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Best Investment Firms in Tennessee

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Firms or Advisors

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Assets (AUM)
0B
20B+
Years of Experience
0
20+
Location
State
10 Firms Found
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12TH STREET ASSET MANAGEMENT CRD: 153528
NASHVILLE, TN
Client Count and Type
Less than 1%General Clients
99%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
1796 INVESTMENT MANAGEMENT & CONSULTING CRD: 310550
GREENEVILLE, TN
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
7TWELVE ADVISORS, LLC CRD: 149849
NASHVILLE, TN
Client Count and Type
Less than 1%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
100%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
A&G FINANCIAL MANAGEMENT, LLC CRD: 154561
NASHVILLE, TN
Client Count and Type
91%General Clients
7%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ABOUND WEALTH MANAGEMENT, LLC CRD: 285903
FRANKLIN, TN
Client Count and Type
40%General Clients
56%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
4%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ACUMEN WEALTH ADVISORS, LLC CRD: 282565
CHATTANOOGA, TN
Client Count and Type
40%General Clients
51%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
9%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ADDITIVE ADVISORY AND CAPITAL, LLC CRD: 283979
MEMPHIS, TN
Client Count and Type
Less than 1%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
100%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
206.82M
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ADVIPARTNER, LLC CRD: 288116
KINGSPORT, TN
Client Count and Type
77%General Clients
23%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
AI SAIVERS LLC CRD: 309901
NASHVILLE, TN
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ALDEBARAN FINANCIAL INC CRD: 105741
KINGSPORT, TN
Client Count and Type
89%General Clients
9%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
3%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees