RIA Intel›Advisers›Tennessee›ALONGSIDE WEALTH ADVISORS, LLC

ALONGSIDE WEALTH ADVISORS, LLC

Advisory

TN

Data as of Apr 20, 2026 · Source: SEC Form ADV

Rank in TN

#299

of 380 advisers by AUM

Average account

$281K

across 303 accounts

AUM per adviser

$43M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$85M

Discretionary AUM$85M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients74

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, LA, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

74 clients

24 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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FIRST FAMILY WEALTH LLC

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SYNTHESIS ADVISORS, INC.

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