City
Independent RIAs in Clarksville, Tennessee
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Clarksville, Tennessee reported $233.1 million in regulatory assets under management; the largest by assets was Ellis Financial Planning, with $180.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $233.1 million
- Average per firm
- $46.6 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ellis Financial Planning | SEC | $180.7 million | 891 |
| 2 | Copeland Wealth Management, LLC | State | $52.3 million | 182 |
| 3 | Daline Wealth Management, LLC | State | $0 | 0 |
| 4 | Financial Planning Center, LLP | State | $0 | 0 |
| 5 | Roi Financial Planning | SEC | $0 | 0 |
Independent RIAs in Tennessee, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.