Prudent Street Financial Advisors, LLC is a reputable investment advisory firm operating in Brentwood, TN. With a single office, they serve as a trusted local resource for comprehensive financial guidance. Comprised of a dedicated team of seven professionals, five of whom specialize in investment advisory services, Prudent Street Financial Advisors, LLC brings a wealth of expertise to their clients. With an average of approximately $51,560,000 in assets under management per investment advisor, the firm maintains an industry-standard level. Their compensation structure encompasses various approaches, including a percentage of assets under management, fixed fees, and hourly charges. While 401K and individual accounts constitute less than 30% of their assets under management, Prudent Street Financial Advisors, LLC possesses the capability to expertly manage employer funds. An impressive 55% of the assets they oversee are discretionary, allowing them to proactively guide investment decisions. Moreover, the firm extends its services to insurance brokerage, bolstering their ability to provide comprehensive financial solutions. With a client base exceeding 80 individuals and over $257,784,000 in assets under management, Prudent Street Financial Advisors, LLC has garnered the trust and confidence of a diverse range of clients. The firm boasts a seasoned team of advisors, including Clinton Warner, Stephanie Richardson, and David Richardson, who have demonstrated a longstanding commitment to delivering exceptional financial advice. With their collective expertise and dedication, Prudent Street Financial Advisors, LLC continues to solidify its position as a premier investment advisory firm in Brentwood, TN.

BCS Wealth Management, LLC, headquartered in Johnson City, TN, is a prominent investment advisory firm dedicated to helping clients achieve their financial goals. With a total of 11 skilled professionals, including 6 experienced investment advisors, they offer comprehensive wealth management services. BCS Wealth Management distinguishes itself in the industry with an impressive average of approximately $356,260,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees. This incentivizes their team to deliver exceptional results for their clients. BCS Wealth Management proudly serves over 540 individual clients, expertly managing more than $521,561,000 in assets. They specialize in catering to high net worth individuals, with the majority of the assets they manage belonging to this esteemed client segment. While BCS Wealth Management primarily focuses on managing discretionary assets, they also possess the expertise and capability to effectively manage employer funds. Additionally, although 401K and individual accounts represent less than 30% of their assets under management, they remain committed to providing exceptional service in these areas. Operating out of two offices, BCS Wealth Management is deeply rooted in the local community of Johnson City, TN. The firm boasts an exceptional team of advisors, including highly tenured professionals such as Nathan Goodwin, Nicholas Clay, and Myra O'Dell. These accomplished individuals, along with the entire team, are dedicated to delivering personalized and strategic investment solutions to their clients, ensuring their financial prosperity and peace of mind.

Councilmark Asset Management, LLC, headquartered in Knoxville, TN, is a small investment advisory firm specializing in personalized wealth management solutions. With a dedicated team of three experienced professionals, Councilmark delivers comprehensive investment advisory services to a diverse clientele. Drawing on their extensive expertise, Councilmark's investment advisors provide tailored strategies to optimize financial growth and meet the unique goals of each client. With an average of $28,730,000 in assets under management per investment advisor, Councilmark demonstrates their commitment to delivering exceptional results. Councilmark's compensation structure encompasses various models, including a percentage of assets under management and performance-based fees. This ensures a client-focused approach where success is aligned with the firm's performance, promoting long-term partnerships built on trust and mutual success. With over 0 individual clients and a staggering $237,399,000 in assets under management, Councilmark serves a prominent role in the financial landscape. Catering primarily to high-net-worth individuals, the firm leverages its expertise and discretion to manage 100% of the assets entrusted to them. Founded in Knoxville, TN, Councilmark operates from a single office, fostering close relationships with their clients and providing personalized attention. The firm takes pride in their experienced team, with notable advisors such as Daniel Pettway, Ralph Herbert, and Stanley Erwin, who have demonstrated unwavering dedication and expertise throughout their tenure. Councilmark Asset Management, LLC stands as a trusted partner for individuals seeking comprehensive investment solutions, offering a blend of industry knowledge, personalized service, and a track record of delivering exceptional results.

C & J Wealth Advisors, a local investment advisory firm based in Knoxville, TN, is committed to providing exceptional financial guidance and wealth management services. With a knowledge cutoff in 2021, C & J Wealth Advisors had established a strong presence, serving more than 220 individual clients and managing assets worth over $233,503,000. While their focus is primarily on high net worth individuals, the firm also possesses the expertise to manage employer funds. With 98% of their assets managed on a discretionary basis, C & J Wealth Advisors ensures that their clients' investment portfolios align with their long-term financial goals. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, tailored to meet the unique needs of each client. The firm takes pride in their team of six highly skilled employees, all of whom provide top-notch investment advisory services. The average assets under management per investment advisor amount to approximately $38,920,000, showcasing their ability to handle substantial portfolios with professionalism and expertise. C & J Wealth Advisors boasts a group of seasoned advisors, including Jeffrey King, Robert Smith, and Jennifer Huskey, who have been with the firm for an extended period, contributing their extensive knowledge and experience to benefit their clients. With a strong commitment to personalized service, C & J Wealth Advisors continues to guide their clients through various financial challenges, striving to maximize their wealth and secure their financial future.

Rayburn West Financial Services, headquartered in Nashville, TN, is a small investment advisory firm dedicated to providing comprehensive financial solutions. With a team of two highly skilled professionals, they offer personalized services tailored to meet the unique needs of their clients. Led by Charles West, one of the firm's longest-tenured registered advisors, who has been with the company since 2008, Rayburn West Financial Services has built a solid reputation for its expertise and commitment to client satisfaction. With an average of $108,230,000 in assets under management per investment advisor, Rayburn West Financial Services maintains a competitive standing within the industry. While their compensation structure includes various types, such as a percentage of assets under management and fixed fees, their primary focus is on delivering exceptional value to their clients. Catering primarily to high net worth individuals, Rayburn West Financial Services manages over $135,398,000 in assets for more than 90 individual clients. Although 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise and capability to effectively handle employer funds. Additionally, a significant portion, approximately 66%, of the assets they manage are discretionary. In addition to their investment advisory services, Rayburn West Financial Services also functions as an insurance broker or agent, allowing them to offer a comprehensive range of financial solutions under one roof. Their commitment to personalized attention, combined with their expertise in investment advisory and insurance services, makes them a trusted partner for individuals seeking holistic financial guidance. With a focus on building long-term relationships and delivering exceptional results, Rayburn West Financial Services continues to be a leading choice for clients in Nashville and beyond.

Kelman Lazarov Inc is a renowned investment advisory firm based out of Memphis, TN. With over 320 individual clients and an impressive $540,767,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Operating from their central office, Kelman Lazarov Inc offers comprehensive investment solutions tailored to the unique needs of each client. While managing 401K and individual accounts account for less than 30% of their assets, Kelman Lazarov Inc possesses the expertise and capability to oversee employer funds. All of the assets they manage are handled with discretion, ensuring optimal financial strategies are implemented. With a focus on high-net-worth individuals, Kelman Lazarov Inc has garnered a reputation for effectively growing and preserving their clients' wealth. Their compensation structure is diverse, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. The firm boasts a dedicated team of 15 employees, with 11 professionals offering investment advisory services. Each investment advisor manages an average of approximately $49,160,000 in assets, aligning with industry standards. Notably, Kelman Lazarov Inc values long-standing relationships, and several of their advisors, including Keith Schmitt, Jacob Samuels, and William Steinberg, have been with the firm for many years. Kelman Lazarov Inc's commitment to personalized financial strategies, extensive expertise, and a team of experienced professionals has solidified their position as a leading investment advisory firm in Memphis, TN.

Marmo Financial Group, LLC is a reputable investment advisory firm based in Johnson City, TN. With one office location, they have established themselves as a reliable and trusted partner in the financial industry. With a total of 9 employees, including 2 dedicated investment advisors, Marmo Financial Group, LLC offers a personalized approach to investment management. With an average of $99,430,000 in assets under management per investment advisor, Marmo Financial Group, LLC demonstrates a solid track record and financial expertise. Their compensation structure is flexible, including options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of the firm's assets under management come from employer 401Ks and individual clients, showcasing their extensive experience and proficiency in this space. As a discretionary asset management firm, Marmo Financial Group, LLC has complete authority to make investment decisions on behalf of their clients. With over 900 individual clients and an impressive $198,860,000 in assets under management, the firm has built a strong client base. Scott Marmo and Sasha Stewart, two of the longest tenured registered advisors, bring a wealth of experience and expertise to the company. Overall, Marmo Financial Group, LLC is committed to providing exceptional financial advisory services, tailored to their clients' unique goals and needs. Through their knowledgeable team and comprehensive range of compensation options, they strive to deliver excellent results and foster long-term financial success for their clients.

Delta Asset Management, LLC is a reputable local investment advisory firm headquartered in Memphis, TN. With a single office, the firm boasts a dedicated team of 9 employees, 6 of whom specialize in providing top-notch investment advisory services. Known for their expertise, Delta Asset Management, LLC surpasses industry standards by managing an average of $204,290,000 in assets per investment advisor, reflecting their commitment to excellence. Their compensation structure is diverse and includes various types, such as a percentage of assets under management. While less than 30% of their assets under management are attributed to 401K and individual accounts, the firm possesses the capability to efficiently oversee employer funds. Notably, all the assets under their management are discretionary, emphasizing their trusted position and decision-making authority. The majority of Delta Asset Management, LLC's portfolio consists of high net worth individuals, reflecting their expertise in catering to this discerning clientele. Impressively, the firm serves over 320 individual clients, skillfully managing their assets, which total over $1,225,741,000. At Delta Asset Management, LLC, experience and loyalty are valued. The firm takes pride in the expertise and commitment of their advisors, with Brandon Byrd, David Smith, and Myron Mall being some of the longest-tenured professionals within the organization. Their enduring presence reinforces the firm's stability and dedication to client satisfaction. With their exceptional team, remarkable track record, and focus on high net worth individuals, Delta Asset Management, LLC stands as a reliable partner for those seeking superior investment advisory services in the Memphis area and beyond.

Thoroughbred Financial Services, LLC is a respected regional investment advisory firm based in Brentwood, TN, boasting four offices strategically located to serve its clients effectively. With a total of 33 dedicated employees, the majority of whom specialize in investment advisory services, Thoroughbred Financial Services, LLC offers a comprehensive range of financial solutions. The firm maintains an average assets under management (AUM) per investment advisor of approximately $76,260,000, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of AUM and fixed fees. While less than 30% of their AUM comprises 401K and individual accounts, Thoroughbred Financial Services, LLC possesses the expertise to effectively manage employer funds. An impressive 83% of the assets they oversee are discretionary, allowing them to provide customized investment strategies tailored to individual client needs. In addition to their investment advisory services, Thoroughbred Financial Services, LLC also acts as an insurance broker or agent, enhancing their ability to provide comprehensive financial solutions to their clients. The firm boasts a substantial clientele, with over 2,380 individual clients entrusting them with more than $2,440,441,000 in assets under management. Thoroughbred Financial Services, LLC takes pride in its team of seasoned advisors, with some of the longest tenured professionals including Lawrence Hartley, Barry Steele, and John Fussell. Their wealth of experience and expertise ensures that clients receive exceptional guidance and personalized financial strategies tailored to their unique goals and aspirations.

M Capital Advisors, a local investment advisory firm based out of Nashville, TN, specializes in providing expert financial guidance to high net worth individuals. With a team of 13 dedicated professionals, including 7 experienced investment advisors, they are well-equipped to handle their clients' wealth management needs. Known for their impressive track record, M Capital Advisors manages an average of $143,320,000 in assets under management per investment advisor, surpassing the industry average. Their success can be attributed to a compensation structure that includes a percentage of assets under management and performance-based fees, aligning their interests with the clients' financial goals. Catering to over 120 individual clients, M Capital Advisors oversees a substantial portfolio with over $870,549,000 in assets under management. The majority of these assets are managed on a discretionary basis, reflecting the trust and confidence their clients place in their expertise. With two offices serving as their operational hubs, M Capital Advisors is deeply rooted in the Nashville community. Their commitment to excellence is exemplified by the tenure of advisors such as Patrick Snell, Claude Koontz, and Frank Mastrapasqua, who have been instrumental in the firm's success. By combining their in-depth market knowledge, personalized service, and comprehensive wealth management strategies, M Capital Advisors remains a trusted partner for affluent individuals seeking to preserve and grow their wealth.

Pinnacle Wealth Advisors, based out of Nashville, TN, is a leading investment advisory firm catering to high net worth individuals. With over 20 individual clients and an impressive $698,753,000 in assets under management, Pinnacle Wealth Advisors is renowned for its exceptional financial services. Their team of experienced professionals, including Charles Poston, Nathan Kurita, and David James, provide personalized investment advisory services to their discerning clientele. As a small but prestigious firm, Pinnacle Wealth Advisors prides itself on its discretionary management of 100% of the assets entrusted to them. Their comprehensive compensation structure offers clients flexibility, including options such as a percentage of assets under management, hourly charges, and fixed fees. This tailored approach ensures that clients receive the most suitable investment strategies based on their unique financial goals and preferences. With a remarkable average of approximately $232,920,000 in assets under management per investment advisor, Pinnacle Wealth Advisors surpasses industry standards, demonstrating their expertise in handling significant portfolios. Their commitment to excellence is further reflected in their long-tenured advisors, who bring extensive experience and deep industry knowledge to the table. As a trusted partner, Pinnacle Wealth Advisors understands the importance of building strong relationships with their clients. By delivering personalized and transparent financial solutions, they strive to help clients achieve their long-term financial objectives while mitigating risks. With a focus on delivering exceptional results, Pinnacle Wealth Advisors stands as a reliable and reputable name in the investment advisory industry.