Company lists · Data refreshed September 2026

Top 25 Wealth management consulting firms based in Nashville, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 68 companies tracked

RevenueBase identified 68 company matches for wealth management consulting firms associated with Nashville, United States as of September 2026 and tracks 412 professional contacts across them, including 204 with verified work emails. Across the United States, New York is the largest hub for this category (624 companies); Nashville has 68.

This list covers company matches for wealth management consulting firms associated with Nashville, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

68Companies

412Contacts tracked

204Verified emails

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The 25 largest wealth management consulting firms based in Nashville, United States

Ranked by team size

Top 25 of 68 company matches for wealth management consulting firms based in Nashville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Truxton	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	51-200	92 contacts →
	Exact match “Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	The Pacific Financial Group, INC	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	51-200	45 contacts →
	Exact match “Founded in 1984, The Pacific Financial Group, Inc.(TPFG) has established a reputation for superior trust, performance and service.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Equitable Trust	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	11-50	41 contacts →
	Exact match “Equitable Trust is an independent, employee owned trust company.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Ramond James Financial	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	11-50	13 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Stonebridge Wealth Management	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “At Stonebridge, we believe it is one thing to help someone achieve greater success, it’s quite another to enjoy a life of significance.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	HMS Capital Management, LLC	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “HMS Capital Management, LLC is a Registered Investment Advisor located in Nashville, TN.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Cairn Financial Group	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “The mission of Cairn Financial Group is to foster financial confidence in our clients’ lives by facilitating effective, comprehensive wealth management – defined by individualized…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Johnson Capital Planning LLC	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	AJ Advisors	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “AJ Advisors is an independent financial planning and investment management firm in Nashville, Tennessee.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	LEE Danner & Bass, INC	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	11-50	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Rashford Kruse & Associates	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	11-50	4 contacts →
	Exact match “Rashford Kruse & Associates provides a stable, predictable financial picture for professionals in the entertainment industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	The R.O.W. Group	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “The R.O.W.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Decker Wealth Management, LLC	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Jefferson Bridge Capital	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Jefferson Bridge Capital, LLC is a Nashville-based investment advisor serving non-profits, endowments, institutions, and individuals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Nashville Private Wealth Management	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	51-200	3 contacts →
	Exact match “A boutique asset management firm dedicated to comprehensive financial planning and investment strategies in Nashville, TN.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	MN Retirement Services	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “At Mossakowski & Nichols Wealth Management, LLC we specialize in investing, retirement, education and executive benefit planning for individuals, business owners, executives, and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Infinitus Wealth Management	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Infinitus Wealth Management delivers active, personalized portfolio management for high-net-worth individuals, business owners, corporate professionals, retirees, and select…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Lotus Asset Management	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Trusco Investment Management	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Independent RIA, offering Fee-Only Fiduciary Advice and Investment Management, Retirement and overall Wealth Planning services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Calyx Wealth	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Calyx wants to help you take advantage of every opportunity.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Optimum Wealth Group, LLC	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Worthview Capital	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Worthview Capital is a boutique wealth management firm serving a select group of families and their related entities.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	FSM Wealth, INC	Exact match	Nashville, IL, United StatesHQ recorded Sep 29, 2026	11-50	1 contacts →
	Exact match “We conduct an in-depth evaluation of your financial profile in order to create a structured plan based on saving and investing.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Brewer Financial Strategies	Exact match	Nashville, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “Brewer Financial Strategies was founded to meet clients right where they are in life.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Kraft Asset Management, LLC	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “Who We Are Kraft Asset Management (KAM) is a wholly owned subsidiary of KraftCPAs based in Nashville, TN.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 68 wealth management consulting firms based in Nashville, United States

See the full list, filter by size, metro and specialty, and access 204 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 29, 2026

49.5%Verified-email coverage

6.1Average contacts per company

1-10Median size (employees)

Sep 29, 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 68 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Nashville, United States whose business descriptions match “wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 204 professional contacts with verified work emails across the full matched dataset. 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 29, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Wealth management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 68 company matches for wealth management consulting firms associated with Nashville, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Truxton tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most wealth management consulting firms?

New York leads the United States with 624 company records, followed by Atlanta (279) and Houston (265). Nashville has 68.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 204 professional contacts with verified work emails tracked across these 68 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 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 SmartSearch, 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.