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Find Top Financial Advisors in Nashville, Tennessee

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Nashville, Tennessee, also known as Music City for being the home to country music, is the capital of Tennessee and the most populated city in the state. Nashville is considered one of the best places for working professionals with its numerous and diverse business opportunities. It has a cost of living 3% lower than the national average. So, it may be a good idea to have an experienced financial advisor by your side to guide you towards a more secure financial future. Connecting with a vetted fiduciary financial advisor, out of the more than 900 advisors in Nashville, that takes your specific financial goals into consideration may be a bit daunting. At WiserAdvisor it is our mission to match people like you to vetted experienced financial advisors that work for what's best for you and your financial goals.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Nashville, Tennessee.

Finding the Top Financial Advisor in Nashville, Tennessee
Last Updated - 25-Nov-2022

Nashville has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 119 non-vetted advisors in your local area. These financial advisors in Nashville, Tennessee have an average of 19 years of experience.

NOTE: The list of financial advisors in Nashville, Tennessee mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Nashville, Tennessee.

Qualified Financial Advisors in Nashville, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
Nick Palmer
CRPC®
PALMER WEALTH PLANNING
Serving Middle Tennessee.,
Nashville, TN 37209
5 Not Specified $100K+ Fee-Only
Gabriel Talley
CFP®
EDELMAN FINANCIAL ENGINES, LLC
12 Cadillac Drive, Suite 450,
Brentwood, TN 37027
21 Not Specified Not Specified Fee-Based
Flagship Financial Advisors
CMFC®, CRPC®, AAMS®, AIF®
FLAGSHIP FINANCIAL ADVISORS
5200 Maryland Way,
Suite 202,
Brentwood, TN 37027
52 Not Specified Not Specified Fee-Only
Jordan Wedell
CFP®
SAGESPRING WEALTH PARTNERS
801 Crescent Centre Dr. Suite 600,
Franklin, TN 37067
4 Not Specified Not Specified Fee-Based
Katie Centofonti
CFP®
SAGESPRING WEALTH PARTNERS
801 Crescent Centre Dr. Suite 600,
Franklin, TN 37067
15 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Nashville

Qualifications CRD# 6774451
Firm CRD# 313374
Series 7, 66

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location Serving Middle Tennessee.,
Nashville,
TN
37209
Phone Number 615-578-1800

Nick Palmer is an independent financial advisor based in Nashville, TN. He and his wife, Ellie, are both Nashville natives and met in the 5th grade. Nick's passion is to develop personalized strategies to help his clients live their best lives. Having spent his first 4 years in the industry with Edward Jones Investments, Nick founded Palmer Wealth Planning LLC to provide clients with unbiased, personalized advice. We are focused strictly on helping you, your family and your business.

About Palmer Wealth Planning

Palmer Wealth Planning LLC "PWP" is a boutique family wealth management firm based in Nashville, TN. PWP is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Founded in 2021 as a fee-only firm, PWP and its advisors serve as a fiduciaries to their clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 6123199
Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 12 Cadillac Drive, Suite 450,
Brentwood,
TN
37027
Phone Number 615-628-3204

I enjoy finding outside-the-box solutions to my clients' financial situations and thrive off the "aha" moment that occurs when clients gain an understanding of the financial planning process. I love spending time with my wife, Pamela; our three kids, Caroline, Cooper and Benjamin; and our two dogs, Jax and Teddy. When I'm not in the office, you will find us strolling around local parks and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications Firm CRD# 283816
Series 6, 7, 31, 65, 66

Compensation/Fee Fee-Only, Flat Fee


Office Location 5200 Maryland Way,
Suite 202,
Brentwood,
TN
37027
Phone Number 615-823-2233

About Flagship Financial Advisors

Achievement and success often come with financial complexity. The Flagship Financial team can help simplify your financial life so you can live the life you envision. Our fact-based personalized investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility. Using over Flagship Financial Advisors 50 Years of combined experience to guide through those challenges puts us in a position to impact lives on a daily basis.  Impacting lives & that is why we love our role.  The formulation of Flagship Financial Advisors was driven by the teams desire to provide clients the best financial solutions for their situations. We are honored to work with Trusted Partners, an exceptional clientele, fostering long-term relationships - built on trust, communication and mutual respect. Our coordinated approach is opposite of how most of the industry works. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 6685737
Firm CRD# 6694
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 801 Crescent Centre Dr. Suite 600,
Franklin,
TN
37067
Phone Number 615-861-3510

Since he was in middle school, Jordan knew exactly what he wanted to do when he grew up – become a Financial Advisor. Jordan is an extremely sharp, customer service focused financial planning professional and has received his Series 7 and Series 66 licenses and Life and Accident/ Health Insurance license. In addition to these required licenses, Jordan has also earned the CFP®, CERTIFIED FINANCIAL PLANNER™ designation. Jordan graduated in Lexington, KY from the University of Kentucky and has called Nashville home since 2012. He is originally from Chicago, IL, and has had the fortune of growing up in a family of advisors with both his brother, father, and close family friend as mentors, each running top practices the Chicagoland area. They continue to inspire his passion for helping others, as well as his admiration for the service Financial Advisors help provide in the lives of their clients. In the early years of his career, Jordan was mentored by a handful of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating complex planning strategies and processes for well over 200 financial plans. Prior to joining SageSpring, Jordan made a strategic decision to begin his career as an entrepreneur. Over several years he helped build and grow several early stage businesses, most notably launching a disruptive travel service, the North American sales and marketing headquarters for a European corporation, as well as doubling the revenue of an established corporation in less than two months. Jordan draws from that experience and is known for his forward-thinking initiatives, attention to detail, passion for reaching others hearts, and resourceful solutions in support of his clients’ goals.

About SageSpring Wealth Partners

SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.


Qualifications CRD# 4986815
Firm CRD# 6694
Series 4, 7, 24, 31, 53, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 801 Crescent Centre Dr. Suite 600,
Franklin,
TN
37067
Phone Number 615-861-6121

"Katie grew up in a small town in Vermont but moved to Tampa, Florida after graduating high school to attend the University of South Florida where she obtained degrees in Marketing and Management. She went on to earn her MBA from the University of Florida. After college, in 2006, Katie started working for Raymond James in their corporate office located in St. Petersburg, FL. Katie moved to Nashville in 2013 to join SageSpring. Outside of work, Katie enjoys spending time with her partner, Joe and their daughter, Jessie(born March 2020). She also loves to run, practice yoga and eat chocolate."

About SageSpring Wealth Partners

SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.


Top Financial Advisor Firms in Nashville, Tennessee (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
AB PRIVATE CREDIT INVESTORS LLC
501 Commerce Street,
Nashville, TN 37203
$4,898,000,000 14 A percentage of AUM
Fixed fees
Performance Based
DISCIPLINA CAPITAL MANAGEMENT, LLC
1033 Demonbreun Street , Suite 300,
Nashville, TN 37203
$1,644,378,868 42 A percentage of AUM
Fixed fees
LEE DANNER & BASS INC
3100 West End Avenue , Suite 1250,
Nashville, TN 37203
$1,475,356,161 893 A percentage of AUM
AB BROADLY SYNDICATED LOAN MANAGER LLC
501 Commerce Street,
Nashville, TN 37203
$1,311,000,000 3 A percentage of AUM
COURAGE CAPITAL MANAGEMENT, LLC
4400 Harding Road, Suite 503,
Nashville, TN 37205
$1,018,408,475 9 A percentage of AUM
Performance Based
AB CUSTOM ALTERNATIVE SOLUTIONS LLC
501 Commerce Street,
Nashville, TN 37203
$721,000,000 4 A percentage of AUM
Fixed fees
Performance Based
WILEY BROS.-AINTREE CAPITAL, LLC
40 Burton Hills Blvd , Suite 350,
Nashville, TN 37215
$689,963,741 1612 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Commision Based
Performance Based
Other (TRANSACTION FEE, 12B-1)
12TH STREET ASSET MANAGEMENT
102 Woodmont Blvd. , Suite 460,
Nashville, TN 37205
$546,103,023 552 A percentage of AUM
Performance Based
KRAFT ASSET MANAGEMENT, LLC
555 Great Circle Road,
Nashville, TN 37228
$432,987,620 565 A percentage of AUM
Hourly charges
Fixed fees
LAFFER TENGLER INVESTMENTS, INC.
103 Murphy Court,
Nashville, TN 37203
$387,486,380 552 A percentage of AUM
Hourly charges
Fixed fees
DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
3102 West End Ave , Suite 400,
Nashville, TN 37203
$135,520,085 466 A percentage of AUM
Hourly charges
Fixed fees
ALLIANCEBERNSTEIN HOLDING L.P.
501 Commerce Street,
Nashville, TN 37203
$0 0 Other (SEE SCHEDULE D, MISCELLANEOUS)
ALLIANCEBERNSTEIN CORPORATION
501 Commerce Street,
Nashville, TN 37203
$0 0 Other (SEE SCHEDULE D, MISCELLANEOUS)
HILLSBORO ADVISORS, LLC
40 Burton Hills Blvd , Suite 350,
Nashville, TN 37215
$0 0 Other (NONE)
AJ ADVISORS
2726 Larmon Drive,
Nashville, TN 37204
$0 0 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Nashville, Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian Smith
    Inquire with Brian
    30 Burton Hills Blvd, Suite 250, Nashville, TN  37215 615-665-4725
    Blake Sloan
    Inquire with Blake
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-269-2410
    Bob Gessler
    Inquire with Bob
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-298-6549
    Brendan E Finucane Jr.
    Inquire with Brendan
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-269-2415
    Andrew Mazzoni
    Inquire with Andrew
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-298-6544
    Barrington Gist
    Inquire with Barrington
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-269-2411
    Brady Adams
    Inquire with Brady
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-298-6502
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    30 Burton Hills Blvd, Suite 250, Nashville, TN  37215 615-665-2882
    Apple & Co Inc.
    Inquire with Apple
    204 LaVista Drive, Nashville, TN  37215 615-256-3807
    NOW CFO
    Inquire with NOW
    1900 Church St., Suite 300, Nashville, TN  37203 877-884-0232
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