{ "path": "/advisors/tn", "url": "https://advisorcensus.com/advisors/tn/page/6", "page_type": "state", "title": "Financial advisors in Tennessee", "filters": {}, "scope_total": 476, "faq": [ { "q": "How many financial advisory firms are there in Tennessee?", "a": "AdvisorCensus lists 476 investment advisory firms with a principal office in Tennessee, from Form ADV filings as of October 2026: 235 SEC-registered, 191 state-registered, and 50 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Tennessee?", "a": "156 of the 476 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Tennessee offer financial planning?", "a": "284 of the 426 firms in Tennessee that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Tennessee fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 156 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 476 investment advisory firms with a principal office in Tennessee, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Tennessee: 476 firms from Form ADV filings as of October 2026.", "total_firms": 476, "page": 6, "total_pages": 10, "sort": "name", "registration_types": { "sec": 235, "state": 191, "exempt": 50 }, "fee_model_mix": [ { "code": "fee-only", "count": 156 }, { "code": "percentage_of_aum", "count": 397 }, { "code": "hourly", "count": 191 }, { "code": "subscription", "count": 9 }, { "code": "fixed", "count": 240 }, { "code": "commissions", "count": 8 }, { "code": "performance_based", "count": 75 }, { "code": "other", "count": 59 }, { "code": "not_reported", "count": 50 } ], "years_registered_distribution": [ { "code": "under_5", "count": 192 }, { "code": "5_to_9", "count": 103 }, { "code": "10_to_19", "count": 107 }, { "code": "20_plus", "count": 73 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 118 }, { "code": "25m_100m", "count": 73 }, { "code": "100m_500m", "count": 123 }, { "code": "500m_1b", "count": 30 }, { "code": "1b_5b", "count": 58 }, { "code": "over_5b", "count": 7 }, { "code": "not_reported", "count": 67 } ], "firms": [ { "crd_number": 108619, "name": "Legacy Wealth Management, LLC", "name_as_filed": "LEGACY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/legacy-wealth-management-llc-memphis-tn-108619", "city": "Memphis", "state": "TN", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 127618, "name": "Lexington FINANCIAL/LIFE Management, LLC", "name_as_filed": "LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lexington-financial-life-management-llc-nashville-tn-127618", "city": "Nashville", "state": "TN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173834, "name": "LFM Capital", "name_as_filed": "LFM CAPITAL", "url": "https://advisorcensus.com/firm/lfm-capital-nashville-tn-173834", "city": "Nashville", "state": "TN", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 322711, "name": "Lonetree Wealth Management", "name_as_filed": "LONETREE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lonetree-wealth-management-memphis-tn-322711", "city": "Memphis", "state": "TN", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166016, "name": "Longest & Young, LLC", "name_as_filed": "LONGEST & YOUNG, LLC", "url": "https://advisorcensus.com/firm/longest-and-young-llc-knoxville-tn-166016", "city": "Knoxville", "state": "TN", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 169008, "name": "Luken Investment Analytics, LLC", "name_as_filed": "LUKEN INVESTMENT ANALYTICS, LLC", "url": "https://advisorcensus.com/firm/luken-investment-analytics-llc-brentwood-tn-169008", "city": "Brentwood", "state": "TN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription", "other" ], "enhanced": false }, { "crd_number": 299291, "name": "Main Street Investors, LLC", "name_as_filed": "MAIN STREET INVESTORS, LLC", "url": "https://advisorcensus.com/firm/main-street-investors-llc-brentwood-tn-299291", "city": "Brentwood", "state": "TN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337855, "name": "Malt Partners Management LLC", "name_as_filed": "MALT PARTNERS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/malt-partners-management-llc-nashville-tn-337855", "city": "Nashville", "state": "TN", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343452, "name": "Maple Grove Wealth", "name_as_filed": "MAPLE GROVE WEALTH", "url": "https://advisorcensus.com/firm/maple-grove-wealth-franklin-tn-343452", "city": "Franklin", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 282111, "name": "Marsh Wealth Management, LLC", "name_as_filed": "MARSH WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/marsh-wealth-management-llc-knoxville-tn-282111", "city": "Knoxville", "state": "TN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108718, "name": "Martin & Company Investment Counsel", "name_as_filed": "MARTIN & COMPANY INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/martin-and-company-investment-counsel-knoxville-tn-108718", "city": "Knoxville", "state": "TN", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 138655, "name": "McCarter Investments, LLC", "name_as_filed": "MCCARTER INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/mccarter-investments-llc-138655", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286503, "name": "McCay Wealth Advisory LLC", "name_as_filed": "MCCAY WEALTH ADVISORY LLC", "url": "https://advisorcensus.com/firm/mccay-wealth-advisory-llc-manchester-tn-286503", "city": "Manchester", "state": "TN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153551, "name": "McKinney Capital Management, LLC", "name_as_filed": "MCKINNEY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mckinney-capital-management-llc-nashville-tn-153551", "city": "Nashville", "state": "TN", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328230, "name": "McWhorter Ventures, LLC", "name_as_filed": "MCWHORTER VENTURES, LLC", "url": "https://advisorcensus.com/firm/mcwhorter-ventures-llc-nashville-tn-328230", "city": "Nashville", "state": "TN", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339448, "name": "Mebanewood Management LLC", "name_as_filed": "MEBANEWOOD MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mebanewood-management-llc-nashville-tn-339448", "city": "Nashville", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 300147, "name": "Melby Wealth Management", "name_as_filed": "MELBY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/melby-wealth-management-nashville-tn-300147", "city": "Nashville", "state": "TN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": true }, { "crd_number": 134522, "name": "Memphis Capital Management, LLC", "name_as_filed": "MEMPHIS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/memphis-capital-management-llc-memphis-tn-134522", "city": "Memphis", "state": "TN", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 125245, "name": "Mercury Investment Group", "name_as_filed": "MERCURY INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/mercury-investment-group-memphis-tn-125245", "city": "Memphis", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 302109, "name": "MFO-USA Advisory, LLC", "name_as_filed": "MFO-USA ADVISORY, LLC", "url": "https://advisorcensus.com/firm/mfo-usa-advisory-llc-memphis-tn-302109", "city": "Memphis", "state": "TN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 298455, "name": "MGC Venture Partners 2018 GP, LLC", "name_as_filed": "MGC VENTURE PARTNERS 2018 GP, LLC", "url": "https://advisorcensus.com/firm/mgc-venture-partners-2018-gp-llc-nashville-tn-298455", "city": "Nashville", "state": "TN", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318455, "name": "MGP Venture Fund III GP, LLC", "name_as_filed": "MGP VENTURE FUND III GP, LLC", "url": "https://advisorcensus.com/firm/mgp-venture-fund-iii-gp-llc-nashville-tn-318455", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318164, "name": "Miser Asset Management", "name_as_filed": "MISER ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/miser-asset-management-knoxville-tn-318164", "city": "Knoxville", "state": "TN", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153704, "name": "Mission Value Partners, LLC", "name_as_filed": "MISSION VALUE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/mission-value-partners-llc-nashville-tn-153704", "city": "Nashville", "state": "TN", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135583, "name": "Modica Financial Services", "name_as_filed": "MODICA FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/modica-financial-services-lebanon-tn-135583", "city": "Lebanon", "state": "TN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 135340, "name": "Moneypro Wealth Management, LLC", "name_as_filed": "MONEYPRO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/moneypro-wealth-management-llc-franklin-tn-135340", "city": "Franklin", "state": "TN", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107612, "name": "Moon Capital Management, LLC", "name_as_filed": "MOON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/moon-capital-management-llc-knoxville-tn-107612", "city": "Knoxville", "state": "TN", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328027, "name": "Moore Wealth Partners, LLC", "name_as_filed": "MOORE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/moore-wealth-partners-llc-hendersonville-tn-328027", "city": "Hendersonville", "state": "TN", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 323422, "name": "Mosaic Wealth Consultants, Inc.", "name_as_filed": "MOSAIC WEALTH CONSULTANTS, INC.", "url": "https://advisorcensus.com/firm/mosaic-wealth-consultants-inc-millington-tn-323422", "city": "Millington", "state": "TN", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318153, "name": "Mountaintop Wealth", "name_as_filed": "MOUNTAINTOP WEALTH", "url": "https://advisorcensus.com/firm/mountaintop-wealth-318153", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340217, "name": "MU HAT Capital Management, LLC", "name_as_filed": "MU HAT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mu-hat-capital-management-llc-chattanooga-tn-340217", "city": "Chattanooga", "state": "TN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288944, "name": "Music Row Wealth Management", "name_as_filed": "MUSIC ROW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/music-row-wealth-management-nashville-tn-288944", "city": "Nashville", "state": "TN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328315, "name": "Nashville Financial Planning", "name_as_filed": "NASHVILLE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/nashville-financial-planning-328315", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123902, "name": "NBZ Investment Advisors, LLC", "name_as_filed": "NBZ INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/nbz-investment-advisors-llc-knoxville-tn-123902", "city": "Knoxville", "state": "TN", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321890, "name": "NCN Management Company IV, LLC", "name_as_filed": "NCN MANAGEMENT COMPANY IV, LLC", "url": "https://advisorcensus.com/firm/ncn-management-company-iv-llc-nashville-tn-321890", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289601, "name": "NCN Management Company PF, LLC", "name_as_filed": "NCN MANAGEMENT COMPANY PF, LLC", "url": "https://advisorcensus.com/firm/ncn-management-company-pf-llc-nashville-tn-289601", "city": "Nashville", "state": "TN", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156905, "name": "Nephila Advisors LLC", "name_as_filed": "NEPHILA ADVISORS LLC", "url": "https://advisorcensus.com/firm/nephila-advisors-llc-nashville-tn-156905", "city": "Nashville", "state": "TN", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 158724, "name": "New Southern Advisory Services", "name_as_filed": "NEW SOUTHERN ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/new-southern-advisory-services-germantown-tn-158724", "city": "Germantown", "state": "TN", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110676, "name": "Newsouth Capital Management Inc", "name_as_filed": "NEWSOUTH CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/newsouth-capital-management-inc-memphis-tn-110676", "city": "Memphis", "state": "TN", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 132844, "name": "NFC Investments, LLC", "name_as_filed": "NFC INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/nfc-investments-llc-memphis-tn-132844", "city": "Memphis", "state": "TN", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340662, "name": "Nofal Insurance and Wealth", "name_as_filed": "NOFAL INSURANCE AND WEALTH", "url": "https://advisorcensus.com/firm/nofal-insurance-and-wealth-brentwood-tn-340662", "city": "Brentwood", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322552, "name": "Nomad Financial", "name_as_filed": "NOMAD FINANCIAL", "url": "https://advisorcensus.com/firm/nomad-financial-knoxville-tn-322552", "city": "Knoxville", "state": "TN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149187, "name": "O'Bryant & Associates, Inc.", "name_as_filed": "O'BRYANT & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/o-bryant-and-associates-inc-jackson-tn-149187", "city": "Jackson", "state": "TN", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 164332, "name": "Oak Springs Wealth Management, LLC", "name_as_filed": "OAK SPRINGS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/oak-springs-wealth-management-llc-164332", "city": null, "state": null, "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315211, "name": "OP Pref Equity Adviser, LLC", "name_as_filed": "OP PREF EQUITY ADVISER, LLC", "url": "https://advisorcensus.com/firm/op-pref-equity-adviser-llc-nashville-tn-315211", "city": "Nashville", "state": "TN", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336397, "name": "Oppna Wealth LLC", "name_as_filed": "OPPNA WEALTH LLC", "url": "https://advisorcensus.com/firm/oppna-wealth-llc-knoxville-tn-336397", "city": "Knoxville", "state": "TN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334673, "name": "Optimalpath Advisors, LLC", "name_as_filed": "OPTIMALPATH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/optimalpath-advisors-llc-334673", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301764, "name": "Optivise Advisory Services LLC", "name_as_filed": "OPTIVISE ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/optivise-advisory-services-llc-franklin-tn-301764", "city": "Franklin", "state": "TN", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 300373, "name": "P3 Wealth Management", "name_as_filed": "P3 WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/p3-wealth-management-cordova-tn-300373", "city": "Cordova", "state": "TN", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143041, "name": "Pacific Financial Group, LLC", "name_as_filed": "PACIFIC FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/pacific-financial-group-llc-nashville-tn-143041", "city": "Nashville", "state": "TN", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/tn/nashville", "name": "Nashville", "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN", "state_code": "TN", "firm_count": 206 }, { "path": "/advisors/tn/memphis", "name": "Memphis", "msa_name": "Memphis, TN-MS-AR", "state_code": "TN", "firm_count": 84 }, { "path": "/advisors/tn/knoxville", "name": "Knoxville", "msa_name": "Knoxville, TN", "state_code": "TN", "firm_count": 52 }, { "path": "/advisors/tn/chattanooga", "name": "Chattanooga", "msa_name": "Chattanooga, TN-GA", "state_code": "TN", "firm_count": 47 }, { "path": "/advisors/tn/kingsport", "name": "Kingsport", "msa_name": "Kingsport-Bristol, TN-VA", "state_code": "TN", "firm_count": 11 }, { "path": "/advisors/tn/johnson-city", "name": "Johnson City", "msa_name": "Johnson City, TN", "state_code": "TN", "firm_count": 9 }, { "path": "/advisors/tn/jackson", "name": "Jackson", "msa_name": "Jackson, TN", "state_code": "TN", "firm_count": 6 }, { "path": "/advisors/tn/clarksville", "name": "Clarksville", "msa_name": "Clarksville, TN-KY", "state_code": "TN", "firm_count": 5 }, { "path": "/advisors/tn/cleveland", "name": "Cleveland", "msa_name": "Cleveland, TN", "state_code": "TN", "firm_count": 1 }, { "path": "/advisors/tn/morristown", "name": "Morristown", "msa_name": "Morristown, TN", "state_code": "TN", "firm_count": 1 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/tn", "label": "Financial advisors in Tennessee" }, "fee_pages": [ { "path": "/advisors/tn/fee-only", "label": "Fee-only financial advisors in Tennessee", "firm_count": 156 }, { "path": "/advisors/tn/flat-fee", "label": "Flat-fee financial advisors in Tennessee", "firm_count": 240 }, { "path": "/advisors/tn/hourly", "label": "Hourly financial advisors in Tennessee", "firm_count": 191 } ] }, "csv": "https://advisorcensus.com/advisors/tn.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }