Fiduciary advisors in Nashville, TN

52 registered advisers

Healthcare industry wealth anchors Nashville's financial advisory market, with HCA and dozens of health services companies headquartered in the metro. 52 fiduciary firms hold SEC registration in the city, and 49 are fee-only. Tennessee repealed its Hall income tax in 2021, making the state fully income-tax-free and reshaping retirement distribution strategies for local investors.

&PARTNERS

Also Compensated via Brokerage
Nashville, TennesseeCRD #3767
Typical Fee--
AUM$14.1B
Minimum--
Clients32,200

12TH STREET ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #153528
Typical Fee--
AUM$622M
Minimum--
Clients522

AB BROADLY SYNDICATED LOAN MANAGER LLC

Fee-Only, No Conflicts
Nashville, TennesseeCRD #308135
Typical Fee--
AUM$1.7B
Minimum--
Clients4

AB CUSTOM ALTERNATIVE SOLUTIONS LLC

Fee-OnlyAlso Compensated via Product Sales
Nashville, TennesseeCRD #110879
Typical Fee--
AUM$746M
Minimum--
Clients1

AJ ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #321606
Typical Fee--
AUM$304M
Minimum--
Clients1,412

AJ CAPITAL MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Nashville, TennesseeCRD #291880
Typical Fee--
AUM$2.6B
Minimum--
Clients37

ALLIANCEBERNSTEIN HOLDING L.P.

Fee-OnlyAlso Compensated via Product Sales
Nashville, TennesseeCRD #106998
Typical Fee--
AUM--
Minimum--
Clients--

ALLIANCEBERNSTEIN L.P.

Also Compensated via Product Sales
Nashville, TennesseeCRD #108477
Typical Fee--
AUM$709.2B
Minimum--
Clients68,593

ARCLINE INVESTMENT MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #299352
Typical Fee--
AUM$18.4B
Minimum--
Clients13

BARKSDALE INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #105098
Typical Fee--
AUM$3.6B
Minimum--
Clients126

CALLAWAY CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #285709
Typical Fee--
AUM$174M
Minimum--
Clients4

CAPITALSPRING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #161372
Typical Fee--
AUM$2.7B
Minimum--
Clients13

CARTER-HASTON INVESTMENT PARTNERS II GP, LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #165442
Typical Fee--
AUM$320M
Minimum--
Clients9

CLARITAS CAPITAL

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #329689
Typical Fee--
AUM$700M
Minimum--
Clients103

COUNCIL CAPITAL FUNDS MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #174036
Typical Fee--
AUM$497M
Minimum--
Clients7

COURAGE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #130449
Typical Fee--
AUM$1.4B
Minimum--
Clients10

COVENANT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #110137
Typical Fee--
AUM$1.1B
Minimum--
Clients1,044

CREATIVE INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #334028
Typical Fee--
AUM$206M
Minimum--
Clients342

DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #286575
Typical Fee--
AUM$170M
Minimum--
Clients556

DECKER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #150094
Typical Fee--
AUM$412M
Minimum--
Clients745

DISCIPLINA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #167295
Typical Fee0.54%
AUM$2.4B
Minimum--
Clients51

EDISON PARTNERS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #310951
Typical Fee--
AUM$2.4B
Minimum--
Clients19

FIELDER CAPITAL GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #156737
Typical Fee--
AUM$1.1B
Minimum--
Clients572

GEN CAP AMERICA, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #160042
Typical Fee--
AUM$304M
Minimum--
Clients7

HG CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #163613
Typical Fee--
AUM$1.1B
Minimum--
Clients6

HMS INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #149764
Typical Fee--
AUM$282M
Minimum--
Clients376

HS WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #330640
Typical Fee--
AUM$481M
Minimum--
Clients626

ICR PARTNERS

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #304689
Typical Fee--
AUM$480M
Minimum--
Clients261

ILS ADVISORY SERVICES, LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #333054
Typical Fee--
AUM$1.7B
Minimum--
Clients6

IRONHORSE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #148572
Typical Fee--
AUM$121M
Minimum--
Clients1

JB WEALTH ADVISORS LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #328441
Typical Fee0.41%
AUM--
Minimum--
Clients--

JEFFERSON BRIDGE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #325636
Typical Fee0.35%
AUM$146M
Minimum--
Clients42

LAFFER TENGLER INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #108068
Typical Fee--
AUM$622M
Minimum--
Clients673

LEE DANNER & BASS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #111002
Typical Fee--
AUM$1.8B
Minimum--
Clients1,010

LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #127618
Typical Fee--
AUM$103M
Minimum--
Clients248

LFM CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #173834
Typical Fee--
AUM$1.4B
Minimum--
Clients9

MALT PARTNERS MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #337855
Typical Fee--
AUM$36M
Minimum--
Clients2

MISSION VALUE PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #153704
Typical Fee--
AUM$231M
Minimum--
Clients4

MRWM CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #336384
Typical Fee--
AUM$7M
Minimum--
Clients2

MUSIC ROW WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #288944
Typical Fee--
AUM$397M
Minimum--
Clients1,466

NEPHILA ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #156905
Typical Fee--
AUM$11.4B
Minimum--
Clients37

PACIFIC FINANCIAL GROUP, LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #143041
Typical Fee--
AUM$3.8B
Minimum--
Clients18

RAYBURN WEST FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #145264
Typical Fee1.50%
AUM$180M
Minimum--
Clients142

REMORA CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #316160
Typical Fee--
AUM$256M
Minimum--
Clients1

ROUND HILL MUSIC LP

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #167234
Typical Fee--
AUM$935M
Minimum--
Clients5

RUBICON FOUNDERS, LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #315631
Typical Fee--
AUM$2.1B
Minimum--
Clients12

SANFORD C. BERNSTEIN & CO., LLC

Also Compensated via Brokerage
Nashville, TennesseeCRD #104474
Typical Fee--
AUM$1.6B
Minimum--
Clients26

SHAYNE & JACOBS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #109423
Typical Fee--
AUM$562M
Minimum--
Clients250

THE PACIFIC FINANCIAL GROUP, INC.

Fee-Only, No Conflicts
Nashville, TennesseeCRD #105203
Typical Fee--
AUM$4.1B
Minimum--
Clients18,959

TVV CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #163780
Typical Fee--
AUM$353M
Minimum--
Clients6

WHISTLER CAPITAL PARTNERS LLC

Fee-Only, No ConflictsClean Record
Nashville, TennesseeCRD #316528
Typical Fee--
AUM$1.8B
Minimum--
Clients5

WOODMONT INVESTMENT COUNSEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Nashville, TennesseeCRD #109779
Typical Fee--
AUM$1.7B
Minimum--
Clients1,569
Fiduciary Advisors in Nashville, Tennessee | FiduciaryListings