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Richland Advisory, LLC (Brentwood)


Richland Advisory, LLC is an adviser based in Brentwood. It manages $34.67 million of regulatory assets for 187 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Tennessee.

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Richland Advisory provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and financial consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Richland Advisory: assets under management

The assets under management (AUM) of Richland Advisory, LLC is $34.67 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.17 million in discretionary accounts and $2.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $125 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Richland Advisory, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brentwood

The principal office where Richland Advisory, LLC performs its advisory services is located at 5115 Maryland Way, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (615) 373-6865. The normal business hours are 9:00 am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.richlandadvisory.com.


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