City
Wealth management firms in Jackson, Tennessee
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Jackson, Tennessee reported $3.2 billion in regulatory assets under management; the largest by assets was Silver Oak Securities, Inc., with $2.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $3.2 billion
- Average per firm
- $534.1 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Silver Oak Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.4 billion | 15,093 |
| 2 | Southern Capital Advisors, LLC | SEC | $636.9 million | 2,147 |
| 3 | Sycamore Financial Advisors, Inc. | State | $101.6 million | 370 |
| 4 | Eddleman & Eddleman Inc | State | $18.0 million | 123 |
| 5 | Haynes Barker Investment Management, LLC | State | $0 | 0 |
| 6 | O'Bryant & Associates, Inc. | State | $0 | 0 |
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.