AUM per client for Team firms serving clients in Tennessee

Team firms active in Tennessee 183 firms

Very Low $210K-$460K

Low $460K-$740K

Typical $740K-$1.3M

High $1.3M-$1.9M

Very High $1.9M-$3.6M

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

Median: $1.1M

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Firm	AUM/client	AUM	Clients	HNW client %
Partners Capital, LLC	Low $710K	$30M	42	36%
Crescent Wealth Advisory, LLC	Very High $2M	$90M	46	52%
Atlas	Very High $3.2M	$150M	47	15%
Paraklete Financial, Inc.	Very Low $0	$0	69	80%
Planrock Wealth Strategies, LLC	Typical $1.1M	$57M	51	31%
Q3 Advisors, LLC	—	—	224	0%
Regal Advisory Services, Inc.	Very Low $350K	$95M	269	17%
EPI Financial Group	Very Low $130K	$8.6M	65	0%
Fielder Capital Group LLC	Very High $9.1M	$1B	112	88%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
Blue Jasper Capital LLC	Very Low $270K	$20M	73	7%
Ministry Partners Securities, LLC	Very Low $100K	$15M	123	34%
Coordinated Capital Securities, Inc.	Low $640K	$160M	248	17%
Searle & Co.	Very High $5M	$630M	126	94%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
QM Advisors LLC	Low $700K	$110M	154	41%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Gambit Capital Management, LLC	High $1.5M	$170M	107	46%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
API Financial Advisors, LLC	Very Low $370K	$85M	227	4%
Morling Financial Advisors, LLC	Very High $2.8M	$930M	333	77%
Family WMS, LLC	Very High $9.4M	$570M	61	64%
Creative Investment Group	High $1.5M	$210M	144	35%
AAN Wealth Advisors LLC	Low $570K	$130M	229	25%
Aletheian Wealth Advisors LLC	Very High $3.9M	$410M	105	66%
Forefront	Very Low $420K	$240M	572	18%
Gannett Wealth Advisors	Low $660K	$89M	135	93%
Acumen Wealth Advisors, LLC	Very High $1.9M	$540M	280	51%
Sage Rhino Capital LLC	Very High $4.5M	$870M	192	72%
Laffer Tengler Investments, Inc.	Very High $2.4M	$580M	243	40%
Brown Edwards Wealth Strategies	High $1.5M	$300M	200	37%
HMS Investment Advisors	High $1.6M	$250M	153	41%
Stronghold Capital Partners LLC	Very Low $150K	$50M	334	0%
Global Investment Advisory	Very Low $390K	$72M	182	12%
Cabin Advisors, LLC	Low $490K	$180M	368	30%
Oasis Wealth Planning Advisors	High $1.5M	$280M	186	74%
1 St Discount Brokerage, Inc.	Low $590K	$130M	216	38%
Cogentblue	Very High $4.2M	$470M	112	39%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Equita Financial Network, Inc.	Typical $900K	$390M	434	71%
FCG Investment Company	Typical $980K	$290M	294	17%
Defining Wealth	Very Low $280K	$49M	178	31%
Silverleafe Capital Partners, LLC	Very High $2.5M	$450M	179	49%
Oakworth Asset Management, LLC	High $1.3M	$710M	539	31%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
Strategic Advisory Services	Typical $740K	$190M	252	15%
Craft Wealth Services	Low $530K	$120M	222	15%
Inscription Capital, LLC	Very High $4.5M	$1.9B	414	34%
One Wealth Map, LLC	Typical $1.3M	$290M	223	31%
Aurelius Family Office, LLC	High $1.8M	$300M	165	51%
OLIO Financial Planning	High $1.6M	$580M	368	42%
Leading Edge Financial Planning LLC	High $1.7M	$520M	302	64%
Alhambra Investment Management LLC	High $1.5M	$310M	202	38%
Patton Albertson Miller Group, LLC	Very High $2.5M	$1.6B	611	60%
Tranquility Partners, LLC	Very High $3.6M	$880M	243	41%
MPWM Advisory Solutions LLC	Low $540K	$310M	573	13%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Insight Strategic Wealth LLC	High $1.5M	$400M	262	52%
Sycamore Financial Advisors, Inc.	Low $520K	$100M	192	1%
Navigate Wealth Management, LLC	High $1.5M	$410M	271	48%
Woodmont Investment Counsel, LLC	Very High $4.1M	$1.8B	437	77%
Vanguard Capital	Typical $960K	$190M	199	26%
Parkwoods Wealth Partners, LLC	Typical $1.2M	$890M	717	33%
Vertrix Wealth Management, LLC	Typical $980K	$280M	281	37%
Union Capital Company	Very Low $360K	$150M	414	6%
Seven Springs Wealth Group	Very High $3.3M	$1.3B	384	52%
S.E.E.D. Planning Group, LLC	Typical $740K	$560M	748	24%
Kelman Lazarov Inc	High $1.5M	$890M	574	56%
HS Wealth Partners	High $1.6M	$430M	265	36%
PYA Waltman Capital, LLC	High $1.7M	$680M	398	48%
Envision Financial Planning, LLC	High $1.4M	$360M	268	46%
Decker Wealth Management, LLC	High $1.7M	$560M	320	43%
Impact Capital Partners LLC	Very High $2.7M	$610M	230	77%
REDW Wealth LLC	Typical $1.1M	$420M	370	29%
LeConte Wealth Management, LLC	Typical $1M	$350M	332	23%
Hill Investment Group	Very High $2.9M	$1.1B	380	55%
Visionary Horizons, LLC	Low $550K	$370M	666	15%
Wright Wealth LLC	Typical $780K	$190M	240	20%
RPG Family Wealth Advisory, LLC	Typical $1.2M	$630M	537	25%
TD Capital Management LLC	Very High $2.8M	$1.2B	445	56%
Pioneer Wealth Management Group	Typical $800K	$400M	499	9%
The Institute	High $1.7M	$1.3B	803	24%
United Wealth Management, LLC	High $1.6M	$410M	257	58%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
Bellwether Investment Group, LLC	Low $490K	$150M	313	13%
Cahaba Wealth Management, Inc.	Very High $2.2M	$2B	888	49%
TRU Independence Asset Management 2, LLC	Low $590K	$160M	263	82%
Rather & Kittrell, Inc.	Typical $1.3M	$1.3B	982	38%
Formidable Asset management, LLC	Typical $980K	$860M	877	23%
Resolute Wealth Strategies, LLC	Typical $1.3M	$360M	279	48%
Sovereign Financial Group, Inc.	Typical $830K	$1.1B	1,288	22%
25 Financial	Typical $1.1M	$540M	505	50%
Blue Ridge Wealth Planners	Very Low $450K	$360M	790	9%
CAP Partners, LLC	Low $640K	$250M	399	15%
Proffitt & Goodson Inc.	Very High $2.6M	$750M	293	58%
The Wealth Group Austin B. Colby & Associates	Typical $1.2M	$710M	591	47%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
Optivise Advisory Services LLC	Very Low $230K	$290M	1,227	4%
SmartPath Advisors	—	—	369	0%
United Capital Management of Kansas, Inc.	Low $500K	$810M	1,602	20%
Pgi Wealth Management	High $1.8M	$890M	497	39%
Southern Capital Services Inc	Low $480K	$180M	373	11%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
Capstone Financial Advisors Inc	Very High $2.7M	$2.9B	1,068	35%
The Patten Group, Inc.	High $1.5M	$690M	447	37%
Capital Square, LLC	Low $610K	$430M	704	17%
Provident Wealth Management, LLC	Very High $2.3M	$740M	323	54%
Abound Wealth Management, LLC	Very High $2.1M	$1.9B	914	70%
Private Wealth Management, Inc.	Very High $6.3M	$820M	131	65%
Compass Ion Advisors, LLC	Typical $1.2M	$1.5B	1,177	28%
Guardian Wealth Management, LLC	Typical $1.2M	$410M	348	35%
Auxan Capital Advisors, LLC	Very Low $150K	$83M	559	3%
Rothschild Investment	Very High $2.2M	$2.6B	1,191	44%
Pathview Wealth Advisors	High $1.6M	$580M	362	37%
MPM Wealth Advisors	Typical $900K	$980M	1,094	31%
Cypress Capital, LLC	Low $640K	$420M	657	16%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Knox Wealth Partners Advisory	Low $520K	$270M	525	13%
Applied Capital LLC	Low $520K	$360M	687	14%
National Wealth Management Group, LLC	Very Low $400K	$530M	1,308	10%
TBH Global Asset Management, LLC	High $1.4M	$1.4B	1,002	43%
Kimery Wealth Management, LLC	Typical $1.2M	$560M	471	36%
Southland Equity Partners, LLC.	Low $500K	$890M	1,766	2%
Caldwell Advisors, LLC	Low $680K	$340M	499	50%
Oath Planning, LLC	Low $570K	$280M	502	12%
ValueWealth Services, LLC	Typical $760K	$320M	420	27%
Beam Wealth Advisors, Inc.	Low $630K	$1.4B	2,207	20%
Research Financial Strategies	Low $470K	$240M	511	18%
Apex Strategic Wealth, LLC	Low $480K	$290M	597	20%
Summit Asset Management LLC	Very High $1.9M	$990M	515	39%
Tactive Advisors, LLC	Very Low $210K	$340M	1,564	3%
Bradford Financial Center	Very Low $330K	$230M	699	15%
Innovative Advisory Partners, LLC	Typical $800K	$350M	442	12%
TCP Asset Management, LLC	Low $530K	$1.2B	2,221	13%
Delta Asset Management, LLC	Very High $2.6M	$1.4B	543	44%
Waddell & Associates, LLC	Very High $2.2M	$2.2B	1,001	31%
Legacy Wealth Management, LLC	High $1.6M	$2.4B	1,460	46%
Skinner, Copper & Ehmen Wealth Management, LLC	Typical $1.1M	$630M	549	28%
Cahill Financial Advisors, Inc.	High $1.6M	$1.7B	1,109	49%
Wilson Wealth Management Group, L. L. C.	Very Low $100K	$50M	480	3%
HHM Wealth Advisors, LLC	Typical $1.2M	$1.4B	1,180	30%
Landaas & Company	Typical $1.1M	$1.9B	1,800	34%
WMG Financial Advisors, LLC	Very Low $290K	$450M	1,589	7%
First Financial Coaching, Inc.	Very Low $440K	$660M	1,500	12%
TVAMP, LLC	Low $460K	$1.2B	2,516	14%
SLP Wealth	Very Low $38K	$64M	1,657	1%
LifeSteps Financial	Low $640K	$430M	669	15%
OneAscent Wealth Management	Low $500K	$460M	916	14%
CapWealth Advisors, LLC	High $1.4M	$2B	1,407	26%
CoreVision Financial Group	Typical $790K	$1B	1,290	13%
BCS Wealth Management, LLC	Typical $1.1M	$870M	824	25%
Antolino Wealth Advisors	High $1.5M	$1.4B	944	20%
Discipline Wealth Solutions, Inc.	Very Low $370K	$710M	1,919	13%
LBMC Investment Advisors, LLC	Very High $4.5M	$2.2B	485	59%
Beacon Capital Management, LLC	Low $610K	$1.3B	2,064	15%
United Advisors America	Very Low $160K	$450M	2,809	2%
Brogan Financial	Typical $770K	$570M	741	21%
Steel Grove Capital Advisors, LLC	High $1.8M	$1.6B	867	96%
Patriot Investment Management Group Inc	Typical $1.1M	$1.6B	1,518	22%
Goldstone Financial Group, LLC	Low $630K	$1.1B	1,675	12%
12 Th Street Asset Management	Low $510K	$260M	517	100%
Values First Advisors, Inc.	Very Low $220K	$210M	967	8%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
Alliance Wealth Management Partners LLC	Very Low $310K	$220M	706	16%
LVZ, Inc.	Very Low $450K	$1.1B	2,438	5%
KPP Advisory Services LLC	Very Low $310K	$1.2B	3,995	8%
Southern Capital Advisors, LLC	Typical $770K	$630M	812	20%
SageGuard Financial Group, LLC	Very Low $310K	$760M	2,469	5%
Wealth Preservation Advisors, LLC	High $1.8M	$590M	330	33%
Carter Financial Group, Inc.	Very Low $450K	$370M	826	6%
Keating Financial Advisory Services	Very Low $260K	$1.3B	4,994	5%
Key Capital Management, Inc.	Very Low $190K	$390M	2,006	3%
MCCAY WEALTH ADVISORY LLC	Low $500K	$430M	859	39%
Nectarine	Very Low $0	$0	3,210	19%
Magnate Advisory Services, LLC	Very Low $190K	$300M	1,572	4%
Vestia Personal Wealth Advisors	Very Low $260K	$1B	3,970	78%
Adk Wealth Advisory Group	Low $640K	$760M	1,195	45%
Rooted Wealth Advisors	Very Low $250K	$400M	1,605	7%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Jacksonville Wealth Management	Low $520K	$530M	1,020	51%
Lee Danner & Bass Inc	High $1.8M	$1.7B	959	100%
Evergreen Advisors, LLC	Typical $870K	$420M	487	27%
Oasis Advisors	Very Low $54K	$270M	4,987	1%
Patten and Patten, Inc.	Very High $2.4M	$2B	841	71%
AM Investment Strategies, LLC	Typical $1.3M	$730M	576	24%
Barnes Pettey Financial Advisors, LLC	Very Low $330K	$990M	3,024	31%

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