Top 10 financial advisor firms in Nashville

16 SEC-registered financial advisor firms are headquartered in Nashville, TN, with $9.5B in combined regulatory assets under management. The largest by assets are Woodmont Investment Counsel ($2.01B), Lee Danner & Bass ($1.98B) and Fielder Capital Group ($1.21B).

16
Financial advisor firms: $9.5B
Their combined AUM: $412M
Median firm AUM: 3,600
Clients of the top 10

The 10 largest by assets

1
Woodmont Investment Counsel
RIA
$2.01B
Regulatory AUM
2
Lee Danner & Bass
RIA
$1.98B
0.50% to 0.75% a year
3
Fielder Capital Group
RIA
$1.21B
0.49% to 0.77% a year
4
Laffer Tengler Investments
RIA
$800M
0.75% to 1.15% a year
5
Decker Wealth Management
RIA
$566M
0.40% to 1.00% a year
6
Tigeroak Management
RIA
$481M
Up to 1.75% a year
7
MRWM Advisors
RIA
$432M
0.60% to 1.25% a year
8
Shayne & Jacobs
RIA
$429M
Up to 1.00% a year
9
Aj Advisors
RIA
$394M
Regulatory AUM
10
HMS Capital Management
RIA
$282M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Woodmont Investment Counsel

Woodmont Investment Counsel is an investment adviser based in Nashville, TN, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $2.01 billion, as filed on 20 March 2026.

Regulatory AUM: $2.01B
Clients: 468
Advisory staff: 11
Founded: 2000
Custodians: Charles Schwab
Headquarters: 3825 Bedford Ave, Suite 202, Nashville, TN 37215
Phone: 615-297-6144
Website: woodmontcounsel.com

No. 2 · RIA

Lee Danner & Bass

Lee Danner & Bass is an investment adviser based in Nashville, TN, registered with the SEC since 1987. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $1.98 billion, as filed on 1 July 2026.

Lee Danner & Bass charges 0.50%–0.75% a year for its Discretionary portfolio management.

Regulatory AUM: $1.98B
Clients: 1,020
Advisory staff: 6
Founded: 1988
Fee schedule: 0.50% to 0.75% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 3100 West End Avenue, Suite 1250, Nashville, TN 37203
Phone: 615-244-7775
Website: leedannerbass.com

No. 3 · RIA

Fielder Capital Group

Fielder Capital Group is an investment adviser based in Nashville, TN, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, insurance companies and charitable organizations. Its regulatory assets under management total $1.21 billion, as filed on 30 March 2026.

Fielder Capital Group charges 0.49%–0.77% a year for its Investment advisory fees.

Regulatory AUM: $1.21B
Clients: 131
Advisory staff: 5
Fee schedule: 0.49% to 0.77% a year
Minimum account: $5,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 1222 Demonbreun Street, Suite 1610, Nashville, TN 37203
Phone: 212-918-4860
Website: fieldercapital.com

No. 4 · RIA

Laffer Tengler Investments

Laffer Tengler Investments is an investment adviser based in Nashville, TN, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and insurance companies. Its regulatory assets under management total $800 million, as filed on 26 March 2026.

Laffer Tengler Investments charges 0.75%–1.15% a year for its Standard fee schedule for wealth management clients.

Regulatory AUM: $800M
Clients: 276
Advisory staff: 13
Fee schedule: 0.75% to 1.15% a year
Custodians: Pershing, Charles Schwab
Headquarters: 1005 17th Ave S, Suite 900, Nashville, TN 37212
Phone: 800-838-3468
Website: laffertengler.com

No. 5 · RIA

Decker Wealth Management

Decker Wealth Management is an investment adviser based in Nashville, TN, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $566 million, as filed on 27 March 2026.

Decker Wealth Management charges 0.40%–1.00% a year for its Investment Management Fee.

Regulatory AUM: $566M
Clients: 326
Advisory staff: 6
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 4535 Harding Pike, Suite 201, Nashville, TN 37205
Phone: 615-212-2958
Website: deckerwealth.com

No. 6 · RIA

Tigeroak Management

Tigeroak Management is an investment adviser based in Nashville, TN, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $481 million, as filed on 20 February 2026.

Tigeroak Management charges up to 1.75% a year for its Wealth Management Services.

Regulatory AUM: $481M
Clients: 285
Advisory staff: 4
Founded: 2017
Fee schedule: Up to 1.75% a year
Custodians: Folio Investments
Headquarters: 25 Music Square East, Suite 200, Nashville, TN 37203
Phone: 505-361-2223
Website: hswealthpartners.com

No. 7 · RIA

MRWM Advisors

MRWM Advisors is an investment adviser based in Nashville, TN, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $432 million, as filed on 9 March 2026.

MRWM Advisors charges 0.60%–1.25% a year for its Non Fixed Income fee schedule.

Regulatory AUM: $432M
Clients: 349
Advisory staff: 4
Founded: 2017
Fee schedule: 0.60% to 1.25% a year
Custodians: Raymond James
Headquarters: 1614 16th Avenue South, Nashville, TN 37212
Phone: 615-647-5882

No. 8 · RIA

Shayne & Jacobs

Shayne & Jacobs is an investment adviser based in Nashville, TN, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $429 million, as filed on 27 March 2026.

Shayne & Jacobs charges up to 1.00% a year for its Annual advisory fee.

Regulatory AUM: $429M
Clients: 169
Advisory staff: 4
Founded: 1994
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 4015 Hillsboro Pike, Suite 203, Nashville, TN 37215-2776
Phone: 615-250-1600
Website: shayneandjacobs.com

No. 9 · RIA

Aj Advisors

Aj Advisors is an investment adviser based in Nashville, TN, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $394 million, as filed on 26 March 2026.

Regulatory AUM: $394M
Clients: 414
Advisory staff: 3
Founded: 2022
Custodians: Charles Schwab
Headquarters: 2726 Larmon Drive, Nashville, TN 37204
Phone: 615-709-8709

No. 10 · RIA

HMS Capital Management

HMS Capital Management is an investment adviser based in Nashville, TN, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $282 million, as filed on 11 June 2026.

Regulatory AUM: $282M
Clients: 162
Advisory staff: 6
Founded: 2009
Custodians: Fidelity, Charles Schwab, Pinnacle Financial Partners
Headquarters: 5130 Ashland City Hwy, Nashville, TN 37218
Phone: 615-829-7200
Website: hmscm.com

Questions about financial advisors in Nashville

How many financial advisor firms are headquartered in Nashville?

16 SEC-registered financial advisor firms report their principal office in Nashville, TN, managing $9.5B in regulatory assets between them. The other 35 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Nashville?

Woodmont Investment Counsel, with $2.01B in regulatory assets under management on its latest Form ADV. The next largest are Lee Danner & Bass ($1.98B) and Fielder Capital Group ($1.21B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Nashville?

The median firm manages $412M in regulatory assets. That is the midpoint of the 16 firms headquartered in Nashville.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Nashville charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Nashville?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Nashville has 16 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Nashville

Top financial advisor firms in other Tennessee cities