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.

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.

TBH Global Asset Management, LLC, headquartered in Brentwood, TN, is a reputable investment advisory firm that caters primarily to high net worth individuals. With a total of 17 employees, including 12 dedicated investment advisors, TBH Global offers comprehensive financial solutions to its diverse client base. Boasting an impressive average of $176,510,000 in assets under management per investment advisor, TBH Global surpasses industry standards. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with client goals and interests. TBH Global Asset Management, LLC manages a substantial portfolio, overseeing more than $951,226,000 in assets for over 690 individual clients. While the majority of their assets are discretionary, they also possess the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With two offices, TBH Global is deeply rooted in the local community, and its team includes seasoned advisors such as Phillip Reynolds, David Merrell, and Travis Anderson, who have demonstrated long-term dedication to the firm. These experienced professionals provide strategic guidance and personalized investment strategies, positioning clients for financial success. Combining their deep industry knowledge, client-centric approach, and impressive track record, TBH Global Asset Management, LLC stands out as a trusted partner for individuals seeking comprehensive and tailored financial solutions.

STONEPOINT CAPITAL, LLC - Empowering Financial Growth in Nashville, TN Stonepoint Capital, LLC, a leading investment advisory firm headquartered in the vibrant city of Nashville, TN, boasts a remarkable track record of success. With an unwavering commitment to their clients, they manage a substantial portfolio of over $154,897,000 in assets under management. With an intimate understanding of the financial landscape, Stonepoint Capital serves a diverse range of over 0 individual clients, delivering personalized strategies tailored to their unique needs. As a boutique firm, Stonepoint Capital prides itself on offering a highly personalized approach to wealth management. With a team of experienced and knowledgeable advisors, they provide comprehensive investment advisory services, ensuring that each client's financial goals are not only met but exceeded. Their dedication to excellence is evident in their discretionary management of 100% of the assets they oversee. Stonepoint Capital's compensation structure is designed to align their interests with those of their clients. It includes various types, such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This comprehensive approach ensures transparency and fosters a strong sense of trust and accountability. The firm is composed of a close-knit team of 1 total employees, all of whom are passionate about providing exceptional investment advisory services. Remarkably, each investment advisor manages an average of approximately $154,900,000 in assets, well above the industry average, reflecting their expertise and commitment to generating financial growth. Among Stonepoint Capital's accomplished team, Scott Greenwood and Timothy Wolters stand out as the longest-tenured registered advisors. Their depth of experience and industry knowledge add invaluable insights to the firm's strategic decision-making process. Stonepoint Capital, LLC, continues to set the standard for excellence in investment advisory services, offering their clients in Nashville and beyond the expertise, dedication, and personalized attention they deserve.

Tony Walker Financial, based out of Bowling Green, KY, is a reputable investment advisory firm that excels in managing assets for individuals and employer 401K plans. With a total of 12 employees, including 4 dedicated investment advisors, the firm has built a strong track record in the financial industry. Known for their expertise in investment advisory services, Tony Walker Financial boasts an impressive average of approximately $43,150,000 in assets under management per investment advisor. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Catering to a diverse clientele, Tony Walker Financial serves over 1,860 individual clients, effectively managing assets totaling more than $189,775,000. The majority of their assets under management, accounting for over 80%, are comprised of employer 401K plans and individual portfolios. Their ability to expertly handle 401K plans for both employers and employees makes them a highly qualified choice for businesses seeking reliable management solutions. Aside from their investment advisory services, Tony Walker Financial also provides insurance brokerage and agent services, enhancing their comprehensive offerings to clients. Operating out of three offices, the firm has established a strong presence in the local community and beyond. Tony Walker Financial takes pride in their experienced team of advisors, with notable names like Carl Jurgens, Heather Hughes, and Phillip Walker among their longest-tenured professionals. Their commitment to excellence and personalized service has earned them a solid reputation in the financial sector, making them a trusted choice for individuals and businesses seeking sound financial guidance.

Laffer Tengler Investments, Inc. is a reputable investment advisory firm based out of Nashville, TN. With a team of 11 dedicated professionals, they specialize in providing comprehensive investment solutions to individuals and organizations alike. Among their employees, 8 individuals serve as investment advisors, catering to a diverse clientele. Leveraging their extensive expertise and commitment to excellence, Laffer Tengler Investments, Inc. has consistently achieved exceptional results for their clients. The firm boasts an impressive average of approximately $148,060,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure encompasses various models, including a percentage of assets under management. Laffer Tengler Investments, Inc. prides itself on their robust client base, which comprises over 140 individual clients with a cumulative $388,172,000 in assets under management. While 401K and individual accounts make up a smaller portion of their total assets under management, the firm possesses the capability to effectively oversee employer funds. Notably, all the assets they manage are discretionary, allowing clients to place their trust in the firm's investment expertise. With a strong local presence, Laffer Tengler Investments, Inc. operates across seven offices, ensuring accessibility and convenience for their clients. The firm's success can be attributed to the commitment and expertise of their longest tenured advisors, including Catherine Lafee, Nancy Tengler, and John Rogers, who have played instrumental roles in the firm's growth and reputation. Overall, Laffer Tengler Investments, Inc. is a trusted and established investment advisory firm that prioritizes delivering exceptional service and generating superior investment outcomes for their clients in Nashville and beyond.

Kay Quinn Financial, LLC is a small investment advisory firm based out of Nashville, TN. With one office, they provide comprehensive financial services to a diverse range of clients. The firm boasts a team of two dedicated professionals, with one specifically focused on delivering exceptional investment advisory services. With an average of approximately $100,290,000 in assets under management per investment advisor, Kay Quinn Financial, LLC maintains a competitive position within the industry. Their compensation structure is designed to align with the best interests of their clients, offering various options such as a percentage of assets under management and hourly charges. A notable aspect of their business is the significant portion of assets under management originating from employer 401Ks and individuals, accounting for roughly half of their total assets. This demonstrates the firm's expertise in this specific area and their ability to effectively manage retirement funds. Kay Quinn Financial, LLC operates with a discretionary management approach, ensuring that all investment decisions are made in the best interest of their clients. Currently, the firm serves a substantial client base of over 120 individuals, managing assets worth over $100,289,000. Catherine Quinn, one of the firm's registered advisors, holds an extensive tenure, having been with Kay Quinn Financial, LLC since 2005. Her long-standing commitment reflects the firm's dedication to building lasting client relationships and delivering reliable financial guidance. Overall, Kay Quinn Financial, LLC combines their experience, comprehensive services, and client-centric approach to provide tailored investment advisory solutions to individuals, empowering them to achieve their financial goals with confidence.

Luken Investment Analytics, LLC is a reputable investment advisory firm based out of Brentwood, TN. With a strong track record and a commitment to client success, they have amassed a notable clientele of over 110 individual clients, entrusting them with a total of $188,642,000 in assets under management. Specializing in the management of employer 401Ks and individual portfolios, Luken Investment Analytics possesses extensive experience in this realm. As a small firm, Luken Investment Analytics focuses on providing personalized and tailored investment solutions to meet their clients' specific goals and objectives. The firm operates from a single office location, which serves as the hub for their dedicated team of five employees. Among these employees, three highly skilled professionals are responsible for delivering comprehensive investment advisory services. With an average of $62,880,000 in assets under management per investment advisor, Luken Investment Analytics demonstrates a solid industry standing in terms of assets managed. The firm's compensation structure includes multiple types, such as a percentage of assets under management and subscription fees, ensuring alignment of interests between the firm and their valued clients. Luken Investment Analytics boasts a team of seasoned advisors, some of whom have been with the firm for many years. Noteworthy among these long-standing professionals are Seth Cannon, Mary O'Leary, and Gregory Luken. Their expertise and dedication contribute to the firm's ongoing success and client satisfaction. As a discretionary asset manager, Luken Investment Analytics has earned a reputation for its prudent investment strategies and commitment to achieving optimal results for their clients.

Robinson Investment Group Inc, based out of Brentwood, TN, is a highly reputable and experienced investment advisory firm. With a team of dedicated professionals, they specialize in providing top-notch investment advisory services. Despite having just one employee, the firm manages an impressive average of approximately $172,860,000 in assets under management per investment advisor, surpassing the industry average. With over 60 individual clients and over $26,464,000 in assets under management, Robinson Investment Group Inc caters to a diverse range of clients. The majority of their assets under management, more than 80%, come from employer 401K plans and individuals seeking expert investment advice. They boast the expertise required to efficiently manage 401K plans for both employers and employees. Robinson Investment Group Inc's compensation structure is multifaceted and includes various types, such as a percentage of assets under management. They have a discretionary management approach, handling 100% of the assets they manage. This demonstrates their commitment to delivering personalized investment strategies tailored to their clients' unique needs and goals. Led by Russell Robinson, one of the firm's longest-tenured registered advisors, Robinson Investment Group Inc has established itself as a trusted partner since 2019. Despite being a small firm, their dedication to providing exceptional investment advisory services has earned them a solid reputation within the industry. With their office located in Brentwood, TN, they are well-positioned to serve clients with professionalism and integrity.

Financial Partners Group, LLC is a small investment advisory firm based out of Gallatin, TN, with two offices. With a team of seven employees, three of whom provide investment advisory services, the firm has established itself as a trusted resource in the industry. Boasting an impressive average of approximately $184,840,000 in assets under management per investment advisor, Financial Partners Group outperforms the industry average. The firm's compensation structure is diverse, including various types such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, Financial Partners Group possesses the expertise and capability to manage employer funds. Additionally, the firm manages 100% of the assets under its purview on a discretionary basis. Financial Partners Group primarily caters to high-net-worth individuals, managing a substantial portfolio for over 150 individual clients, totaling more than $554,522,000 in assets under management. The firm takes pride in its experienced team, which includes esteemed advisors such as Thomas Miller, Michael Stanley, and Scott Paschal, who have contributed to the firm's success over the years. With a commitment to providing personalized and comprehensive investment advisory services, Financial Partners Group, LLC continues to assist clients in achieving their financial goals through astute management of their assets.

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.