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.

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.

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.

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.

Covenant Partners, LLC is a prominent local investment advisory firm based out of Nashville, Tennessee. With a single office, they have established themselves as a trusted financial partner within the community. The firm comprises a total of 13 dedicated employees, with five of them specializing in providing comprehensive investment advisory services. These professionals bring extensive experience and expertise to their clients' financial planning needs. Covenant Partners, LLC has built a reputation for managing substantial assets, with an impressive average of approximately $163,070,000 in assets under management per investment advisor. This figure surpasses the industry average, underscoring the firm's commitment to delivering exceptional results. Their compensation structure is diverse and flexible, including options such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of their portfolio is the fact that 72% of the assets they manage are discretionary, further highlighting their ability to make informed and autonomous investment decisions. With a focus on serving high net worth individuals, Covenant Partners, LLC prides itself on managing over $815,340,000 in assets for more than 30 individual clients. The firm's success is reinforced by the tenure of their advisors, with esteemed professionals such as Andrew Wood, Todd Glisson, and John Link contributing to the firm's long-standing reputation. Covenant Partners, LLC has positioned itself as a leading investment advisory firm in Nashville, Tennessee, providing comprehensive financial solutions and tailored strategies to meet the unique needs of their discerning clientele.

J. Mark Nickell & Co., a small investment advisory firm based out of Brentwood, TN, is dedicated to providing exceptional financial services to its clients. With a team of two employees, they offer personalized investment advisory services, ensuring individualized attention and tailored strategies to meet their clients' needs. With an impressive average of approximately $1,398,610,000 in assets under management per investment advisor, J. Mark Nickell & Co. stands out in the industry with their high level of expertise and commitment. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a transparent and fair relationship with their clients. The firm boasts over 10 individual clients, who entrust them with over $107,709,000 in assets under management. Their client base primarily consists of high net worth individuals, for whom they manage the majority of their assets on a discretionary basis. At J. Mark Nickell & Co., Joseph Nickell is one of the longest-tenured registered advisors, having been with the firm since 2004. His experience and expertise contribute to the firm's strong reputation and successful track record. Operating from a single office, J. Mark Nickell & Co. values close relationships with their clients, providing comprehensive financial guidance and actively adapting strategies to changing market conditions. Through their commitment to excellence, personalized approach, and extensive industry knowledge, J. Mark Nickell & Co. continues to deliver outstanding results for their clients' financial goals.

Ashdon Investment Management, LLC is a small investment advisory firm based out of Tullahoma, TN, with two offices. With a total of five dedicated employees, three of them specialize in providing comprehensive investment advisory services. The firm boasts an impressive average of approximately $110,330,000 in assets under management per investment advisor, which aligns closely with the industry average. Ashdon Investment Management, LLC offers a diverse compensation structure, including a percentage of assets under management and fixed fees. Notably, they exercise discretionary control over 7% of the assets they manage, reflecting their expertise and trustworthiness. Primarily catering to high-net-worth individuals, the firm manages a substantial portfolio of assets. With over 40 individual clients, they oversee an impressive sum of over $330,978,000 in assets under management. This reflects the confidence placed in their services by discerning investors. Among the firm's accomplished staff, David Pruitt and Jennifer English stand out as the longest-tenured registered advisors. Their experience and expertise contribute to the firm's reputation for delivering reliable investment advice and personalized service. Ashdon Investment Management, LLC exemplifies dedication to their clients' financial success and growth. By combining a team of skilled professionals, a solid compensation structure, and a focus on high-net-worth individuals, they strive to provide exceptional investment management services in Tullahoma, TN, and beyond.

Premier Private Wealth, LLC is a highly regarded investment advisory firm based in Brentwood, TN. With a sole office location, the firm has established itself as a trusted partner in managing wealth for its diverse clientele. Boasting over 120 individual clients and managing assets totaling more than $226,783,000, Premier Private Wealth, LLC demonstrates its ability to effectively navigate the complexities of wealth management. The firm primarily focuses on serving high-net-worth individuals, offering tailored solutions to meet their unique financial needs. In addition to investment advisory services, Premier Private Wealth, LLC also provides insurance brokerage services, ensuring comprehensive coverage and protection for its clients. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise and capability to effectively manage employer funds, catering to the requirements of corporate clients. One of the distinguishing features of Premier Private Wealth, LLC is its discretionary management approach, with 100% of the assets they manage falling under this category. This allows the firm to proactively make investment decisions on behalf of their clients, ensuring a proactive and personalized investment strategy. With a team of seven dedicated professionals, including three investment advisors, Premier Private Wealth, LLC averages approximately $75,590,000 in assets under management per advisor, aligning with the industry average. The firm takes pride in the tenure and experience of advisors such as Diane Armstrong, Christopher Hodges, and Michael Comstock, who have consistently provided exceptional service and guidance to their clients. Premier Private Wealth, LLC is committed to delivering personalized attention, tailored strategies, and comprehensive solutions to help clients achieve their financial goals.