Top 10 advisors in Tennessee
We’ve curated a list of the best financial advisors in Tennessee, take a look at it below
Find an advisor in Tennessee1. Arcline Investment Management Lp
Assets under management
$10,041,415,942
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Gerber/taylor Management LLC
Assets under management
$8,724,694,686
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. First Horizon Advisors, Inc
Assets under management
$8,541,711,931
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
4. B. Riley Wealth Advisors, Inc.
Assets under management
$5,528,722,195
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
5. Interocean Capital
Assets under management
$4,782,202,272
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES, FRS & FTCS (SEE SCHEDULE D)
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Insurance, Credit And Cash Management Solutions
6. B Riley Wealth Management
Assets under management
$3,190,396,398
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Highland Capital Management, LLC
Assets under management
$3,100,659,199
Fee structure
A percentage of assets under your management
Performance-based fees
SUBSCRIPTION FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
401k Investment Management, Provision Of Trading Signals
8. Pointer Management, LLC
Assets under management
$3,100,577,425
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Aj Capital Management LLC
Assets under management
$2,349,344,249
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Newsouth Capital Management Inc
Assets under management
$2,343,810,534
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
How we came up with this list
To generate our top financial advisors list in Tennessee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tennessee. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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