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Licensed · Nashville

Licensed & Insured Financial Advisors in Nashville, TN

Every financial advisors listed here carries proper licensing and insurance in TN. Protect yourself — always verify credentials before work begins.

As of May 2026, RatingsNearMe ranks 20 financial advisors in Nashville, TN by verified customer ratings and review volume. The highest-rated is Collier Wealth Management Inc. with a 5.0-star rating from 168 verified reviews. Also in the top tier: Adams Wealth Partners- Nashville Wealth Management and Summit Wealth Group. The average rating across all listed financial advisors in Nashville is 5 stars from 15 reviews per business on average.

Financial advisors in Nashville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

20

Businesses listed

5★

Avg rating

15

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Collier Wealth Management Inc.

5.0(168 reviews)

323 W Main St, Hendersonville, TN 37075, USA

🥈

Adams Wealth Partners- Nashville Wealth Management

5.0(30 reviews)

2905 12th Ave S Ste 108, Nashville, TN 37204, USA

🥉

Summit Wealth Group

5.0(5 reviews)

256 Seaboard Ln Suite, C101, Franklin, TN 37067, USA

Financial Advisors Rankings in Nashville, TN

#BusinessRatingReviews
#1Collier Wealth Management Inc.323 W Main St, Hendersonville, TN 37075, USA5.0168
#2Adams Wealth Partners- Nashville Wealth Management2905 12th Ave S Ste 108, Nashville, TN 37204, USA5.030
#3Summit Wealth Group256 Seaboard Ln Suite, C101, Franklin, TN 37067, USA5.05
#4Blue Trust | Nashville Financial Advisors1000 Health Park Dr #400, Brentwood, TN 37027, USA5.03
#5Afton Advisors9005 Overlook Blvd, Brentwood, TN 37027, USA5.08
#6Oasis Wealth Planning Advisors, LLC600 12th Ave S UNIT 803, Nashville, TN 37203, USA4.73
#7Tristate Financial Advisors1102 Kermit Dr Ste 200, Nashville, TN 37217, USA5.02
#8Wealth Management Group237 Old Hickory Blvd #100, Nashville, TN 37221, USA5.014
#9Bernstein Private Wealth Management501 Commerce St, Nashville, TN 37203, USA5.01
#10Allgood Financial5313 Anchorage Dr, Nashville, TN 37220, USA5.012

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Nashville

4

Blue Trust | Nashville Financial Advisors

5.0· 3 reviews

1000 Health Park Dr #400, Brentwood, TN 37027, USA

5

Afton Advisors

5.0· 8 reviews

9005 Overlook Blvd, Brentwood, TN 37027, USA

6

Oasis Wealth Planning Advisors, LLC

4.7· 3 reviews

600 12th Ave S UNIT 803, Nashville, TN 37203, USA

7

Tristate Financial Advisors

5.0· 2 reviews

1102 Kermit Dr Ste 200, Nashville, TN 37217, USA

8

Wealth Management Group

5.0· 14 reviews

237 Old Hickory Blvd #100, Nashville, TN 37221, USA

9

Bernstein Private Wealth Management

5.0· 1 reviews

501 Commerce St, Nashville, TN 37203, USA

10

Allgood Financial

5.0· 12 reviews

5313 Anchorage Dr, Nashville, TN 37220, USA

11

Applied Capital - Nashville

5.0· 3 reviews

40 Music Square E, Nashville, TN 37203, USA

12

Infinitus Wealth Management

5.0· 3 reviews

55 Music Square E Suite B, Nashville, TN 37203, USA

13

Edward Jones - Financial Advisor: Rick Garner, ChFC®|SE-AWMA®

5.0· 3 reviews

25 Century Blvd #607, Nashville, TN 37214, USA

14

Menzie & Associates

5.0· 8 reviews

5601 Country Dr suite 212, Nashville, TN 37211, USA

15

Seven Arrows Financial Planning

5.0· 2 reviews

555 Marriott Dr Suite 150, Nashville, TN 37214, USA

16

Everett Wealth Management - Nashville

5.0· 8 reviews

2931 Berry Hill Dr #100, Berry Hill, TN 37204, USA

17

Seven Springs Wealth Group, LLC

5.0· 1 reviews

340 Seven Springs Way Ste 710, Brentwood, TN 37027, USA

18

EP Wealth Advisors

· 0 reviews

3835 Cleghorn Ave #250, Nashville, TN 37215, USA

19

Morgan Stanley Financial Advisors

5.0· 2 reviews

3102 West End Ave Ste 200, Nashville, TN 37203, USA

20

Platinum Point Financial

5.0· 10 reviews

209 10th Ave S Ste 560, Nashville, TN 37203, USA

Data from Google Business listings
Updated regularly with real reviews
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Frequently Asked Questions — Financial Advisors in Nashville

What is a fiduciary financial advisor and why does it matter in Nashville?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Nashville, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Nashville?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.

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About This Financial Advisors Directory — Nashville, TN

This page lists and ranks 20 financial advisors serving Nashville, TN as of May 2026. The average verified rating across all listings is 5 stars, with an average of 15 customer reviews per business. The top-ranked financial advisors in Nashville by our algorithm is Collier Wealth Management Inc. (5.0 stars, 168 reviews). Financial advisors in Nashville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Nashville: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TN licensing board before hiring.

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