Rialytix insights

Top RIA Firms in Tennessee

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Tennessee. This hub covers 207 matching firms with $1.0T in total reported AUM and median AUM of $431.2M.

Firms

207

Matching current profiles

Total AUM

$1.0T

Reported regulatory AUM

Median AUM

$431.2M

Across firms with AUM

Largest firm

$763.4B

Alliancebernstein L.p.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Alliancebernstein L.p.
CRD 108477 · Limited Partnership
NASHVILLE, TN$763.4B
Mar 2026
+$54.2B+7.6%+$41.6B+5.8%+$177.4B+30.3%+$301.4B+65.2%+200 employees+5.0% over 3Y+26,001 accounts+52.0% over 3Y
2. &partners
CRD 3767 · Limited Liability Company
NASHVILLE, TN$30.3B
Mar 2026
+$16.1B+114.0%+$29.6B+4459.6%+$29.8B+6176.8%+$30.0B+12315.0%+653 employees+1306.0% over 3Y+60,384 accounts+3336.1% over 3Y
3. Arcline Investment Management LP
CRD 299352 · Limited Partnership
NASHVILLE, TN$26.5B
Mar 2026
+$8.0B+43.5%+$16.4B+163.6%+$24.5B+1266.8%+$24.9B+1629.6%+13 employees+28.3% over 3Y+6 accounts+66.7% over 3Y
4. Nephila Advisors LLC
CRD 156905 · Limited Liability Company
NASHVILLE, TN$12.9B
Mar 2026
-$1.5B-10.4%-$7.6B-37.0%-$7.3B-36.0%+$12.8B+10284.6%-5 employees-11.6% over 3Y-1 accounts-2.5% over 3Y
5. Gerber/taylor Management LLC
CRD 109319 · Limited Liability Company
MEMPHIS, TN$11.4B
Mar 2026
+$683.4M+6.4%+$2.2B+24.0%+$4.4B+62.5%+$8.7B+319.7%-1 employees-2.4% over 3Y-62 accounts-28.2% over 3Y
6. Sagespring Wealth Partners
CRD 283515 · Limited Liability Company
FRANKLIN, TN$8.5B
May 2026
+$2.0B+30.9%+$4.2B+98.4%+$4.7B+126.8%+25 employees+14.7% over 3Y+14,016 accounts+51.8% over 3Y
7. The Pacific Financial Group, INC.
CRD 105203 · Corporation
NASHVILLE, TN$5.1B
May 2026
+$961.9M+23.4%+$2.0B+66.9%+$1.9B+60.7%+$4.6B+1037.4%-23 employees-27.1% over 3Y-2,736 accounts-14.0% over 3Y
8. Pacific Financial Group, LLC
CRD 143041 · Limited Liability Company
NASHVILLE, TN$4.7B
Mar 2026
+$926.3M+24.6%+$2.1B+79.9%+$2.1B+84.2%+$4.4B+1779.5%+7 employees+53.8% over 3Y0 accounts+0.0% over 3Y
9. Gsv Equity Holdings, LLC
CRD 322865 · Limited Liability Company
KNOXVILLE, TN$4.6B
Mar 2026
-$1.3B-22.7%+$3.8B+530.8%+$3.9B+549.1%+5 employees+12.8% over 3Y+10 accounts+200.0% over 3Y
10. B. Riley Wealth Advisors, INC.
CRD 115927 · Corporation
MEMPHIS, TN$4.2B
Mar 2026
-$2.8B-40.1%-$2.7B-38.8%-$678.3M-13.9%+$3.7B+737.3%-235 employees-46.7% over 3Y-9,750 accounts-48.0% over 3Y
11. Thoroughbred Financial Services, LLC
CRD 47893 · Limited Liability Company
BRENTWOOD, TN$4.0B
Mar 2026
+$629.6M+18.5%+$1.6B+65.5%+$1.5B+60.5%+$3.3B+416.9%-2 employees-6.1% over 3Y+1,149 accounts+18.9% over 3Y
12. Highland Capital Management, LLC
CRD 104842 · Limited Liability Company
MEMPHIS, TN$3.8B
Mar 2026
+$294.3M+8.3%+$388.2M+11.3%+$770.7M+25.2%+$2.6B+215.7%-1 employees-4.5% over 3Y-23 accounts-2.3% over 3Y
13. Southeastern Asset Management INC.
CRD 105276 · Corporation
MEMPHIS, TN$3.7B
Mar 2026
-$1.6B-29.7%-$7.4B-66.5%-$9.0B-70.9%-$27.8B-88.2%-22 employees-43.1% over 3Y-34 accounts-57.6% over 3Y
14. Calydon Capital, LLC
CRD 285485 · Limited Liability Company
MEMPHIS, TN$3.6B
Apr 2026
+$717.9M+25.1%+$796.0M+28.6%+$1.8B+104.3%+$3.4B+2059.8%-5 employees-38.5% over 3Y+910 accounts+919.2% over 3Y
15. Barksdale Investment Management
CRD 105098 · Corporation
NASHVILLE, TN$3.4B
Mar 2026
-$190.4M-5.3%-$199.1M-5.5%-$997.0M-22.5%-$532.6M-13.4%0 employees+0.0% over 3Y-18 accounts-13.2% over 3Y
16. Red Door Wealth Management, LLC
CRD 153235 · Limited Liability Company
MEMPHIS, TN$3.1B
May 2026
+$565.2M+22.4%+$1.6B+113.7%+$2.3B+274.3%+$3.0B+2900.2%+6 employees+46.2% over 3Y+2,311 accounts+107.0% over 3Y
17. Disciplina Capital Management, LLC
CRD 167295 · Limited Liability Company
NASHVILLE, TN$3.1B
Mar 2026
+$777.8M+34.1%+$1.4B+86.0%+$2.7B+739.6%+$2.8B+1012.5%+4 employees+57.1% over 3Y+14 accounts+33.3% over 3Y
18. Kaufman Hall Investment Management
CRD 328876 · Limited Liability Company
BRENTWOOD, TN$2.8B
Mar 2026
+$1.6B+122.9%+$1.7B+162.9%+3 employees+50.0% over 1Y+18 accounts+43.9% over 1Y
19. Capitalspring
CRD 161372 · Limited Liability Company
NASHVILLE, TN$2.8B
Mar 2026
+$80.9M+3.0%+$574.5M+25.8%+$1.2B+70.9%+$2.6B+1142.3%+7 employees+25.0% over 3Y-2 accounts-11.8% over 3Y
20. Pointer Management, LLC
CRD 156810 · Limited Liability Company
CHATTANOOGA, TN$2.8B
Mar 2026
+$196.9M+7.6%-$309.7M-10.0%-$1.3B-31.3%+$115.2M+4.3%0 employees+0.0% over 3Y0 accounts+0.0% over 3Y
21. Duncan Williams Asset Management, LLC
CRD 174809 · Limited Liability Company
MEMPHIS, TN$2.7B
Mar 2026
+$1.7B+163.6%+$2.2B+427.5%+$2.3B+557.6%+11 employees+110.0% over 3Y+1,365 accounts+156.4% over 3Y
22. Legacy Wealth Management INC
CRD 108619 · Limited Liability Company
MEMPHIS, TN$2.7B
Mar 2026
+$298.6M+12.7%+$580.8M+28.0%+$1.2B+78.6%+$1.8B+207.2%-2 employees-8.3% over 3Y+890 accounts+23.6% over 3Y
23. Aj Capital Management LLC
CRD 291880 · Limited Liability Company
NASHVILLE, TN$2.6B
May 2026
+$30.1M+1.2%+$287.5M+12.2%+$1.6B+157.6%+$1.8B+229.0%-23 employees-17.0% over 3Y+9 accounts+28.1% over 3Y
24. Ab Broadly Syndicated Loan Manager LLC
CRD 308135 · Limited Liability Company
NASHVILLE, TN$2.6B
Mar 2026
+$916.0M+53.7%+$1.3B+100.1%+$2.2B+552.5%0 employees+0.0% over 3Y+3 accounts+100.0% over 3Y
25. Edison Partners Management, LLC
CRD 310951 · Limited Liability Company
NASHVILLE, TN$2.6B
Mar 2026
+$189.2M+7.9%+$1.1B+77.4%+$1.5B+131.5%+$1.5B+149.7%-4 employees-15.4% over 3Y+5 accounts+33.3% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.