AUM per client for Enterprise firms serving clients in Tennessee

Enterprise firms active in Tennessee 68 firms

Very Low $100K-$230K

Low $230K-$380K

Typical $380K-$560K

High $560K-$880K

Very High $880K-$2.6M

5th 20th 40th 60th 80th 95th

Median: $540K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
IEQ Capital, LLC	Very High $25M	$57B	2,300	100%
TLG Advisors, INC.	Typical $430K	$2.2B	5,018	6%
ESI Financial Advisors	Very Low $220K	$2.6B	11,897	26%
VOYA Financial Advisors, Inc.	Low $240K	$3.9B	16,313	19%
Cresset Asset Management, LLC	Very High $15M	$70B	4,746	77%
Capital Analysts	Typical $540K	$8.4B	15,611	19%
Bankers Life Advisory Services, Inc.	Very Low $170K	$2.5B	14,275	0%
OSAIC Institutions, INC.	Low $310K	$4.9B	15,798	0%
T. Rowe Price Advisory Services, Inc.	Typical $440K	$5.9B	13,517	0%
Integrity Alliance, LLC	Typical $450K	$4.8B	10,660	10%
Oppenheimer	High $610K	$23B	37,047	3%
Principal Financial Services	Low $320K	$17B	51,650	5%
Cerity partners LLC	Very High $4.6M	$110B	24,945	58%
Transamerica Financial Advisors	Very Low $49K	$2.1B	42,497	3%
LIDO	Very High $2.9M	$38B	13,043	75%
Primerica Advisors	Very Low $230K	$19B	80,267	22%
Advice and Planning Services	Typical $520K	$38B	72,469	65%
Corient	Very High $6.1M	$160B	25,963	75%
Sanctuary Advisors, LLC	Very High $1.6M	$31B	19,025	23%
Sequoia Financial Group, L.L.C.	Very High $2.7M	$30B	11,064	41%
ROCKEFELLER Capital Management	Very High $1.7M	$82B	47,801	32%
FIFTH THIRD SECURITIES, Inc.	Very Low $230K	$11B	46,299	4%
Mercer Global Advisors Inc.	Very High $2.2M	$78B	35,044	53%
Mai Capital Management, LLC	Very High $2.2M	$34B	15,740	31%
key Investment Services LLC	Low $250K	$8.8B	34,509	3%
Ameritas Advisory Services, LLC	Typical $450K	$13B	29,363	3%
Eagle Strategies (NY Life)	Low $240K	$31B	132,722	20%
Independent Financial Group, LLC	Typical $470K	$12B	25,896	9%
Mariner	Very High $2.1M	$120B	54,583	41%
Savant Wealth Management	Very High $1.9M	$44B	22,683	29%
Hightower Advisors	Very High $2.8M	$180B	62,807	46%
EP Wealth Advisors	Very High $2.1M	$42B	19,618	8%
Hornor, Townsend & kent, LLC	Low $290K	$8.2B	27,999	2%
Focus Partners Wealth, LLC	Very High $2.6M	$160B	61,002	49%
Truist Advisory Services	High $560K	$71B	126,145	26%
SPC	Very Low $190K	$5.9B	30,595	3%
Beacon Pointe Advisors, LLC	Very High $1.7M	$49B	29,565	39%
Benjamin F. Edwards & Company, Incorporated	Typical $550K	$18B	32,532	1%
Stratos Wealth Partners, Ltd	High $710K	$18B	24,844	17%
Integrated Wealth Concepts LLC	High $720K	$18B	25,274	37%
Capital Group Private Client Services, Inc.	Very High $4.1M	$32B	7,684	100%
Creative Planning	Very High $2.1M	$180B	87,051	45%
Kestra Advisory	High $620K	$71B	115,285	23%
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	Typical $410K	$12B	30,039	16%
Newedge Advisors	High $810K	$40B	48,809	27%
Osaic Advisory Services, LLC	Typical $510K	$15B	29,516	13%
GWN Securities Inc.	Very Low $130K	$4.7B	37,763	6%
Steward Partners Investment Advisory, LLC	High $810K	$32B	39,386	62%
Prime Capital Financial	High $850K	$19B	22,129	25%
wealth Enhancement Advisory Services, LLC	Very High $1.4M	$110B	80,986	34%
Cwm, Llc	Very High $880K	$46B	52,263	14%
Centaurus Financial, Inc.	Very Low $190K	$7.3B	37,955	1%
D.A. DAVIDSON & Co.	Typical $550K	$38B	68,135	27%
First Command Advisory Services	Very Low $210K	$24B	113,511	3%
Schwab Wealth Advisory	—	—	168,774	0%
&PARTNERS	Typical $380K	$21B	53,863	22%
Commonwealth Financial Network	High $570K	$200B	355,973	12%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
PNC Wealth Management	Very Low $180K	$29B	160,885	2%
Planmember Securities Corporation	Very Low $130K	$9.2B	69,441	1%
Independent Financial partners	Very Low $230K	$12B	52,539	35%
Brookstone Capital Management LLC	Low $230K	$13B	54,810	9%
Empower Advisory Group	High $570K	$170B	293,347	7%
Janney Montgomery Scott	Typical $410K	$98B	239,764	42%
Private Advisor Group, LLC	Low $300K	$42B	139,740	16%
Valic Financial Advisors	Very Low $100K	$29B	292,989	1%
AE Wealth Management, LLC	Typical $390K	$49B	127,213	7%
Transamerica Retirement Advisors, LLC	Very Low $82K	$17B	212,700	0%
Focus Partners Advisor Solutions, LLC	Very High $930K	$31B	32,796	26%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support