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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 8 vetted financial advisors and 983 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 22 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

3725 Highway 196 South, Ste D

Collierville, TN 38017

201-600-1680

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Jacob Bauchmann

LPL Financial

3401 Mallory Lane Ste 100

Franklin, TN 37067

619-729-4949

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Russ Kefauver

Kefauver Financial Planning & Wealth Management

1020 William Blount Dr.

Maryville, TN 37801

865-268-9585

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Vondal Davidson

Cornerstone Wealth Management

575 Mall Blvd Ste L1

Dyersburg, TN 38024

731-478-6330

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Travis Cullman

SageSpring Wealth Partners

136 Concord Rd

Knoxville, TN 37934

865-686-5202

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Discovery Partners Investment Center

Discovery Partners Investment Center

800 S First Street

Union City, TN 38261

731-885-3600

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Flagship Financial Advisors

Flagship Financial Advisors

5200 Maryland Way
Suite 202

Brentwood, TN 37027

615-823-2233

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Travis Anderson

TBH Global Asset Management LLC

125 3rd Avenue North

Franklin, TN 37064

615-465-6397

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 $721,781,000,000 49955 A percentage of AUM, Subscription fees, Fixed fees, Commision Based, Performance Based
FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue, 3rd Floor
Memphis, TN, 38117
17117 $13,592,747,629 9723 A percentage of AUM, Fixed fees
SOUTHEASTERN ASSET MANAGEMENT INC.
6410 Poplar Ave., Ste. 900,
Memphis, TN, 38119-4843
105276 $11,059,463,391 59 A percentage of AUM, Performance Based
GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street, Suite 1900
Memphis, TN, 38103
109319 $9,877,460,265 48 A percentage of AUM, Performance Based
B. RILEY WEALTH ADVISORS, INC.
40 S. Main St., Suite 1800
Memphis, TN, 38103
115927 $6,501,151,567 16778 A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (CARRIED INTEREST)
ARCLINE INVESTMENT MANAGEMENT LP
3803 Bedford Avenue, Suite No. 106
Nashville, TN, 37215-2564
299352 $5,968,564,816 6 A percentage of AUM, Performance Based
AB PRIVATE CREDIT INVESTORS LLC
501 Commerce Street,
Nashville, TN, 37203
173027 $4,898,000,000 14 A percentage of AUM, Fixed fees, Performance Based
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC
801 Crescent Centre Drive, Suite 600
Franklin, TN, 37067
283515 $4,833,977,046 24840 A percentage of AUM, Fixed fees
WEAVER C. BARKSDALE & ASSOCIATES, INC.
One Burton Hills Blvd, Suite 100,
Nashville, TN, 37215-6104
105098 $4,689,829,652 149 A percentage of AUM
INTEROCEAN CAPITAL
150 4th Avenue North, Suite 1410
Nashville, TN, 37219
310369 $4,267,839,565 5050 A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.)
B RILEY WEALTH MANAGEMENT
40 S. Main St., Suite 1800
Memphis, TN, 38103
2543 $4,118,839,755 9621 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
POINTER MANAGEMENT, LLC
832 Georgia Avenue, Suite 1100
Chattanooga, TN, 37402
156810 $4,013,881,181 6 A percentage of AUM, Performance Based
HIGHLAND CAPITAL MANAGEMENT, LLC
850 Ridge Lake Blvd, Suite 205
Memphis, TN, 38120
104842 $3,445,259,161 979 A percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES)
THOROUGHBRED FINANCIAL SERVICES, LLC
5110 Maryland Way, Suite 300,
Brentwood, TN, 37027-7508
47893 $2,926,834,220 5944 A percentage of AUM, Fixed fees, Commision Based
NEWSOUTH CAPITAL MANAGEMENT INC
999 S. Shady Grove Road, Suite 501
Memphis, TN, 38120-4129
110676 $2,832,723,566 205 A percentage of AUM, Performance Based

Additional Financial Advisors in Tennessee

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Andrew J. Venable
Inquire with Andrew
1111 Northshore Dr, Suite N 160 Knoxville, TN 37919 865-330-0716
April Thurman - Ameriprise Financial Services, LLC - CLOSED
Inquire with April
22 Public Sq, Ste 1 Columbia, TN 38401 931-388-6346
Bruce Gillen - Ameriprise Financial Services, LLC - CLOSED
Inquire with Bruce
22 Public Sq, Ste 1 Columbia, TN 38401 800-281-6574
Amy Eubanks
Inquire with Amy
1382 Union University Dr, Jackson, TN 38305 731-891-9078
Brian Osgood
Inquire with Brian
9724 Kingston Pike, Ste 1010 Knoxville, TN 37922 865-690-6169
Bilyeu CPA Group, PC
Inquire with Bilyeu
314 Old Jamestown Highway, Crossville, TN 38555 931-484-8200
Anna White
Inquire with Anna
371 Fountain View Cir, Alcoa, TN 37701 865-982-2653
A. Brian Massengill
Inquire with A.
1111 Northshore Dr, Suite N 160 Knoxville, TN 37919 865-330-0710
Brian Douglas
Inquire with Brian
138 Timber Creek Dr, Cordova, TN 38018 901-312-5099
Amy J Schaefer
Inquire with Amy
6410 Poplar Avenue, Ste 600 Memphis, TN 38119 901-766-8105

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