Clients per advisor for Independent firms in Tennessee

In Tennessee, independent financial advisors tend to serve a notably higher number of clients compared to the broader category median. With 152 independent firms and a median client count of 41 per advisor—well above the national median of 25—Tennessee advisors may balance personalized service with a moderately larger client base. This suggests many advisors in the state have moved beyond the early startup phase but may still prioritize manageable caseloads to maintain quality relationships. For clients, this could mean access to advisors who combine experience with a focus on individualized attention, striking a middle ground between boutique and scaled advisory models.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Pantheon Investment LLC	Very Low 1	1	1	1
Nomad Financial	Very Low 2	2	1	1
Resilient Financial Solutions	Very Low 4	4	1	1
Belvedere Investments Corporation	Very Low 4	4	1	1
OptimalPath Advisors, LLC	Very Low 4	0	1	1
CV Securities Analysis, LLC	Very Low 5	5	1	1
North Pointe Financial Advisors, Inc	Very Low 5	5	1	1
Defelice Capital Management LLC	Very Low 6	6	1	1
Houndstooth Investment Management	Very Low 6	6	1	1
CLP Asset Management, LLC	Very Low 6	6	1	1
Stinson Financial Planning	Very Low 7	7	1	1
MoneyPro Wealth Management, LLC	Very Low 7	7	1	1
Blue Kayak Partners	Very Low 7	7	1	1
Quantitative Solutions, LLC	Very Low 7	7	1	1
Tech FP	Very Low 8	8	1	1
Mosaic Wealth Consultants, Inc.	Very Low 8	8	1	1
Paladin Wealth Management	Very Low 8	8	1	1
Haddon Group LLC	Very Low 8	8	1	1
AdventEdge Financial, LLC	Very Low 9	9	1	1
Providence Squared LLC	Very Low 9	9	1	1
Quantum Financial LLC	Very Low 9	9	1	1
Forward Financial Planning	Very Low 9	9	1	1
Christian A. Hermo LLC	Very Low 9	9	1	1
Chris A. Clark Insurance Services, LLC	Low 10	10	1	2
Kickpoint Financial, LLC	Low 10	10	1	2
Capital Stewards, LLC	Low 11	11	1	1
Aries Investments, LLC	Low 11	11	1	1
King Capital Management LLC	Low 11	11	1	1
Wilco Financial, LLC	Low 11	11	1	1
Ebbert Asset Management, Lp	Low 11	11	1	1
Fletcher Wealth Management, Inc.	Low 12	12	1	1
Rutterer Planning	Low 12	12	1	1
Nashville Financial Planning	Low 12	12	1	1
Infinitus Wealth Management LLC	Low 12	12	1	1
Delphi Wealth Management LLC	Low 12	12	1	1
Crouch Investment Group, Inc.	Low 12	12	1	2
Spectrum Financial Advisors LLC	Low 12	12	1	1
Modica Financial Services	Low 12	12	1	1
Joel Busboom Financial, LLC	Low 12	12	1	1
KG Meyer, PC	Low 12	12	1	1
Brewer Financial Strategies	Low 12	12	1	1
Hensel Capital Management	Low 13	13	1	1
Graybridge Capital	Low 14	14	1	1
Quants Compete	Low 14	14	1	1
Mckinney Capital Management, LLC	Low 15	15	1	1
Harwood Investment Group LLC	Low 15	15	1	1
Hill Wealth Strategies	Low 16	16	1	2
Shareks Stock Portfolios	Low 17	17	1	1
Stellar Assets L.L.C.	Low 17	17	1	1
Arrow Alliance	Low 18	18	1	2
Worthview Capital Management LLC	Low 20	20	1	1
Goto Financial Advisory LLC	Low 20	20	1	1
Porter Wealth Management, LLC	Low 20	20	1	1
BAS Capital	Low 20	20	1	1
Steven C. Nelson, CFP	Typical 21	21	1	1
New Southern Advisory Services	Typical 21	21	1	1
Rosemary Frank Financial, LLC	Typical 21	21	1	1
SMEAC Financial, LLC	Typical 22	22	1	1
True Equity Wealth Management LLC	Typical 23	23	1	1
Kennedy Wealth Management	Typical 23	23	1	1
Boulevard Money	Typical 24	24	1	1
Belinda Leslie A Registered Investment Adviser, Inc.	Typical 24	24	1	1
Family Tree Wealth Advisors, LLC	Typical 24	24	1	1
Narrow Road Asset Management	Typical 25	25	1	1
Resch Financial Group	Typical 25	25	1	1
AAIM Financial	Typical 25	25	1	1
WLH Management Co., Inc.	Typical 26	26	1	1
Zelus Wealth Management	Typical 26	26	1	1
Mountaintop Wealth	Typical 26	26	1	1
Hoskins Financial, LLC	Typical 27	27	1	1
Solid Rock Investment Advisory LLC	Typical 28	28	1	1
Trinity Capital Management, LLP	Typical 28	28	1	1
Delta Hedge Financial	Typical 29	29	1	1
Westrate Capital Management, Inc.	Typical 29	29	1	1
Andorra Investment Management, Inc.	Typical 30	30	1	2
Edgehelm Financial	Typical 31	31	1	1
RJ Hill's Financial Services, LLC	Typical 34	34	1	1
AVA Wealth Management LLC	Typical 35	35	1	1
Dirigo Private Wealth	High 36	36	1	1
Assetguard Financial Services Inc	High 37	37	1	1
Retirement Capital Management, LLC	High 38	38	1	1
Crandell Financial Planning, LLC	High 40	40	1	1
ICON Capital Management, LLC	High 41	41	1	1
Jennings Investment Group, Inc.	High 41	41	1	1
Tarragon Capital, LLC	High 43	43	1	1
Valor Financial Planning	High 43	43	1	1
Sego Wealth Management, LLC	High 43	43	1	1
Kinetic Wealth	High 44	44	1	1
Tennessee Wealth Management	High 45	45	1	1
Moreau Investment Management Co	High 47	47	1	2
Prosper Financial	High 48	48	1	1
Bridgeworks Asset Management, LLC	High 49	49	1	1
Hillvale Wealth Management, LLC	High 49	49	1	2
Acadia Wealth Advisors	High 50	50	1	1
McCarter Investments, LLC	High 50	50	1	1
Cypress Wealth Management, LLC	High 50	50	1	2
Clearstone Wealth Management, LLC	High 51	51	1	1
Taylor Financial Management, LLC	High 51	51	1	1
Imagine Financial Security LLC	High 52	52	1	1
Palmer Wealth Planning	High 52	52	1	1
Rowe Consulting Group, LLC	High 52	52	1	2
Frontsight Wealth Advisors, LLC	High 54	54	1	1
Tooth & Coin Wealth	High 54	54	1	1
Bigham Wealth Advisory LLC	High 54	54	1	1
Oppna Wealth LLC	High 54	54	1	1
Philip M. Watson, Financial Advisor	High 55	55	1	1
Wave Wealth Planning, LLC	High 57	57	1	1
Dogwood Financial Planning	High 57	57	1	1
Walker Capital Advisors	High 57	57	1	1
SEF Financial	High 58	58	1	1
John A.. Poole - Financial Advisor	High 58	58	1	1
Ascension Wealth Advisors, LLC	High 61	61	1	1
Red Oak Advisors LLC	High 61	61	1	1
T.K.M. Financial Services, LLC	High 62	62	1	1
Couleur Investments	High 62	62	1	1
Strategic Wealth Investments, LLC	High 62	62	1	1
Koplan & Associates	High 63	63	1	2
Retirement Planning Solutions, LLC	High 65	65	1	1
Fire Wealth Management, LLC	High 65	65	1	1
GROGAN Advisory Services, LLC	High 65	65	1	1
Kessler Planning Group	High 66	66	1	1
International Discount Investors	High 66	66	1	1
ATI Wealth Partners, LLC	Very High 67	67	1	1
Glean Financial, Inc.	Very High 67	67	1	2
SCS Asset Management, Inc.	Very High 67	67	1	2
The Stewardship Solution	Very High 71	71	1	1
MESA Wealth Management	Very High 72	72	1	1
DRW Financial	Very High 74	74	1	1
Studdard Financial, LLC	Very High 74	74	1	1
Granada Wealth Management, LLC	Very High 76	76	1	1
Ithaca Wealth Management	Very High 76	76	1	1
Carmichael Creel Investments	Very High 76	76	1	2
Roman Wealth Management, LLC	Very High 78	78	1	1
Synthesis Advisors, Inc.	Very High 79	79	1	2
Heritage Private Wealth	Very High 79	79	1	1
Lakeland Wealth Management LLC	Very High 80	80	1	1
Warren Wealth Management & Tax Planning Inc.	Very High 80	80	1	1
Copeland Wealth Management, LLC	Very High 83	83	1	2
Trendz Advisors	Very High 83	83	1	1
Center Hill Wealth, LLC	Very High 84	84	1	1
Apple & Company, Inc.	Very High 86	86	1	1
Melby Wealth Management	Very High 87	87	1	1
VanDenburg Capital Management	Very High 94	94	1	1
Bridge Financial Planning, LLC	Very High 94	94	1	2
Coordinated Wealth Management, L.L.C.	Very High 95	95	1	2
Moore Wealth Partners, LLC	Very High 98	98	1	1
AdviPartner, LLC	Very High 108	108	1	1
Provident Wealth, LLC	Very High 108	108	1	1
Allied Investments	Very High 110	110	1	2
Garner Financial Management	Very High 111	111	1	2
The Retirement Specialist of Central Ohio	Very High 115	115	1	2
Lotus Asset Management Limited Liability Company	Very High 116	116	1	1
Dorian Investment Advisory LLC	Very High 118	118	1	1
Shepherd's Financial LLC	Very High 119	119	1	1
Rich Dewitt Wealth Management LLC	Very High 123	123	1	1
Jason Tate Financial Consulting, LLC	Very High 125	125	1	1
Perfetta Capital, LLC	Very High 129	129	1	1
Aydt Investment Management, Inc.	Very High 130	130	1	2
Lattice Wealth Advisors	Very High 130	130	1	1
Mann Financial Consulting Services	Very High 132	132	1	1
Fortitude Wealth Management	Very High 134	134	1	1
Culbreth Wealth Management	Very High 141	141	1	2
A&G Financial Management, LLC	Very High 146	146	1	2
Sutton Financial Group	Very High 149	149	1	1
PARK Wealth Management, LLC	Very High 152	152	1	1
Olympus Peaks Financial, LLC	Very High 163	163	1	1
Davis Financial Services	Very High 177	177	1	1
Alexander Advisory Services, LLC	Very High 179	179	1	1
Integra Wealth	Very High 183	183	1	2
Financial Freedom Capital Management	Very High 234	234	1	1
Thompson Investment Advisors	Very High 259	259	1	1
Fuerst Financial Group, Inc.	Very High 259	259	1	1
Commoncents Wealth Advisors, LLC	Very High 299	299	1	2
Barnard Financial Group, LLC	Very High 333	333	1	1
O'BRYANT & ASSOCIATES, Inc.	Very High 359	359	1	2
Flight Line Financial, LLC	Very High 393	393	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2
Manna Wealth Management	Very High 614	614	1	2
Toams Financial	Very High 620	620	1	2
Clarion Advisors Inc.	Very High 632	632	1	1

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Clients per advisor for Independent firms serving clients in Tennessee