This week, we're highlighting top performers in Tennessee
RIA Pulse Local Standouts: Tennessee
Each week we give props to high-performing RIA firms of all different sizes in a particular state, selecting a handful of standout firms that perform well across a number of industry benchmarks.
This week, we're highlighting top performers in Tennessee:
All percentiles listed below are relative to firms within the given AUM Band and State. Complete industry benchmarks across all peer groups and locations can be found at riapulse.com.
Under $250M AUM
1. TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC. (SIGNAL MOUNTAIN, TN) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (96th percentile), Average AUM Per Client (96th percentile)
2. W ADVISORS LLC (GERMANTOWN, TN) Standout metrics: Accounts Per Client (100th percentile), AUM Per Advisor (86th percentile), AUM Per Employee (86th percentile)
3. CREEKSIDE CAPITAL, INC. (KNOXVILLE, TN) Standout metrics: AUM Per Advisor (94th percentile), Accounts Per Employee (86th percentile), Accounts Per Client (83th percentile)
4. DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC (NASHVILLE, TN) Standout metrics: Accounts Per Employee (100th percentile), AUM Per Employee (90th percentile), Accounts Per Client (87th percentile)
5. DORIAN EASON ASSET MANAGEMENT, LLC (MEMPHIS, TN) Standout metrics: AUM Per Employee (94th percentile), Client To Advisor Ratio (93th percentile), AUM Per Advisor (88th percentile)
6. TRUEHAVEN CAPITAL (FRANKLIN, TN) Standout metrics: AUM Per Employee (98th percentile), Average AUM Per Client (98th percentile), AUM Per Advisor (90th percentile)
7. CRAVENS & COMPANY WEALTH MANAGEMENT (COOKEVILLE, TN) Standout metrics: AUM Per Advisor (96th percentile), Client To Advisor Ratio (83th percentile)
8. BLONG FINANCIAL (MEMPHIS, TN) Standout metrics: Client To Advisor Ratio (100th percentile), Accounts Per Employee (96th percentile), AUM Per Employee (92th percentile)
9. FRAZEE INVESTMENT CONSULTING, INC. (MEMPHIS, TN) Standout metrics: AUM Per Account (78th percentile), Average AUM Per Client (76th percentile)
10. CARDINAL WEALTH ADVISORY, LLC (MEMPHIS, TN) Standout metrics: AUM Per Account (92th percentile), Average AUM Per Client (90th percentile), AUM Per Employee (84th percentile)
$250M to $500M AUM
1. HS WEALTH PARTNERS (NASHVILLE, TN) Standout metrics: AUM Per Employee (90th percentile), AUM Per Advisor (87th percentile), Average AUM Per Client (82th percentile)
2. EVERGREEN ADVISORS, LLC (CHATTANOOGA, TN) Standout metrics: Client To Advisor Ratio (100th percentile), AUM Per Advisor (95th percentile), Accounts Per Employee (95th percentile)
3. INSIGHT STRATEGIC WEALTH LLC (KNOXVILLE, TN) Standout metrics: AUM Per Employee (92th percentile), Accounts Per Employee (89th percentile), AUM Per Advisor (82th percentile)
4. MUSIC ROW WEALTH MANAGEMENT (NASHVILLE, TN) Standout metrics: Accounts Per Client (100th percentile), Accounts Per Employee (100th percentile), AUM Per Employee (87th percentile)
5. TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC (LOOKOUT MOUNTAIN, TN) Standout metrics: Average AUM Per Client (100th percentile), AUM Per Account (100th percentile), AUM Per Employee (95th percentile)
6. SILVERLEAFE CAPITAL PARTNERS, LLC (GERMANTOWN, TN) Standout metrics: Accounts Per Client (95th percentile), Average AUM Per Client (85th percentile), AUM Per Employee (79th percentile)
7. ENVISION FINANCIAL PLANNING, LLC (MEMPHIS, TN) Standout metrics: Accounts Per Client (89th percentile), Accounts Per Employee (86th percentile)
8. RIDGEPATH CAPITAL MANAGEMENT LLC (KNOXVILLE, TN) Standout metrics: AUM Per Advisor (100th percentile), Average AUM Per Client (90th percentile), AUM Per Account (87th percentile)
9. BRANDON FINANCIAL PLANNING, INC. (MEMPHIS, TN)
10. MOON CAPITAL MANAGEMENT, LLC (KNOXVILLE, TN) Standout metrics: Average AUM Per Client (87th percentile), AUM Per Advisor (85th percentile), AUM Per Account (79th percentile)
$500M to $1B AUM
1. PRIVATE WEALTH MANAGEMENT, INC. (MEMPHIS, TN) Standout metrics: Accounts Per Client (100th percentile), AUM Per Employee (100th percentile), Average AUM Per Client (95th percentile)
2. WEALTH PRESERVATION ADVISORS, LLC (CHATTANOOGA, TN) Standout metrics: Client To Advisor Ratio (100th percentile), AUM Per Employee (95th percentile), AUM Per Advisor (91th percentile)
3. SUMMIT ASSET MANAGEMENT LLC (MEMPHIS, TN) Standout metrics: Accounts Per Employee (95th percentile), Client To Advisor Ratio (79th percentile), AUM Per Advisor (77th percentile)
4. COGENTBLUE (KNOXVILLE, TN) Standout metrics: Average AUM Per Client (91th percentile), AUM Per Account (86th percentile), AUM Per Advisor (82th percentile)
5. 12TH STREET ASSET MANAGEMENT (NASHVILLE, TN) Standout metrics: Client To Advisor Ratio (95th percentile), AUM Per Employee (91th percentile), Accounts Per Employee (84th percentile)
6. PINNACLE WEALTH ADVISORS (NASHVILLE, TN) Standout metrics: Average AUM Per Client (100th percentile), AUM Per Account (100th percentile), AUM Per Advisor (95th percentile)
7. PROFFITT & GOODSON INC. (KNOXVILLE, TN) Standout metrics: Average AUM Per Client (77th percentile)
8. AM INVESTMENT STRATEGIES, LLC (CHATTANOOGA, TN) Standout metrics: AUM Per Advisor (100th percentile), Accounts Per Employee (100th percentile), AUM Per Employee (82th percentile)
1. RED DOOR WEALTH MANAGEMENT, LLC (MEMPHIS, TN) Standout metrics: Accounts Per Employee (97th percentile), Accounts Per Client (97th percentile), AUM Per Advisor (86th percentile)
2. DELTA ASSET MANAGEMENT, LLC (MEMPHIS, TN) Standout metrics: AUM Per Employee (94th percentile), AUM Per Advisor (89th percentile), Client To Advisor Ratio (81th percentile)
3. LBMC INVESTMENT ADVISORS, LLC (BRENTWOOD, TN) Standout metrics: Accounts Per Employee (91th percentile), Client To Advisor Ratio (90th percentile), Accounts Per Client (81th percentile)
4. WOODMONT INVESTMENT COUNSEL, LLC (NASHVILLE, TN) Standout metrics: AUM Per Employee (87th percentile), Accounts Per Client (84th percentile)
5. FIELDER CAPITAL GROUP LLC (NASHVILLE, TN) Standout metrics: AUM Per Advisor (100th percentile), Accounts Per Client (100th percentile), Average AUM Per Client (86th percentile)
6. LEE DANNER & BASS INC (NASHVILLE, TN) Standout metrics: Client To Advisor Ratio (94th percentile), AUM Per Advisor (93th percentile), AUM Per Employee (77th percentile)
7. SENTRY, LLC (MEMPHIS, TN) Standout metrics: Average AUM Per Client (100th percentile), AUM Per Account (91th percentile), Accounts Per Client (91th percentile)
8. LEGACY WEALTH MANAGEMENT INC (MEMPHIS, TN) Standout metrics: Accounts Per Employee (94th percentile), Accounts Per Client (78th percentile)
9. CAPWEALTH ADVISORS, LLC (FRANKLIN, TN) Standout metrics: Client To Advisor Ratio (77th percentile), Accounts Per Employee (77th percentile)
10. PATTEN AND PATTEN, INC. (CHATTANOOGA, TN) Standout metrics: AUM Per Employee (81th percentile)
Want to see how your firm stacks up? RIA Pulse provides comprehensive peer benchmarking and analytics for RIA firms across all AUM bands and geographic regions.
