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NASHVILLE, Tenn. (Aug. 25, 2021)—Waddell & Associates—a fee-only, SEC-registered investment advisory firm with offices in Nashville, Tenn., Memphis, Tenn. and Aspen, Colo.—was named one of the 12 Best Financial Advisors in Franklin, Nashville and Memphis in AdvisoryHQ’s 2021-2022 ranking. The firm was one of eight that received a five-star rating. 

“At Waddell & Associates, we’re fully committed to bringing exceptional service and advice to our clients, and seeing our team be recognized for our dedication feels fantastic,” said David Waddell, CEO of Waddell & Associates. “The independent research conducted by the company makes this award even more prestigious.”  

To compile the list, AdvisoryHQ conducted a detailed analysis of advisors and wealth management firms across Tennessee based on a wide range of factors, including fiduciary duty, independence, transparency, level of customized service, history of innovation, quality of service provided, team excellence and years of experience. The list is designed to provide objective, comprehensive research to help the everyday customer make informed financial decisions.

AdvisoryHQ is a national review and ranking news media for the investment management, wealth and financial industries. Learn more about AdvisoryHQ and their selection methodology here.

For more information about Waddell & Associates, visit

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the advisor, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization (see link provided) granting such recognition.

About Waddell & Associates: 

Founded in 1986, Waddell and Associates (W&A) is a fee-only, SEC-registered investment advisory firm dedicated to enriching life by providing clarity. W&A’s goal is to provide financial planning, investment management, and communications services. W&A clients are entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions who have entrusted the firm to manage their investments and planning needs. For more information about Waddell & Associates, visit