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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)
DD

Darrell L Dawes

Corky Dawes, Darrell Lee Dawes
IAR
RR
CRD#: 1182008
Location:
Brentwood, TN 37027

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
43 years registered
LG

Leigh Hurley Glover

Leigh Ann Hurley
IAR
RR
CRD#: 1226310
Location:
Brentwood, TN 37027

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
42 years registered
MM

Mark Miccioli

IAR
RR
CRD#: 1240351
Location:
Brentwood, TN 37027

Registered Affiliation(s):THOROUGHBRED FINANCIAL SERVICES, LLC

Disclosures:
Experience:
42 years registered
MM

Mary Beth Mccormack

Mary Cooke Mccormack
IAR
RR
CRD#: 1249001
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
42 years registered
BR

Barbara Ferris Richards

IAR
RR
CRD#: 1249758
Location:
Brentwood, TN 37027

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
42 years registered
CO

Catherine Jean Oconnor

IAR
RR
CRD#: 1187888
Location:
Franklin, TN 37067

Registered Affiliation(s):PRUCO SECURITIES, LLC.

Disclosures:
Experience:
43 years registered
NN

Norman Jack Nuismer

IAR
RR
CRD#: 1140274
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
43 years registered
MH

Michael Edward Hogrefe

IAR
RR
CRD#: 1184780
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
43 years registered
TE

Thomas Pierson Espy

Tom Espy
IAR
RR
CRD#: 1267283
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
42 years registered
RJ

Robert Evans Johnson

Bobby Johnson
IAR
RR
CRD#: 1187601
Location:
Nashville, TN 37205

Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC

Disclosures:
Experience:
43 years registered
GJ

Gust Edwin Johnson

Ed Johnson, Gust Edwin Johnson
IAR
RR
CRD#: 1127197
Location:
Nashville, TN 37203

Registered Affiliation(s):B. RILEY WEALTH MANAGEMENT

Disclosures:
Experience:
43 years registered
RG

Richard Allen Glaze

IAR
RR
CRD#: 1174622
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
43 years registered
AL

Andrew Lyon Lees

IAR
RR
CRD#: 1215580
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
43 years registered
RS

Robert Patrick Shepherd

Patrick Shepherd
IAR
RR
CRD#: 1221884
Location:
Nashville, TN 37203

Registered Affiliation(s):AVONDALE CONQUEST, LLC

Disclosures:
Experience:
42 years registered
GB

George Summertown Bryan

George Summertown Bryan, Summer Bryan
IAR
RR
CRD#: 1207894
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
43 years registered
CY

Carol Blade Yochem

Carol Jane Blade
IAR
RR
CRD#: 1254414
Location:
Nashville, TN 37219

Registered Affiliation(s):FIRST HORIZON ADVISORS, INC.

Disclosures:
Experience:
42 years registered
WJ

William Richard Jontz

William Richard Jontz Jr
IAR
RR
CRD#: 1157175
Location:
Hendersonville, TN 37075

Registered Affiliation(s):CENTAURUS FINANCIAL, INC.

Disclosures:
Experience:
43 years registered
EE

Edgar Wilson Evins

Ed Evins, Edgar Wilson Jr Evins
IAR
RR
CRD#: 1565213
CFP®: Certified Financial Planner
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
40 years registered
RL

Robert Howard Levy

IAR
RR
CRD#: 1335414
Location:
Brentwood, TN 37027

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
41 years registered
Kimber Lewis Barton

Kimber Lewis Barton

Kim Barton, Kimber L Barton
IAR
RR
CRD#: 2613102
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
31 years registered
GR

George Michael Regan

IAR
RR
CRD#: 1345431
Location:
Franklin, TN 37067

Registered Affiliation(s):PRUCO SECURITIES, LLC.

Disclosures:
Experience:
41 years registered
RM

Rita Powell Mitchell

Rita Gayle Powell, Rita Gayle Powell
IAR
RR
CRD#: 1312370
Location:
Nashville, TN 37217

Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC

Disclosures:
Experience:
41 years registered
DH

Donald Sloan Hurwitz

Don Hurwitz Iii
IAR
RR
CRD#: 1209576
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
41 years registered
RP

Robert Joseph Patrick

Bob Patrick
IAR
RR
CRD#: 1274857
Location:
Nashville, TN 37209

Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.

Disclosures:
Experience:
42 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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