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ClearTrust Wealth Advisors

EST. AUM
$1,400,000,000

CONTACTS
15

CLIENT ACCOUNTS

Firm Details

Metro area Nashville
CRD Number
Website cleartrustwa.com
Client types

Overview

ClearTrust Wealth Advisors is a premier 24-person wealth management team based in Franklin, Tennessee. In January 2026, the firm completed a high-profile move from Ameriprise Financial to NewEdge Advisors, seeking greater operational flexibility and an "advisor-first" culture. Led by Managing Partners Matt Robins, Nick Stamatis, and Joe Creecy, the firm utilizes a team-based approach—comprising 12 advisors and 12 support professionals—to manage complex financial legacies for high-net-worth families, corporate executives, and business owners.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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