Top 10 advisors in Nashville
We’ve curated a list of the best financial advisors in Nashville, take a look at it below
Find an advisor in Nashville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $10,041,415,942 | 46 advisors | ||
| 2 | $4,782,202,272 | 33 advisors | ||
| 3 | $2,349,344,249 | 135 advisors | ||
| 4 | $2,223,457,347 | 28 advisors | ||
| 5 | $1,770,672,893 | 9 advisors | ||
| 6 | $1,407,573,670 | 70 advisors | ||
| 7 | $1,393,841,062 | 12 advisors | ||
| 8 | $1,200,661,418 | 7 advisors | ||
| 9 | $1,198,675,449 | 13 advisors | ||
| 10 | $846,969,947 | 13 advisors |
How we came up with this list
To generate our top financial advisors list in Nashville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Nashville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Arcline Investment Management Lp
Assets under management
$10,041,415,942
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Interocean Capital
Assets under management
$4,782,202,272
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES, FRS & FTCS (SEE SCHEDULE D)
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Insurance, Credit And Cash Management Solutions
3. Aj Capital Management LLC
Assets under management
$2,349,344,249
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Capitalspring
Assets under management
$2,223,457,347
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Disciplina Capital Management, LLC
Assets under management
$1,770,672,893
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
6. Round Hill Music Lp
Assets under management
$1,407,573,670
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Lee Danner & Bass Inc
Assets under management
$1,393,841,062
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. Whistler Capital Partners LLC
Assets under management
$1,200,661,418
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Woodmont Investment Counsel, LLC
Assets under management
$1,198,675,449
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. M Capital Advisors
Assets under management
$846,969,947
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.