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Wealth Management Firms (RIAs) in Nashville

48 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, &PARTNERS is the largest: $30.3 billion through &PARTNERS (filed ).

Sagespring Wealth Partners follows with $8.5 billion. The 45 advisers counted report $63.9 billion together; the ten largest hold 85% of it, and half report less than $287 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $63.9BN sitsThe 45 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $25BN and over47%1 firm
  2. $5BN to $10BN13%1 firm
  3. $1BN to $5BN24%8 firms
  4. $500MM to $1BN3%3 firms
  5. Under $500MM12%32 firms

Latest Form ADV of each, filed Jan 2026 to Sep 2026. Read ; sources at the end of the page.

Wealth management firms listedList of October 2026; 46 are wealth managers and 2 are wealth managers with a broker-dealer
48
Combined assets45 counted; as filed to Sep 2026
$63.9BN
Largest: &PARTNERSAs filed
$30.3BN
Median firmHalf of the 45 report less
$287MM
Held by the ten largestOf the $63.9BN combined
85%

&PARTNERS, Sagespring Wealth Partners and Thoroughbred Financial Services lead the Nashville wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $59.0BN, 92% of the $63.9BN the 45 counted report.

  1. 1

    &PARTNERS

    Wealth manager with a broker-dealer, Nashville, TN

    $30.3BNRegulatory assets, Sep 2026

    38% high net worth, 31% other individuals, 21% other

    Individual clients
    53,863
  2. 2

    Sagespring Wealth Partners

    Wealth manager, Franklin, TN

    $8.5BNRegulatory assets, Jul 2026

    59% high net worth, 40% other individuals

    Individual clients
    11,558
  3. 3

    Thoroughbred Financial Services

    Wealth manager with a broker-dealer, Brentwood, TN

    $4.0BNRegulatory assets, Mar 2026

    46% high net worth, 28% businesses, 22% other individuals

    Individual clients
    2,520
  4. 4

    Capwealth Advisors

    Wealth manager, Franklin, TN

    $2.0BNRegulatory assets, Mar 2026

    87% high net worth, 11% other individuals, 2% charities

    Individual clients
    1,407
  5. 5

    Woodmont Investment Counsel

    Wealth manager, Nashville, TN

    $2.0BNRegulatory assets, Mar 2026

    85% high net worth, 11% charities, 3% other individuals

    Individual clients
    437
  6. 6

    Abound Wealth Management

    Wealth manager, Franklin, TN

    $1.9BNRegulatory assets, Sep 2026

    90% high net worth, 10% other individuals

    Individual clients
    914
  7. 7

    TBH Global Asset Management

    Wealth manager, Brentwood, TN

    $1.5BNRegulatory assets, Mar 2026

    90% high net worth, 8% other individuals, 2% businesses

    Individual clients
    1,002
  8. 8

    Seven Springs Wealth Group

    Wealth manager, Brentwood, TN

    $1.4BNRegulatory assets, Jun 2026

    83% high net worth, 11% pension plans, 6% other individuals

    Individual clients
    384
  9. 9

    Beacon Capital Management

    Wealth manager, Franklin, TN

    $1.3BNRegulatory assets, Mar 2026

    50% high net worth, 49% other individuals, 1% pension plans

    Individual clients
    2,064
  10. 10

    Fielder Capital Group

    Wealth manager, Nashville, TN

    $1.2BNRegulatory assets, Mar 2026

    84% high net worth, 9% insurers, 5% charities

    Individual clients
    112
  11. 11

    Laffer Tengler Investments

    Wealth manager, Nashville, TN

    $800MMRegulatory assets, Mar 2026

    65% high net worth, 11% businesses, 9% insurers

    Individual clients
    243
  12. 12

    Sageguard Financial Group

    Wealth manager, Goodlettsville, TN

    $756MMRegulatory assets, Jul 2026

    55% other individuals, 45% high net worth

    Individual clients
    2,469
  13. 13

    Decker Wealth Management

    Wealth manager, Nashville, TN

    $566MMRegulatory assets, Mar 2026

    91% high net worth, 7% other individuals

    Individual clients
    320
  14. 14

    HS Wealth Partners

    Wealth manager, Nashville, TN

    $481MMRegulatory assets, Feb 2026

    68% high net worth, 22% other individuals, 10% pension plans

    Individual clients
    265
  15. 15

    Shayne & Jacobs

    Wealth manager, Nashville, TN

    $429MMRegulatory assets, Mar 2026

    87% high net worth, 6% businesses, 3% charities

    Individual clients
    160
  16. 16

    Cypress Capital

    Wealth manager, Franklin, TN

    $426MMRegulatory assets, Mar 2026

    57% high net worth, 42% other individuals, 1% businesses

    Individual clients
    657
  17. 17

    AJ Advisors

    Wealth manager, Nashville, TN

    $394MMRegulatory assets, Mar 2026

    82% high net worth, 18% other individuals

    Individual clients
    414
  18. 18

    Key Capital Management

    Wealth manager, Hendersonville, TN

    $393MMRegulatory assets, Apr 2026

    70% other individuals, 29% high net worth, 1% pension plans

    Individual clients
    2,006
  19. 19

    Caldwell Advisors

    Wealth manager, Brentwood, TN

    $351MMRegulatory assets, Apr 2026

    69% high net worth, 28% other individuals, 2% other

    Individual clients
    499
  20. 20

    Luken Investment Analytics

    Wealth manager, Brentwood, TN

    $292MMRegulatory assets, May 2026

    82% high net worth, 17% other individuals

    Individual clients
    267

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

One firm holds 47% of the assets

How the 45 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 45 firms counted, log scaleEach dot is one adviser and links to its row. &PARTNERS $30.3BN; Sagespring Wealth Partners $8.5BN; Thoroughbred Financial Services $4.0BN; median $287MM.$100MM$1BN$10BN$100BN&PARTNERS: $30.3BNSagespring Wealth Partners: $8.5BNThoroughbred Financial Services: $4.0BNCapwealth Advisors: $2.0BNWoodmont Investment Counsel: $2.0BNAbound Wealth Management: $1.9BNTBH Global Asset Management: $1.5BNSeven Springs Wealth Group: $1.4BNBeacon Capital Management: $1.3BNFielder Capital Group: $1.2BNLaffer Tengler Investments: $800MMSageguard Financial Group: $756MMDecker Wealth Management: $566MMHS Wealth Partners: $481MMShayne & Jacobs: $429MMCypress Capital: $426MMAJ Advisors: $394MMKey Capital Management: $393MMCaldwell Advisors: $351MMLuken Investment Analytics: $292MMEfinancial Alliance: $292MMOptivise Advisory Services: $288MMValtrion Capital Management: $287MMGriffin Family Partners: $284MMHMS Investment Advisors: $282MMOasis Wealth Planning Advisors: $276MMCap Partners: $255MMProcessus Wealth & Capital Management: $250MMAGP Franklin: $247MMRayburn West Financial Services: $243MMCreative Investment Group: $209MMBall & Company: $203MMKeystone Financial Resources: $179MMGambit Capital Management: $167MMSage Investment Counsel: $165MMRetirement Solutions Group: $160MMDavis, Davis and Conover Wealth Management: $145MMHull Wealth Management: $139MMCarota Wealth Management: $135MMSmith & Co Advisory: $118MMCoordinated Wealth Management: $114MMAfton Advisors: $109MMTrusco Investment Management: $107MMSpringlake Financial Partners: $105MMStrategic Wealth Partners: $102MM&PARTNERS $30.3BNSagespring Wealth Partners $8.5BNThoroughbred Financial Services $4.0BNMedian $287MMAssets of each of the 45 firms counted, log scaleEach dot is one adviser and links to its row. &PARTNERS $30.3BN; Sagespring Wealth Partners $8.5BN; Thoroughbred Financial Services $4.0BN; median $287MM.$1BN$100BN&PARTNERS $30.3BNMedian $287MM

One dot per firm counted; 3 firms with a main office outside Nashville, a second row for the same adviser or only fund assets left out. Read .

The 45 firms, by size
Under $500MM3212%$7.6BN
$500MM to $1BN33%$2.1BN
$1BN to $5BN824%$15.4BN
$5BN to $10BN113%$8.5BN
$10BN to $25BN00%$0
$25BN and over147%$30.3BN

Assets each reported in its latest filing; shares are of the $63.9BN combined, one row per firm. Read .

47%

of the assets reported sits with one firm, &PARTNERS. The five largest hold 73%; 35 of 45 report under $1 billion.

47%Largest26%Next 427%Other 40
Who the 48 are
  1. Wealth managers46
  2. Wealth managers with a broker-dealer2

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 45 advisers' assets by type of client
  1. High net worth54%
  2. Other individuals27%
  3. Other10%
  4. Businesses6%
  5. Pension plans2%
  6. Charities1%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1&PARTNERS53,863Sep 2026
2Sagespring Wealth Partners11,558Jul 2026
3Thoroughbred Financial Services2,520Mar 2026
4Sageguard Financial Group2,469Jul 2026
5Beacon Capital Management2,064Mar 2026
6Key Capital Management2,006Apr 2026
7Capwealth Advisors1,407Mar 2026
8Optivise Advisory Services1,227Jul 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1&PARTNERS11,803Sep 2026
2Sagespring Wealth Partners2,060Jul 2026
3Thoroughbred Financial Services691Mar 2026
4Abound Wealth Management640Sep 2026
5TBH Global Asset Management431Mar 2026
6Capwealth Advisors366Mar 2026
7Woodmont Investment Counsel335Mar 2026
8Beacon Capital Management316Mar 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The list is public. The warm path is not. Schedule a conversation

All 48 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 48 firms

Kind
Where
Size
Order
Wealth Management Firms (RIAs) in Nashville 48 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
&PARTNERS
Wealth manager with a broker-dealer, Nashville, TN.
Detail and sources for &PARTNERS

Form ADV of &PARTNERS (CRD 3767), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $30.3BN; 703 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminars and other services. Clients (Item 5.D): 53,863 individuals, 11,803 of them high net worth; individuals hold 68% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$30.3BNSep 202662,19468%
Abound Wealth Management
Wealth manager, Franklin, TN.
Detail and sources for Abound Wealth Management

Form ADV of Abound Wealth Management, LLC (CRD 285903), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $1.9BN; 41 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Abound Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminars and other services. Clients (Item 5.D): 914 individuals, 640 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.9BNSep 2026936100%
Afton Advisors
Wealth manager, Brentwood, TN.
Detail and sources for Afton Advisors

Form ADV of Afton Advisors, LLC (CRD 300884), SEC registered adviser, filed : regulatory assets $109MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 177 individuals, 40 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$109MMJan 2026177100%
AGP Franklin
Wealth manager, Franklin, TN.
Detail and sources for AGP Franklin

Form ADV of AGP Franklin, LLC (CRD 331699), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $247MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 456 individuals, 85 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$247MMApr 2026456100%
AJ Advisors
Wealth manager, Nashville, TN.
Detail and sources for AJ Advisors

Form ADV of AJ Advisors, LLC (CRD 321606), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $394MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of AJ Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 414 individuals, 124 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$394MMMar 2026414100%
Ball & Company
Wealth manager, Brentwood, TN.
Detail and sources for Ball & Company

Form ADV of Ball & Company Wealth Management, Inc. (CRD 133950), SEC registered adviser, filed : regulatory assets $203MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 147 individuals, 58 of them high net worth; individuals hold 97% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$203MMFeb 202615497%
Beacon Capital Management
Wealth manager, Franklin, TN.
Detail and sources for Beacon Capital Management

Form ADV of Beacon Capital Management, LLC (CRD 156228), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $1.3BN; 39 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Beacon Capital Management, LLC, quarter ended , filed .

Possible match by name only, not counted: Beacon Capital Management, Inc. (CRD 120641), registered adviser, filed , Dayton, OH.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 2,064 individuals, 316 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.3BNMar 20262,09899%
Caldwell Advisors
Wealth manager, Brentwood, TN.
Detail and sources for Caldwell Advisors

Form ADV of Caldwell Advisors, LLC (CRD 144408), SEC registered adviser, filed , main office Brentwood, TN: regulatory assets $351MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 499 individuals, 250 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$351MMApr 202650697%
Cap Partners
Wealth manager, Franklin, TN.
Detail and sources for Cap Partners

Form ADV of Cap Partners, LLC (CRD 144779), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $255MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and other services. Clients (Item 5.D): 399 individuals, 58 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$255MMJan 2026399100%
Capwealth Advisors
Wealth manager, Franklin, TN.
Detail and sources for Capwealth Advisors

Form ADV of Capwealth Advisors, LLC (CRD 148781), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $2.0BN; 19 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Capwealth Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 1,407 individuals, 366 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.0BNMar 20261,42998%
Carota Wealth Management
Wealth manager, Thompsons Station, TN.
Detail and sources for Carota Wealth Management

Form ADV of Carota Wealth Management (CRD 127344), SEC registered adviser, filed : regulatory assets $135MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Carota Wealth Management, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, publications and educational seminars. Clients (Item 5.D): 218 individuals, 60 of them high net worth; individuals hold 98% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV, SEC Form 13F.

$135MMAug 202622198%
Coordinated Wealth Management
Wealth manager, Hendersonville, TN.
Detail and sources for Coordinated Wealth Management

Form ADV of Coordinated Wealth Management, L.L.C. (CRD 141348), SEC registered adviser, filed , main office Hendersonville, TN: regulatory assets $114MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 95 individuals, 27 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$114MMJan 20269699%
Creative Investment Group
Wealth manager, Nashville, TN.
Detail and sources for Creative Investment Group

Form ADV of Creative Investment Group LLC (CRD 334028), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $209MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 144 individuals, 50 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$209MMJun 2026144100%
Cypress Capital
Wealth manager, Franklin, TN.
Detail and sources for Cypress Capital

Form ADV of Cypress Capital, LLC (CRD 171266), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $426MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Cypress Capital, LLC, quarter ended , filed .

Possible match by name only, not counted: Cycap Partners, LLC (CRD 335347), registered adviser, filed , Tallahassee, FL.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications and other services. Clients (Item 5.D): 657 individuals, 107 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$426MMMar 202666398%
Davis, Davis and Conover Wealth Management
Wealth manager, Nashville, TN.
Detail and sources for Davis, Davis and Conover Wealth Management

Form ADV of Davis, Davis and Conover Wealth Management, LLC (CRD 286575), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $145MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 186 individuals, 46 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$145MMMar 2026186100%
Decker Wealth Management
Wealth manager, Nashville, TN.
Detail and sources for Decker Wealth Management

Form ADV of Decker Wealth Management, LLC (CRD 150094), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $566MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 320 individuals, 139 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$566MMMar 202632699%
Efinancial Alliance
Wealth manager, Franklin, TN.
Detail and sources for Efinancial Alliance

Form ADV of Efinancial Alliance, LLC (CRD 161352), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $292MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 208 individuals, 85 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$292MMApr 202621299%
Fielder Capital Group
Wealth manager, Nashville, TN.
Detail and sources for Fielder Capital Group

Form ADV of Fielder Capital Group LLC (CRD 156737), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $1.2BN; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 112 individuals, 99 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV.

$1.2BNMar 202613184%
Fortitude Wealth Management
Wealth manager, Murfreesboro, TN. Main office Murfreesboro, TN; not in the totals.
Detail and sources for Fortitude Wealth Management

Form ADV of an adviser filing under a person's name (CRD 159192), SEC registered adviser, filed , main office Murfreesboro, TN: regulatory assets $112MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Murfreesboro, TN; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 134 individuals, 0 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$112MMJul 2026134100%
Gambit Capital Management
Wealth manager, Nashville, TN.
Detail and sources for Gambit Capital Management

Form ADV of Gambit Capital Management, LLC (CRD 318313), SEC registered adviser, filed : regulatory assets $167MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 107 individuals, 49 of them high net worth; individuals hold 99% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$167MMAug 202610799%
Griffin Family Partners
Wealth manager, Nashville, TN.
Detail and sources for Griffin Family Partners

Form ADV of Griffin Family Partners, LLC (CRD 285042), SEC registered adviser, filed : regulatory assets $284MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 33 individuals, 18 of them high net worth; individuals hold 52% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$284MMMar 20263352%
HMS Investment Advisors
Wealth manager, Nashville, TN.
Detail and sources for HMS Investment Advisors

Form ADV of HMS Capital Management, LLC (CRD 149764), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $282MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 153 individuals, 63 of them high net worth; individuals hold 87% of its regulatory assets.

Files: SEC Form ADV.

$282MMJun 202616287%
HS Wealth Partners
Wealth manager, Nashville, TN.
Detail and sources for HS Wealth Partners

Form ADV of Tigeroak Management, LLC (CRD 330640), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $481MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 265 individuals, 96 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$481MMFeb 202628590%
Hull Wealth Management
Wealth manager, Murfreesboro, TN.
Detail and sources for Hull Wealth Management

Form ADV of Investment & Retirement Advisors, LLC (CRD 131741), SEC registered adviser, filed , main office Murfreesboro, TN: regulatory assets $139MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 202 individuals, 33 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$139MMJan 2026202100%
J. Mark Nickell & Co.
Wealth manager, Brentwood, TN. Main office Brentwood, TN; not in the totals.
Detail and sources for J. Mark Nickell & Co.

Form ADV of J. Mark Nickell & Co. (CRD 111635), SEC registered adviser, filed , main office Brentwood, TN: regulatory assets $146MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Brentwood, TN; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 49 individuals, 43 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$146MMMar 20264991%
Key Capital Management
Wealth manager, Hendersonville, TN.
Detail and sources for Key Capital Management

Form ADV of Key Capital Management, Inc. (CRD 173773), SEC registered adviser, filed , main office Hendersonville, TN: regulatory assets $393MM; 35 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 2,006 individuals, 69 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$393MMApr 20262,01899%
Keystone Financial Resources
Wealth manager, Brentwood, TN.
Detail and sources for Keystone Financial Resources

Form ADV of Keystone Wealth Alliance, LLC (CRD 341495), SEC registered adviser, filed , main office Brentwood, TN: regulatory assets $179MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 100 individuals, 72 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$179MMSep 2026100100%
Laffer Tengler Investments
Wealth manager, Nashville, TN.
Detail and sources for Laffer Tengler Investments

Form ADV of Laffer Tengler Investments, Inc. (CRD 108068), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $800MM; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Laffer Tengler Investments, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of registered funds, portfolio management for businesses and institutions and other services. Clients (Item 5.D): 243 individuals, 98 of them high net worth; individuals hold 72% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$800MMMar 202627672%
Luken Investment Analytics
Wealth manager, Brentwood, TN.
Detail and sources for Luken Investment Analytics

Form ADV of Luken Investment Analytics, LLC (CRD 169008), SEC registered adviser, filed , main office Brentwood, TN: regulatory assets $292MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Luken Investment Analytics, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and publications. Clients (Item 5.D): 267 individuals, 83 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$292MMMay 202626798%
Oasis Wealth Planning Advisors
Wealth manager, Nashville, TN.
Detail and sources for Oasis Wealth Planning Advisors

Form ADV of Oasis Wealth Planning Advisors, LLC (CRD 285474), SEC registered adviser, filed : regulatory assets $276MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 186 individuals, 137 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$276MMJun 2026186100%
Optivise Advisory Services
Wealth manager, Franklin, TN.
Detail and sources for Optivise Advisory Services

Form ADV of Optivise Advisory Services LLC (CRD 301764), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $288MM; 25 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 1,227 individuals, 47 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$288MMJul 20261,233100%
Paul Winkler, Inc.
Wealth manager, Goodlettsville, TN. Main office Goodlettsville, TN; not in the totals.
Detail and sources for Paul Winkler, Inc.

Form ADV of Paul Winkler, Inc. (CRD 119342), SEC registered adviser, filed , main office Goodlettsville, TN: regulatory assets $1.3BN; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Goodlettsville, TN; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 2,419 individuals, 367 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$1.3BNMar 20262,45998%
Processus Wealth & Capital Management
Wealth manager, Brentwood, TN.
Detail and sources for Processus Wealth & Capital Management

Form ADV of Processus Wealth & Capital Management, LLC (CRD 155306), SEC registered adviser, filed : regulatory assets $250MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 57 individuals, 37 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$250MMJan 202657100%
Rayburn West Financial Services
Wealth manager, Nashville, TN.
Detail and sources for Rayburn West Financial Services

Form ADV of Rayburn West Financial Services LLC (CRD 145264), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $243MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 141 individuals, 59 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$243MMMar 2026142100%
Retirement Solutions Group
Wealth manager, Franklin, TN.
Detail and sources for Retirement Solutions Group

Form ADV of Retirement Solutions Group, Inc. (CRD 289069), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $160MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, selection of other advisers and educational seminars. Clients (Item 5.D): 300 individuals, 72 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$160MMJul 202630198%
Sage Investment Counsel
Wealth manager, Franklin, TN.
Detail and sources for Sage Investment Counsel

Form ADV of Sage Investment Counsel LLC (CRD 116907), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $165MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Sage Investment Counsel LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 79 individuals, 33 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$165MMMar 202679100%
Sageguard Financial Group
Wealth manager, Goodlettsville, TN.
Detail and sources for Sageguard Financial Group

Form ADV of Sageguard Financial Group, LLC (CRD 160266), SEC registered adviser, filed , main office Goodlettsville, TN: regulatory assets $756MM; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 2,469 individuals, 131 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$756MMJul 20262,469100%
Sagespring Wealth Partners
Wealth manager, Franklin, TN.
Detail and sources for Sagespring Wealth Partners

Form ADV of Sagespring Wealth Partners (CRD 283515), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $8.5BN; 195 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 11,558 individuals, 2,060 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$8.5BNJul 202611,62399%
Seven Springs Wealth Group
Wealth manager, Brentwood, TN.
Detail and sources for Seven Springs Wealth Group

Form ADV of Seven Springs Wealth Group, LLC (CRD 127411), SEC registered adviser, filed , main office Brentwood, TN: regulatory assets $1.4BN; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 384 individuals, 201 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$1.4BNJun 202640089%
Shayne & Jacobs
Wealth manager, Nashville, TN.
Detail and sources for Shayne & Jacobs

Form ADV of Shayne & Jacobs, LLC (CRD 109423), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $429MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Shayne & Jacobs, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 160 individuals, 137 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$429MMMar 202616990%
Smith & Co Advisory
Wealth manager, Spring Hill, TN.
Detail and sources for Smith & Co Advisory

Form ADV of Smith & Co Advisory LLC (CRD 333042), SEC registered adviser, filed , main office Spring Hill, TN: regulatory assets $118MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 206 individuals, 44 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$118MMMay 202621097%
Springlake Financial Partners
Wealth manager, Franklin, TN.
Detail and sources for Springlake Financial Partners

Form ADV of TH Financial, LLC (CRD 334134), SEC registered adviser, filed : regulatory assets $105MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 54 individuals, 29 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$105MMApr 202654100%
Strategic Wealth Partners
Wealth manager, Franklin, TN.
Detail and sources for Strategic Wealth Partners

Form ADV of Strategic Wealth Partners LLC (CRD 336564), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $102MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Strategic Wealth Partners, Ltd. (CRD 148586), registered adviser, filed , Independence, OH.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 212 individuals, 212 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$102MMJul 2026212100%
TBH Global Asset Management
Wealth manager, Brentwood, TN.
Detail and sources for TBH Global Asset Management

Form ADV of TBH Global Asset Management, LLC (CRD 145536), SEC registered adviser, filed , main office Brentwood, TN: regulatory assets $1.5BN; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of TBH Global Asset Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 1,002 individuals, 431 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.5BNMar 20261,05498%
Thoroughbred Financial Services
Wealth manager with a broker-dealer, Brentwood, TN.
Detail and sources for Thoroughbred Financial Services

Form ADV of Thoroughbred Financial Services, LLC (CRD 47893), SEC registered adviser, filed , main office Brentwood, TN: regulatory assets $4.0BN; 31 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 2,520 individuals, 691 of them high net worth; individuals hold 68% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$4.0BNMar 20263,56768%
Trusco Investment Management
Wealth manager, Nashville, TN.
Detail and sources for Trusco Investment Management

Form ADV of Trusco Investment Management, LLC (CRD 285736), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $107MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 30 individuals, 30 of them high net worth; individuals hold 71% of its regulatory assets.

Files: SEC Form ADV.

$107MMAug 20263071%
Valtrion Capital Management
Wealth manager, Franklin, TN.
Detail and sources for Valtrion Capital Management

Form ADV of Valtrion Capital Management, LLC (CRD 318048), SEC registered adviser, filed , main office Franklin, TN: regulatory assets $287MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 188 individuals, 45 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$287MMMar 2026188100%
Woodmont Investment Counsel
Wealth manager, Nashville, TN.
Detail and sources for Woodmont Investment Counsel

Form ADV of Woodmont Investment Counsel, LLC (CRD 109779), SEC registered adviser, filed , main office Nashville, TN: regulatory assets $2.0BN; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 437 individuals, 335 of them high net worth; individuals hold 88% of its regulatory assets.

Files: SEC Form ADV.

$2.0BNMar 202646888%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

One firm holds 47% of the money

Four findings from the filings of the 45 firms counted.

  1. 47%

    of the $63.9 billion the 45 firms counted report is one firm's: &PARTNERS. Without it, the other 44 report $33.6 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $287MM

    is the median: half of the 45 report less, and 35 report under $1 billion.

    Assets, latest Form ADV of each

  3. 54%

    of their assets is high net worth money; the next largest client type is other individuals, at 27%.

    Client types each adviser reports with its assets; sums of filed figures

  4. 20

    of the 45 have their main office in Davidson County, TN; the next place is Williamson County, TN, with 20.

    Main office on each Form ADV

Questions

How many wealth management firms are there in Nashville?

This list holds 48 wealth management firms in the Nashville metro; 45 of them report regulatory assets on Form ADV, $63.9 billion together.

What are the largest wealth management firms in Nashville?

By the regulatory assets they report: &PARTNERS $30.3 billion, Sagespring Wealth Partners $8.5 billion, Thoroughbred Financial Services $4.0 billion, Capwealth Advisors $2.0 billion, Woodmont Investment Counsel $2.0 billion.

How much do wealth management firms in Nashville typically manage?

Of the 45 that report, the median reports $287 million in regulatory assets; 35 report under $1 billion.

How do you start a relationship with wealth management firms in Nashville?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
48 wealth management firms, 46 are wealth managers and 2 are wealth managers with a broker-dealer. Every SEC registered adviser with a main office in Nashville-Davidson--Murfreesboro--Franklin, TN MSA (Census CBSA 34980) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 45 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Nashville metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $63.9BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 3 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 48, 48 report on a current Form ADV and 11 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 48 advisersFilings to 2026-10-01; read 2026-10-31
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 11 filers, by the CIK on each Form ADVLatest filing; read 2026-10-31
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-10-31
LogosNone shown: each firm has a monogramRead 2026-10-31

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Nashville," updated October 31, 2026, praxisrock.com/resources/investors/wealth-management-firms-nashville

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