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.

Quants Compete, a leading investment advisory firm headquartered in Brentwood, TN, is dedicated to providing exceptional financial solutions. With a focus on discretion, they manage a diverse portfolio of assets exceeding $250,000 for over 10 individual clients. Operating from a single office, Quants Compete has developed a reputation for their expertise in managing both employer 401K plans and individual assets. Over 80% of their assets under management are attributed to these categories, highlighting their deep understanding and proficiency in providing comprehensive retirement solutions. With 100% discretionary management, Quants Compete possesses the authority to make investment decisions on behalf of their clients, allowing for swift and efficient execution of investment strategies. Their commitment to customized solutions ensures that each client's unique financial objectives are taken into account. The firm's compensation structure includes various options, such as a percentage of assets under management, guaranteeing a transparent and mutually beneficial relationship with their clients. Quants Compete benefits from the expertise of their dedicated team, comprising one investment advisor who provides personalized investment advisory services. This focused approach enables them to maintain an average of approximately $250,000 in assets under management per advisor. Quants Compete's unwavering commitment to excellence and their ability to deliver tailored solutions make them a trusted partner in achieving financial success. Clients can rely on their extensive knowledge and dedication to guide them towards their investment goals with confidence.

HHM Wealth Advisors, LLC is a reputable investment advisory firm based out of Chattanooga, TN. With 16 dedicated professionals on their team, including 11 experienced investment advisors, HHM Wealth Advisors offers comprehensive wealth management solutions to a diverse clientele. The firm boasts an impressive average of approximately $56,800,000 in assets under management per investment advisor, aligning well with the industry average. HHM Wealth Advisors' compensation structure incorporates various types, such as a percentage of assets under management, ensuring that their interests are aligned with those of their clients. With over 640 individual clients and an impressive $918,308,000 in assets under management, the majority of their portfolio is dedicated to serving high-net-worth individuals. Although 401K and individual accounts comprise less than 30% of their assets under management, HHM Wealth Advisors has the capability to effectively manage employer funds. Demonstrating their expertise and trust, a significant 96% of the assets they manage are under discretionary authority, indicating the high level of confidence their clients have in their investment strategies. Founded in Chattanooga, TN, HHM Wealth Advisors, LLC has established a strong local presence in the community. With one office location, they are well-positioned to serve their clients' needs. The firm takes pride in its long-tenured advisors, with Andrew Cook, Travis Hutchinson, and Salvatore Geraci being among the seasoned professionals who have contributed significantly to the firm's success and client satisfaction. HHM Wealth Advisors, LLC continues to be a trusted partner in helping clients achieve their financial goals.

Southern Capital Advisors, LLC is a reputable investment advisory firm located in Jackson, TN. With a single office, the firm boasts a team of five dedicated professionals, all of whom are committed to providing exceptional investment advisory services. Each investment advisor at Southern Capital Advisors, LLC manages an average of $66,510,000 in assets, aligning with the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges. What sets Southern Capital Advisors, LLC apart is their significant experience in managing assets sourced from employer 401Ks and individuals, which account for approximately half of their total assets under management. Demonstrating their expertise in this space, they have amassed over 480 individual clients and currently oversee a substantial $332,569,000 in assets under management. The firm prides itself on offering discretionary management, allowing clients to entrust their investments fully to the capable hands of Southern Capital Advisors, LLC. Clients can have peace of mind knowing that their financial interests are being diligently protected and nurtured by the firm's knowledgeable team. Southern Capital Advisors, LLC boasts a roster of esteemed advisors, including Jason Lockridge, Ethan Mayberry, and Charles Johnson, who have demonstrated their commitment and dedication to the firm over the years. These individuals, among others, contribute to the firm's solid reputation and its ability to deliver effective investment solutions to a diverse range of clients.

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.

Mccay Wealth Advisory LLC is a small investment advisory firm based out of Manchester, TN, offering comprehensive wealth management services. With a total of 7 employees, including 2 dedicated investment advisors, the firm possesses a wealth of knowledge and experience in managing assets for both individual and employer 401K clients. The firm's advisors, such as Hayden Proffitt, Emily Mccay, and Brent Mccay, bring extensive expertise to the table, ensuring that clients receive personalized and informed guidance. Mccay Wealth Advisory LLC prides itself on its impressive track record, managing over $247,508,000 in assets under management. Their average assets under management per investment advisor reach an impressive $32,690,000, demonstrating their ability to handle significant portfolios. The firm's compensation structure is flexible, encompassing various types, including a percentage of assets under management, fixed fees, and hourly charges, providing clients with options tailored to their needs. The firm maintains a client-centric approach, prioritizing the financial well-being and goals of their more than 400 individual clients. With a commitment to excellence, Mccay Wealth Advisory LLC ensures that 99% of the assets they manage are under discretionary management, allowing for proactive decision-making and streamlined portfolio adjustments. With offices in Manchester, TN, Mccay Wealth Advisory LLC serves clients locally and beyond. Their expertise in employer 401Ks and individual wealth management sets them apart, enabling them to provide effective solutions and strategies for clients' financial needs. Whether it's retirement planning, investment management, or estate planning, the dedicated team at Mccay Wealth Advisory LLC is well-equipped to guide clients towards achieving their financial objectives.

Asset Planning Corporation is a local investment advisory firm headquartered in Knoxville, TN, with two offices. With a team of eight professionals, including six dedicated to investment advisory services, they provide comprehensive financial solutions to their clients. On average, each investment advisor at Asset Planning Corporation oversees approximately $53,140,000 in assets under management, which aligns with the industry average. The firm's compensation structure offers various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet clients' needs. While less than 30% of their assets under management are comprised of 401K and individual accounts, Asset Planning Corporation possesses the capability to effectively manage employer funds. An impressive 97% of the assets they handle are managed on a discretionary basis, reflecting the trust and confidence their clients place in their expertise. Asset Planning Corporation predominantly caters to high net worth individuals, serving over 170 individual clients with a total of more than $318,826,000 in assets under management. The firm takes pride in its experienced team, with notable long-tenured advisors like Joseph Ottaviano, Suzanne Hornick, and Paul Fain contributing their expertise and guidance. With a client-centric approach, Asset Planning Corporation strives to provide personalized and effective investment strategies that align with each client's financial goals. By leveraging their in-depth market knowledge and extensive experience, the firm aims to empower their clients to make informed decisions and achieve long-term financial success.

Campbell Asset Management, LLC is a reputable investment advisory firm headquartered in Chattanooga, TN. With a single office, the company is dedicated to providing exceptional investment advisory services. Led by a team of three skilled professionals, Campbell Asset Management, LLC possesses extensive expertise in managing assets and delivering valuable financial advice. On average, each investment advisor at Campbell Asset Management, LLC oversees a substantial $30,480,000 in assets under management. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. Notably, a significant portion of their assets under management is derived from employer 401Ks and individual clients, highlighting their strong presence and proficiency in this area. Campbell Asset Management, LLC exercises discretionary control over an impressive 99% of the assets they manage, ensuring effective decision-making aligned with client objectives. With an extensive client base of over 110 individuals, they currently manage a total of $91,449,000 in assets under their careful stewardship. The firm prides itself on its enduring relationships with clients, fostered through the expertise and dedication of their long-serving advisors. Among their highly experienced team, Ashley Heck, James Campbell, and Ernest Gross stand out as some of the longest tenured advisors at Campbell Asset Management, LLC. Their unwavering commitment to delivering exceptional investment advisory services has contributed to the firm's solid reputation and continued success in the financial industry.

Summit Asset Management LLC, based out of Memphis, TN, is a highly regarded local investment advisory firm with a reputation for excellence. With over 350 individual clients and a remarkable $682,103,000 in assets under management, they are trusted by clients to handle their financial portfolios effectively. While Summit Asset Management LLC primarily caters to high net worth individuals, they also possess the capability to manage employer funds. A notable feature of their business is that 89% of the assets they manage are discretionary, highlighting their expertise in making sound investment decisions on behalf of their clients. The firm operates out of two offices, employing a total of nine professionals. Among them, six dedicated investment advisors provide personalized advisory services to their esteemed clientele. Their average assets under management per investment advisor stands at approximately $113,680,000, which aligns with the industry average. Summit Asset Management LLC offers a diverse compensation structure to accommodate the unique needs of their clients. This structure includes charging a percentage of assets under management as well as hourly fees, ensuring transparency and flexibility in their billing practices. The firm takes pride in its experienced team, boasting several long-tenured advisors such as John Laughlin, Samuel Thompson, and Lance Hollingsworth. Their commitment to providing exceptional service and achieving financial goals has helped solidify their standing in the industry. In summary, Summit Asset Management LLC is a highly reputable investment advisory firm in Memphis, TN. With their comprehensive range of services, track record of success, and focus on client satisfaction, they continue to be a trusted partner for individuals and employers seeking professional asset management solutions.

Vishria Bird Financial Group, LLC, a local investment advisory firm based out of Memphis, TN, prides itself on providing exceptional financial services to its clients. With a team of eight dedicated professionals, including seven experienced investment advisors, the company offers comprehensive investment advisory services. Vishria Bird Financial Group manages an impressive $37,780,000 in assets under management per investment advisor, reflecting their expertise in delivering effective investment strategies. Their compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees, ensuring a mutually aligned approach to success. With over 190 individual clients, the firm oversees a substantial $398,740,000 in assets under management. Primarily catering to high net worth individuals, Vishria Bird Financial Group effectively safeguards and grows their clients' wealth. While the majority of the assets managed are discretionary, the company also possesses the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Vishria Bird Financial Group operates from a single office, and among their esteemed team, Harish Vishria and Robert Bird stand out as the longest-tenured registered advisors. Their combined expertise and dedication further strengthen the firm's ability to provide personalized and strategic financial guidance to its valued clients. With a proven track record, Vishria Bird Financial Group, LLC is committed to helping clients achieve their financial goals while providing a trustworthy and reliable partnership in the dynamic world of investment advisory services.

Up Fintech Asset Management, headquartered in Newtown Square, PA, is a distinguished local investment advisory firm. With a sole office, the firm houses a team of eight dedicated professionals, five of whom specialize in delivering comprehensive investment advisory services. Renowned for their expertise, each investment advisor manages an impressive average of $2,580,000 in assets. The firm's compensation structure encompasses various models, including a percentage based on the assets under management. Notably, approximately 17% of the assets they oversee are under discretionary management. Offering a comprehensive range of services, Up Fintech Asset Management excels in areas such as commodity pool operation and commodity trading advisory, whether registered or exempt from registration. With a strong client base, Up Fintech Asset Management proudly serves a diverse group of individuals, exceeding the count of 0. These valued clients entrust the firm with a total of over $12,885,000 in assets under management. To ensure continuity and exceptional service, the firm boasts a team of seasoned advisors, including Tianjian Qin, David Foulke, and Yang Xu, who have been instrumental in driving the firm's success over the years. With their commitment to providing tailored investment advice and a client-centric approach, Up Fintech Asset Management continues to solidify their reputation as a leading investment advisory firm in the industry.

Capwealth Advisors, LLC is a local investment advisory firm headquartered in Franklin, TN. With a single office, the firm comprises a total of 18 employees, 12 of whom specialize in providing comprehensive investment advisory services. On average, each investment advisor at Capwealth Advisors manages approximately $100,830,000 in assets under management, which falls within the industry average. Capwealth Advisors employs a varied compensation structure, including a percentage of assets under management. While 401(k) and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds. An impressive 98% of the assets they oversee are under discretionary management. The majority of Capwealth Advisors' assets are managed on behalf of high-net-worth individuals. The firm proudly serves over 580 individual clients, who collectively entrust the company with over $1,209,908,000 in assets under management. The team at Capwealth Advisors boasts several experienced advisors, including Phoebe Venable, Timothy Pagliara, and Timothy Murphy, who have demonstrated long-standing dedication and expertise in the field. Capwealth Advisors, LLC is committed to providing personalized and effective investment advisory services, leveraging their deep industry knowledge and wealth management expertise. With a focus on preserving and growing their clients' wealth, Capwealth Advisors strives to maintain long-term relationships based on trust and superior financial guidance.