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Find Retirement Advisors for Retirement Planning in Nashville, Tennessee
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Nashville, Tennessee
Last Updated - April 24, 2025Nashville has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 50 non-vetted advisors in your local area. These retirement advisors in Nashville, Tennessee have an average of 52 years of experience.
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List of Qualified Retirement Planning Advisors in Nashville, Tennessee
VERIFIEDFlagship Financial Advisors
CMFC®, CRPC®, AAMS®, AIF®
Qualifications
Firm CRD# 283816
Series 6, 7, 31, 65, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 145536
Series 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Nashville, Tennessee (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 501 Commerce Street, Nashville, TN, 37203 | $651,482,000,000 | 62140 | 4565 | A percentage of AUM, Subscription fees, Fixed fees, Commission Based, Performance Based |
| 2 | 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215 | $14,371,072,726 | 37 | 37 | Other (COST + 10%) |
| 3 | 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564 | $13,961,190,744 | 9 | 48 | A percentage of AUM, Performance Based |
| 4 | 501 Commerce Street, Nashville, TN, 37203 | $3,707,000,000 | 33 | 0 | A percentage of AUM, Subscription fees, Fixed fees, Commission Based, Performance Based, Other (SEE SCHEDULE D, MISCELLANEOUS) |
| 5 | 40 Burton Hills Blvd, Suite 230 Nashville, TN, 37215-6104 | $3,592,626,047 | 135 | 13 | A percentage of AUM |
| 6 | 3100 West End Avenue, Suite 940 Nashville, TN, 37203 | $2,524,505,483 | 17 | 33 | A percentage of AUM, Performance Based |
| 7 | 1033 Demonbreun Street, Suite 300 Nashville, TN, 37203 | $2,279,961,313 | 50 | 10 | A percentage of AUM |
| 8 | 429 Chestnut Street, #100 Nashville, TN, 37203-4802 | $2,173,461,555 | 36 | 133 | A percentage of AUM, Performance Based |
| 9 | 1316 Adams Street, Suite 400, Nashville, TN, 37208 | $1,796,185,218 | 12 | 45 | A percentage of AUM, Performance Based |
| 10 | 501 Commerce Street, Nashville, TN, 37203 | $1,709,000,000 | 4 | 1 | A percentage of AUM, Performance Based |
| 11 | 3100 West End Avenue, Suite 1250 Nashville, TN, 37203 | $1,539,122,999 | 973 | 12 | A percentage of AUM |
| 12 | 3825 Bedford Ave, Suite 202 Nashville, TN, 37215 | $1,410,518,396 | 1299 | 11 | A percentage of AUM |
| 13 | 6210 Hwy 100, Suite 205 Nashville, TN, 37205 | $1,355,009,911 | 2 | 7 | A percentage of AUM, Performance Based |
| 14 | 414 Union Street, Suite 1900, Nashville, TN, 37219 | $1,185,944,969 | 6 | 6 | A percentage of AUM, Fixed fees, Performance Based |
| 15 | 40 Burton Hills Blvd, Suite 350 Nashville, TN, 37215 | $1,173,060,409 | 3051 | 327 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based, Performance Based, Other (TRANS FEE, SERVICE CHARGES; 12B-1; MONEY MARKET TRLS; BDSP) |
Information on Top Retirement Planning firms in Nashville, Tennessee
QualificationsFirm CRD# 108477
Assets Under Management $651,482,000,000
No. Of Clients62140
Clients Per Financial Advisor14
ALLIANCEBERNSTEIN L.P. is a financial advisory firm situated in Nashville, Tennessee. With a nearly $651B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62140 clients. The team consists of 4565 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
- Commission Based
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (ASSET ALLOCATION)
QualificationsFirm CRD# 156905
Assets Under Management $14,371,072,726
No. Of Clients37
Clients Per Financial Advisor1
NEPHILA ADVISORS LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (COST + 10%)
Financial Planning Services
- Other (NON-DISCRETIONARY SUB-ADVISORY SERVICES FOR AN AFFILIATED INVESTMENT ADVISER IN RESPECT OF ITS CLIENTS)
QualificationsFirm CRD# 299352
Assets Under Management $13,961,190,744
No. Of Clients9
Clients Per Financial Advisor0
ARCLINE INVESTMENT MANAGEMENT LP is a financial advisory firm situated in Nashville, Tennessee. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 104474
Assets Under Management $3,707,000,000
No. Of Clients33
Clients Per Financial AdvisorInfinity
SANFORD C. BERNSTEIN & CO., LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 0 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
- Commission Based
- Performance Based
- Other (SEE SCHEDULE D
- MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 105098
Assets Under Management $3,592,626,047
No. Of Clients135
Clients Per Financial Advisor10
WEAVER C. BARKSDALE & ASSOCIATES, INC. is a financial advisory firm situated in Nashville, Tennessee. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 161372
Assets Under Management $2,524,505,483
No. Of Clients17
Clients Per Financial Advisor1
CAPITALSPRING is a financial advisory firm situated in Nashville, Tennessee. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 167295
Assets Under Management $2,279,961,313
No. Of Clients50
Clients Per Financial Advisor5
DISCIPLINA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 291880
Assets Under Management $2,173,461,555
No. Of Clients36
Clients Per Financial Advisor0
AJ CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 133 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 315631
Assets Under Management $1,796,185,218
No. Of Clients12
Clients Per Financial Advisor0
RUBICON FOUNDERS, LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 308135
Assets Under Management $1,709,000,000
No. Of Clients4
Clients Per Financial Advisor4
AB BROADLY SYNDICATED LOAN MANAGER LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Other (ADVISOR TO STRUCTURED PRODUCTS)
QualificationsFirm CRD# 111002
Assets Under Management $1,539,122,999
No. Of Clients973
Clients Per Financial Advisor81
LEE DANNER & BASS INC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 973 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 109779
Assets Under Management $1,410,518,396
No. Of Clients1299
Clients Per Financial Advisor118
WOODMONT INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1299 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 316528
Assets Under Management $1,355,009,911
No. Of Clients2
Clients Per Financial Advisor0
WHISTLER CAPITAL PARTNERS LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 333054
Assets Under Management $1,185,944,969
No. Of Clients6
Clients Per Financial Advisor1
ILS ADVISORY SERVICES, LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Other (INSURANCE, LIFE SETTLEMENT SERVICES)
QualificationsFirm CRD# 3767
Assets Under Management $1,173,060,409
No. Of Clients3051
Clients Per Financial Advisor9
&PARTNERS is a financial advisory firm situated in Nashville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3051 clients. The team consists of 327 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
- Commission Based
- Performance Based
- Other (TRANS FEE
- SERVICE CHARGES; 12B-1; MONEY MARKET TRLS; BDSP)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brentwood, Tennessee
- Retirement Planners in Franklin, Tennessee
- Retirement Planners in Knoxville, Tennessee
- Retirement Planners in Maryville, Tennessee
Looking for more choices? Use our free match service to compare retirement planners serving your area.