AdvisorCensus / Financial advisors / Tennessee / Nashville, TN / Fidelity Investments
Financial advisors in Nashville, TN using Fidelity Investments
21 SEC-registered investment advisory firms headquartered in the Nashville, TN metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| &Partners | Nashville | SEC-registered investment adviser | Over $5 billion |
| 12th Street Asset Management | Nashville | SEC-registered investment adviser | $500 million to $1 billion |
| Abound Wealth Management, LLC | Franklin | SEC-registered investment adviser | $1 billion to $5 billion |
| Ball & Company | Franklin | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Capital Management, LLC | Franklin | SEC-registered investment adviser | $1 billion to $5 billion |
| Courage Capital Management, LLC | Nashville | SEC-registered investment adviser | $1 billion to $5 billion |
| Fielder Capital Group LLC | Nashville | SEC-registered investment adviser | $1 billion to $5 billion |
| HMS Investment Advisors | Nashville | SEC-registered investment adviser | $100 million to $500 million |
| Hull Wealth Management | Murfreesboro | SEC-registered investment adviser | $100 million to $500 million |
| Jefferson Bridge Capital, LLC | Nashville | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
| Pharos Capital Group, LLC | Brentwood | SEC-registered investment adviser | $500 million to $1 billion |
| Sagespring Wealth Partners | Franklin | SEC-registered investment adviser | Over $5 billion |
| Seven Springs Wealth Group | Brentwood | SEC-registered investment adviser | $1 billion to $5 billion |
| Smith & Co Advisory LLC | Spring Hill | SEC-registered investment adviser | $100 million to $500 million |
| TBH Global Asset Management, LLC | Brentwood | SEC-registered investment adviser | $1 billion to $5 billion |
| The Pacific Financial Group, Inc. | Nashville | SEC-registered investment adviser | Over $5 billion |
| Thoroughbred Financial Services, LLC | Brentwood | SEC-registered investment adviser | $1 billion to $5 billion |
| Tranquility Partners, LLC | Brentwood | SEC-registered investment adviser | $500 million to $1 billion |
| Valtrion Capital Management, LLC | Franklin | SEC-registered investment adviser | $100 million to $500 million |
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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Nashville, TN using Fidelity Investments. https://advisorcensus.com/advisors/tn/nashville/custodians/fidelity https://advisorcensus.com/advisors/tn/nashville/custodians/fidelity