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Financial Advisors in White House, TN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in White House: Collier Wealth Management Inc., RFA Score 73/100; 5.0★ from 202 Google reviews.

  2. 19

    Most-reviewed: Lending Hand Mortgage, LLC, 818 Google reviews at 4.9★, the most of 88 ranked; ranked #19.

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

88 White House financial advisors are ranked here by RFA Score, from eight published factors. 16 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.7★ across 88 rated firms.

Top 10 financial advisors in White House 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 White House at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Collier Wealth Management Inc.735.0★ (202)Hendersonville, 12 mi away—Top score
2Southeast Financial Credit Union724.9★ (129)Goodlettsville, 10 mi away——
3Wood Financial Group714.8★ (145)Hendersonville, 12 mi away——
4William Styles - COUNTRY Financial Agent715.0★ (85)Hendersonville, 12 mi away——
5ElderLife Financial714.6★ (175)Hendersonville, 11 mi away——
6First Horizon Bank - White House, TN - US 31W694.5★ (22)White HouseSat—
7Southeast Financial Credit Union694.7★ (247)Nashville, 22 mi away——
8Eric Berner, Partner - Rock Castle Wealth Advisors695.0★ (40)Hendersonville, 11 mi away——
9Guided Wealth Partners, LLC695.0★ (36)Hendersonville, 12 mi away——
10Everson Rose Financial and Notary Services695.0★ (99)Gallatin, 23 mi awaySat · Sun · Evenings—

All 88 financial advisors in White House, 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.

  3. #3 Wood Financial Group

    Based in Hendersonville, 12 mi away

    71/100RFA Score

    Ranked #3 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

  5. #5 ElderLife Financial

    Based in Hendersonville, 11 mi away

    71/100RFA Score

    Ranked #5 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

  9. #9 Guided Wealth Partners, LLC

    Based in Hendersonville, 12 mi away

    69/100RFA Score

    Ranked #9 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 8:30 AM–4 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    132 Maple Row Blvd Ste. 440, Hendersonville, TN 37075
    View profile for Guided Wealth Partners, LLC(615) 991-2540

  14. #14 Apex Financial Planning

    Based in Gallatin, 11 mi away

    67/100RFA Score

    Ranked #14 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

  17. #17 Holmes & Swafford CPAs

    Based in Mount Juliet, 22 mi away

    66/100RFA Score

    Ranked #17 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

  25. #25 United Community

    Based in Springfield, 13 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.8★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 28 Google reviews
    Hours
    Mon–Tue 8:30 AM–4:30 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    701 S Main St, Springfield, TN 37172
    View profile for United Community(615) 384-3357

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

financial advisors in White House, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26United Community643.7★ (22)12 mi
27First Horizon Bank - Hendersonville, TN - Indian Lake Blvd643.6★ (13)11 mi
28First Command Financial Advisor - Aaron Barranco, RICP®645.0★ (15)22 mi
29Edward Jones - Financial Advisor: Rosa Berger645.0★ (4)11 mi
30Old National Bank643.9★ (7)11 mi
31PVS Financial Coaching & Services635.0★ (6)14 mi
32Edward Jones - Financial Advisor: Brian S Homra635.0★ (4)11 mi
33Moore Wealth Management635.0★ (4)12 mi
34Clearview Financial Group634.8★ (4)12 mi
35Exchange Finance Company633.4★ (16)12 mi
36Tiffany Wright, Mortgage Loan Officer - First Horizon Bank635.0★ (14)22 mi
37Edward Jones - Financial Advisor: Bill Robertson635.0★ (3)11 mi
38Edward Jones - Financial Advisor: Crystal Banning, ChFC®|CEPA®635.0★ (3)11 mi
39Edward Jones - Financial Advisor: Linda Murphy, CFP®|ChFC®|CLU®|CRPS™635.0★ (4)13 mi
40First Horizon Bank - Gallatin, TN - Nashville Pike633.4★ (41)12 mi
41Bank of America Financial Center634.0★ (39)20 mi
42Edward Jones - Financial Advisor: Brittany A Greenwood, CFP®|CEPA®634.3★ (3)11 mi
43Singleton Financial635.0★ (3)13 mi
44Enbright Credit Union624.1★ (31)23 mi
45Edward Jones - Financial Advisor: Stephen J Williams, CIMA®|CEPA®623.0★ (4)11 mi
46EPM Financial625.0★ (7)20 mi
47Bank of America (with Drive-thru ATM)623.1★ (41)11 mi
48NOW CFO - Outsourced CFO Services | Tennessee624.3★ (11)21 mi
49First Horizon Bank - Nashville, TN - West End Ave624.3★ (18)24 mi
50First Horizon Bank - Mt Juliet, TN - Mt Juliet Rd623.9★ (22)22 mi

Also serving White House

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 White House
BusinessGoogle ratingDistance
Comco One-World, Inc2.5★ (2)18 mi
Edward Jones - Financial Advisor: Bethany R Garner, CFP®|ChFC®|CEPA®In White House
Edward Jones - Financial Advisor: Bridgit L Bennett5.0★ (2)11 mi
Edward Jones - Financial Advisor: Jacob McKissack5.0★ (2)20 mi
Edward Jones - Financial Advisor: Jerry Conner3.0★ (2)11 mi
Edward Jones - Financial Advisor: John E Hannum5.0★ (2)11 mi
Edward Jones - Financial Advisor: Sundi S Puckett, CFP®5.0★ (1)In White House
Edward Jones - Financial Advisor: Taylor C ShadoanIn White House
Edward Jones - Financial Advisor: Terry W Jones, CFP®4.5★ (2)12 mi
Edward Jones - Financial Advisor: Todd A Johnson, CFP®5.0★ (2)11 mi
King Financial GroupIn White House
Northwestern Mutual3.0★ (2)11 mi
Paul Winkler, Inc Gallatin4.5★ (2)13 mi
Prosperity Financial Services5.0★ (1)In White House
Randall Wright - Thrivent4.0★ (2)13 mi
Sageguard Financial Group5.0★ (2)10 mi
Seven Arrows Financial Planning5.0★ (2)22 mi
Shasha Tax & RetirementIn White House
Third Monkey FinancialIn White House
Vista Points Inc3.0★ (2)21 mi

How we ranked White House financial advisors

We scored 88 White House 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 White House 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 White House: frequently asked questions

Which financial advisor has the highest RFA Score in White House?

By RFA Score, the highest-ranked financial advisor in White House, TN is Collier Wealth Management Inc. with an RFA Score of 73/100. It has 5.0★ from 202 Google reviews. Southeast Financial Credit Union (#2) and Wood Financial Group (#3) follow. We ranked 88 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in White House?

RankedFinancialAdvisors ranks 88 financial advisors serving White House, TN. 1 of them is based in White House; 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 White House work on weekends?

16 of 88 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are First Horizon Bank - White House, TN - US 31W (#6), Everson Rose Financial and Notary Services (#10) and First Horizon Bank - Hendersonville, TN - W Main St (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do White House financial advisors have?

The median Google rating among 88 rated financial advisors in White House is 4.7★, with a median of 13 reviews. Lending Hand Mortgage, LLC has the most, 818 reviews, and ranks #19. 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 White House count in this ranking?

Yes, if they are within 25 mi of the White House 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 White House 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 White House 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 White House

  1. November 2026: RFA Scores recalculated for 88 financial advisors serving White House.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and White House pages