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Investment Advisors in Smyrna, TN: 2026 rankings

72 investment 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 75/100; 5.0★ from 313 Google reviews.

  2. 47

    Most-reviewed: Freeman Webb Company, 208 Google reviews at 3.3★, the most of 72 ranked after IPX1031: Luke Hays, Esq.; ranked #47.

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

72 Smyrna investment advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 72 rated firms.

Top 10 investment 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 investment advisors in Smyrna at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1IPX1031: Luke Hays, Esq.755.0★ (313)Franklin, 16 mi awayTop score
2GA Pincus Funds665.0★ (15)Brentwood, 13 mi away—
3Beacon Capital Management654.8★ (128)Franklin, 16 mi away—
4Truist Wealth601.7★ (3)Nashville, 19 mi away—
5Edward Jones - Financial Advisor: Trey Hood, AAMS®|CRPC™595.0★ (27)La Vergne, 9 mi away—
6Adams Wealth Partners- Nashville Wealth Management585.0★ (43)Nashville, 18 mi away—
7Republic Finance584.1★ (14)Smyrna—
8Cadence Wealth Advisors585.0★ (29)Brentwood, 16 mi away—
9Edward Jones - Financial Advisor: Daniel G Jones, CFP®|ChFC®|AAMS®|CRPC™585.0★ (6)Smyrna—
10GLB Financial Group574.5★ (21)La Vergne, 9 mi away—

All 72 investment 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

    75/100RFA 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, 13 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, 16 mi away

    65/100RFA 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

  4. #4 Truist Wealth

    Based in Nashville, 19 mi away

    60/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 1.7★ from 3 Google reviews, listed on Google as “Investment service”.

    • 1.7★ from 3 Google reviews
    Address
    700 12th Ave S Unit 304, Nashville, TN 37203
    View profile for Truist Wealth

  7. #7 Republic Finance

    Based in Smyrna

    58/100RFA Score

    Ranked #7 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

  8. #8 Cadence Wealth Advisors

    Based in Brentwood, 16 mi away

    58/100RFA Score

    Ranked #8 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

  10. #10 GLB Financial Group

    Based in La Vergne, 9 mi away

    57/100RFA Score

    Ranked #10 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

  11. #11 Knelson Advisory Solutions

    Based in Franklin, 16 mi away

    57/100RFA Score

    Ranked #11 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

  16. #16 EKC Financial Solutions

    Based in Franklin, 17 mi away

    56/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    113 Seaboard Ln A 250, Franklin, TN 37067
    View profile for EKC Financial Solutions(615) 557-6915

  17. #17 Luken Wealth Management

    Based in Brentwood, 15 mi away

    56/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    136 Frierson St, Brentwood, TN 37027
    View profile for Luken Wealth Management(615) 550-5570

  19. #19 Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™

    Based in Brentwood, 17 mi away

    56/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Thu 7 AM–4 PM · Fri 7 AM–3:30 PM · Sat–Sun closed
    Address
    100 Westwood Pl Ste 420, Brentwood, TN 37027
    View profile for Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™(615) 221-4053

  21. #21 Lighthouse Wealth Group

    Based in Franklin, 16 mi away

    55/100RFA Score

    Ranked #21 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

  22. #22 Allgood Financial

    Based in Nashville, 15 mi away

    55/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5313 Anchorage Dr, Nashville, TN 37220
    View profile for Allgood Financial(331) 229-3224

  23. #23 Elevated Wealth Management

    Based in Franklin, 17 mi away

    55/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    256 Seaboard Ln Ste. D101, Franklin, TN 37067
    View profile for Elevated Wealth Management(615) 843-5200

  25. #25 Menzie & Associates

    Based in Nashville, 12 mi away

    55/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Sun 8 AM–5 PM
    Address
    5601 Country Dr Ste 212, Nashville, TN 37211
    View profile for Menzie & Associates(629) 260-5490

Investment 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 72 ranked investment advisors here; the rest are on their profiles.

investment advisors in Smyrna, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Republic Finance553.6★ (28)11 mi
27Edward Jones - Financial Advisor: Sean McMahan555.0★ (5)9 mi
28Charles Schwab555.0★ (12)17 mi
29Edward Jones - Financial Advisor: Randy Wilson543.9★ (7)11 mi
30Edward Jones - Financial Advisor: Collin L Brace, AAMS®545.0★ (8)16 mi
31Edward Jones - Financial Advisor: Jimmy Wheeler545.0★ (5)12 mi
32EPM Financial545.0★ (7)15 mi
33EP Wealth Advisors545.0★ (10)19 mi
34Edward Jones - Financial Advisor: Eric D Williams, AAMS®544.0★ (4)9 mi
35Stephen & Associates545.0★ (9)19 mi
36Edward Jones - Financial Advisor: Jessica L Wheeler535.0★ (4)12 mi
37Fidelity Investments534.1★ (13)18 mi
38Edward Jones - Financial Advisor: Nicole M Emrick, CEPA®535.0★ (3)10 mi
39Edward Jones - Financial Advisor: Alan Brown, CFP®|ChFC®|AAMS®535.0★ (3)10 mi
40Charles Schwab533.9★ (15)19 mi
41Summit Wealth Group535.0★ (6)17 mi
42Edward Jones - Financial Advisor: Brian Riddle, CFP®|CEPA®535.0★ (5)16 mi
43Edward Jones - Financial Advisor: Lee Colvin, CFP®|CEPA®|AAMS®535.0★ (4)14 mi
44Scott Flowers, CFP®, LPL Financial535.0★ (3)12 mi
45Republic Finance534.3★ (18)24 mi
46Infinitus Wealth Management525.0★ (6)19 mi
47Freeman Webb Company523.3★ (208)19 mi
48Tristate Financial Advisors524.0★ (4)14 mi
49Edward Jones - Financial Advisor: David G Rowland, CFP®|ChFC®|CKA®525.0★ (4)17 mi
50Capital Financial Group524.2★ (5)16 mi

Also serving Smyrna

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 Smyrna
BusinessGoogle ratingDistance
Coastal Bridge Advisors5.0★ (2)16 mi
Dominion Financial Management, Inc.5.0★ (5)In Smyrna
Edward Jones1.0★ (1)In 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
Flagship Financial Advisors3.0★ (2)17 mi
Genesis Financial Planning5.0★ (13)In Smyrna
Insight Alliance5.0★ (2)16 mi
Merrill Lynch Wealth Management5.0★ (2)16 mi
Portus Capital Management, LLC5.0★ (2)16 mi
Primerica - Daniel Gilbert & Associates5.0★ (2)15 mi
Raymond James Financial ServicesIn Smyrna
Wealth Legacy Planners5.0★ (4)In Smyrna
Wells Fargo Advisors3.0★ (2)16 mi

How we ranked Smyrna investment advisors

We scored 72 Smyrna 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 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 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 Smyrna: frequently asked questions

Which investment advisor has the highest RFA Score in Smyrna?

By RFA Score, the highest-ranked investment advisor in Smyrna, TN is IPX1031: Luke Hays, Esq. with an RFA Score of 75/100. It has 5.0★ from 313 Google reviews. GA Pincus Funds (#2) and Beacon Capital Management (#3) follow. We ranked 72 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Smyrna?

RankedFinancialAdvisors ranks 72 investment advisors serving Smyrna, TN. 4 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 investment advisors in Smyrna work on weekends?

5 of 72 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Knelson Advisory Solutions (#11), CGK Business Sales | Business Brokers Nashville (#15) and Menzie & Associates (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Smyrna investment advisors have?

The median Google rating among 72 rated investment advisors in Smyrna 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 Smyrna count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 72 investment advisors serving Smyrna.

More investment advisors and Smyrna pages