Company lists · Data refreshed September 2026

Top 18 Investment management consulting firms based in Nashville, United States

RevenueBase identified 34 investment management consulting firms headquartered in Nashville, United States as of September 2026 and tracks 5,040 professional contacts across them, including 2,225 with verified work emails. New York is the largest hub.

This list covers investment management consulting firms headquartered in Nashville, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
34Companies
5,040Contacts tracked
2,225Verified emails
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The 18 largest investment management consulting firms based in Nashville, United States

Ranked by team size
Top 18 of 34 investment management consulting firms based in Nashville, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceNashville, TN, United StatesHQ checked Sep 21, 20261,001-5,0004,862 contacts →

Strong evidence

“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceNashville, TN, United StatesHQ checked Sep 21, 202651-20045 contacts →

Indirect evidence

“Founded in 1984, The Pacific Financial Group, Inc.(TPFG) has established a reputation for superior trust, performance and service.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceNashville, TN, United StatesHQ checked Sep 21, 202611-5013 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
4Strong evidenceNashville, TN, United StatesHQ checked Sep 21, 202611-5012 contacts →

Strong evidence

“Fielder Capital Group LLC (Fielder) is an SEC Registered Investment Adviser.* Founded in 2009, Fielder provides investment advisory and portfolio management to institutional and…”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidenceNashville, TN, United StatesHQ checked Sep 21, 20261-109 contacts →

Partial evidence

“At the heart of Pheenyx Capital Investment is a commitment to integrity, transparency, and value creation.”

Source: RevenueBase Database · checked Sep 21, 2026
6Partial evidenceNashville, TN, United StatesHQ checked Sep 21, 20261-109 contacts →

Partial evidence

“Private Capital Advisors is a boutique investment banking firm that focuses on private placements and mergers and acquisitions advisory services.”

Source: RevenueBase Database · checked Sep 21, 2026
7Partial evidenceNashville, TN, United StatesHQ checked Sep 21, 202611-508 contacts →

Partial evidence

“Founded in Harpeth Capital, LLC is a boutique investment banking firm specializing in merger and acquisition, strategic advisory and capital raising services to private and public…”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceNashville, TN, United StatesHQ checked Sep 21, 20261-106 contacts →

Partial evidence

“Silvermark is a boutique investment banking firm specializing in M&A, financing transactions, and strategic and financial advisory services.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceNashville, TN, United StatesHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
10Strong evidenceNashville, TN, United StatesHQ checked Sep 21, 20261-105 contacts →

Strong evidence

“AJ Advisors is an independent financial planning and investment management firm in Nashville, Tennessee.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceNashville, TN, United StatesHQ checked Sep 21, 202611-505 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
12Partial evidenceNashville, TN, United StatesHQ checked Sep 21, 20261-104 contacts →

Partial evidence

“Swingbridge LLC is an investment company focused on creating wealth by investing in leading potential opportunities for the long term.”

Source: RevenueBase Database · checked Sep 21, 2026
13Partial evidenceNashville, TN, United StatesHQ checked Sep 21, 20261-103 contacts →

Partial evidence

“Decker Wealth Management, LLC draws on the more than 100 years of experience among our professionals to utilize technology and research found at the largest firms on Wall Street…”

Source: RevenueBase Database · checked Sep 21, 2026
14Strong evidenceNashville, TN, United StatesHQ checked Sep 21, 202651-2003 contacts →

Strong evidence

“A boutique asset management firm dedicated to comprehensive financial planning and investment strategies in Nashville, TN.”

Source: RevenueBase Database · checked Sep 21, 2026
15Strong evidenceNashville, TN, United StatesHQ checked Sep 21, 20261-102 contacts →

Strong evidence

“Lotus Asset Management is an independent Wealth Management firm dedicated to setting a new standard of financial advice and investment management for select clients across the…”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceNashville, IL, United StatesHQ checked Sep 21, 202611-501 contacts →

Indirect evidence

“We conduct an in-depth evaluation of your financial profile in order to create a structured plan based on saving and investing.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceNashville, TN, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“For many, understanding every aspect of personal finance can be daunting.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceNashville, TN, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Consolidating years of broad and extensive accounting, reporting, operational, compliance, regulatory, financial, strategic planning, analysis and capital markets experience - GFO…”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 18 of 34 investment management consulting firms based in Nashville, United States

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Investment management consulting firms based in Nashville, United States at a glance

As of Sep 21, 2026
44.1%Verified-email coverage
148.2Average contacts per company
1-10Median size (employees)
2002.9%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
6
51-200
3
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Nashville, so it is reported there. Company counts and contact totals on this page are exact for Nashville, over 34 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Nashville, United States whose own description of what they do matches “investment management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment management consulting firms, and records with no verified work email. Companies headquartered outside Nashville are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 2,225 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment management consulting firms are there based in Nashville, United States?

RevenueBase identified 34 investment management consulting firms headquartered in Nashville, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Alliancebernstein, headquartered in Nashville, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

New York leads with 681 headquartered companies, followed by Chicago (216) and Atlanta (190).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,225 verified decision-maker contacts tracked across these 34 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.