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Start your Watchlist365 investment advisory firms are registered with a main office in Tennessee, together advising $1.04T for 245,850 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Nashville · SEC-registered
|
$763.4B | 30,285 | 4,204 | Flagged |
| 2 |
Nashville · SEC-registered
|
$30.3B | 62,194 | 703 | Flagged |
| 3 |
Nashville · SEC-registered
|
$26.5B | 15 | 59 | Clean |
| 4 |
Nashville · SEC-registered
|
$12.9B | 39 | 38 | Clean |
| 5 |
Memphis · SEC-registered
|
$11.4B | 95 | 40 | Clean |
| 6 |
Franklin · SEC-registered
|
$8.5B | 11,623 | 195 | Clean |
| 7 |
Nashville · SEC-registered
|
$5.1B | 16,832 | 62 | Flagged |
| 8 |
Nashville · SEC-registered
|
$4.7B | 17 | 20 | Clean |
| 9 |
Knoxville · SEC-registered
|
$4.6B | 15 | 44 | Clean |
| 10 |
Memphis · SEC-registered
|
$4.2B | 10,573 | 268 | Flagged |
| 11 |
Brentwood · SEC-registered
|
$4.0B | 3,567 | 31 | Flagged |
| 12 |
Memphis · SEC-registered
|
$3.9B | 957 | 21 | Clean |
| 13 |
Memphis · SEC-registered
|
$3.7B | 25 | 29 | Clean |
| 14 |
Memphis · SEC-registered
|
$3.6B | 297 | 8 | Flagged |
| 15 |
Memphis · SEC-registered
|
$3.1B | 955 | 19 | Clean |
| 16 |
Nashville · SEC-registered
|
$3.1B | 21 | 11 | Clean |
| 17 |
Nashville · SEC-registered
|
$3.0B | 54 | 13 | Clean |
| 18 |
Brentwood · SEC-registered
|
$2.8B | 28 | 9 | Flagged |
| 19 |
Nashville · SEC-registered
|
$2.8B | 15 | 35 | Clean |
| 20 |
Chattanooga · SEC-registered
|
$2.8B | 6 | 16 | Clean |
| 21 |
Memphis · SEC-registered
|
$2.7B | 2,238 | 21 | Clean |
| 22 |
Memphis · SEC-registered
|
$2.7B | 1,475 | 22 | Clean |
| 23 |
Nashville · SEC-registered
|
$2.6B | 41 | 112 | Flagged |
| 24 |
Nashville · SEC-registered
|
$2.6B | 6 | 1 | Flagged |
| 25 |
Nashville · SEC-registered
|
$2.6B | 20 | 22 | Clean |
| 26 |
Memphis · SEC-registered
|
$2.5B | 386 | 19 | Clean |
| 27 |
Nashville · SEC-registered
|
$2.5B | 5 | 9 | Clean |
| 28 |
Jackson · SEC-registered
|
$2.4B | 8,746 | 103 | Flagged |
| 29 |
Memphis · SEC-registered
|
$2.4B | 1,054 | 21 | Clean |
| 30 |
Memphis · SEC-registered
|
$2.3B | 74 | 4 | Clean |
| 31 |
Nashville · SEC-registered
|
$2.3B | 15 | 54 | Clean |
| 32 |
Knoxville · SEC-registered
|
$2.3B | 1,110 | 32 | Clean |
| 33 |
Memphis · SEC-registered
|
$2.2B | 157 | 11 | Clean |
| 34 |
Brentwood · SEC-registered
|
$2.2B | 513 | 8 | Clean |
| 35 |
Chattanooga · SEC-registered
|
$2.2B | 879 | 13 | Clean |
| 36 |
Memphis · SEC-registered
|
$2.1B | 157 | 9 | Flagged |
| 37 |
Franklin · SEC-registered
|
$2.0B | 1,429 | 19 | Clean |
| 38 |
Chattanooga · SEC-registered
|
$2.0B | 15,521 | 30 | Clean |
| 39 |
Nashville · SEC-registered
|
$2.0B | 468 | 15 | Clean |
| 40 |
Nashville · SEC-registered
|
$2.0B | 1,020 | 11 | Clean |
| 41 |
Franklin · SEC-registered
|
$1.9B | 936 | 41 | Clean |
| 42 |
Knoxville · SEC-registered
|
$1.9B | 1,559 | 25 | Clean |
| 43 |
Chattanooga · SEC-registered
|
$1.7B | 627 | 23 | Clean |
| 44 |
Knoxville · SEC-registered
|
$1.7B | 119 | 6 | Clean |
| 45 |
Memphis · SEC-registered
|
$1.6B | 884 | 13 | Clean |
| 46 |
Nashville · SEC-registered
|
$1.6B | 2 | 6 | Clean |
| 47 |
Memphis · SEC-registered
|
$1.5B | 556 | 10 | Flagged |
| 48 |
Brentwood · SEC-registered
|
$1.5B | 1,054 | 22 | Clean |
| 49 |
Chattanooga · SEC-registered
|
$1.5B | 1,238 | 20 | Clean |
| 50 |
Memphis · SEC-registered
|
$1.5B | 282 | 12 | Clean |
| 51 |
Nashville · SEC-registered
|
$1.4B | 10 | 23 | Clean |
| 52 |
Nashville · SEC-registered
|
$1.4B | 9 | 25 | Clean |
| 53 |
Nashville · SEC-registered
|
$1.4B | 1 | 1 | Flagged |
| 54 |
Brentwood · SEC-registered
|
$1.4B | 400 | 15 | Clean |
| 55 |
Brentwood · SEC-registered
|
$1.3B | 5,770 | 105 | Clean |
| 56 |
Goodlettsville · SEC-registered
|
$1.3B | 2,459 | 22 | Flagged |
| 57 |
Franklin · SEC-registered
|
$1.3B | 2,098 | 39 | Clean |
| 58 |
Memphis · SEC-registered
|
$1.2B | 451 | 15 | Clean |
| 59 |
Nashville · SEC-registered
|
$1.2B | 112 | 0 | Flagged |
| 60 |
Nashville · SEC-registered
|
$1.2B | 131 | 11 | Clean |
| 61 |
Nashville · SEC-registered
|
$1.2B | 6 | 14 | Clean |
| 62 |
Knoxville · SEC-registered
|
$1.2B | 2,553 | 38 | Clean |
| 63 |
Memphis · SEC-registered
|
$1.1B | 532 | 8 | Clean |
| 64 |
Nashville · SEC-registered
|
$1.0B | 5 | 59 | Clean |
| 65 |
Memphis · SEC-registered
|
$1.0B | 33 | 2 | Clean |
| 66 |
Knoxville · SEC-registered
|
$1.0B | 424 | 17 | Clean |
| 67 |
Johnson City · SEC-registered
|
$987.4M | 848 | 12 | Clean |
| 68 |
Brentwood · SEC-registered
|
$897.0M | 248 | 7 | Clean |
| 69 |
Memphis · SEC-registered
|
$894.6M | 579 | 17 | Clean |
| 70 |
Franklin · SEC-registered
|
$888.3M | - | 7 | Clean |
| 71 |
Memphis · SEC-registered
|
$832.5M | 131 | 4 | Clean |
| 72 |
Chattanooga · SEC-registered
|
$815.5M | 2 | 18 | Clean |
| 73 |
Nashville · SEC-registered
|
$814.0M | 108 | 10 | Clean |
| 74 |
Nashville · SEC-registered
|
$800.1M | 276 | 14 | Clean |
| 75 |
Nashvillle · SEC-registered
|
$798.7M | 9 | 6 | Clean |
| 76 |
Knoxville · SEC-registered
|
$797.7M | 299 | 9 | Clean |
| 77 |
Brentwood · SEC-registered
|
$758.5M | 328 | 9 | Clean |
| 78 |
Goodlettsville · SEC-registered
|
$755.7M | 2,469 | 14 | Clean |
| 79 |
Memphis · SEC-registered
|
$749.4M | 84 | 15 | Clean |
| 80 |
Chattanooga · SEC-registered
|
$738.4M | 576 | 5 | Flagged |
| 81 |
Chattanooga · SEC-registered
|
$725.1M | 459 | 11 | Clean |
| 82 |
Knoxville · SEC-registered
|
$693.8M | 1,655 | 18 | Clean |
| 83 |
Chattanooga · SEC-registered
|
$638.5M | 303 | 17 | Clean |
| 84 |
Jackson · SEC-registered
|
$636.9M | 817 | 6 | Clean |
| 85 |
Brentwood · SEC-registered
|
$629.6M | 7 | 22 | Clean |
| 86 |
Nashville · SEC-registered
|
$621.6M | 522 | 5 | Clean |
| 87 |
Knoxville · SEC-registered
|
$606.0M | 118 | 5 | Clean |
| 88 |
Chattanooga · SEC-registered
|
$591.6M | 330 | 3 | Clean |
| 89 |
Knoxville · SEC-registered
|
$577.0M | 746 | 31 | Clean |
| 90 |
Germantown · SEC-registered
|
$568.2M | 351 | 10 | Flagged |
| 91 |
Nashville · SEC-registered
|
$566.2M | 326 | 7 | Clean |
| 92 |
Memphis · SEC-registered
|
$555.0M | 471 | 10 | Clean |
| 93 |
Chattanooga · SEC-registered
|
$544.5M | 9 | 7 | Clean |
| 94 |
Chattanooga · SEC-registered
|
$522.8M | 494 | 6 | Clean |
| 95 |
Knoxville · SEC-registered
|
$521.8M | 302 | 15 | Clean |
| 96 |
Nashville · SEC-registered
|
$518.6M | 7 | 18 | Clean |
| 97 |
Manchester · SEC-registered
|
$495.4M | 876 | 10 | Clean |
| 98 |
Nashville · SEC-registered
|
$481.2M | 285 | 5 | Clean |
| 99 |
Memphis · SEC-registered
|
$462.5M | 276 | 6 | Clean |
| 100 |
Athens · SEC-registered
|
$449.9M | 715 | 11 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Tennessee by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.