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
Address: 501 Commerce Street, Nashville, TN 37203
AUM: $ 582.4B
INTEROCEAN CAPITAL
CRD#: 310369
Address: 150 4th Avenue North Suite 1410, Nashville, TN 37219
Clients: 250
Average Clients per Advisor: 10
AUM: $ 4.5B
WOODMONT INVESTMENT COUNSEL, LLC
CRD#: 109779
Address: 401 Commerce Street Suite 5400, Nashville, TN 37219
Clients: 73
Average Clients per Advisor: 5
AUM: $ 1.2B
M CAPITAL ADVISORS
CRD#: 107560
Address: 104 Woodmont Blvd Suite 320, Nashville, TN 37205
Clients: 124
Average Clients per Advisor: 17
AUM: $ 871M
COVENANT PARTNERS, LLC
CRD#: 110137
Address: 3811 Bedford Avenue Suite 201, Nashville, TN 37215
Clients: 32
Average Clients per Advisor: 6
AUM: $ 815M
PINNACLE WEALTH ADVISORS
CRD#: 132634
Address: 150 Third Avenue South Ste 900, Nashville, TN 37201
Clients: 15
Average Clients per Advisor: 5
AUM: $ 699M
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
Eric Edward Ellis
Michael Prescott Anderson
Registered Affiliation(s):LPL FINANCIAL LLC
Linda Murphy
Registered Affiliation(s):EDWARD JONES
Jennifer Ann Sexton
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Scott Matthew Rhea
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Lawrence Bachman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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