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.

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.

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.

HMS Investment Advisors, based out of Nashville, TN, is a highly regarded local investment advisory firm with a strong presence in the financial services industry. With eight dedicated employees, including six experienced investment advisors, they provide exceptional investment advisory services to their esteemed clientele. With an impressive average of approximately $175,260,000 in assets under management per investment advisor, HMS Investment Advisors surpasses the industry average, highlighting their ability to generate substantial returns for their clients. Their compensation structure is designed to align their interests with those of their clients, including a percentage of assets under management and performance-based fees. The firm boasts over 90 individual clients, entrusting HMS with their combined assets totaling over $254,046,000. The majority of these assets are managed on behalf of high net worth individuals, demonstrating the firm's expertise in catering to the unique needs of affluent clientele. While managing employer funds is within their capabilities, 401K and individual accounts represent less than 30% of their assets under management. Impressively, 83% of the assets managed by HMS Investment Advisors are discretionary, allowing the firm to exercise their expertise and make investment decisions on behalf of their clients. With their wealth of experience and comprehensive understanding of the financial markets, HMS has earned a reputation for consistently delivering exceptional results. HMS Investment Advisors operates from their headquarters in Nashville, TN, maintaining a single office to ensure focused and personalized service. The firm takes pride in its team of seasoned professionals, including Angela Robinson, Dana Brisendine, and George Stadler, who are among the longest-tenured advisors at the firm. With their expertise and commitment to client success, HMS Investment Advisors continues to be a trusted partner for individuals seeking professional and reliable investment advisory services.

Criterion Capital Advisors LLC is a small investment advisory firm based out of Nashville, TN. With a team of six dedicated professionals, including three experienced investment advisors, they provide comprehensive financial services to their clients. Their advisors have deep expertise in managing employer 401Ks and individual assets, contributing to their impressive track record. Criterion Capital Advisors LLC boasts over 290 individual clients, entrusting them with a substantial amount of assets under management totaling over $396,748,000. With an average of approximately $30,080,000 in assets per investment advisor, they demonstrate their commitment to personalized attention and tailored investment strategies for each client. The firm's compensation structure is designed to align their interests with those of their clients. It includes various types of fees, such as a percentage of assets under management and performance-based fees. This ensures that Criterion Capital Advisors LLC's success is directly tied to the success of their clients' investments. With 100% of the assets they manage being discretionary, the firm has the flexibility to make investment decisions on behalf of their clients, leveraging their expertise and insights. This discretionary management approach allows Criterion Capital Advisors LLC to adapt quickly to market changes and seize opportunities that align with their clients' investment objectives. Criterion Capital Advisors LLC operates out of a single office in Nashville, TN. The firm's success can be attributed in part to its long-tenured advisors, including Scott Freeman, Allan Horner, and Mark Pierce, who bring a wealth of experience and expertise to the team. Their dedication and commitment to delivering excellent service have established Criterion Capital Advisors LLC as a trusted partner in the financial industry.

Cypress Capital Advisors, LLC, a small investment advisory firm based out of Franklin, TN, boasts an impressive track record in managing assets for high net worth individuals. With over 810 individual clients and more than $270,728,000 in assets under management, Cypress Capital Advisors has established itself as a trusted financial partner in the region. The firm's success is underpinned by their commitment to providing personalized investment solutions. While 401K and individual accounts make up less than 30% of their assets under management, Cypress Capital Advisors possesses the expertise and capability to effectively manage employer funds. Their comprehensive services extend to discretionary management of 100% of the assets they oversee. Cypress Capital Advisors differentiates itself through its flexible compensation structure, offering clients options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to tailor their services to meet the unique needs of each client, ensuring a mutually beneficial partnership. With a team of five dedicated professionals, including two investment advisors, Cypress Capital Advisors maintains a high level of client-advisor engagement. Each investment advisor manages an average of approximately $135,360,000 in assets, surpassing the industry average and further showcasing the firm's commitment to delivering exceptional results. Notably, Cypress Capital Advisors is known for its long-tenured advisors, such as Brayden Oswald, Joseph Pessetto, and James Hackney, who bring extensive experience and expertise to the firm. This continuity ensures that clients receive consistent, reliable, and informed advice as they navigate their financial goals. Overall, Cypress Capital Advisors, LLC, with its strong client base, personalized approach, and seasoned professionals, stands as a trusted partner for individuals seeking expert guidance in managing their wealth.

Sageguard Financial Group, LLC is a distinguished investment advisory firm headquartered in Goodlettsville, TN. With a strong presence in the industry, they operate from a single office and boast a team of 13 talented professionals. Ten of these experts specialize in providing comprehensive investment advisory services, catering to a diverse clientele. The firm's success is evident in their impressive average assets under management per investment advisor, which stands at approximately $25,700,000. Sageguard Financial Group, LLC offers a versatile compensation structure to meet the unique needs of their clients. This includes charging a percentage of assets under management, as well as utilizing hourly rates and fixed fees. Renowned for their expertise in managing employer 401K plans and individual investments, over 80% of their assets under management originate from these sources. With a track record of excellence, the firm takes full discretion over managing 100% of the assets entrusted to them. Sageguard Financial Group, LLC boasts an extensive client base, comprising over 1,500 individuals. These valued clients entrust the firm with a remarkable $257,000,000 in assets under management. At the helm of the organization, several of the most experienced and trusted advisors include Jeffrey Atchison, Chad Wood, and Jarrod Null. With a commitment to delivering personalized financial solutions and a wealth of industry experience, Sageguard Financial Group, LLC stands as a reliable partner for individuals and employers seeking exceptional investment advisory services.

Sagespring Wealth Partners, a regional investment advisory firm based out of Franklin, TN, is dedicated to serving the financial needs of their clients. With over 9,860 individual clients and an impressive $4,277,447,000 in assets under management, Sagespring Wealth Partners has established itself as a trusted wealth management partner. The firm operates from 14 offices, providing convenient access to their comprehensive range of services. Sagespring Wealth Partners offers a diverse array of financial solutions, including acting as a registered representative of a broker-dealer, insurance broker, or agent. Their expertise lies in managing employer 401Ks and individual assets, accounting for approximately half of their impressive assets under management. Additionally, 12% of the assets they manage are under discretionary control, demonstrating their seasoned investment strategies. With a compensation structure that encompasses various models such as a percentage of assets under management, hourly charges, and fixed fees, Sagespring Wealth Partners ensures flexibility and transparency in their client relationships. The firm boasts a dedicated team of 170 employees, with 94 individuals specializing in investment advisory services. These knowledgeable advisors possess an average of $45,500,000 in assets under management, in line with industry standards. Notably, Sagespring Wealth Partners prides itself on its experienced staff, with several of the firm's longest tenured advisors, including Jeffrey Casey, Zachary Hurd, and Jason Poe. Their collective expertise and commitment to client success are foundational to the firm's reputation and track record of delivering tailored financial solutions. Overall, Sagespring Wealth Partners stands as a trusted partner for individuals and businesses seeking comprehensive wealth management services in the Franklin, TN area. With a strong focus on client needs and a commitment to excellence, they continue to be a leading force in the industry.

Beacon Capital Management, LLC, based out of Franklin, TN, is a highly regarded local investment advisory firm with a strong presence in the financial industry. With over 2,640 individual clients, they manage an impressive $673,055,000 in assets, showcasing their expertise in wealth management. Having four well-established offices, Beacon Capital Management offers comprehensive services that extend beyond investment advisory, including insurance brokerage. With extensive experience in handling employer 401Ks and individual portfolios, Beacon Capital Management has garnered a reputation for providing reliable financial solutions. A remarkable 92% of their assets under management are handled on a discretionary basis, demonstrating their ability to make strategic decisions on behalf of their clients. Their compensation structure is flexible and caters to various client needs. They offer options such as a percentage of assets under management, fixed fees, and even hourly charges. This ensures that clients can choose a payment method that aligns with their financial goals and preferences. Comprising a team of 30 skilled professionals, Beacon Capital Management boasts 16 investment advisors who are dedicated to delivering top-notch advisory services. On average, each advisor manages approximately $42,070,000 in assets, showcasing their ability to handle substantial portfolios. The firm takes pride in its long-tenured advisors, with notable names such as Daniel Benson, Jonathan Maxson, and Cameron Benson. Their experience and expertise contribute to the firm's overall success and ability to provide exceptional financial guidance to their clients. Beacon Capital Management continues to build on its solid foundation and remains committed to helping individuals and businesses achieve their financial objectives.

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.

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.