This List ranks Nashville-area financial planning firms by total local investment assets. The total local investment assets of all companies on The List comes to $66.56 billion.Information was obtained from firm representatives. Information on The List was supplied by individual companies through questionnaires and could not be independently verified by the Nashville Business Journal. Hilliard Lyons, last year ranked 8th, did not respond to our inquiries by deadline. Only those that responded to our inquiries were listed. In case of ties, companies are listed alphabetically. The Nashville area is defined as: Cheatham, Davidson, Dickson, Montgomery, Robertson, Rutherford, Sumner, Williamson and Wilson counties.
Largest Financial Planners in Nashville
