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Top Financial Advisors in Nashville, TN

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Finding a Top Financial Advisor Firm in Nashville, Tennessee

With so many financial advisors to pick from, it can be tough to make a choice. That’s why SmartAsset created a list of the top financial advisor firms in Nashville. You can use our tables and reviews - detailing each firm’s investment strategies, fees, account minimums and more - to inform your decision-making process. You can also use SmartAsset’s financial advisor matching tool, which will pair you with top advisors in your area.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Woodmont Investment Counsel, LLC Woodmont Investment Counsel, LLC logo Find an Advisor

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$ 715,070,626

Varies based on account type

  • Financial planning services
  • Portfolio management
  • Private investment fund management

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning services
  • Portfolio management
  • Private investment fund management
2 Mastrapasqua Asset Management, Inc. Mastrapasqua Asset Management, Inc. logo Find an Advisor

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$579,464,814

$100,000

  • Financial planning services
  • Portfolio management

Minimum Assets

$100,000

Financial Services

  • Financial planning services
  • Portfolio management
3 Tillman Hartley Tillman Hartley logo Find an Advisor

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$524,383,000 No minimum
  • Financial planning services
  • Investment Management services
  • Family Board of Directors services

Minimum Assets

No minimum

Financial Services

  • Financial planning services
  • Investment Management services
  • Family Board of Directors services

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4 Kraft Asset Management, LLC Kraft Asset Management, LLC logo Find an Advisor

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$340,053,213

$500,000

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)

Minimum Assets

$500,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
5 Covenant Partners, LLC Covenant Partners, LLC logo Find an Advisor

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$324,037,914

No set account minimum

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Fiscal counsel

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Fiscal counsel
6 Criterion Capital Advisors Criterion Capital Advisors logo Find an Advisor

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$305,703,188 No minimum
  • Financial planning services
  • Consulting services
  • Investment management services

Minimum Assets

No minimum

Financial Services

  • Financial planning services
  • Consulting services
  • Investment management services
7 Prudent Street Financial Advisors, LLC Prudent Street Financial Advisors, LLC logo Find an Advisor

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$239,967,704 $250,000
  • Financial planning services
  • Portfolio management services
  • General consulting services

Minimum Assets

$250,000

Financial Services

  • Financial planning services
  • Portfolio management services
  • General consulting services
8 Snow Creek Wealth Management, LLC Snow Creek Wealth Management, LLC logo Find an Advisor

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$229,485,580

No set account minimum

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Account reviews and consultations

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Account reviews and consultations
9 Decker Wealth Management, LLC Decker Wealth Management, LLC logo Find an Advisor

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$179,297,570

No set account minimum

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
10 Pinnacle Investment Advisory Pinnacle Investment Advisory logo Find an Advisor

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$179,080,178

$500,000

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters

Minimum Assets

$500,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters

How We Found the Top Financial Advisor Firms in Nashville, Tennessee

SmartAsset considered any firm registered with the U.S. Securities and Exchange Commission (SEC) and located in Nashville. We limited our search to SEC-registered firms because such firms are fiduciaries, meaning they are bound to act in investors’ best interests. Any firms that had disciplinary issues or didn’t manage individual accounts were deemed ineligible. The remaining financial advisor firms are listed here by most assets under management (AUM) to least.

Woodmont Investment Counsel, LLC

Woodmont Investment Counsel, LLC

Woodmont Investment Counsel, LLC is a fee-only, employee-owned financial advisor firm with nearly $715.1 million in assets under management. Three chartered financial analysts (CFAs) and a chartered investment counselor (CIC) are employed at Woodmont.

Depending on whether you’re looking for an equity/balanced account or a fixed-income account, you’ll need a minimum account size of $750,000 or $1 million, respectively.

Woodmont is the only firm on this list that charges performance-based fees.

Woodmont Investment Counsel, LLC Background

Paul H. Kuhn, who has 42 years of experience in asset management, is a co-founder of Woodmont Investment Counsel, LLC and the firm’s principal emeritus. The firm has been around since 2000, and its six advisors average almost 22 years in the financial industry.

Woodmont primarily works with individuals and their families, as well as charitable organizations and pension and profit-sharing plans. Woodmont’s services include tax mitigation, estate planning, retirement planning and investing advice.

Woodmont Investment Counsel, LLC Strategy

Woodmont Investment Counsel, LLC believes that diversified asset allocations are central to growing your invested assets. The firm uses ETFs, index funds, mutual funds, stocks and bonds in its client portfolios. 

Woodmont’s advisors may also place your money into pooled investments with other clients’ assets. This gives the firm access to investment opportunities that may otherwise be unavailable to individual investors.

Mastrapasqua Asset Management, Inc.

Mastrapasqua Asset Management, Inc.

Mastrapasqua Asset Management (also known as M Capital Management) is an independently owned, fee-only firm. The firm counts three chartered financial analysts (CFAs), a certified financial planner (CFP) and a chartered alternative investment analyst (CAIA) among its five advisors.

About one-third of Mastrapasqua’s clients are considered high-net-worth. However, the firm’s $100,000 minimum account size is lower than the minimums of two other firms on this list. Pinnacle Investment Advisory and Kraft Asset Management both require account minimums that are five times as high as Mastrapasqua’s minimum.

Mastrapasqua Asset Management, Inc. Background

The oldest firm on this list, Mastrapasqua Asset Management, Inc. was founded in 1993. Its chairman and Chief Investment Officer (CIO), Frank Mastrapasqua, has spent the better part of 45 years in financial management, with the remainder of his firm’s advisors averaging about 16 years of experience.

Mastrapasqua says that it typically serves high-net-worth and non-high-net-worth individuals, businesses and government institutions. Services provided to these investors include trust planning, estate planning, strategic retirement planning, pension and profit-sharing plans, asset management and higher education preparations.

Mastrapasqua Asset Management, Inc. Strategy

Mastrapasqua Asset Management, Inc. will focus on growing your money for the long term, using a combination of diversified asset allocations, macroeconomics and fundamental market analysis. But first, you must decide whether you are an aggressive, moderate or conservative investor. This selection gives the firm’s advisors a sense of your risk tolerance.

Mastrapasqua says its advisors meet each morning to discuss any updates in the financial sector that could potentially affect clients’ investment goals. What’s unique about these meetings is the fact that investors have the option to call in and listen to the updates.

Tillman Hartley

Tillman Hartley

Tillman Hartley is a fee-only firm with a staff of four advisors, two of whom are chartered financial analysts (CFAs). The firm works mostly with high-net-worth individuals as well as some individuals and charitable organizations.

The firm doesn’t typically charge an account minimum, although it may charge a minimum fee for smaller accounts. For Family Board of Directors services, in which a team of professionals at the firm works with a family with a complex financial situation, the firm requires assets in excess of $40,000,000.

Tillman Hartley Background

Tillman Hartley was founded in 1999. It’s principally owned by one of its co-founders, Michael Tillman. Michael D. Lambert, Gary W. Lutes, Jr., Kevin R. Schwall and Benjamin R. Cannon are also shareholders of the firm.

The firm offers financial planning and investment management services to its clients. It also offers something called Family Board of Directors services, which is designed for when a family’s wealth become to unwieldy for just a single advisor. A team of advisors from the firm meets with these clients quarterly. In addition to families, the firm also provides these services to other entities, like foundations and trusts.

Tillman Hartley Investment Philosophy

Before the firm provides investment advice, clients fill out a survey about their risk tolerance and discuss their preferences, time horizon and investment goals with the firm. Based on that information, the firm will design and test a preliminary portfolio with an asset allocation that matches the client’s preferences. After discussing this portfolio with the client, an Investment Policy Statement that outlines how the portfolio will be managed is signed by the client.

To conduct analysis of potential securities, the firm primarily relies on fundamental analysis, using resources like third-party research materials, corporate rating services and annual reports.

Kraft Asset Management, LLC

Kraft Asset Management, LLC

Kraft Asset Management, a fee-based firm, boasts the most advisor certifications on this list, with a total of eight certifications among its six advisors. These certifications include four certified financial planners (CFPs), two certified public accountants (CPAs), one personal financial specialist (PFS) and one certified exit planning advisor (CEPA). A CEPA is a rare certification, indicating that the advisor specializes in helping business owners deal with the financial logistics of exiting their businesses.

To begin a working relationship with Kraft, you’ll need at least $500,000 in investable assets.

This firm is an affiliate of accounting firm KraftCPAs PLLC. Clients may also be offered insurance from the firm’s affiliate, Kraft Financial Services, and advisors may receive a commission for selling insurance products. While this may present a conflict of interest, the firm is a fiduciary, meaning it’s legally required to act in your best interest at all times.

Kraft Asset Management, LLC Background

Kraft Asset Management, LLC was founded in 2002. It’s run by chief manager Stephen High. Overall, Kraft’s wealth advisor team averages more than 20 years in the financial sphere.

Kraft says that its advisors are trained to handle the financial struggles that arise as one approaches retirement and other major life changes, and the firm’s services are built specifically to handle these transitions. Kraft provides investment management, retirement planning, income tax planning, estate planning and cash flow management.

Kraft Asset Management, LLC Strategy

Kraft Asset Management uses the Monte Carlo simulator to project whether an investment plan will actually enable you to achieve your goals. This program uses inflation and interest rates, various asset allocations, spending levels and rates of return to make this projection.

Unlike some other financial advisor firms on this list, Kraft Asset Management consistently uses bonds in its investment portfolios. The firm believes that there’s more to bonds than many investors realize. It makes its selections through BAM Advisor Services, LLC, a bond-trading platform.

Covenant Partners, LLC

Covenant Partners, LLC

Covenant Partners, LLC is the second-smallest firm on this list in terms of manpower, with just four financial advisors on staff. Both Todd D. Glisson and J. Banks Link are co-founders of the firm, as well as principals. Glisson is a certified financial planner (CFP) and Link holds a chartered financial analyst (CFA) certification.

There’s no minimum amount required to open an account with Covenant Partners. However, the firm does generally serve wealthier client, and more than half of the firm’s clients are high-net-worth individuals.

Covenant Partners, LLC Background

Behind just Mastrapasqua Asset Management, Covenant Partners is the second-most senior firm on this list. It was formed in 1997. The firm’s co-founders, Glisson and Link, have a combined 20 years of experience in financial management.

Covenant offers personal asset management, retirement planning, estate planning, tax minimizations and debt counsel to its individual clients. The firm also offers programs tailored to business owners, like payroll services and income management.

Covenant Partners, LLC Strategy

Covenant Partners claims to employ an extremely comprehensive investment strategy that aims to grow your money at a steady and sustainable pace. More specifically, the firm’s plans are centered around a buy-and-hold mindset, combined with diversified asset allocations.

Most of your money will likely end up in mutual funds and exchange-traded funds (ETFs). Covenant finds these investment opportunities much safer than normal stocks, bonds and securities because they are less susceptible to changing market conditions.

Criterion Capital Advisors

Criterion Capital Advisors

Criterion Capital Advisors is the youngest firm on this list, having been in business since only April 2018. The firm has one certified financial planner (CFP) among its three advisors. Criterion is a fee-based firm. This means that, in addition to charging clients management fees, advisors can earn income through other means, such as commissions on brokerage transactions or insurance sales.

The firm works mostly with non-high-net-worth individuals, as well as high-net-worth individuals, charitable organizations and corporations. You won’t need to meet any account minimum to be a client.

Criterion Capital Advisors Background

The firm was founded in April 2018 by Allan Horner, Mark Pierce and Scott Freeman, who all serve as partners at the firm. Criterion Capital Advisors provides financial planning and consulting services, covering business planning, retirement planning, cash flow forecasting, trust and estate planning, tax planning and insurance planning, among other services. The firm also offers investment management services.

Criterion Capital Advisors Investment Philosophy

Criterion Capital Advisors tailors the investment process to each client, determining the client’s investment objectives, cash flow needs and risk tolerance, and then formulating the appropriate asset allocation based on those factors. From there, the firm relies on macroeconomic analysis and fundamental analysis to determine which sub-asset classes and specific securities are right for the client’s portfolio.

Typically, the firm will recommend a mix of stocks, mutual funds, index funds, exchange-traded funds (ETFs), municipal and taxable bonds and alternative investments.

Prudent Street Financial Advisors

Prudent Street Financial Advisors, LLC

Prudent Street Financial Advisors is a fee-based firm that’s been doing business since 2012, making it the second-youngest firm on this list behind Criterion Capital Advisors. You’ll need at least $250,000 to become a client.

The firm has just two advisors, but it isn’t lacking for professional certifications. One advisor, David Richardson, is a certified financial planner (CFP) and a chartered financial consultant (ChFC), and the other, Stephanie Richardson is a certified retirement planning consultant (CRPC). The firm works with individuals, high-net-worth individuals, pension plans and corporations.

Prudent Street Financial Advisors Background

Prudent Street was founded in 2012 by David L. Richardson, who is also the sole owner of the firm. He and Stephanie C. Richardson are the firm’s two advisors.

The firm specializes in financial planning, portfolio management, insurance brokerage, employee benefit and general consulting services.

Prudent Street Financial Advisors Investment Philosophy

Prudent Street’s investment strategy will differ slightly from client to client, as each client brings a unique mix of goals, risk tolerance and timeline to the table. The firm will typically work with the client to establish these factors and develop a mix of long-term purchasing, short-term purchasing and options writing/trading that makes the most sense.

The firm primarily invests in mutual funds, bonds and exchange-traded funds (ETFs); and to a lesser extent, real estate investment trusts (REITs), managed futures, private equity and fixed income funds.

Snow Creek Wealth Management, LLC

Snow Creek Wealth Management, LLC

Independently owned by principals David Goldberg and Larry Sacks, Snow Creek Wealth Management, LLC is a fee-based financial advisor firm. Goldberg holds a certified financial planner (CFP) title, while Sacks is a certified public accountant (CPA) and personal financial specialist (PFS).

There's no minimum account size to work with Snow Creek; whether you’ve got $50 or $1 million to invest, Snow Creek is willing to take you on as a client. Nearly three-quarters of the firm’s clients do not have high net worths.

As a client, you may be offered insurance as part of your overall package; if you accept, this could result in financial gain for your advisor. While this incentive to sell you insurance products represents a potential conflict of interest, this firm is a fiduciary, meaning it’s bound by the law to work in your best interest.

Snow Creek Wealth Management, LLC Background

Snow Creek Wealth Management, LLC opened its doors in 2007. The firm’s primary advisors have been around much longer than that, though, averaging about 30 years in the financial business.

This firm manages investment portfolios, trusts and other specialized accounts. Its services include:

  • Retirement planning
  • Education planning
  • Long-term care
  • Insurance planning
  • Debt management
  • Tax planning
  • Estate planning
  • Life events

Snow Creek Wealth Management, LLC Investment Strategy

Snow Creek Wealth Management’s investing ideology is centered on the “Core and Satellite” method. This method calls for your costs, taxes and volatility to be minimized through active, passive and low-turnover investments in major market indexes like the Dow Jones Moderate index.

As your portfolio matures, it is especially important to keep a close eye on how its composition changes. The Snow Creek online dashboard claims to make this task very manageable through financial reports that you can use to make overarching evaluations with your advisor.

Decker Wealth Management, LLC

Decker Wealth Management, LLC

Decker Wealth Management is a fee-only, independently owned firm. It has a staff of four advisors, one of whom is a certified financial planner (CFP).

Decker serves clients with a wide range of needs, including individual accounts, trust and estate plans and investment company portfolios. The firm does not have a set account minimum. 

Decker Wealth Management, LLC Background

The firm was founded in 2009 by William S. Decker, the managing member of the firm. The staff averages more than 25 years of experience in the financial services industry. 

Decker offers a plethora of services. Planning and consulting options are available to business owners. For individuals, the firm offers investment management, retirement planning, estate creation, tax minimization, higher education planning and insurance analysis.

Decker Wealth Management, LLC Strategy

Decker Wealth Management says asset allocation is the centerpiece of its portfolio-building strategy. It typically places clients’ assets into mutual funds, stocks, bonds and exchange-traded funds (ETFs). The firm says that these investments are made to mitigate any risk that might be present and, in turn, build stronger return potential.

Diversification is the second half of the firm’s investment strategy. Decker determines asset allocation through in-house technology and resources. The firm says that the aim of this initiative is to reveal what’s going on in the market as clearly as possible so your portfolio remains on the up and up.

Pinnacle Investment Advisory

Pinnacle Investment Advisory

Pinnacle Investment Advisory is a fee-only financial advisor firm. It is a subsidiary of Pinnacle Financial Partners Inc., which is run by Terry Turner, the company’s president and CEO. The firm has three advisors on staff, of whom one is a certified financial planner (CFP) and another is a chartered financial analyst (CFA).

Nearly all of Pinnacle’s clients are high-net-worth individuals, which the SEC defines as someone with at least $750,000 in assets under management. The firm’s minimum account balance is $500,000, however, leaving some room for lower-net-worth individuals to work with Pinnacle.

Pinnacle Investment Advisory Background

Pinnacle Investment Advisory was established in 2006. The firm’s three-person wealth advisor team averages 13 years in the asset management industry.

Pinnacle offers many different types of financial services, including:

  • Estate planning
  • Investments
  • Education
  • Employee benefits
  • Retirement
  • Pension
  • Charitable gifts and legacy
  • Insurance
  • Business succession

Pinnacle Investment Advisory Investing Process

Perhaps the most important stage of this firm’s investment process is the beginning, during which you identify your financial goals and risk tolerance. Based off of that information, Pinnacle will come up with a set of diversified asset allocations that it thinks could enable you to achieve your objectives.

Once a plan is agreed upon, Pinnacle will implement it. But that isn’t the end of the process: Pinnacle will constantly rebalance and readjust to ensure your portfolio continues to reflect your goals and financial situation. 

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research