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Find The Best Financial Advisors in Tennessee

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Tennessee

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Tennessee, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and non-vetted financial advisors in Tennessee, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Tennessee have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Tennessee

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Bud Milligan

Milligan Wealth Management

201-600-1680

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Russ Kefauver

Kefauver Financial Planning & Wealth Management

865-268-9585

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Travis Cullman

SageSpring Wealth Partners

865-686-5202

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Top Financial Advisor Firms in Tennessee (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
ALLIANCEBERNSTEIN L.P.
501 Commerce Street,
Nashville, TN, 37203
108477 $582,388,000,000 58634 A Percentage of AUM, Subscription Fees, Fixed Fees, Commission Based, Performance Based
NEPHILA ADVISORS LLC
3811 Bedford Avenue, Suite 101
Nashville, TN, 37215
156905 $18,829,944,477 44 Other (COST + 10%)
FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue, 3rd Floor
Memphis, TN, 38117
17117 $11,300,952,063 9360 A Percentage of AUM, Fixed Fees
ARCLINE INVESTMENT MANAGEMENT LP
3803 Bedford Avenue, Suite No. 106
Nashville, TN, 37215-2564
299352 $10,041,415,942 9 A Percentage of AUM, Performance Based
GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street, Suite 1900
Memphis, TN, 38103
109319 $9,208,094,171 220 A Percentage of AUM, Fixed Fees, Performance Based
B. RILEY WEALTH ADVISORS, INC.
40 S. Main St., Suite 1800
Memphis, TN, 38103
115927 $6,884,819,404 20323 A Percentage of AUM, Hourly charges, Fixed Fees
SOUTHEASTERN ASSET MANAGEMENT INC.
6410 Poplar Ave., Ste. 900,
Memphis, TN, 38119-4843
105276 $5,479,257,682 49 A Percentage of AUM, Performance Based
INTEROCEAN CAPITAL
150 4th Avenue North, Suite 1410
Nashville, TN, 37219
310369 $5,339,057,409 7253 A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FRS & FTCS (SEE SCHEDULE D))
GSV EQUITY HOLDINGS, LLC
2035 Lakeside Centre Way, Suite 200,
Knoxville, TN, 37922
322865 $5,280,060,732 13 Other (CARRIED INTEREST)
SAGESPRING WEALTH PARTNERS
801 Crescent Centre Drive, Suite 600
Franklin, TN, 37067
283515 $4,277,447,071 27053 A Percentage of AUM, Hourly charges, Fixed Fees
WEAVER C. BARKSDALE & ASSOCIATES, INC.
One Burton Hills Blvd, Suite 100,
Nashville, TN, 37215-6104
105098 $3,725,518,751 135 A Percentage of AUM
HIGHLAND CAPITAL MANAGEMENT, LLC
850 Ridge Lake Blvd, Suite 205
Memphis, TN, 38120
104842 $3,100,659,199 953 A Percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES)
POINTER MANAGEMENT, LLC
832 Georgia Avenue, Suite 1100
Chattanooga, TN, 37402
156810 $3,100,577,425 6 A Percentage of AUM, Performance Based
PRINCIPAL STREET PARTNERS, LLC
949 Shady Grove Rd South, Suite 402
Memphis, TN, 38120
285485 $2,780,152,172 99 A Percentage of AUM, Performance Based
THOROUGHBRED FINANCIAL SERVICES, LLC
5110 Maryland Way, Suite 300,
Brentwood, TN, 37027-7508
47893 $2,440,440,866 6087 A Percentage of AUM, Fixed Fees

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