Fidelis Financial Strategies
“David is not only extremely smart in the field of financial planning but is also compassionate and understanding of family and life situations.”
Best Financial Advisors in Cookeville, TN
10 firms listed · 4 in Cookeville · 2 open weekends · 9 rated 4.5+
Data verified October 18, 2026
Maplecross Wealth Management
“Jared helped me invest the money I have so that it would see me through my retirement years.”
Raymond James
Cravens & Company Advisors
Don Randolph & Associates
“Best part is, he gives easy to understand information and instructions.”
Raymond James Financial Services
The 10 firms listed for Cookeville, TN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Cookeville, TN
Of the 10 firms we list here, 4 are in Cookeville itself and 6 come from towns including Sparta (1, 15 mi), Smithville (1, 22 mi) and Carthage (1, 26 mi). 9 of the firms on this page have a rating, from 4.6 to 5.0 across 28 reviews. 2 are open on Saturdays. 2 list staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 9 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Cookeville listed here?
4 of the 10 firms are located in Cookeville. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Janney & Associates Cpas
Stones River Wealth Management
Pure Wealth Partners
Cleveland Financial Solutions
“She has helped guide us through investing monies for our retirement, Medicare and supplemental plans.”
Why these companies made our list
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