City
Independent RIAs in Nashville, Tennessee
As of October 2, 2026, 57 independent wealth management RIAs with their main office in Nashville, Tennessee reported $16.6 billion in regulatory assets under management; the largest by assets was The Pacific Financial Group, Inc., with $5.1 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 57
- Regulatory assets under management
- $16.6 billion
- Average per firm
- $290.7 million
- SEC-registered, of those listed
- 23 of 57 (40.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Pacific Financial Group, Inc. | SEC | $5.1 billion | 16,832 |
| 2 | Woodmont Investment Counsel, LLC | SEC | $2.0 billion | 1,469 |
| 3 | Lee Danner & Bass Inc | SEC | $2.0 billion | 1,020 |
| 4 | Fielder Capital Group LLC | SEC | $1.2 billion | 639 |
| 5 | Laffer Tengler Investments, Inc. | SEC | $800.1 million | 767 |
| 6 | Decker Wealth Management, LLC | SEC | $566.2 million | 815 |
| 7 | HS Wealth Partners | SEC | $481.2 million | 626 |
| 8 | Music Row Wealth Management | SEC | $431.7 million | 1,068 |
| 9 | Shayne & Jacobs, LLC | SEC | $429.5 million | 231 |
| 10 | AJ Advisors | SEC | $393.9 million | 1,483 |
| 11 | Griffin Family Partners, LLC | SEC | $283.9 million | 173 |
| 12 | HMS Investment Advisors | SEC | $281.9 million | 376 |
| 13 | Oasis Wealth Planning Advisors | SEC | $275.9 million | 709 |
| 14 | Rayburn West Financial Services | SEC | $242.6 million | 142 |
| 15 | Creative Investment Group | SEC | $209.0 million | 386 |
| 16 | Astra Ventures | SEC | $179.6 million | 52 |
| 17 | Gambit Capital Management, LLC | SEC | $167.5 million | 381 |
| 18 | Davis, Davis and Conover Wealth Management, LLC | SEC | $144.9 million | 596 |
| 19 | Von Haefen Financial Management | State | $127.6 million | 327 |
| 20 | Lotus Asset Management Limited Liability Company | SEC | $120.5 million | 752 |
| 21 | Trusco Investment Management, LLC | SEC | $107.0 million | 106 |
| 22 | Lexington Financial/Life Management, LLC | SEC | $106.8 million | 157 |
| 23 | Chamberlain Lane Capital, LLC | SEC | $100.0 million | 1 |
| 24 | Synthesis Advisors, Inc. | State | $82.3 million | 82 |
| 25 | Cairn Financial Group | State | $77.4 million | 671 |
| 26 | Fifr | SEC | $68.0 million | 1,335 |
| 27 | Ava Wealth Management LLC | State | $64.6 million | 67 |
| 28 | Bills Asset Management | State | $63.2 million | 319 |
| 29 | Edgehelm Financial | State | $63.0 million | 72 |
| 30 | Apple & Company, Inc. | State | $61.8 million | 194 |
| 31 | Upholdings | State | $51.3 million | 41 |
| 32 | Worthview Capital Management LLC | State | $32.3 million | 82 |
| 33 | Stinson Financial Planning | State | $27.9 million | 16 |
| 34 | Dirigo Private Wealth | State | $24.8 million | 37 |
| 35 | A&G Financial Management, LLC | State | $23.5 million | 146 |
| 36 | King Capital Management LLC | State | $22.1 million | 11 |
| 37 | Palmer Wealth Planning | State | $22.1 million | 162 |
| 38 | Center Hill Wealth, LLC | State | $21.3 million | 145 |
| 39 | Hunley Wealth Management LLC | State | $16.1 million | 44 |
| 40 | Wave Wealth Planning, LLC | State | $15.9 million | 197 |
| 41 | Rutterer Planning | State | $15.7 million | 51 |
| 42 | Think Wealth Management | State | $15.5 million | 106 |
| 43 | Heritage Private Wealth | State | $14.2 million | 168 |
| 44 | True Equity Wealth Management LLC | State | $11.3 million | 65 |
| 45 | Boulevard Money | State | $10.3 million | 41 |
| 46 | Hoskins Financial, LLC | State | $10.1 million | 53 |
| 47 | McKinney Capital Management, LLC | State | $8.4 million | 31 |
| 48 | Brewer Financial Strategies | State | $8.1 million | 64 |
| 49 | Infinitus Wealth Management LLC | State | $5.9 million | 20 |
| 50 | CN Wealth LLC | State | $3.1 million | 11 |
| 51 | Christian A. Hermo LLC | State | $1.6 million | 9 |
| 52 | CV Securities Analysis, LLC | State | $537,336 | 5 |
| 53 | Hodges Financial Group | State | $0 | 0 |
| 54 | Mebanewood Management LLC | State | $0 | 0 |
| 55 | Stevens Investment Counsel LLC | State | $0 | 0 |
| 56 | Taylor Financial Planning LLC | State | $0 | 0 |
| 57 | Wheatfield Wealth Management, LLC | State | $0 | 0 |
Independent RIAs in Tennessee, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.