsWealth manager
    Fidelity 90%
    $1.9B

RIAs by state