AdvisorCensus / Financial advisors / Tennessee / Nashville, TN / Charles Schwab
Financial advisors in Nashville, TN using Charles Schwab
37 SEC-registered investment advisory firms headquartered in the Nashville, TN metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Abound Wealth Management, LLC | Franklin | SEC-registered investment adviser | $1 billion to $5 billion |
| AJ Advisors | Nashville | SEC-registered investment adviser | $100 million to $500 million |
| Capwealth Advisors, LLC | Franklin | SEC-registered investment adviser | $1 billion to $5 billion |
| Carmichael Creel Investments | Franklin | SEC-registered investment adviser | $100 million to $500 million |
| Chamberlain Lane Capital, LLC | Nashville | SEC-registered investment adviser | $100 million to $500 million |
| Coordinated Wealth Management, L.L.C. | Hendersonville | SEC-registered investment adviser | $100 million to $500 million |
| Cypress Capital, LLC | Franklin | SEC-registered investment adviser | $100 million to $500 million |
| Decker Wealth Management, LLC | Nashville | SEC-registered investment adviser | $500 million to $1 billion |
| Efinancial Alliance, LLC | Franklin | SEC-registered investment adviser | $100 million to $500 million |
| Erisa Advisers, Inc. | Brentwood | SEC-registered investment adviser | $100 million to $500 million |
| Fielder Capital Group LLC | Nashville | SEC-registered investment adviser | $1 billion to $5 billion |
| Griffin Family Partners, LLC | Nashville | SEC-registered investment adviser | $100 million to $500 million |
| HMS Investment Advisors | Nashville | SEC-registered investment adviser | $100 million to $500 million |
| J. Mark Nickell & Co. | Brentwood | SEC-registered investment adviser | $100 million to $500 million |
| Jefferson Bridge Capital, LLC | Nashville | SEC-registered investment adviser | $100 million to $500 million |
| Key Capital Management, Inc. | Hendersonville | SEC-registered investment adviser | $100 million to $500 million |
| Keystone Financial Resources, LLC | Brentwood | SEC-registered investment adviser | $100 million to $500 million |
| Laffer Tengler Investments, Inc. | Nashville | SEC-registered investment adviser | $500 million to $1 billion |
| LBMC Investment Advisors, LLC | Brentwood | SEC-registered investment adviser | $1 billion to $5 billion |
| Lee Danner & Bass Inc | Nashville | SEC-registered investment adviser | $1 billion to $5 billion |
| Luken Investment Analytics, LLC | Brentwood | SEC-registered investment adviser | $100 million to $500 million |
| Optivise Advisory Services LLC | Franklin | SEC-registered investment adviser | $100 million to $500 million |
| Paul Winkler, Inc. | Goodlettsville | SEC-registered investment adviser | $1 billion to $5 billion |
| Provident Wealth Management, LLC | Brentwood | SEC-registered investment adviser | $500 million to $1 billion |
| Rayburn West Financial Services | Nashville | SEC-registered investment adviser | $100 million to $500 million |
| Retirement Solutions Group | Franklin | SEC-registered investment adviser | $100 million to $500 million |
| Sage Investment Counsel | Franklin | SEC-registered investment adviser | $100 million to $500 million |
| Sageguard Financial Group, LLC | Goodlettsville | SEC-registered investment adviser | $500 million to $1 billion |
| Seven Springs Wealth Group | Brentwood | SEC-registered investment adviser | $1 billion to $5 billion |
| Shayne & Jacobs, LLC | Nashville | SEC-registered investment adviser | $100 million to $500 million |
| Smith & Co Advisory LLC | Spring Hill | SEC-registered investment adviser | $100 million to $500 million |
| The Pacific Financial Group, Inc. | Nashville | SEC-registered investment adviser | Over $5 billion |
| Tranquility Partners, LLC | Brentwood | SEC-registered investment adviser | $500 million to $1 billion |
| Truehaven Capital | Franklin | SEC-registered investment adviser | $25 million to $100 million |
| Valtrion Capital Management, LLC | Franklin | SEC-registered investment adviser | $100 million to $500 million |
| Virtue Capital Management, LLC | Brentwood | SEC-registered investment adviser | $1 billion to $5 billion |
| Woodmont Investment Counsel, LLC | Nashville | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Nashville, TN using Charles Schwab. https://advisorcensus.com/advisors/tn/nashville/custodians/charles-schwab https://advisorcensus.com/advisors/tn/nashville/custodians/charles-schwab