Company lists · Data refreshed September 2026

Top 25 Wealth management companies based in Nashville, United States

Name: Wealth management companies based in Nashville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 63 companies tracked

RevenueBase identified 63 wealth management companies headquartered in Nashville, United States as of September 2026 and tracks 392 professional contacts across them, including 200 with verified work emails. New York is the largest hub.

This list covers wealth management companies 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 16, 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 16, 2026 86% judged on-target in blind review

63Companies

392Contacts tracked

200Verified emails

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The 25 largest wealth management companies based in Nashville, United States

Ranked by team size

Top 25 of 63 wealth management companies based in Nashville, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Truxton	Partial evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	51-200	92 contacts →
	Partial evidence “Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests.” Source: RevenueBase Database · checked Sep 16, 2026
2	The Pacific Financial Group, INC	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	51-200	45 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 16, 2026
3	Equitable Trust	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	11-50	41 contacts →
	Indirect evidence “Equitable Trust is an independent, employee owned trust company.” Source: RevenueBase Database · checked Sep 16, 2026
4	Ramond James Financial	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
5	Stonebridge Wealth Management	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	9 contacts →
	Indirect evidence “At Stonebridge, we believe it is one thing to help someone achieve greater success, it’s quite another to enjoy a life of significance.” Source: RevenueBase Database · checked Sep 16, 2026
6	Cairn Financial Group	Strong evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Strong evidence “The mission of Cairn Financial Group is to foster financial confidence in our clients’ lives by facilitating effective, comprehensive wealth management – defined by individualized…” Source: RevenueBase Database · checked Sep 16, 2026
7	Johnson Capital Planning LLC	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
8	AJ Advisors	Partial evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “AJ Advisors is an independent financial planning and investment management firm in Nashville, Tennessee.” Source: RevenueBase Database · checked Sep 16, 2026
9	LEE Danner & Bass, INC	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	11-50	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
10	Rashford Kruse & Associates	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	11-50	4 contacts →
	Indirect evidence “Rashford Kruse & Associates provides a stable, predictable financial picture for professionals in the entertainment industry.” Source: RevenueBase Database · checked Sep 16, 2026
11	Music ROW Wealth Management	Strong evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Strong evidence “Music Row Wealth Management is a full service financial planning and money management firm dedicated to serving the entertainment industry with independent, industry-specific…” Source: RevenueBase Database · checked Sep 16, 2026
12	Decker Wealth Management, LLC	Strong evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Strong 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 16, 2026
13	Jefferson Bridge Capital	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “Jefferson Bridge Capital, LLC is a Nashville-based investment advisor serving non-profits, endowments, institutions, and individuals.” Source: RevenueBase Database · checked Sep 16, 2026
14	Nashville Private Wealth Management	Partial evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	51-200	3 contacts →
	Partial evidence “A boutique asset management firm dedicated to comprehensive financial planning and investment strategies in Nashville, TN.” Source: RevenueBase Database · checked Sep 16, 2026
15	Infinitus Wealth Management	Strong evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Strong evidence “Infinitus Wealth Management delivers active, personalized portfolio management for high-net-worth individuals, business owners, corporate professionals, retirees, and select…” Source: RevenueBase Database · checked Sep 16, 2026
16	MN Retirement Services	Strong evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Strong evidence “At Mossakowski & Nichols Wealth Management, LLC we specialize in investing, retirement, education and executive benefit planning for individuals, business owners, executives, and…” Source: RevenueBase Database · checked Sep 16, 2026
17	Lotus Asset Management	Strong evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	2 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 16, 2026
18	Trusco Investment Management	Strong evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Strong evidence “Independent RIA, offering Fee-Only Fiduciary Advice and Investment Management, Retirement and overall Wealth Planning services.” Source: RevenueBase Database · checked Sep 16, 2026
19	Calyx Wealth	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Indirect evidence “Calyx wants to help you take advantage of every opportunity.” Source: RevenueBase Database · checked Sep 16, 2026
20	Optimum Wealth Group, LLC	Partial evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Partial evidence “The driving principle of Optimum Wealth Group’s strategy, is to bring together our 35 + years of goals -driven, holistic financial planning, with your unique life plan, to design…” Source: RevenueBase Database · checked Sep 16, 2026
21	Worthview Capital	Strong evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Strong evidence “Worthview Capital is a boutique wealth management firm serving a select group of families and their related entities.” Source: RevenueBase Database · checked Sep 16, 2026
22	FSM Wealth, INC	Indirect evidence	Nashville, IL, United StatesHQ checked Sep 16, 2026	11-50	1 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 16, 2026
23	Brewer Financial Strategies	Indirect evidence	Nashville, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Indirect evidence “Brewer Financial Strategies was founded to meet clients right where they are in life.” Source: RevenueBase Database · checked Sep 16, 2026
24	Kraft Asset Management, LLC	Partial evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Partial evidence “Who We Are Kraft Asset Management (KAM) is a wholly owned subsidiary of KraftCPAs based in Nashville, TN.” Source: RevenueBase Database · checked Sep 16, 2026
25	Aycock Wealth Management	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Indirect evidence “For many, understanding every aspect of personal finance can be daunting.” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth management companies.
Partial evidence: Its own public description names part of wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 63 wealth management companies based in Nashville, United States

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Wealth management companies based in Nashville, United States at a glance

As of Sep 16, 2026

51.0%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

757.1%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 63 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 wealth management companies, 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 “wealth management companies”. 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 wealth management companies), 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 wealth management companies, 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, 200 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 16, 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.

Wealth management companies 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 wealth management companies, 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 wealth management companies are there based in Nashville, United States?

RevenueBase identified 63 wealth management companies 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?

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

Which city has the most wealth management companies?

New York leads with 477 headquartered companies, followed by Atlanta (245) and Houston (239).

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 200 verified decision-maker contacts tracked across these 63 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 16, 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.