Grow your business
with TBH.

Work with a firm who’s as dedicated to clients as you are. We offer acquisition opportunities to independent advisors who share our culture and values.

The TBH Way

We support you so you can better support your clients.

When we acquire your business, we help you focus on what matters most so you can achieve your business goals and find fulfillment in your work. Partnering with TBH means partnering with an expert.

$1 Billion+

Average Assets Under Management


Office Locations


Independent Advisors in the TBH Community

Our Culture

Selling your business is one of the most important decisions you’ll make. We take our role in this decision seriously and strive to make it a little bit easier by creating a positive culture for our advisors and their clients. This culture is built on respect for our profession and one another, a rigorous adherence to honesty, and a desire to help our partners grow. We offer opportunities for professional development and a chance to love where you work. Learn more about our core values below.



As fee-based professionals, we pride ourselves on acting with honesty in all situations.


The world of finance can be confusing. We help our clients and partners make sense of it with radical transparency.


Clients are our first priority at TBH. Everything we do we do in service of our clients’ financial goals.

The Benefits Of Joining TBH

When you join TBH, you join a community of registered investment advisors who believe in providing their clients with the best service and financial advice possible. We help our advisors accomplish this goal by equipping you with the resources and support you need to offer world-class services. We can connect you with new clients and streamline your business processes so you can focus on your customers first and foremost. Whether you are looking to sell your business and retire or become part of a larger family, TBH can help.

Advisor Benefits

Company Culture

Work with other finance professionals who value integrity and transparency and who share a client-first mindset.

Extensive Resources

Expand your business by drawing from TBH’s pool of resources, including professional guidance from advisors who’ve been where you are now.

Diverse Specialties

Offer your clients comprehensive financial services by tapping into TBH’s in-house experts and specialty areas.

Growth Opportunities

Join one of Nashville’s most trusted firms and benefit from our client networks and marketing efforts.

Contact TBH

Learn more about TBH and meet our team.

We’d love to discuss your business, goals, and path forward. Get in touch with our team today.

Contact TBH

Let us assist you in achieving your financial goals.

At TBH, your financial goals are our top priority. Contact us to schedule a free consultation and see how we can help you achieve them.