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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)
DS

David Scott Steinfeld

Dave Steinfield
IAR
RR
CRD#: 2534502
Location:
Brentwood, TN 37027

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
32 years registered
SW

Scott Douglas Winters

IAR
RR
CRD#: 2825668
Location:
Brentwood, TN 37027

Registered Affiliation(s):IPI WEALTH MANAGEMENT, INC.

Disclosures:
Experience:
30 years registered
CV

Christian Paul Von Allmen

IAR
RR
CRD#: 4035900
Location:
Summit, NJ 07901

Registered Affiliation(s):THE LEADERS GROUP, INC.

Disclosures:
Experience:
27 years registered
Kate Elizabeth Lunn

Kate Elizabeth Lunn

Kate Elizabeth Eiland, Kate Eiland, Kate E Johnson, Kate Lunn
IAR
RR
CRD#: 4727151
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
22 years registered
Thomas Michael Hunter

Thomas Michael Hunter

Thomas M Hunter Jr
IAR
RR
CRD#: 4833654
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
22 years registered
TA

Tammy Renee Alexander

Tammy R Alexander
IAR
RR
CRD#: 1508627
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
32 years registered
SS

Sheala H Smith

Sheala Diahann Hagewood, Sheala H Nichols, Sheala Nichols
IAR
RR
CRD#: 2465084
Location:
Franklin, TN 37067

Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC

Disclosures:
Experience:
32 years registered
SW

Stacy Allen Womack

IAR
RR
CRD#: 2468036
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
32 years registered
DP

Dennis David Pompa

Dennis David Pompa Jr, Dennis David Pompa
IAR
RR
CRD#: 2491488
Location:
Franklin, TN 37067

Registered Affiliation(s):CHARLES SCHWAB & CO., INC.

Disclosures:
Experience:
32 years registered
DA

David H Adams

IAR
RR
CRD#: 2524328
Location:
Franklin, TN 37067

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
32 years registered
MA

Mark Alan Antonini

IAR
RR
CRD#: 2513978
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
32 years registered
SL

Samuel Donahoo Lechleiter

Sam Lechleiter, Samuel D Lechleiter
IAR
RR
CRD#: 2501336
Location:
Franklin, TN 37069

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

Disclosures:
Experience:
32 years registered
DW

Donald Rex Welch

Rex Welch
IAR
RR
CRD#: 2323362
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
32 years registered
WG

William Howard Gollihue

Bill Gollihue Jr
IAR
RR
CRD#: 2424830
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
32 years registered
JV

Jacqueline K Vogelsang

Jacqueline K Clark, Jacqueline K Singleton, Jacqueline R Singleton, Jacqueline Ray Singleton
IAR
RR
CRD#: 2460430
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
32 years registered
KC

Karen Marie Colavecchio

Karen Colavecchio
IAR
RR
CRD#: 2480086
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
32 years registered
PH

Phillip Edward Hall

Phillip Hall
IAR
RR
CRD#: 2483624
Location:
Nashville, TN 37203

Registered Affiliation(s):OPPENHEIMER & CO. INC.

Disclosures:
Experience:
32 years registered
KK

Kris J Kinslow

Christopher J Kinslow
IAR
RR
CRD#: 3210253
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
27 years registered
PH

Patrick Hardie

Pat Hardie
IAR
RR
CRD#: 2477235
Location:
Nashville, TN 37221

Registered Affiliation(s):NATIONS FINANCIAL GROUP, INC.

Disclosures:
Experience:
32 years registered
CM

Christi Chantal Mitchell

IAR
RR
CRD#: 2829844
Location:
Murfreesboro, TN 37129

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

Disclosures:
Experience:
29 years registered
MR

Matthew Caldwell Ribble

IAR
RR
CRD#: 2477856
Location:
Fairview, TN 37062

Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.

Disclosures:
Experience:
32 years registered
TB

Tammy Lynn Brown

Tammy Lynn Combs, Tammy Lynn Rohrer
IAR
RR
CRD#: 2433115
Location:
Goodlettsville, TN 37072

Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.

Disclosures:
Experience:
32 years registered
TW

Thomas David Wellborn

IAR
RR
CRD#: 2522938
Location:
Murfreesboro, TN 37130

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

Disclosures:
Experience:
32 years registered
Jay Scott Flowers

Jay Scott Flowers

Scott Flowers
IAR
RR
CRD#: 4728186
CFP®: Certified Financial Planner
Location:
Murfreesboro, TN 37130

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
22 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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