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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)
JH

James Edward Harter

Jim Harter
IAR
RR
CRD#: 1873208
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Brentwood, TN 37027

Registered Affiliation(s):EQUITY SERVICES, INC.

Disclosures:
Experience:
35 years registered
CN

Charles Nelson

Charles Iii Nelson
IAR
RR
CRD#: 1395473
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
41 years registered
WT

Waymon Reuben Tipton

IAR
RR
CRD#: 1434080
Location:
Nashville, TN 37203

Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED

Disclosures:
Experience:
40 years registered
RM

Robert Patrick Mcgrew

Pat Mcgrew
IAR
RR
CRD#: 2071036
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
36 years registered
JK

Joy Tedesco Koons

IAR
RR
CRD#: 1023093
Location:
Nashville, TN 37238

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
40 years registered
JB

Jeffrey Lynn Bryan

Jeff Bryan, Jeffrey Lynn Bryan, Jeffrey Bryan
IAR
RR
CRD#: 1433823
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
40 years registered
WW

William Roger Witherow

Roger Witheron, William Roger Witherow
IAR
RR
CRD#: 1386117
Location:
Columbia, TN 38401

Registered Affiliation(s):THOROUGHBRED FINANCIAL SERVICES, LLC

Disclosures:
Experience:
41 years registered
JW

James Randall Wilson

Randall Wilson
IAR
RR
CRD#: 1522129
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
40 years registered
Jerome Barber Moore

Jerome Barber Moore

Jerry Moore
IAR
RR
CRD#: 2728254
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Brentwood, TN 37027

Registered Affiliation(s):BRADFORD FINANCIAL CENTER

Disclosures:
Experience:
30 years registered
AM

Alan Gray Moore

IAR
RR
CRD#: 1450605
AIF®: Accredited Investment Fiduciary
Location:
Nashville, TN 37205

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
40 years registered
John R Reynolds

John R Reynolds

J Robert Reynolds, John Robert Reynolds
IAR
RR
CRD#: 1443235
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203-6017

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
40 years registered
GA

Graham Macrae Allen

IAR
RR
CRD#: 1561850
Location:
Brentwood, TN 37027

Registered Affiliation(s):THOROUGHBRED FINANCIAL SERVICES, LLC

Disclosures:
Experience:
40 years registered
David Russell Rodgers

David Russell Rodgers

D Russ Rodgers, Russ Rodgers
IAR
RR
CRD#: 2531172
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):TLG ADVISORS, INC.

Disclosures:
Experience:
32 years registered
SG

Steven Walter Glasgow

Steve Walter Glasgow
IAR
RR
CRD#: 1942809
AIF®: Accredited Investment FiduciaryCIMA®: Certified Investment Management Analyst
Location:
Franklin, TN 37067

Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC

Disclosures:
Experience:
37 years registered
LH

Lawrence Andrew Hawken

Larry Hawken, Lawrence A Hawken
IAR
RR
CRD#: 1569265
Location:
Nashville, TN 37215

Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED

Disclosures:
Experience:
40 years registered
Patricia Shepherd Mynatt

Patricia Shepherd Mynatt

IAR
RR
CRD#: 2480205
CFP®: Certified Financial Planner
Location:
Nashville, TN 37215

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
32 years registered
SR

Stephen Lynn Reed

IAR
RR
CRD#: 1172769
Location:
Nashville, TN 37212

Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.

Disclosures:
Experience:
39 years registered
DL

Daryle S Lambert

Daryle S Lambert
IAR
RR
CRD#: 1492953
Location:
Nashville, TN 37203

Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED

Disclosures:
Experience:
40 years registered
Kevin Michael Richardson

Kevin Michael Richardson

IAR
RR
CRD#: 3195643
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203

Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION

Disclosures:
Experience:
27 years registered
Scott Matthew Speedy

Scott Matthew Speedy

IAR
RR
CRD#: 3212445
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
27 years registered
MB

Mary Kathleen Bell

Kathleen Bell, Kathy Bell, Kathy Robertson, Mary Kathleen Robertson
IAR
RR
CRD#: 1324007
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
40 years registered
EM

Edwin Alexander Mcknight

Ed Mcknight
IAR
RR
CRD#: 1466349
Location:
Murfreesboro, TN 37130

Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.

Disclosures:
Experience:
39 years registered
TH

Thomas Levens Herbert

Tom Herbert
IAR
RR
CRD#: 1670664
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
39 years registered
RC

Royce Lee Cannon

IAR
RR
CRD#: 2206590
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Brentwood, TN 37027

Registered Affiliation(s):MOLONEY SECURITIES ASSET MANAGEMENT LLC

Disclosures:
Experience:
34 years registered

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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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