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Top Financial Advisors in Nashville, Tennessee

Finding the right financial advisor in Nashville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Nashville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Nashville, TN.


Find the Best Financial Advisor Firms in Nashville:

ALLIANCEBERNSTEIN L.P.

CRD#: 108477

RIA

Address: 501 Commerce Street, Nashville, TN 37203

AUM: $ 709.2B

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&PARTNERS

CRD#: 3767

BD
RIA

Address: 40 Burton Hills Blvd. Suite 350, Nashville, TN 37215

Clients: 22,670

In Business for: 30 Years

Average Clients per Advisor: 83

AUM: $ 14.1B

Disclosures: 10

WOODMONT INVESTMENT COUNSEL, LLC

CRD#: 109779

RIA

Address: 3825 Bedford Ave Suite 202, Nashville, TN 37215

Clients: 112

Average Clients per Advisor: 10

AUM: $ 1.7B

FIELDER CAPITAL GROUP LLC

CRD#: 156737

RIA

Address: 1222 Demonbreun Street Suite 1610, Nashville, TN 37203

Clients: 11

Average Clients per Advisor: 3

AUM: $ 1.1B

COVENANT PARTNERS, LLC

CRD#: 110137

RIA

Address: 3811 Bedford Avenue Suite 201, Nashville, TN 37215

Clients: 29

Average Clients per Advisor: 4

AUM: $ 1.0B

LAFFER TENGLER INVESTMENTS, INC.

CRD#: 108068

RIA

Address: 1005 17th Ave S Suite 900, Nashville, TN 37212

Clients: 138

Average Clients per Advisor: 11

AUM: $ 622M

How We Chose the Top Financial Advisors in Nashville, Tennessee

To create this list of top financial advisor firms in Nashville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Nashville has to offer.

Search Financial Advisors in Nashville, Tennessee


Name or CRD#
Location:
Firm name (optional)
Steven Walter Glasgow
AdvisorCheck Check Mark

Steven Walter Glasgow

Steve Walter Glasgow
IAR
CRD#: 1942809
AIF®: Accredited Investment FiduciaryCIMA®: Certified Investment Management Analyst
Location:
Nashville, TN 37204
Company:
GLOBAL RETIREMENT PARTNERS LLC
Disclosures:
Experience:
36 years
James Ralph Parker
AdvisorCheck Check Mark

James Ralph Parker

James R. Parker
IAR
RR
CRD#: 4132857
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067
Company:
MORGAN STANLEY
Disclosures:
Experience:
26 years
Eric Joseph Berner
AdvisorCheck Check Mark

Eric Joseph Berner

Eric Berner
IAR
RR
CRD#: 5283669
Location:
Hendersonville, TN 37075
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
18 years
EE
AdvisorCheck Check Mark

Eric Edward Ellis

IAR
CRD#: 5314879
Location:
Clarksville, TN 37043
Company:
ELLIS FINANCIAL PLANNING
Disclosures:
Experience:
18 years
Kenneth Kaj Haycraft

Kenneth Kaj Haycraft

Ken Haycraft
IAR
RR
CRD#: 2221652
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203
Company:
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures:
Experience:
33 years
Michael Prescott Anderson

Michael Prescott Anderson

Mick Anderson, Micky Anderson
IAR
RR
CRD#: 2079342
CFP®: Certified Financial Planner
Location:
Murfreesboro, TN 37075
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
35 years

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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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