AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AdvisorCheck > By State > Tennessee > Brentwood

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)
DJ

Douglas Wilson Jones

Doug Jones
IAR
RR
CRD#: 2005525
AIF®: Accredited Investment Fiduciary
Location:
Franklin, TN 37067

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
37 years registered
MF

Mechel Kennedy Frost

Karen Mechel Frost, Mechel Frost, Karen Mechel Kennedy, Karen Kennedy
IAR
RR
CRD#: 2239951
CIMA®: Certified Investment Management Analyst
Location:
Nashville, TN 37215

Registered Affiliation(s):WILEY BROS.-AINTREE CAPITAL, LLC

Disclosures:
Experience:
34 years registered
Anton Joslyn Bueschen

Anton Joslyn Bueschen

IAR
RR
CRD#: 4246323
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Nashville, TN

Registered Affiliation(s):THE JENKINS GROUP

Disclosures:
Experience:
26 years registered
Mark Danner Richards III

Mark Danner Richards III

Mark D Richards Iii
IAR
RR
CRD#: 4667063
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Brentwood, TN 37027

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
23 years registered
GF

Gary Bret Fincher

Bret Fincher
IAR
RR
CRD#: 2370917
Location:
Nashville, TN 37212

Registered Affiliation(s):M HOLDINGS SECURITIES, INC.

Disclosures:
Experience:
33 years registered
PS

Patrick Lee Srebnick

IAR
RR
CRD#: 2307458
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203

Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Disclosures:
Experience:
33 years registered
Lechelle Lee Moore

Lechelle Lee Moore

Lechelle Lee Morrison
IAR
RR
CRD#: 2982262
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203-6017

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
28 years registered
SH

Steven Roy Hale

IAR
RR
CRD#: 2154138
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Disclosures:
Experience:
35 years registered
CP

Charles Robert Pruett

Chuck Pruett
IAR
RR
CRD#: 2037055
CLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203

Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Disclosures:
Experience:
35 years registered
CM

Clyde Patterson Mcfadden

Pat Mcfadden
IAR
RR
CRD#: 2110959
CLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
36 years registered
AH

Anthony Keith Helton

Tony Helton
IAR
RR
CRD#: 2153769
CFP®: Certified Financial Planner
Location:
Lebanon, TN 37087

Registered Affiliation(s):EQUITABLE ADVISORS, LLC

Disclosures:
Experience:
35 years registered
Randall J Whitman

Randall J Whitman

Randall Joseph Whitman, Randy Joseph Whitman, Randall Joseph Whitnan
IAR
RR
CRD#: 5238356
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Brentwood, TN 37027

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
19 years registered
David Glenn Rowland

David Glenn Rowland

David Rowland
IAR
RR
CRD#: 3174537
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
EJ

Eric Alexander Johnson

IAR
RR
CRD#: 2612175
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
31 years registered
PR

Peggy Jo Rouillier

IAR
RR
CRD#: 2198063
CFP®: Certified Financial Planner
Location:
Nashville, TN 37221

Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Disclosures:
Experience:
34 years registered
PM

Patrick Barry Moody

Barry Moody
IAR
RR
CRD#: 2264105
AIF®: Accredited Investment Fiduciary
Location:
Nashville, TN 37201

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
34 years registered
JH

James Otto Hubbuch

James O Hubbuch, Jim Hubbuch
IAR
RR
CRD#: 1929771
Location:
Franklin, TN 37067

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
36 years registered
JJ

James Russell Jones

Jimmy Jones
IAR
RR
CRD#: 1989245
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
36 years registered
Bradford Brindley Lott

Bradford Brindley Lott

Brad B Lott
IAR
RR
CRD#: 4083363
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
26 years registered
RT

Rodney Trent Toothman

IAR
RR
CRD#: 1216355
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
33 years registered
BS

Brick Wendell Sturgeon

Brick We Sturgeon Jr
IAR
RR
CRD#: 2095149
Location:
Nashville, TN 37221

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
36 years registered
MK

Michael Earle Kleinsmith

IAR
RR
CRD#: 2028014
Location:
Franklin, TN 37064

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

Disclosures:
Experience:
36 years registered
JS

John Russell Sant Amour

John Russell Santamour Jr
IAR
RR
CRD#: 1987692
Location:
Murfreesboro, TN 37129

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
36 years registered
IB

Ivie Phillip Burns

Ivie Phillip Burns, Ivie Burns
IAR
RR
CRD#: 2242965
Location:
Murfreesboro, TN 37129

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
33 years registered

Latest Blog Articles


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.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter