AUM per client for Supported firms serving clients in Tennessee

Supported firms active in Tennessee 187 firms

Very Low $120K-$310K

Low $310K-$520K

Typical $520K-$920K

High $920K-$1.4M

Very High $1.4M-$2.7M

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

Median: $690K

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Firm	AUM/client	AUM	Clients	HNW client %
Valor Financial Services, LLC	Very Low $160K	$270M	1,675	3%
Ivanoff Wealth Management Inc.	Very Low $280K	$170M	618	2%
SavvyFi	Very Low $6.1K	$1.9M	307	0%
Servant Wealth Management LLC	Very Low $170K	$48M	277	3%
Financial Management Advisors, Inc.	Very Low $160K	$81M	520	6%
TCM	Low $330K	$160M	495	19%
The Mentzer Group, LLC	Very Low $95K	$23M	246	2%
P3 Wealth Management	Very Low $59K	$28M	478	3%
Sapiat Asset Management, LLC	Very Low $160K	$39M	239	9%
Vision Wealth Management, Inc.	Very Low $200K	$81M	416	9%
Cornerstone Wealth Management Group	Low $470K	$270M	567	11%
APO Financial Services, LLC	Very Low $230K	$120M	542	1%
Financial Planning Center, LLP	—	—	354	0%
The Nalls Sherbakoff Group, LLC	Typical $670K	$340M	500	17%
Blong Financial	Typical $640K	$200M	314	17%
AGP Franklin, LLC	Typical $540K	$250M	456	19%
Ferris Wheel Finance, Inc.	Very Low $140K	$41M	296	3%
von Adelung Wealth Management	Very Low $280K	$84M	296	4%
Terra Wealth	Very Low $260K	$150M	572	8%
AJ Advisors	High $950K	$390M	414	30%
Trendscast Financial LLC	Very Low $94K	$25M	267	4%
Applied Capital	Typical $600K	$160M	264	29%
Cosey Financial Services, Inc.	Very Low $280K	$110M	385	11%
Brandon Financial Planning, Inc.	Very High $1.7M	$420M	252	53%
Hershey Financial Advisers, LLC	Very Low $300K	$150M	499	5%
Retirement Planning Services	Typical $910K	$220M	248	46%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
R.D. Smothers Wealth Management	Very Low $300K	$73M	245	5%
Aldebaran Financial Inc	Typical $580K	$200M	350	12%
Music Row Wealth Management	High $1.2M	$410M	349	16%
Triple Crown Wealth Management	Very Low $66K	$14M	217	1%
Kingsman Wealth Management Inc.	High $1.1M	$230M	216	25%
Fifr	Low $320K	$68M	214	6%
Strategic Wealth Partners LLC	Low $480K	$100M	212	100%
Cravens & Company Wealth Management	High $1.3M	$280M	211	37%
Witt Financial Group, LLC	Low $510K	$160M	314	27%
Kassira Wealth Management, LLC	Typical $620K	$130M	209	22%
Brandywine Financial Group, Inc.	Typical $640K	$130M	208	26%
Quality Financial Concepts	Typical $580K	$120M	206	13%
Hull Wealth Management	Typical $690K	$140M	202	16%
Retirement Solutions Group	Typical $520K	$160M	300	24%
NBZ Investment Advisors, LLC	Very High $2.2M	$430M	198	58%
Financial Guidance Group, Inc.	High $980K	$290M	291	24%
Bills Asset Management	Low $320K	$63M	193	7%
Duet Advisory Services LLC	High $1.1M	$310M	282	35%
Shorebreak Capital, LLC	Very Low $110K	$21M	186	2%
Emergent Wealth Advisors, LLC	Typical $670K	$250M	370	20%
Integrity Capital Management	Low $500K	$180M	361	15%
Argus Equity Partners, LLC	Low $330K	$59M	177	10%
WorthWhile Wealth Council	Low $420K	$74M	176	8%
MainStreet Financial Planning, Inc.	—	—	350	0%
Unique Investment Advisors, LLC	—	—	175	0%
Sentara Capital	Typical $710K	$120M	169	23%
The Jenkins Group	High $1.1M	$270M	251	36%
Brooks, Moore & Associates, Inc.	Very High $1.9M	$310M	165	58%
ELLIS Financial Planning	Typical $550K	$180M	330	13%
Roan Capital Partners	Low $460K	$150M	328	13%
Prudent Man Investment Management	Very High $1.5M	$380M	243	44%
Shayne & Jacobs, LLC	Very High $2.4M	$380M	160	86%
Stone Bridge Asset Management, LLC	Low $350K	$84M	240	21%
Portus Capital Management, LLC	Low $450K	$110M	238	50%
GA Pincus Funds, LLC	Low $410K	$62M	150	24%
The Marin Group Inc.	Typical $800K	$120M	150	17%
Ball & Company	High $1.3M	$200M	147	39%
Cothran Capital, LLC	Very Low $250K	$36M	145	3%
Olive Branch Capital, LLC	High $990K	$140M	142	28%
Rayburn West Financial Services	Very High $1.7M	$240M	141	42%
Pinnacle Wealth Management, LLC	Typical $690K	$95M	139	21%
Legacy Investment Services, LLC	Very Low $160K	$44M	277	0%
First Family Wealth	Typical $640K	$87M	137	100%
Jackson Wealth Inc	Very Low $120K	$16M	137	0%
Providence Wealth Management LLC	Typical $740K	$150M	205	23%
Luken Investment Analytics, LLC	High $1.1M	$290M	267	31%
Genesis Investments	Low $410K	$110M	262	7%
White McGowan	Typical $580K	$75M	130	11%
Eagles Coast Wealth Management, LLC	Low $390K	$50M	129	9%
LifePlan Financial Services, LP	Typical $680K	$87M	128	46%
RMG Advisors	High $1M	$200M	192	49%
Ashdon Investment Management, LLC	Very High $6.4M	$400M	63	25%
Cairn Financial Group	Low $380K	$72M	189	11%
Davis, Davis and Conover Wealth Management, LLC	Typical $780K	$140M	186	25%
Baynes Investment Counsel LLC	Very Low $250K	$61M	245	4%
Longview Financial Advisors, Inc.	High $1.1M	$210M	182	38%
Marsh Wealth Management, LLC	High $1M	$180M	181	27%
360 Ira	—	—	180	0%
Eddleman & Eddleman Inc	Very Low $150K	$18M	120	8%
Meyer Gates Financial Advisors, Inc	High $950K	$170M	177	23%
Tyner Capital Management Investment Counsel, Inc.	Very High $4.3M	$250M	59	46%
RidgeBrooke Capital Management LLC	Typical $660K	$76M	116	32%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
Valiant Wealth, LLC	Very High $1.6M	$270M	173	46%
Haynes Barker Investment Management, LLC	—	—	115	61%
The Retirement Specialist of Central Ohio	Very Low $160K	$19M	115	0%
Trumix Advisors	High $990K	$170M	170	29%
Brentview investment Management, LLC	Typical $620K	$100M	169	100%
Campbell Asset Management, LLC	Typical $830K	$140M	168	31%
Ridgepath Capital Management LLC	Very High $2.8M	$320M	112	63%
FRAZEE Investment Consulting, Inc.	Very High $1.7M	$190M	110	46%
HK Private Client, LLC	Typical $810K	$88M	109	57%
DCJ Global Wealth Management	Low $470K	$51M	108	23%
EFinancial Alliance, LLC	Very High $1.4M	$290M	208	41%
Longest & Young, LLC	Very Low $180K	$19M	104	2%
Resilient Asset Management	High $1.3M	$65M	51	63%
ProAthlete Wealth Management LLC	Very High $2M	$400M	203	91%
Ridgeline Wealth Advisors, LLC.	High $940K	$190M	199	36%
Balanced Plan Financial Investment Advisors, Inc.	Low $330K	$49M	149	3%
GPWA, LLC	Typical $550K	$110M	198	33%
CW Securities, LLC	Typical $780K	$110M	145	75%
W Advisors LLC	Very High $2.6M	$240M	95	28%
Apogee Wealth Partners, LLC	High $950K	$89M	94	28%
Cardinal Wealth Advisory, LLC	Very High $2M	$190M	94	44%
Stone Pillars Wealth Management	High $1.3M	$59M	47	32%
Certitude Advisors, LLC	High $920K	$86M	93	22%
Eaglestrong Financial	Typical $890K	$79M	89	34%
Commerce Advisors, LLC	Very High $1.9M	$250M	133	44%
Tidal Creek Capital Advisors	Typical $700K	$120M	177	21%
Lake Park Advisors	Very Low $250K	$22M	86	17%
Oak Springs Wealth Management, LLC	Low $520K	$44M	86	43%
Von Haefen Financial Management	—	—	84	0%
William Howard & Co. Financial Advisors, Inc.	Very High $2M	$340M	167	44%
Main Street Investors, LLC	Very Low $220K	$27M	123	9%
Greatdane Investment LLC	Low $400K	$32M	80	10%
PNW Asset Management	High $1.4M	$110M	78	55%
Barnett & Co Inc	High $1.2M	$140M	116	48%
Weatherhelm Capital Management LLC	High $1.2M	$89M	77	16%
Your Family Matters, LLP	Very Low $290K	$11M	38	0%
Frontier Financial Partners, LLC	Very Low $280K	$43M	151	18%
Optimus Advisory Group	Low $410K	$31M	75	17%
Adkins Asset Management LLC	Very Low $140K	$9.6M	68	3%
Sovereign Capital Vantage, Inc.	Low $390K	$27M	68	10%
Miser Asset Management	Typical $830K	$56M	67	36%
Alongside Wealth Advisors, LLC	High $1.3M	$85M	66	36%
Amazonite Investments LLC	Very Low $95K	$6.3M	66	0%
Griffin Family Partners, LLC	Very High $4.5M	$150M	33	55%
Finwell, Inc.	Typical $730K	$94M	130	16%
Olimpio Neu & Associates, Inc.	High $920K	$59M	64	42%
Truman Wealth Advisors	High $960K	$93M	96	23%
LoneTree Wealth Management	Low $500K	$47M	95	31%
Mercury Investment Group	Very High $2.4M	$230M	94	66%
Highmark, LLC	High $990K	$60M	60	62%
Propel Financial Advisors, LLC	Low $440K	$53M	120	10%
Five Oceans Advisors	Very High $3.8M	$450M	117	63%
Fry Investment Advisors, Inc.	Low $380K	$22M	58	14%
Capital Advisors Wealth Management, LLC	Very Low $250K	$14M	57	11%
Processus Wealth & Capital Management, LLC	Very High $4.4M	$250M	57	65%
Rooks Wealth Advisors, LLC	Typical $840K	$48M	57	33%
Stivers Wealth Management	Low $480K	$28M	57	9%
Tradition Investment Management, LLC	Low $310K	$18M	57	14%
Springlake Financial Partners	Very High $1.9M	$100M	54	54%
Sterling Wealth Advisors, Inc.	Very High $2.8M	$220M	80	63%
Astra Ventures	Very High $2.4M	$120M	50	80%
Vantage Wealth Management LLC	High $1.1M	$53M	50	100%
Soar Financial LLC	Very Low $150K	$15M	97	3%
Aspire Private Wealth Counsel, LLC	Very High $1.7M	$79M	47	66%
Evolutionary Tree Capital Management, LLC	High $1.4M	$64M	47	79%
Sunbeam Capital Management, LLC	Very High $8.7M	$410M	47	100%
Think Wealth Management	Low $350K	$15M	44	20%
Portfolio Audit, LLC	Typical $890K	$38M	43	23%
Acropolis Partners, LLC	High $960K	$40M	42	38%
Lexington Financial/Life Management, LLC	Very High $2.6M	$100M	41	54%
Sage Investment Counsel	Very High $2.1M	$160M	79	42%
Journey Financial Management, LLC	Typical $750K	$58M	77	29%
Revolution Partners, LLC	High $950K	$72M	76	9%
RBG Wealth Advisors LLC	Very High $2M	$150M	72	64%
Gulfstream Capital	High $1M	$68M	66	76%
Stapleton Asset Management, LLC	High $940K	$31M	33	79%
J. Mark Nickell & Co.	Very High $2.7M	$130M	49	88%
Total Wealth Partners	High $1.1M	$33M	31	74%
Ethos Private Wealth	High $950K	$44M	46	37%
MFO-USA Advisory, LLC	Very High $2.1M	$32M	15	73%
Trusco Investment Management, LLC	Very High $2.5M	$76M	30	100%
High Knoll Wealth Advisors, LLC	Very Low $260K	$12M	44	0%
Pugh Wealth Management, LLC	Very High $1.6M	$42M	27	67%
Reeser Advisory Services Inc.	High $1.1M	$29M	26	38%
Carr Capital Management	Very High $3.5M	$89M	25	36%
Poxono Capital	Low $360K	$18M	50	64%
Bonsai Advisors LLC	Typical $600K	$21M	35	31%
Guaranty Private Wealth	Very High $1.9M	$66M	35	63%
Hunley Wealth Management LLC	Low $410K	$14M	34	6%
TrueHaven Capital	Very High $2.8M	$53M	19	53%
Arrow Alliance	Very High $3M	$55M	18	72%
Shell Capital Management, LLC	High $1.1M	$20M	18	100%
SouthBridge Capital Partners LLC	Low $460K	$8.2M	18	6%
Uprise Advisers LLC	Very Low $0	$0	32	3%
DP Grow LLC	Very Low $170K	$2.3M	14	0%
AD Deum Funds, LLC	Very Low $50K	$650K	13	0%
Upholdings	Very High $3.9M	$51M	13	100%
FSG Wealth Advisors, LLC	High $1.1M	$21M	19	32%
American Values Investments, Inc.	—	—	6	0%
InvestGro LLC	Very Low $55K	$930K	17	0%
Canterbury Tollgate	Very High $5.6M	$50M	9	100%
JB Wealth Advisors LLC	—	—	3	0%
Maggi Investment Services, LLC	Very Low $260K	$1.3M	5	20%
COR3 Investment Partners, LLC	High $1.1M	$6.7M	6	100%
Foresight Investment Advisors, LLC	Very Low $54K	$160K	3	0%
Compass Advisory Partners LLC	—	—	—	—
Freedom Wealth Coaching, LLC	—	—	—	—
IWC Financial Planning	—	$0	—	—
Rainier Wealth Planning, LLC	—	—	—	—

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