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Wealth Managers in Gallatin, TN: 2026 rankings

36 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Gallatin: Collier Wealth Management Inc., RFA Score 72/100; 5.0★ from 202 Google reviews.

  2. 6

    Most-reviewed: Molitor Wealth Management, 66 Google reviews at 5.0★, the most of 36 ranked after Collier Wealth Management Inc.; ranked #6.

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

36 Gallatin wealth managers are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 36 rated firms.

Most of this list also appears on the Wealth managers in Nashville ranking. See Wealth managers in Nashville

Top 10 wealth managers in Gallatin 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 wealth managers in Gallatin at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Collier Wealth Management Inc.725.0★ (202)Hendersonville, 12 mi away—Top score
2Eric Berner, Partner - Rock Castle Wealth Advisors685.0★ (40)Hendersonville, 8 mi away——
3Chad Richards, Partner - Rock Castle Wealth Advisors685.0★ (33)Hendersonville, 8 mi away——
4Guided Wealth Partners, LLC685.0★ (36)Hendersonville, 10 mi away——
5Adams Wealth Partners- Nashville Wealth Management655.0★ (43)Nashville, 27 mi away——
6Molitor Wealth Management655.0★ (66)Murfreesboro, 38 mi away—Most reviews
7Wealth Management Group635.0★ (28)Nashville, 34 mi away——
8Cadence Wealth Advisors635.0★ (29)Brentwood, 35 mi away——
9Momentum Wealth Solutions635.0★ (36)Murfreesboro, 39 mi awaySat—
10Everett Wealth Management - Nashville625.0★ (13)Nashville, 26 mi away——

All 36 wealth managers in Gallatin, 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.

  4. #4 Guided Wealth Partners, LLC

    Based in Hendersonville, 10 mi away

    68/100RFA Score

    Ranked #4 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

  6. #6 Molitor Wealth Management

    Based in Murfreesboro, 38 mi away

    65/100RFA Score

    Ranked #6 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

  7. #7 Wealth Management Group

    Based in Nashville, 34 mi away

    63/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    237 Old Hickory Blvd #100, Nashville, TN 37221
    View profile for Wealth Management Group(615) 598-1264

  8. #8 Cadence Wealth Advisors

    Based in Brentwood, 35 mi away

    63/100RFA 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

  9. #9 Momentum Wealth Solutions

    Based in Murfreesboro, 39 mi away

    63/100RFA Score

    Ranked #9 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

  11. #11 Moore Wealth Management

    Based in Hendersonville, 10 mi away

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    116 Maple Row Blvd, Hendersonville, TN 37075
    View profile for Moore Wealth Management(615) 212-2102

  12. #12 Luken Wealth Management

    Based in Brentwood, 31 mi away

    62/100RFA Score

    Ranked #12 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

  14. #14 Rooted Wealth Advisors

    Based in Brentwood, 31 mi away

    62/100RFA Score

    Ranked #14 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–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9005 Overlook Blvd, Brentwood, TN 37027
    View profile for Rooted Wealth Advisors(615) 678-6120

  17. #17 EP Wealth Advisors

    Based in Nashville, 29 mi away

    61/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3835 Cleghorn Ave #250, Nashville, TN 37215
    View profile for EP Wealth Advisors(615) 292-6889

  18. #18 Lighthouse Wealth Group

    Based in Franklin, 36 mi away

    61/100RFA Score

    Ranked #18 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

  19. #19 Elevated Wealth Management

    Based in Franklin, 37 mi away

    61/100RFA Score

    Ranked #19 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

  24. #24 Riverdog Wealth

    Based in Nashville, 27 mi away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2505 21st Ave S Ste 302, Nashville, TN 37212
    View profile for Riverdog Wealth(615) 208-6000

How we ranked Gallatin wealth managers

We scored 36 Gallatin wealth managers 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 Gallatin 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Gallatin: frequently asked questions

Which wealth manager has the highest RFA Score in Gallatin?

By RFA Score, the highest-ranked wealth manager in Gallatin, TN is Collier Wealth Management Inc. with an RFA Score of 72/100. It has 5.0★ from 202 Google reviews. Eric Berner, Partner - Rock Castle Wealth Advisors (#2) and Chad Richards, Partner - Rock Castle Wealth Advisors (#3) follow. We ranked 36 wealth managers on eight factors, last updated November 9, 2026.

Which wealth managers in Gallatin work on weekends?

3 of 36 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays are Momentum Wealth Solutions (#9) and Infinitus Wealth Management (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Gallatin wealth managers have?

The median Google rating among 36 rated wealth managers in Gallatin is 5.0★, with a median of 12 reviews. Collier Wealth Management Inc. has the most, 202 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Gallatin count in this ranking?

Yes, if they are within 40 mi of the Gallatin city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Gallatin ranked?

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

How do I check a wealth manager’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 wealth manager in Gallatin 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 wealth managers 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 Gallatin

  1. November 2026: RFA Scores recalculated for 36 wealth managers serving Gallatin.

More wealth managers and Gallatin pages