AUM per client for Independent firms serving clients in Tennessee

Independent firms active in Tennessee 164 firms

Very Low $33K-$180K

Low $180K-$360K

Typical $360K-$520K

High $520K-$1M

Very High $1M-$2M

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

Median: $420K

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Firm	AUM/client	AUM	Clients	HNW client %
Clarion Advisors Inc.	Low $210K	$130M	632	4%
Toams Financial	Very Low $180K	$110M	620	5%
O'BRYANT & ASSOCIATES, Inc.	—	—	359	0%
Barnard Financial Group, LLC	Low $280K	$94M	333	6%
Fuerst Financial Group, Inc.	Typical $360K	$93M	259	10%
Thompson Investment Advisors	Low $220K	$57M	259	4%
Financial Freedom Capital Management	Low $220K	$52M	234	9%
Integra Wealth	High $520K	$96M	183	16%
Alexander Advisory Services, LLC	Very Low $50K	$8.9M	179	0%
Davis Financial Services	Typical $460K	$81M	177	13%
PARK Wealth Management, LLC	Low $210K	$31M	152	11%
Sutton Financial Group	Low $180K	$27M	149	7%
A&G Financial Management, LLC	Very Low $160K	$24M	146	3%
Culbreth Wealth Management	Typical $470K	$66M	141	18%
Fortitude Wealth Management	High $840K	$110M	134	0%
Mann Financial Consulting Services	Very Low $8.6K	$1.1M	132	0%
Aydt Investment Management, Inc.	Low $360K	$46M	130	8%
Lattice Wealth Advisors	Typical $370K	$48M	130	8%
Jason Tate Financial Consulting, LLC	Low $210K	$27M	125	0%
Rich Dewitt Wealth Management LLC	Typical $390K	$48M	123	14%
Shepherd's Financial LLC	Very Low $70K	$8.3M	119	0%
Dorian Investment Advisory LLC	High $830K	$98M	118	18%
Garner Financial Management	Very High $1.2M	$130M	111	40%
Allied Investments	High $770K	$85M	110	32%
AdviPartner, LLC	Typical $520K	$56M	108	31%
Provident Wealth, LLC	High $880K	$95M	108	28%
Moore Wealth Partners, LLC	Low $350K	$34M	98	20%
Coordinated Wealth Management, L.L.C.	Very High $1.2M	$110M	95	28%
VanDenburg Capital Management	High $1M	$94M	94	46%
Melby Wealth Management	Low $210K	$19M	87	9%
Apple & Company, Inc.	High $720K	$62M	86	22%
Center Hill Wealth, LLC	Low $250K	$21M	84	7%
Copeland Wealth Management, LLC	High $610K	$50M	83	16%
Trendz Advisors	Low $250K	$21M	83	0%
Lakeland Wealth Management LLC	Typical $440K	$35M	80	39%
Warren Wealth Management & Tax Planning Inc.	Typical $390K	$31M	80	8%
Heritage Private Wealth	Very Low $180K	$14M	79	1%
Synthesis Advisors, Inc.	Very High $1M	$82M	79	100%
Roman Wealth Management, LLC	Typical $370K	$29M	78	18%
Carmichael Creel Investments	Very High $1.6M	$120M	76	49%
Ithaca Wealth Management	Low $280K	$21M	76	0%
DRW Financial	High $830K	$62M	74	28%
Studdard Financial, LLC	Typical $370K	$28M	74	9%
MESA Wealth Management	Low $240K	$17M	72	28%
The Stewardship Solution	Low $210K	$15M	71	17%
ATI Wealth Partners, LLC	Typical $440K	$30M	67	22%
Glean Financial, Inc.	Low $200K	$13M	67	19%
SCS Asset Management, Inc.	Typical $450K	$30M	67	12%
International Discount Investors	High $820K	$54M	66	23%
Kessler Planning Group	High $730K	$48M	66	17%
Fire Wealth Management, LLC	High $750K	$49M	65	29%
GROGAN Advisory Services, LLC	Very Low $130K	$8.6M	65	3%
Retirement Planning Solutions, LLC	High $790K	$52M	65	0%
Couleur Investments	Low $280K	$18M	62	23%
Strategic Wealth Investments, LLC	Very Low $120K	$7.2M	62	0%
T.K.M. Financial Services, LLC	Typical $460K	$28M	62	0%
Ascension Wealth Advisors, LLC	Typical $420K	$25M	61	13%
Red Oak Advisors LLC	Very Low $80K	$4.9M	61	0%
John A.. Poole - Financial Advisor	Low $340K	$20M	58	0%
SEF Financial	High $610K	$35M	58	28%
Dogwood Financial Planning	Very Low $0	$0	57	33%
Walker Capital Advisors	Low $220K	$13M	57	0%
Wave Wealth Planning, LLC	Low $280K	$16M	57	16%
Philip M. Watson, Financial Advisor	—	—	55	0%
Bigham Wealth Advisory LLC	Low $210K	$11M	54	4%
Frontsight Wealth Advisors, LLC	High $680K	$37M	54	20%
Oppna Wealth LLC	Typical $380K	$20M	54	7%
Tooth & Coin Wealth	Typical $410K	$22M	54	33%
Imagine Financial Security LLC	Very High $1.1M	$56M	52	52%
Palmer Wealth Planning	Typical $370K	$19M	52	15%
Rowe Consulting Group, LLC	Low $210K	$11M	52	10%
Clearstone Wealth Management, LLC	High $580K	$30M	51	43%
Taylor Financial Management, LLC	Very High $1.1M	$56M	51	43%
Acadia Wealth Advisors	High $820K	$41M	50	0%
Cypress Wealth Management, LLC	Very High $1.5M	$77M	50	40%
McCarter Investments, LLC	Very High $1.6M	$81M	50	30%
Bridgeworks Asset Management, LLC	Low $190K	$9.5M	49	0%
Hillvale Wealth Management, LLC	High $730K	$36M	49	18%
Koplan & Associates	Very Low $73K	$3.6M	49	6%
Prosper Financial	Very High $2M	$97M	48	73%
Moreau Investment Management Co	Very High $1.3M	$62M	47	43%
Tennessee Wealth Management	Very High $1.2M	$53M	45	0%
Kinetic Wealth	Typical $430K	$19M	44	25%
Sego Wealth Management, LLC	Typical $400K	$17M	43	30%
Tarragon Capital, LLC	Low $310K	$13M	43	14%
Valor Financial Planning	Very Low $18K	$780K	43	0%
ICON Capital Management, LLC	High $950K	$39M	41	17%
Jennings Investment Group, Inc.	Low $230K	$9.6M	41	59%
Crandell Financial Planning, LLC	Very Low $0	$0	40	5%
Retirement Capital Management, LLC	Low $190K	$7.1M	38	0%
Assetguard Financial Services Inc	Very Low $26K	$960K	37	0%
Dirigo Private Wealth	High $640K	$23M	36	25%
AVA Wealth Management LLC	Very High $1.8M	$65M	35	89%
RJ Hill's Financial Services, LLC	Very Low $130K	$4.4M	34	6%
Edgehelm Financial	Very High $2M	$62M	31	71%
Andorra Investment Management, Inc.	High $730K	$22M	30	10%
Delta Hedge Financial	Typical $360K	$11M	29	17%
Hoskins Financial, LLC	Low $350K	$10M	29	17%
Westrate Capital Management, Inc.	High $820K	$24M	29	28%
Trinity Capital Management, LLP	Very High $1.4M	$40M	28	43%
Mountaintop Wealth	Very Low $31K	$800K	26	0%
WLH Management Co., Inc.	High $830K	$22M	26	62%
Zelus Wealth Management	Very Low $77K	$2M	26	0%
AAIM Financial	Very Low $82K	$2.1M	25	0%
Narrow Road Asset Management	Very Low $120K	$2.9M	25	0%
Resch Financial Group	Typical $490K	$12M	25	0%
Belinda Leslie A Registered Investment Adviser, Inc.	High $750K	$18M	24	21%
Boulevard Money	Typical $430K	$10M	24	8%
Family Tree Wealth Advisors, LLC	Typical $510K	$12M	24	0%
Kennedy Wealth Management	Very High $1M	$24M	23	43%
True Equity Wealth Management LLC	Typical $370K	$8.4M	23	22%
SMEAC Financial, LLC	Typical $490K	$11M	22	9%
New Southern Advisory Services	Very High $1.9M	$40M	21	62%
Rosemary Frank Financial, LLC	Very High $1.7M	$36M	21	43%
Solid Rock Investment Advisory LLC	Very Low $61K	$1.3M	21	0%
Steven C. Nelson, CFP	Very Low $79K	$1.7M	21	0%
BAS Capital	Very High $5.9M	$120M	20	100%
Goto Financial Advisory LLC	Very Low $0	$0	20	0%
Porter Wealth Management, LLC	High $580K	$12M	20	65%
Worthview Capital Management LLC	Very High $1.6M	$32M	20	55%
Shareks Stock Portfolios	High $790K	$13M	17	0%
Stellar Assets L.L.C.	Low $290K	$5M	17	35%
Harwood Investment Group LLC	Very High $1.1M	$17M	15	100%
Mckinney Capital Management, LLC	High $560K	$8.4M	15	27%
Graybridge Capital	Very Low $46K	$650K	14	0%
Quants Compete	Very Low $100K	$1.4M	14	0%
Hensel Capital Management	Typical $410K	$5.3M	13	31%
Brewer Financial Strategies	High $670K	$8.1M	12	0%
Crouch Investment Group, Inc.	High $960K	$12M	12	33%
Delphi Wealth Management LLC	Very High $1.8M	$21M	12	75%
Fletcher Wealth Management, Inc.	Typical $520K	$6.2M	12	0%
Infinitus Wealth Management LLC	Typical $490K	$5.9M	12	0%
Joel Busboom Financial, LLC	High $990K	$12M	12	17%
KG Meyer, PC	Very Low $71K	$850K	12	0%
Modica Financial Services	Low $260K	$3.1M	12	0%
Nashville Financial Planning	High $830K	$9.9M	12	17%
Rutterer Planning	Very High $1.3M	$16M	12	75%
Spectrum Financial Advisors LLC	Very High $1.7M	$21M	12	0%
Aries Investments, LLC	Very Low $77K	$840K	11	0%
Capital Stewards, LLC	High $940K	$10M	11	45%
Ebbert Asset Management, Lp	Very Low $120K	$1.3M	11	0%
King Capital Management LLC	Very High $2M	$22M	11	45%
Wilco Financial, LLC	Very High $1M	$11M	11	55%
Chris A. Clark Insurance Services, LLC	Very Low $0	$0	10	0%
Kickpoint Financial, LLC	Low $260K	$2.6M	10	100%
AdventEdge Financial, LLC	High $690K	$6.3M	9	22%
Christian A. Hermo LLC	Very Low $180K	$1.6M	9	0%
Forward Financial Planning	Typical $410K	$3.7M	9	0%
Providence Squared LLC	Very High $1.2M	$10M	9	100%
Haddon Group LLC	Low $220K	$1.8M	8	0%
Mosaic Wealth Consultants, Inc.	Typical $400K	$3.2M	8	0%
Paladin Wealth Management	Very Low $51K	$410K	8	0%
Tech FP	Typical $470K	$3.8M	8	0%
Blue Kayak Partners	Very High $1.5M	$11M	7	86%
MoneyPro Wealth Management, LLC	Low $260K	$1.8M	7	0%
Quantitative Solutions, LLC	Very High $2M	$14M	7	71%
Stinson Financial Planning	Very High $4M	$28M	7	100%
CLP Asset Management, LLC	Very High $29M	$170M	6	100%
Defelice Capital Management LLC	Very High $11M	$65M	6	83%
Houndstooth Investment Management	Very Low $48K	$290K	6	0%
CV Securities Analysis, LLC	Very Low $97K	$490K	5	0%
North Pointe Financial Advisors, Inc	Typical $480K	$2.4M	5	0%
Belvedere Investments Corporation	Very Low $9.4K	$38K	4	0%
Resilient Financial Solutions	Low $200K	$800K	4	0%
Nomad Financial	Very High $1.9M	$3.9M	2	0%
Pantheon Investment LLC	Very High $3M	$3M	1	100%
CN Wealth LLC	—	$3.1M	—	—
Covenant Financial Planning and Resource Management, Inc.	—	$350K	—	—
David Zbonski, LLC	—	—	—	—
Hodges Financial Group	—	—	—	—
Izett & Associates, LLC	—	—	—	—
Legacy Path Advisors LLC	—	$0	—	—
OneThirty Capital	—	—	—	—
OptimalPath Advisors, LLC	—	$0	—	—
SagePoint Capital Partners LLC	—	—	—	—
Simple Financial Solutions LLC	—	—	—	—
Skela Financial	—	—	—	—
Southern Capital Partners, LLC	—	—	—	—
Storehouse Advisory Group	—	$1.7M	—	—
Taylor Financial Planning LLC	—	—	—	—
Turgeon & Co	—	$0	—	—
Veritas Private Wealth Management	—	$210K	—	—

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