NewRiaPulse: records in Tennessee
22 newRiaPulse: records in Tennessee are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-24 to 2026-09-14; the most frequent is Round Table Advisors, LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
22 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-24 to 2026-09-14. Most frequent: Round Table Advisors, LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
Get new NewRiaPulse records by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
- Round Table Advisors, LLC (1)
- Sagepoint Capital Partners LLC (1)
- Highland Rim Capital, L.P. (1)
- Ridgeline Capital Management, LLC (1)
- Rare Capital Management, LLC (1)
How do I get new newRiaPulse: records in Tennessee by email?
Search, filter and export these records, or get alerts when new ones appear.
What are the top newRiaPulse: records in Tennessee right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Round Table Advisors, LLC | Chattanooga | ||
| Sagepoint Capital Partners LLC | $888,349,379 | 4 | Franklin |
| Highland Rim Capital, L.P. | $209,695,701 | 2 | Nashville |
| Ridgeline Capital Management, LLC | $228,307,588 | 20 | Memphis |
| Rare Capital Management, LLC | $333,641,082 | 5 | Nashville |
| Empirical Capital Management, LLC | $152,663,331 | 2 | Hendersonville |
| Fuerst Financial Group, INC. | $100,887,398 | 542 | Chattanooga |
| Keystone Financial Resources, LLC | $178,528,735 | 348 | Brentwood |
| Retirement Solutions Group | $159,620,234 | 661 | Franklin |
| Trusco Investment Management, LLC | $106,974,102 | 106 | Nashville |
| Witt Financial Group, LLC | $160,466,246 | 684 | Crossville |
| Hogan Investment Counsel, LLC | $107,242,702 | 475 | Cordova |
| Roan Capital Partners | $152,023,601 | 563 | Johnson City |
| Chamberlain Lane Capital, LLC | $100,000,010 | 1 | Nashville |
| Fortitude Wealth Management | $112,500,000 | 649 | Murfreesboro |
| Solas Bioventures Management, LLC | 🔒 Unlock all 22 records → | ||
| Strategic Wealth Partners LLC | 🔒 Unlock all 22 records → | ||
| W.B. Edwards & Co. | 🔒 Unlock all 22 records → | ||
Browse 7 more matching record reports
Browse all NewRiaPulse record reports
Which related categories and locations should I check?
Browse by assets under management
$100M-$500M (908) Under $100M (403) $500M-$1B (71) $1B-$10B (55) $10B+ (13)
Browse by state
New York (178) California (148) Florida (113) Texas (86) Illinois (57) Massachusetts (38) Ohio (37) New Jersey (34) Connecticut (32) Pennsylvania (30) Colorado (29) Michigan (27) Arizona (26) Georgia (25) North Carolina (22) Virginia (20) Utah (19) Wisconsin (18) Missouri (15) South Carolina (14) Washington (14) Minnesota (13) Oregon (13) Maryland (12) Indiana (11) Kansas (8) Iowa (7) Kentucky (7) Louisiana (7) Nevada (7) Alabama (6) New Hampshire (6) Delaware (5) Mississippi (5) Oklahoma (5) Rhode Island (5) District of Columbia (4) Idaho (4) Nebraska (4) Wyoming (4)
Browse by registration status
Approved (1231) In 120-day approval window (219)
More Tennessee public-record feeds
New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Tennessee New Grants by Vendor Procurement Need in Tennessee Newly Posted IRS Automatic Revocations of Tax Exemption in Tennessee New MSHA Citations at Mines & Quarries by State in Tennessee New NSF Research Awards by Institution in Tennessee Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Tennessee New SBA 7(a) & 504 Loan Approvals in Tennessee Largest U.S. Greenhouse Gas Emitters by Company, Sector & State (EPA GHGRP) in Tennessee
Frequently asked questions
How many newRiaPulse: records in Tennessee are listed?
22 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-14.
Can I get alerts for Tennessee?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records