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Top Financial Advisors in Brentwood, Tennessee

Finding the right financial advisor in Brentwood is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Brentwood, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Brentwood, TN.


Find the Best Financial Advisor Firms in Brentwood:

THOROUGHBRED FINANCIAL SERVICES, LLC

CRD#: 47893

BD
RIA

Address: 5110 Maryland Way Suite 300, Brentwood, TN 37027-7508

Clients: 2,381

In Business for: 27 Years

Average Clients per Advisor: 74

AUM: $ 2.4B

Disclosures: 1

Find an Advisor

TRUSTCORE FINANCIAL SERVICES, LLC

CRD#: 106522

RIA

Address: 5314 Maryland Way Suite 300, Brentwood, TN 37027-6219

Clients: 1,500

Average Clients per Advisor: 46

AUM: $ 2.4B

TBH GLOBAL ASSET MANAGEMENT, LLC

CRD#: 145536

RIA

Address: 6 Cadillac Dr. Suite 300, Brentwood, TN 37027

Clients: 687

Average Clients per Advisor: 57

AUM: $ 951M

VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816

RIA

Address: 6 Cadillac Dr. Suite 310, Brentwood, TN 37027

Clients: 7,842

Average Clients per Advisor: 73

AUM: $ 941M

SEVEN SPRINGS WEALTH GROUP, LLC

CRD#: 127411

RIA

Address: 340 Seven Springs Way Suite 710, Brentwood, TN 37027-4536

Clients: 115

Average Clients per Advisor: 16

AUM: $ 575M

TRANQUILITY PARTNERS, LLC

CRD#: 283478

RIA

Address: 5214 Maryland Way Suite 405, Brentwood, TN 37027

Clients: 97

Average Clients per Advisor: 13

AUM: $ 483M

How We Chose the Top Financial Advisors in Brentwood, Tennessee

To create this list of top financial advisor firms in Brentwood, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Brentwood has to offer.

Search Financial Advisors in Brentwood, Tennessee


Name or CRD#
Location:
Firm name (optional)
Michael Prescott Anderson

Michael Prescott Anderson

Mick Anderson, Micky Anderson
IAR
RR
CRD#: 2079342
CFP®: Certified Financial Planner
Location:
Nashville, TN 37212

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
36 years registered
Linda Murphy

Linda Murphy

Linda S Greenwell, Linda Sue Greenwell, Linda G Murphy, Linda S Murphy, Linda Sue Murphy
IAR
RR
CRD#: 2256301
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Gallatin, TN 37066

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
33 years registered
Jennifer Ann Sexton

Jennifer Ann Sexton

Fer Sexton, Jen Sexton, Jenny Sexton
IAR
RR
CRD#: 2155105
CFP®: Certified Financial Planner
Location:
Murfreesboro, TN 37129-5102

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Scott Matthew Rhea

Scott Matthew Rhea

IAR
RR
CRD#: 2252845
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203-6017

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
34 years registered
Jeffrey Thomas Dobyns

Jeffrey Thomas Dobyns

Jeffrey Dobyns
IAR
RR
CRD#: 3120830
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Franklin, TN 37067

Registered Affiliation(s):SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
28 years registered
David Lawrence Bachman

David Lawrence Bachman

David L Bachman
IAR
RR
CRD#: 2282284
CFP®: Certified Financial Planner
Location:
Nashville, TN 37201

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
34 years registered
Douglas Whitmore Smith

Douglas Whitmore Smith

Dougas Whitmore Smith, Whit Smith
IAR
RR
CRD#: 2376074
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Perrie Douglas Gibbons

Perrie Douglas Gibbons

Perrie Ann Douglas, Perrie Gibbons
IAR
RR
CRD#: 2527955
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
32 years registered
William Garrett Greene

William Garrett Greene

Gary Greene
IAR
RR
CRD#: 1953116
CFP®: Certified Financial Planner
Location:
Franklin, TN 37064

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
32 years registered
Charles Gardner Grummon

Charles Gardner Grummon

Charles G Grummon
IAR
RR
CRD#: 2629861
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
31 years registered
Daniel Louis Kramer

Daniel Louis Kramer

Dan Kramer
IAR
RR
CRD#: 2739159
CFP®: Certified Financial Planner
Location:
Franklin, TN 37064

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
30 years registered
Jeremy Ryan Sweeney

Jeremy Ryan Sweeney

IAR
RR
CRD#: 3229124
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Franklin, TN 37064

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
William Herbert Eskind

William Herbert Eskind

Billy Eskind
IAR
RR
CRD#: 1145079
Location:
Nashville, TN 37201

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
34 years registered
Caren Poletti Williams

Caren Poletti Williams

Caren Patrice Poletti
IAR
RR
CRD#: 1956447
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
36 years registered
Mitzi Ann Michaelson

Mitzi Ann Michaelson

Mitzi Ann Carter
IAR
RR
CRD#: 2398318
Location:
Brentwood, TN 37027

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
33 years registered
Jake Tyler Embry

Jake Tyler Embry

IAR
RR
CRD#: 4314950
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
25 years registered
Jana Lisle Parham

Jana Lisle Parham

Jana Jordon Lisle, Jana Lisle, Jana J Parham
IAR
RR
CRD#: 2774349
CIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Nashville, TN 37203

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
30 years registered
Christopher James Sigmund

Christopher James Sigmund

Christopher James Byrnes, Cj Sigmund
IAR
RR
CRD#: 2107928
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
34 years registered
Levi Matthew Deshaw

Levi Matthew Deshaw

Levi Matthew De Shaw
IAR
RR
CRD#: 3051694
ChFC®: Chartered Financial Consultant
Location:
Franklin, TN 37067-2039

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
L Scott Thompson

L Scott Thompson

L. Scott Thompson, Lester Scott Thompson
IAR
RR
CRD#: 2261131
Location:
Brentwood, TN 37027

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
33 years registered
Brian Ray Dunston

Brian Ray Dunston

IAR
RR
CRD#: 2342262
Location:
Brentwood, TN 37027

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
33 years registered
David Arthur Bates

David Arthur Bates

IAR
RR
CRD#: 2391687
Location:
Nashville, TN 37205

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered
Jason David Patterson

Jason David Patterson

IAR
RR
CRD#: 2602801
Location:
Nashville, TN 37203

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
31 years registered
Kari Raeder Johnson

Kari Raeder Johnson

Kari Sue Johnson, Kari Sue Raeder
IAR
RR
CRD#: 4634291
CFP®: Certified Financial Planner
Location:
Nashville, TN 37201

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
23 years registered

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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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