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Find Best Financial Advisors in Nashville, Tennessee

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Nashville is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Nashville & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Nashville?

Looking for a qualified financial advisor in Nashville? We can help you by narrowing down your options & listing the best financial advisors in Nashville as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Nashville near you with the list of certified and vetted Nashville financial advisors.

List of Qualified Financial Advisors in Nashville, Tennessee

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Nick Palmer

Palmer Wealth Planning

Serving Middle Tennessee.

Nashville, TN 37209

615-578-1800

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Gabriel Talley

Edelman Financial Engines, LLC

12 Cadillac Drive, Suite 450

Brentwood, TN 37027

615-628-3204

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Flagship Financial Advisors

Flagship Financial Advisors

5200 Maryland Way
Suite 202

Brentwood, TN 37027

615-823-2233

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Jordan Wedell

SageSpring Wealth Partners

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615-861-3510

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Katie Centofonti

SageSpring Wealth Partners

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615-861-6121

Top Financial Advisor Firms in Tennessee (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
AB PRIVATE CREDIT INVESTORS LLC
501 Commerce Street, Nashville, TN 37203
173027 $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
167295 $1,644,378,868 42 A percentage of AUM
Fixed fees
LEE DANNER & BASS INC
3100 West End Avenue, Suite 1250 Nashville, TN 37203
111002 $1,475,356,161 893 A percentage of AUM
AB BROADLY SYNDICATED LOAN MANAGER LLC
501 Commerce Street, Nashville, TN 37203
308135 $1,311,000,000 3 A percentage of AUM
COURAGE CAPITAL MANAGEMENT, LLC
4400 Harding Road, Suite 503, Nashville, TN 37205
130449 $1,018,408,475 9 A percentage of AUM
Performance Based
AB CUSTOM ALTERNATIVE SOLUTIONS LLC
501 Commerce Street, Nashville, TN 37203
110879 $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
3767 $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
153528 $546,103,023 552 A percentage of AUM
Performance Based
KRAFT ASSET MANAGEMENT, LLC
555 Great Circle Road, Nashville, TN 37228
119139 $432,987,620 565 A percentage of AUM
Hourly charges
Fixed fees
LAFFER TENGLER INVESTMENTS, INC.
103 Murphy Court, Nashville, TN 37203
108068 $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
286575 $135,520,085 466 A percentage of AUM
Hourly charges
Fixed fees
ALLIANCEBERNSTEIN HOLDING L.P.
501 Commerce Street, Nashville, TN 37203
106998 $0 0 Other (SEE SCHEDULE D, MISCELLANEOUS)
ALLIANCEBERNSTEIN CORPORATION
501 Commerce Street, Nashville, TN 37203
107445 $0 0 Other (SEE SCHEDULE D, MISCELLANEOUS)
HILLSBORO ADVISORS, LLC
40 Burton Hills Blvd, Suite 350 Nashville, TN 37215
153700 $0 0 Other (NONE)
AJ ADVISORS
2726 Larmon Drive, Nashville, TN 37204
321606 $0 0 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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