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Financial Advisors in Smyrna, TN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Smyrna: IPX1031: Luke Hays, Esq., RFA Score 73/100; 5.0★ from 313 Google reviews.

  2. 11

    Most-reviewed: Ramsey Solutions, 499 Google reviews at 4.5★, the most of 216 ranked; ranked #11.

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

216 Smyrna financial advisors are ranked here by RFA Score, from eight published factors. 33 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 216 rated firms.

Top 10 financial advisors in Smyrna 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 Smyrna at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1IPX1031: Luke Hays, Esq.735.0★ (313)Franklin, 16 mi away—Top score
2Falcon Financial & Insurance Solutions, Inc.735.0★ (122)Franklin, 9 mi away——
3The Webb Pickard Group704.9★ (39)La Vergne, 4 mi away——
4Collier Wealth Management Inc.705.0★ (202)Hendersonville, 23 mi away——
5Everson Rose Financial and Notary Services705.0★ (99)Gallatin, 16 mi awaySat · Sun · Evenings—
6Mutual of Omaha Mortgage705.0★ (83)Brentwood, 15 mi away——
7Molitor Wealth Management705.0★ (66)Murfreesboro, 12 mi away——
8Southeast Financial Credit Union704.7★ (247)Nashville, 20 mi away——
9Retirement Renegade705.0★ (110)Franklin, 19 mi away——
10Beacon Capital Management704.8★ (128)Franklin, 16 mi away——

All 216 financial advisors in Smyrna, 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.

  1. Ranked #1 in Smyrna

    #1 IPX1031: Luke Hays, Esq.

    Based in Franklin, 16 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 313 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 313 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6840 Carothers Pkwy #200, Franklin, TN 37067
    View profile for IPX1031: Luke Hays, Esq.(629) 203-2725

  3. #3 The Webb Pickard Group

    Based in La Vergne, 4 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 39 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    5258 Murfreesboro Rd, La Vergne, TN 37086
    View profile for The Webb Pickard Group(615) 793-9000

  7. #7 Molitor Wealth Management

    Based in Murfreesboro, 12 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 66 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 66 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    805 S Church St Ste 9, Murfreesboro, TN 37130
    View profile for Molitor Wealth Management(615) 890-9810

  9. #9 Retirement Renegade

    Based in Franklin, 19 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 110 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 110 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    329 S Royal Oaks Blvd Suite 304, Franklin, TN 37064
    View profile for Retirement Renegade(615) 649-8222

  10. #10 Beacon Capital Management

    Based in Franklin, 16 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 128 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 128 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    751 Cool Springs Blvd Ste 106, Franklin, TN 37067
    View profile for Beacon Capital Management(615) 224-9794

  11. #11 Ramsey Solutions

    Based in Franklin, 20 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.5★ from 499 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 499 Google reviews
    Hours
    Mon 10 AM–5 PM · Tue 8 AM–5 PM · Wed 10 AM–5 PM · Thu 10 AM–4 PM · Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1011 Reams Fleming Blvd, Franklin, TN 37064
    View profile for Ramsey Solutions(615) 371-8881

  13. #13 Kibbel Financial Planning

    Based in Franklin, 16 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 66 Google reviews
    Hours
    Mon–Tue 8:30 AM–4 PM · Wed closed · Thu–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    725 Cool Springs Blvd #600, Franklin, TN 37067
    View profile for Kibbel Financial Planning(615) 437-0224

  15. #15 Retirement Income Solutions

    Based in Murfreesboro, 10 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    232 Heritage Park Dr Ste 102, Murfreesboro, TN 37129
    View profile for Retirement Income Solutions(615) 900-1441

  16. #16 Holmes & Swafford CPAs

    Based in Mount Juliet, 13 mi away

    69/100RFA Score

    Ranked #16 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

  20. #20 Wood Financial Group

    Based in Hendersonville, 23 mi away

    68/100RFA Score

    Ranked #20 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

  22. #22 Momentum Wealth Solutions

    Based in Murfreesboro, 13 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 10 AM–2 PM · Sun closed
    Address
    1630 S Church St #100, Murfreesboro, TN 37130
    View profile for Momentum Wealth Solutions(629) 209-2558

  24. #24 RAI Advisors

    Based in Murfreesboro, 12 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    805 S Church St Ste 9, Murfreesboro, TN 37130
    View profile for RAI Advisors(615) 890-9810

  25. #25 ElderLife Financial

    Based in Hendersonville, 24 mi away

    67/100RFA Score

    Ranked #25 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

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 216 ranked financial advisors here; the rest are on their profiles.

financial advisors in Smyrna, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Adams Wealth Partners- Nashville Wealth Management675.0★ (43)18 mi
27Roy Matlock Jr. Advisory674.9★ (44)17 mi
28Edward Jones - Financial Advisor: Daniel G Jones, CFP®|ChFC®|AAMS®|CRPC™675.0★ (6)In Smyrna
29Red Barn Financial675.0★ (28)15 mi
30Cadence Wealth Advisors665.0★ (29)16 mi
31Ray Steely II: Primerica - Financial Services665.0★ (30)17 mi
32Dominion Financial Management, Inc.665.0★ (5)In Smyrna
33GLB Financial Group664.5★ (21)9 mi
34First Horizon Bank - Murfreesboro, TN - W Northfield Blvd.664.2★ (45)11 mi
35Keystone Financial Resources LLC664.8★ (36)17 mi
36First Horizon Bank - Smyrna, TN - Sam Ridley Pkwy W663.4★ (48)In Smyrna
37First Horizon Bank - La Vergne, TN - Murfreesboro Rd663.9★ (18)4 mi
38Wealth Legacy Planners665.0★ (4)In Smyrna
39Knelson Advisory Solutions665.0★ (24)16 mi
40Miller•Garner Wealth Management665.0★ (13)11 mi
41LPL Financial - Murfreesboro654.6★ (20)12 mi
42GA Pincus Funds655.0★ (15)13 mi
43Edward Jones - Financial Advisor: Chris Klasen, ABFP®|AAMS®|CRPC™655.0★ (3)In Smyrna
44Eric Berner, Partner - Rock Castle Wealth Advisors655.0★ (40)24 mi
45Bank of America (with Drive-thru ATM)653.3★ (95)In Smyrna
46Edward Jones - Financial Advisor: John D Lankford, CFP®655.0★ (28)19 mi
47First Command Financial Advisor - Aaron Barranco, RICP®655.0★ (15)14 mi
48Redefined Business Advisors655.0★ (28)20 mi
49Guided Wealth Partners, LLC655.0★ (36)23 mi
50United Community654.2★ (26)12 mi

Also serving Smyrna

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 Smyrna
BusinessGoogle ratingDistance
Beverly O Davis LPL Financial5.0★ (2)11 mi
Chad G Molitor Retirement & Financial Planning5.0★ (2)12 mi
Edward Jones1.0★ (1)In Smyrna
Edward JonesIn Smyrna
Edward Jones - Financial Advisor: Aaron H MeierIn Smyrna
Edward Jones - Financial Advisor: Brian D Coleman, CFP®|ChFC®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Delon Bradley, CFP®|AAMS®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Douglas BrownIn Smyrna
Edward Jones - Financial Advisor: Jacob McKissack5.0★ (2)15 mi
Edward Jones - Financial Advisor: Josh Dyer, CFP®5.0★ (1)In Smyrna
Edward Jones - Financial Advisor: Patrick Sherer, CEPA®5.0★ (2)10 mi
Financial Wellness Solutions, LLC5.0★ (1)In Smyrna
Forkum’s Fortitude Coaching5.0★ (2)14 mi
Heartland Retirement Group5.0★ (2)10 mi
Human Financial Health5.0★ (2)13 mi
Mandava Financial Services5.0★ (2)11 mi
Misti Settles - COUNTRY Financial Agent5.0★ (2)12 mi
Raymond James Financial ServicesIn Smyrna
Seven Arrows Financial Planning5.0★ (2)15 mi
Vista Points Inc3.0★ (2)15 mi

How we ranked Smyrna financial advisors

We scored 216 Smyrna 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 Smyrna 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 Smyrna: frequently asked questions

Which financial advisor has the highest RFA Score in Smyrna?

By RFA Score, the highest-ranked financial advisor in Smyrna, TN is IPX1031: Luke Hays, Esq. with an RFA Score of 73/100. It has 5.0★ from 313 Google reviews. Falcon Financial & Insurance Solutions, Inc. (#2) and The Webb Pickard Group (#3) follow. We ranked 216 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Smyrna?

RankedFinancialAdvisors ranks 216 financial advisors serving Smyrna, TN. 7 of them are based in Smyrna; 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 Smyrna work on weekends?

33 of 216 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Everson Rose Financial and Notary Services (#5) and Momentum Wealth Solutions (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Smyrna financial advisors have?

The median Google rating among 216 rated financial advisors in Smyrna is 5.0★, with a median of 11 reviews. Ramsey Solutions has the most, 499 reviews, and ranks #11. 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 Smyrna count in this ranking?

Yes, if they are within 25 mi of the Smyrna 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 Smyrna 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 Smyrna 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 Smyrna

  1. November 2026: RFA Scores recalculated for 216 financial advisors serving Smyrna.

More financial advisors and Smyrna pages