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# 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation

Download all 22 newRiaPulse: records in Tennessee (CSV) — $4.99 →

Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe

[Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=TN)

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).

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Records

22

Most frequent

- 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.

[Search and filter](/v/newriapulse?state=TN) [Watch this exact filter](/v/newriapulse?state=TN#more-ways) [See alert plans](/v/newriapulse#pricing)

## 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 | Included in the full CSV with every column 🔒 Unlock all 22 records → |
| Strategic Wealth Partners LLC | Included in the full CSV with every column 🔒 Unlock all 22 records → |
| W.B. Edwards & Co. | Included in the full CSV with every column 🔒 Unlock all 22 records → |

Browse 7 more matching record reports
- [Solas Bioventures Management, LLC](/report/newriapulse/solas-bioventures-management-llc-chattanooga-tn--ria-322344)
- [Strategic Wealth Partners LLC](/report/newriapulse/strategic-wealth-partners-llc-franklin-tn--ria-336564)
- [W.B. Edwards & Co.](/report/newriapulse/w-b-edwards-and-co-knoxville-tn--ria-343080)
- [Stewardwell LLC](/report/newriapulse/stewardwell-llc-franklin-tn--ria-342950)
- [Cw Securities, LLC](/report/newriapulse/cw-securities-llc-knoxville-tn--ria-124496)
- [Dorian Investment Advisory LLC](/report/newriapulse/dorian-investment-advisory-llc-memphis-tn--ria-339280)
- [Hcip Advisors, LLC](/report/newriapulse/hcip-advisors-llc-nashville-tn--ria-340455)

[Browse all NewRiaPulse record reports](/hub/newriapulse/records)

## Which related categories and locations should I check?

### Browse by assets under management

[$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000)

### Browse by state

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### Browse by registration status

[Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending)

## More Tennessee public-record feeds

[New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Tennessee](/hub/erateproviderpulse/state/tn) [New Grants by Vendor Procurement Need in Tennessee](/hub/grantvendormatchpulse/state/tn) [Newly Posted IRS Automatic Revocations of Tax Exemption in Tennessee](/hub/nonprofitrevocationpulse/state/tn) [New MSHA Citations at Mines & Quarries by State in Tennessee](/hub/mshaminepulse/state/tn) [New NSF Research Awards by Institution in Tennessee](/hub/nsfawardpulse/state/tn) [Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Tennessee](/hub/creditunionchangepulse/state/tn) [New SBA 7(a) & 504 Loan Approvals in Tennessee](/hub/sbaloanpulse/state/tn) [Largest U.S. Greenhouse Gas Emitters by Company, Sector & State (EPA GHGRP) in Tennessee](/hub/ghgemitterpulse/state/tn)

## 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](/feed/newriapulse.xml)

## Often used together

- [FormDPulse](/formdpulse)
- [IpoFilingPulse](/v/ipofilingpulse)
- [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse)
- [EvChargerProgramAudit](/evchargerprogramaudit)
- [AccessPulse](/accesspulse)
- [OidcConfigAudit](/oidcconfigaudit)
