City
Wealth management firms in Germantown, Tennessee
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Germantown, Tennessee reported $1.7 billion in regulatory assets under management; the largest by assets was FCG Investment Company, with $568.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $152.3 million
- SEC-registered, of those listed
- 4 of 11 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | FCG Investment Company | SEC | $568.2 million | 442 |
| 2 | Silverleafe Capital Partners, LLC | SEC | $449.2 million | 683 |
| 3 | W Advisors LLC | SEC | $244.9 million | 500 |
| 4 | TCM | SEC | $164.5 million | 495 |
| 5 | Cypress Wealth Management, LLC | State | $77.9 million | 225 |
| 6 | DCJ Global Wealth Management | State | $55.5 million | 179 |
| 7 | New Southern Advisory Services | State | $40.2 million | 56 |
| 8 | Reeser Advisory Services Inc. | State | $28.9 million | 52 |
| 9 | Studdard Financial, LLC | State | $27.6 million | 157 |
| 10 | The Stewardship Solution | State | $14.8 million | 199 |
| 11 | Forward Financial Planning | State | $3.7 million | 25 |
Wealth management firms 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.