Skip to content

Financial Advisors in Hendersonville, TN: 2026 rankings

149 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Hendersonville: Collier Wealth Management Inc., RFA Score 76/100; 5.0★ from 202 Google reviews.

  2. 20

    Most-reviewed: Lending Hand Mortgage, LLC, 818 Google reviews at 4.9★, the most of 149 ranked; ranked #20.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

149 Hendersonville financial advisors are ranked here by RFA Score, from eight published factors. 27 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 149 rated firms.

Top 10 financial advisors in Hendersonville at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Hendersonville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Collier Wealth Management Inc.765.0★ (202)Hendersonville—Top score
2Wood Financial Group744.8★ (145)Hendersonville——
3William Styles - COUNTRY Financial Agent745.0★ (85)Hendersonville——
4ElderLife Financial734.6★ (175)Hendersonville——
5Southeast Financial Credit Union734.9★ (129)Goodlettsville, 5 mi away——
6Eric Berner, Partner - Rock Castle Wealth Advisors725.0★ (40)Hendersonville——
7Southeast Financial Credit Union714.7★ (247)Nashville, 13 mi away——
8Guided Wealth Partners, LLC715.0★ (36)Hendersonville——
9Chad Richards, Partner - Rock Castle Wealth Advisors715.0★ (33)Hendersonville——
10Everson Rose Financial and Notary Services715.0★ (99)Gallatin, 13 mi awaySat · Sun · Evenings—

All 149 financial advisors in Hendersonville, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Wood Financial Group

    Based in Hendersonville

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 145 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    181 E Main St #7, Hendersonville, TN 37075
    View profile for Wood Financial Group(615) 826-5749

  4. #4 ElderLife Financial

    Based in Hendersonville

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.6★ from 175 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 175 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    100 Bluegrass Commons Blvd Bldg 1, Ste 120, Hendersonville, TN 37075
    View profile for ElderLife Financial(888) 228-4500

  13. #13 Holmes & Swafford CPAs

    Based in Mount Juliet, 11 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 58 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 58 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1982 Providence Pkwy #252, Mt. Juliet, TN 37122
    View profile for Holmes & Swafford CPAs(615) 758-5055

  16. #16 Mutual of Omaha Mortgage

    Based in Brentwood, 21 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 83 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 83 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    9005 Overlook Blvd Ste 118, Brentwood, TN 37027
    View profile for Mutual of Omaha Mortgage(615) 649-9897

  18. #18 Apex Financial Planning

    Based in Gallatin, 5 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1529 Hunt Club Blvd Ste. 100, Gallatin, TN 37066
    View profile for Apex Financial Planning(615) 206-8731

  22. #22 EPM Financial

    Based in Hendersonville

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2031 N Mt Juliet Rd #200, Mt. Juliet, TN 37122
    View profile for EPM Financial(615) 810-8185

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 149 ranked financial advisors here; the rest are on their profiles.

financial advisors in Hendersonville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Horizon Bank - Hendersonville, TN - Indian Lake Blvd663.6★ (13)In Hendersonville
27Edward Jones - Financial Advisor: John D Lankford, CFP®665.0★ (28)17 mi
28The Webb Pickard Group664.9★ (39)20 mi
29Old National Bank663.9★ (7)In Hendersonville
30EPM Financial : Colby Long665.0★ (4)In Hendersonville
31First Horizon Bank - White House, TN - US 31W664.5★ (22)11 mi
32Edward Jones - Financial Advisor: Brian S Homra665.0★ (4)In Hendersonville
33Moore Wealth Management665.0★ (4)In Hendersonville
34Paladin Legacy Advisory Group - Ameriprise Financial Services, LLC665.0★ (7)5 mi
35Clearview Financial Group654.8★ (4)In Hendersonville
36Redefined Business Advisors655.0★ (28)19 mi
37Bank of America Financial Center654.0★ (39)11 mi
38Tiffany Wright, Mortgage Loan Officer - First Horizon Bank655.0★ (14)13 mi
39Bank of America (with Drive-thru ATM)653.1★ (41)In Hendersonville
40Edward Jones - Financial Advisor: Aaron Slate654.9★ (12)13 mi
41Exchange Finance Company643.4★ (16)5 mi
42Southeast Financial Credit Union644.5★ (43)20 mi
43Edward Jones - Financial Advisor: Stephen J Williams, CIMA®|CEPA®643.0★ (4)In Hendersonville
44Wealth Management Group645.0★ (28)23 mi
45Enbright Credit Union644.1★ (31)14 mi
46Edward Jones - Financial Advisor: Trey Hood, AAMS®|CRPC™645.0★ (27)23 mi
47United Community643.7★ (22)9 mi
48First Horizon Bank - Mt Juliet, TN - Mt Juliet Rd643.9★ (22)11 mi
49Everett Wealth Management - Nashville645.0★ (13)16 mi
50NOW CFO - Outsourced CFO Services | Tennessee644.3★ (11)12 mi

Also serving Hendersonville

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Hendersonville
BusinessGoogle ratingDistance
Atkinson Company Inc.In Hendersonville
Bobby Blackburn - Thrivent5.0★ (1)In Hendersonville
Chuck Porter, CPA5.0★ (1)In Hendersonville
Complete Wealth Management, LLC5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Ben Brazier, CEPA®|AAMS®|CRPC™5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Carly DurardIn Hendersonville
Edward Jones - Financial Advisor: Chris Rittenberry5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Clint Ruth, AAMS®5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Jacob McKissack5.0★ (2)In Hendersonville
Edward Jones - Financial Advisor: Jenny FarrellIn Hendersonville
Edward Jones - Financial Advisor: Jerry Conner3.0★ (2)In Hendersonville
Edward Jones - Financial Advisor: Patrick Sims5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Todd A Johnson, CFP®5.0★ (2)In Hendersonville
Finance Ops For UIn Hendersonville
Investment Strategies Middle TnIn Hendersonville
Merrill Lynch Wealth ManagementIn Hendersonville
Northwestern Mutual3.0★ (2)In Hendersonville
Raymond James Financial ServicesIn Hendersonville
Raymond James Financial ServicesIn Hendersonville
Stonebridge Capital AdvisorsIn Hendersonville

How we ranked Hendersonville financial advisors

We scored 149 Hendersonville financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Hendersonville data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Hendersonville: frequently asked questions

Which financial advisor has the highest RFA Score in Hendersonville?

By RFA Score, the highest-ranked financial advisor in Hendersonville, TN is Collier Wealth Management Inc. with an RFA Score of 76/100. It has 5.0★ from 202 Google reviews. Wood Financial Group (#2) and William Styles - COUNTRY Financial Agent (#3) follow. We ranked 149 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Hendersonville?

RankedFinancialAdvisors ranks 149 financial advisors serving Hendersonville, TN. 19 of them are based in Hendersonville; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Hendersonville work on weekends?

27 of 149 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Everson Rose Financial and Notary Services (#10), First Horizon Bank - Hendersonville, TN - W Main St (#12) and Lending Hand Mortgage, LLC (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Hendersonville financial advisors have?

The median Google rating among 149 rated financial advisors in Hendersonville is 4.9★, with a median of 12 reviews. Lending Hand Mortgage, LLC has the most, 818 reviews, and ranks #20. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Hendersonville count in this ranking?

Yes, if they are within 25 mi of the Hendersonville city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Hendersonville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Hendersonville a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Hendersonville

  1. November 2026: RFA Scores recalculated for 149 financial advisors serving Hendersonville.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Hendersonville pages