Fiduciary advisors in Tennessee

208registered advisers
194fee-only verified

Nashville's healthcare industry wealth and Memphis's logistics sector give Tennessee a diverse advisory market. The state has 208 SEC-registered fiduciary advisors, 194 operating fee-only. Tennessee eliminated its Hall Tax on investment income in 2021, removing one of the last barriers to its zero-income-tax status and accelerating wealth migration from higher-tax states.

Cities

Athens1Brentwood16Chattanooga19Clarksville1Cookeville1Franklin17Germantown4Goodlettsville2Greeneville1Hendersonville2Hixson2Jackson2Johnson City3Kingsport2Knoxville27Lookout Mountain1Manchester1Maryville1Memphis45Murfreesboro2Nashville52Ooltewah1Signal Mountain1Spring Hill1Tullahoma2Winchester1

Top advisors

&PARTNERS

Also Compensated via Brokerage
Nashville, TennesseeCRD #3767
Typical Fee--
AUM$14.1B
Minimum--
Clients32,200

12TH STREET ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #153528
Typical Fee--
AUM$622M
Minimum--
Clients522

1819 PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #326601
Typical Fee--
AUM$207M
Minimum--
Clients6

AB BROADLY SYNDICATED LOAN MANAGER LLC

Fee-Only, No Conflicts
Nashville, TennesseeCRD #308135
Typical Fee--
AUM$1.7B
Minimum--
Clients4

AB CUSTOM ALTERNATIVE SOLUTIONS LLC

Fee-OnlyAlso Compensated via Product Sales
Nashville, TennesseeCRD #110879
Typical Fee--
AUM$746M
Minimum--
Clients1

ABOUND WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #285903
Typical Fee1.25%
AUM$1.4B
Minimum--
Clients4,104

ACUMEN WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chattanooga, TennesseeCRD #282565
Typical Fee--
AUM$594M
Minimum--
Clients271

ADDITIVE ADVISORY PBC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #283979
Typical Fee--
AUM$141M
Minimum--
Clients2

AGP FRANKLIN, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #331699
Typical Fee--
AUM$247M
Minimum--
Clients733

AJ ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #321606
Typical Fee--
AUM$304M
Minimum--
Clients1,412

AJ CAPITAL MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Nashville, TennesseeCRD #291880
Typical Fee--
AUM$2.6B
Minimum--
Clients37

ALDEBARAN FINANCIAL INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kingsport, TennesseeCRD #105741
Typical Fee--
AUM$198M
Minimum--
Clients639

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #313195
Typical Fee--
AUM$235M
Minimum--
Clients1,310

ALLIANCEBERNSTEIN HOLDING L.P.

Fee-OnlyAlso Compensated via Product Sales
Nashville, TennesseeCRD #106998
Typical Fee--
AUM--
Minimum--
Clients--

ALLIANCEBERNSTEIN L.P.

Also Compensated via Product Sales
Nashville, TennesseeCRD #108477
Typical Fee--
AUM$709.2B
Minimum--
Clients68,593

AM INVESTMENT STRATEGIES, LLC

Fee-OnlyAlso Compensated via Product Sales
Chattanooga, TennesseeCRD #165823
Typical Fee--
AUM$738M
Minimum--
Clients1,388

ANCHOR HEALTH CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chattanooga, TennesseeCRD #309949
Typical Fee--
AUM$160M
Minimum--
Clients13

APEX STRATEGIC WEALTH, LLC

Fee-Only, No ConflictsClean Record
Chattanooga, TennesseeCRD #308569
Typical Fee--
AUM$292M
Minimum--
Clients1,328

ARCLINE INVESTMENT MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #299352
Typical Fee--
AUM$18.4B
Minimum--
Clients13

ASHDON INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tullahoma, TennesseeCRD #130180
Typical Fee--
AUM$403M
Minimum--
Clients187

B. RILEY WEALTH ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Memphis, TennesseeCRD #115927
Typical Fee--
AUM$7.0B
Minimum--
Clients17,372

B. RILEY WEALTH PRIVATE SHARES

Fee-OnlyAlso Compensated via Product Sales
Memphis, TennesseeCRD #315851
Typical Fee--
AUM$41M
Minimum--
Clients9

BARKSDALE INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #105098
Typical Fee--
AUM$3.6B
Minimum--
Clients126

BARNETT & CO INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chattanooga, TennesseeCRD #105867
Typical Fee--
AUM$142M
Minimum--
Clients263

BCS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Johnson City, TennesseeCRD #115489
Typical Fee--
AUM$812M
Minimum--
Clients1,685

BEACON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #156228
Typical Fee--
AUM$1.1B
Minimum--
Clients5,398

BELLWETHER INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hixson, TennesseeCRD #148114
Typical Fee--
AUM$155M
Minimum--
Clients670

BLONG FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Memphis, TennesseeCRD #164746
Typical Fee--
AUM$180M
Minimum--
Clients448

BLUE RIDGE WEALTH PLANNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #285347
Typical Fee--
AUM$276M
Minimum--
Clients723

BRANDON FINANCIAL PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #110267
Typical Fee--
AUM$363M
Minimum--
Clients771

BROGAN FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #133623
Typical Fee--
AUM$533M
Minimum--
Clients2,055

BROOKS, MOORE & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chattanooga, TennesseeCRD #105716
Typical Fee--
AUM$314M
Minimum--
Clients337

CALDWELL ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Brentwood, TennesseeCRD #144408
Typical Fee--
AUM$339M
Minimum--
Clients493

CALLAWAY CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #285709
Typical Fee--
AUM$174M
Minimum--
Clients4

CALYDON CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Memphis, TennesseeCRD #285485
Typical Fee--
AUM$2.9B
Minimum--
Clients804

CAMPBELL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chattanooga, TennesseeCRD #125052
Typical Fee--
AUM$127M
Minimum--
Clients401

CAP PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #144779
Typical Fee--
AUM$255M
Minimum--
Clients1,406

CAPITAL SQUARE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Athens, TennesseeCRD #286098
Typical Fee--
AUM$394M
Minimum--
Clients685

CAPITALSPRING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #161372
Typical Fee--
AUM$2.7B
Minimum--
Clients13

CAPWEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #148781
Typical Fee--
AUM$2.0B
Minimum--
Clients2,526

CARDINAL WEALTH ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #136659
Typical Fee--
AUM$208M
Minimum--
Clients198

CARMICHAEL CREEL INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #118468
Typical Fee--
AUM$142M
Minimum--
Clients258

CARTER-HASTON INVESTMENT PARTNERS II GP, LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #165442
Typical Fee--
AUM$320M
Minimum--
Clients9

CHICKASAW CAPITAL MANAGEMENT, LLC

Clean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #127398
Typical Fee--
AUM$2.5B
Minimum--
Clients433

CLARITAS CAPITAL

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #329689
Typical Fee--
AUM$700M
Minimum--
Clients103

COGENTBLUE

Fee-OnlyAlso Compensated via Product Sales
Knoxville, TennesseeCRD #312899
Typical Fee--
AUM$606M
Minimum--
Clients418

COMMERCE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #151439
Typical Fee--
AUM$338M
Minimum--
Clients438

COORDINATED WEALTH MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hendersonville, TennesseeCRD #141348
Typical Fee--
AUM$114M
Minimum--
Clients207

CORNERSTONE WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greeneville, TennesseeCRD #313269
Typical Fee--
AUM$244M
Minimum--
Clients1,421

COSEY FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #140175
Typical Fee2.00%
AUM$124M
Minimum--
Clients908
View all 208 advisors in Tennessee
Fiduciary Financial Advisors in Tennessee | FiduciaryListings