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Top Financial Advisors in Nashville, TN

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by Chris Thompson Updated

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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$624,085,100

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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$495,939,900

$100,000

  • Financial planning services
  • Portfolio management

Minimum Assets

$100,000

Financial Services

  • Financial planning services
  • Portfolio management
3 Covenant Partners, LLC Covenant Partners, LLC logo Find an Advisor

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$288,917,700

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

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4 Pinnacle Investment Advisory Pinnacle Investment Advisory logo Find an Advisor

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$281,993,000

$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
5 Kraft Asset Management, LLC Kraft Asset Management, LLC logo Find an Advisor

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$278,190,900

$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)
6 Snow Creek Wealth Management, LLC Snow Creek Wealth Management, LLC logo Find an Advisor

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$206,936,100

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
7 Virtue Capital Management, LLC Virtue Capital Management, LLC logo Find an Advisor

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$173,812,500

$1,000

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

Minimum Assets

$1,000

Financial Services

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

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$155,937,900

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)

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

Any firm registered with the U.S. Securities and Exchange Commission (SEC) and located in Nashville was considered for placement on this list compiled by SmartAsset. We considered only SEC-registered firms that are fiduciaries, as 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 were placed in this list and sorted from 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. Currently, it has nearly $630 million in assets under management. Two 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 advisors average almost 22 years in the financial industry.

Individuals and their families, small business owners and other institutions like foundations are some of Woodmont’s typical clients. 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 is an independently owned, fee-only firm. On staff, there are three chartered financial analysts (CFAs), a certified financial planner (CFP) and a chartered alternative investment analyst (CAIA).

About three-quarters of Mastrapasqua’s clients are considered high-net-worth. However, the firm’s $100,000 minimum account size is less 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 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.

Covenant Partners, LLC

Covenant Partners, LLC

Covenant Partners, LLC is the smallest firm on this list in terms of manpower, with just two 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, 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 in the hopes that your money will steadily grow at a 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.

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’s advisor certifications include a certified financial planner (CFP), a chartered financial analyst (CFA) and a certified private wealth advisor (CPWA).

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 portfolio growth stays constant.

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. 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 and is beneficial to business owners dealing 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 also may be offered insurance from the firm’s affiliate, Kraft Financial Services, and advisors may receive a commission for selling insurance products. The firm is a fiduciary though, 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 can accompany approaching 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 preemptively determine if an investment plan will actually enable you to achieve your goals. This computer-based 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.

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).

Whether you’ve got $50 or $1 million to invest, Snow Creek is willing to take you on as a client. In fact, 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, which, if you accept, could result in financial gain for your advisor. Do note that this firm is a fiduciary though, meaning it’s bound by the law to work in your best interest.

Snow Creek Wealth Management, LLC Background

Snow Creek Wealth Management, LLC is one of the more recently formed firms on this list. It 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 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.

Virtue Capital Management, LLC

Virtue Capital Management, LLC

Virtue Capital Management is a fee-based operation with a certified financial planner (CFP) and a chartered financial consultant (ChFC) on staff. To become a client, you’ll need just $1,000 in investable assets. This low account minimum has likely contributed to the fact that the firm serves more non-high-net-worth individuals than high-net-worth ones. 

Although President Jeremy Rettich owns this firm, the company is more centrally organized through Virtue Financial Holdings, LLC, the firm’s parent company. It also offers insurance products to its clients. However, its advisors are fiduciaries and therefore must legally act in your best financial interest at all times.

Virtue Capital Management, LLC Background

Virtue Capital Management is the youngest firm on this list by four years. It was formed in 2013. Overall, the advisors at the firm average over 10 years of experience though, giving them more experience in the field than the firm’s founding year may indicate.

Virtue offers a wealth of services and retirement and investment planning are two of its focuses. Beyond that, you can also work on philanthropic, estate and wealth transition strategies, as well as business succession plans.

Virtue Capital Management, LLC Strategy

Virtue Capital Management says it takes multiple factors into account when building holistic personal plans for each of its client. These factors include your risk tolerance, projected taxes, net worth, time horizons and life and legacy goals.

In the event of a market crash or other unforeseen negative event, Virtue will automatically pull your investments out, in an effort to preserve your wealth. You can decide the degree to which this may occur.

Decker Wealth Management, LLC

Decker Wealth Management, LLC

Decker Wealth Management is a fee-only, independently owned firm. It boasts a single certified financial planner (CFP) on staff.

Decker’s clients are vastly different from one another. Typically, its clients are looking for individual accounts, trust and estate plans and investment company portfolios. The firm does not have a set account minimum. 

Decker Wealth Management, LLC Background

Only Virtue Capital Management has been in Nashville, Tennessee longer than Decker Wealth Management, which was created in 2009. Founder William S. Decker is the managing member of the firm, whose staff averages more than 25 years experience in the financial services industry. 

The firm 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.

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 cost of living in retirement there.

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

Methodology SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. Using that calculation, we determined how many years $1 million would last in retirement in each major city.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors throughout the country. 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.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%, reflecting the typical return on a conservative investment portfolio. Finally, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would last in each of the cities in our study.

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