Skip to content

Investment Advisors in Murfreesboro, TN: 2026 rankings

34 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

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

  2. 3

    Most-reviewed: Beacon Capital Management, 128 Google reviews at 4.8★, the most of 34 ranked after IPX1031: Luke Hays, Esq.; ranked #3.

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

34 Murfreesboro investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 34 rated firms.

Top 10 investment advisors in Murfreesboro 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 investment advisors in Murfreesboro at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1IPX1031: Luke Hays, Esq.735.0★ (313)Franklin, 24 mi awayTop score
2GA Pincus Funds665.0★ (15)Brentwood, 22 mi away—
3Beacon Capital Management644.8★ (128)Franklin, 24 mi awayMost reviews
4LPL Financial - Murfreesboro624.6★ (20)Murfreesboro—
5Yarusi Holdings - Multifamily Real Estate Investment Firm614.4★ (19)Murfreesboro—
6Republic Finance593.6★ (28)Murfreesboro—
7Edward Jones - Financial Advisor: Jimmy Wheeler595.0★ (5)Murfreesboro—
8Edward Jones - Financial Advisor: Randy Wilson593.9★ (7)Murfreesboro—
9Edward Jones - Financial Advisor: Jessica L Wheeler595.0★ (4)Murfreesboro—
10Edward Jones - Financial Advisor: Lee Colvin, CFP®|CEPA®|AAMS®595.0★ (4)Murfreesboro—

All 34 investment advisors in Murfreesboro, 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 Murfreesboro

    #1 IPX1031: Luke Hays, Esq.

    Based in Franklin, 24 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

  2. #2 GA Pincus Funds

    Based in Brentwood, 22 mi away

    66/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 7 AM–5:30 PM · Sat–Sun closed
    Address
    1574 Woodberry Ct, Brentwood, TN 37027
    View profile for GA Pincus Funds(615) 499-1816

  3. #3 Beacon Capital Management

    Based in Franklin, 24 mi away

    64/100RFA Score

    Ranked #3 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

  6. #6 Republic Finance

    Based in Murfreesboro

    59/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.6★ from 28 Google reviews, listed on Google as “Loan agency”.

    • 3.6★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1232 NW Broad St, Murfreesboro, TN 37129
    View profile for Republic Finance(615) 896-0556

  16. #16 Cadence Wealth Advisors

    Based in Brentwood, 25 mi away

    57/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    1616 Westgate Cir #230, Brentwood, TN 37027
    View profile for Cadence Wealth Advisors(615) 745-3653

  17. #17 Republic Finance

    Based in Smyrna, 12 mi away

    57/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.1★ from 14 Google reviews, listed on Google as “Loan agency”.

    • 4.1★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    291 Sam Ridley Pkwy E #225, Smyrna, TN 37167
    View profile for Republic Finance(615) 355-0224

  18. #18 Edward Jones - Financial Advisor: Daniel G Jones, CFP®|ChFC®|AAMS®|CRPC™

    Based in Smyrna, 11 mi away

    57/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    523 Enon Springs Rd E, Smyrna, TN 37167
    View profile for Edward Jones - Financial Advisor: Daniel G Jones, CFP®|ChFC®|AAMS®|CRPC™(615) 459-4862

  20. #20 Knelson Advisory Solutions

    Based in Franklin, 24 mi away

    57/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri 8 AM–4 PM · Sat 9 AM–1 PM · Sun closed
    Address
    725 Cool Springs Blvd #600, Franklin, TN 37067
    View profile for Knelson Advisory Solutions(931) 382-2766

  21. #21 GLB Financial Group

    Based in La Vergne, 20 mi away

    56/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.5★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 21 Google reviews
    Hours
    Mon closed · Tue–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    845 Bell Rd #201, Antioch, TN 37013
    View profile for GLB Financial Group(615) 499-5157

  23. #23 Old National Bank

    Based in Murfreesboro

    56/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 1.6★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 1.6★ from 14 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2230 Dr. Martin Luther King Jr. Blvd, Murfreesboro, TN 37130
    View profile for Old National Bank(629) 296-6200

  24. #24 Lighthouse Wealth Group

    Based in Franklin, 25 mi away

    55/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2550 Meridian Blvd #200, Franklin, TN 37067
    View profile for Lighthouse Wealth Group(629) 654-7190

All 34 investment advisors

#1 to #25 are shown in full above. Here are #26 to #34, in RFA Score order; each links to its profile.

investment advisors in Murfreesboro, ranks 26 to 34
RankBusinessRFA ScoreGoogle ratingDistance
26Menzie & Associates545.0★ (8)23 mi
27Edward Jones - Financial Advisor: Eric E Brown, CFP®|CEPA®|ABFP®544.0★ (3)13 mi
28Edward Jones - Financial Advisor: Collin L Brace, AAMS®545.0★ (8)24 mi
29Edward Jones - Financial Advisor: Eric D Williams, AAMS®544.0★ (4)18 mi
30Edward Jones - Financial Advisor: Brian Riddle, CFP®|CEPA®535.0★ (5)24 mi
31Edward Jones - Financial Advisor: David G Rowland, CFP®|ChFC®|CKA®525.0★ (4)24 mi
32Northwestern Mutual523.3★ (7)25 mi
33Edward Jones - Financial Advisor: Alexander N Thackston525.0★ (3)25 mi
34Edward Jones - Financial Advisor: Bret Robbe, CFP®|CEPA®513.7★ (3)24 mi

Also serving Murfreesboro

20 more investment 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 investment advisors serving Murfreesboro
BusinessGoogle ratingDistance
Beverly O Davis LPL Financial5.0★ (2)In Murfreesboro
Cassie Scott: Primerica - Financial Services5.0★ (1)In Murfreesboro
Chad G Molitor Retirement & Financial Planning5.0★ (2)In Murfreesboro
David Sproles - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Murfreesboro
Edward Jones - Financial Advisor: Brian D Coleman, CFP®|ChFC®5.0★ (2)In Murfreesboro
Edward Jones - Financial Advisor: Delon Bradley, CFP®|AAMS®5.0★ (2)In Murfreesboro
Edward Jones - Financial Advisor: Patrick Sherer, CEPA®5.0★ (2)In Murfreesboro
Legacy Wealth Academy LLC5.0★ (17)In Murfreesboro
McFarlin Capital4.2★ (5)In Murfreesboro
McKnight Advisory Group, Inc.5.0★ (9)In Murfreesboro
Miller•Garner Wealth Management5.0★ (13)In Murfreesboro
Molitor Wealth Management5.0★ (66)In Murfreesboro
Momentum Wealth Solutions5.0★ (36)In Murfreesboro
RAI Advisors5.0★ (30)In Murfreesboro
Red Barn Financial5.0★ (28)In Murfreesboro
Reed & Associates of Primerica5.0★ (11)In Murfreesboro
Retirement Income Solutions5.0★ (36)In Murfreesboro
Senior Financial Advisors, Inc.5.0★ (5)In Murfreesboro
Stones River Consulting4.0★ (4)In Murfreesboro
Teresa Clements, CFP , AWMA Financial Advisor5.0★ (7)In Murfreesboro

How we ranked Murfreesboro investment advisors

We scored 34 Murfreesboro investment 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 Murfreesboro 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Murfreesboro: frequently asked questions

Which investment advisor has the highest RFA Score in Murfreesboro?

By RFA Score, the highest-ranked investment advisor in Murfreesboro, TN is IPX1031: Luke Hays, Esq. with an RFA Score of 73/100. It has 5.0★ from 313 Google reviews. GA Pincus Funds (#2) and Beacon Capital Management (#3) follow. We ranked 34 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Murfreesboro?

RankedFinancialAdvisors ranks 34 investment advisors serving Murfreesboro, TN. 12 of them are based in Murfreesboro; 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 investment advisors in Murfreesboro work on weekends?

3 of 34 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Tim J. Beeman, Investment Advisor (#19) and Knelson Advisory Solutions (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Murfreesboro investment advisors have?

The median Google rating among 34 rated investment advisors in Murfreesboro is 5.0★, with a median of 7 reviews. IPX1031: Luke Hays, Esq. has the most, 313 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Murfreesboro count in this ranking?

Yes, if they are within 25 mi of the Murfreesboro city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Murfreesboro ranked?

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

How do I check an investment 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 investment advisor in Murfreesboro 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 investment 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 Murfreesboro

  1. November 2026: RFA Scores recalculated for 34 investment advisors serving Murfreesboro.

More investment advisors and Murfreesboro pages