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

Find your advisor

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

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