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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)
BW

Bennett Christopher Walker

B Chris Walker, Chris Walker
IAR
RR
CRD#: 2151787
Location:
Franklin, TN 37067

Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC

Disclosures:
Experience:
35 years registered
GC

Gary Lee Collier

IAR
RR
CRD#: 2143228
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
35 years registered
PK

Philip Donald Krebs

IAR
RR
CRD#: 1215465
Location:
Nashville, TN 37203

Registered Affiliation(s):AVONDALE CONQUEST, LLC

Disclosures:
Experience:
32 years registered
Owen Alvin Waldrop

Owen Alvin Waldrop

Al Waldrop Iii, Owen Alvin Waldrop
RR
CRD#: 2163216
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
35 years registered
AM

Arthur Michael Mayernick

Mike Mayernick
IAR
RR
CRD#: 2182324
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
35 years registered
TR

Tammy Renee Rogan

IAR
RR
CRD#: 2415167
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
33 years registered
Honnie Payne Arnold

Honnie Payne Arnold

Honnie Lynn Payne
IAR
RR
CRD#: 4235604
CFP®: Certified Financial Planner
Location:
Nolensville, TN

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

Disclosures:
Experience:
25 years registered
JM

James Matthew Mayes

Jim Mayes
IAR
RR
CRD#: 2172958
Location:
Nashville, TN 37221

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
35 years registered
JW

James Emerson Wilford

James Wilford, Jim Wilford Iii, Iii James Wilford Iii Iii
IAR
RR
CRD#: 2542658
Location:
Nashville, TN 37238

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
35 years registered
JW

Jeffrey Burton Whitehead

IAR
RR
CRD#: 2150604
Location:
Franklin, TN 37064

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

Disclosures:
Experience:
35 years registered
JG

James Bradley Gibbs

James Jr Gibbs
IAR
RR
CRD#: 1445976
Location:
Hendersonville, TN 37075

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

Disclosures:
Experience:
35 years registered
DG

David Loren Gordon

David L Gordon
IAR
RR
CRD#: 2128236
Location:
Lebanon, TN 37087

Registered Affiliation(s):EQUITABLE ADVISORS, LLC

Disclosures:
Experience:
35 years registered
WW

William Howard Wade

Bill Wade, William Howard Wade
IAR
RR
CRD#: 2473842
CIMA®: Certified Investment Management Analyst
Location:
Brentwood, TN 37027

Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED

Disclosures:
Experience:
32 years registered
PS

Peter Hampton Smith

IAR
RR
CRD#: 3216481
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Franklin, TN 37067-2716

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
BB

Brian Duke Bevans

IAR
RR
CRD#: 2519283
AIF®: Accredited Investment Fiduciary
Location:
Nashville, TN 37212

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

Disclosures:
Experience:
32 years registered
JA

James Martin Aid

Jim Aid
IAR
RR
CRD#: 2459919
AIF®: Accredited Investment Fiduciary
Location:
Nashville, TN 37203

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
32 years registered
BS

Bruce David Schroeder

IAR
RR
CRD#: 2460851
CFP®: Certified Financial Planner
Location:
Arrington, TN 37014

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
32 years registered
JK

Jeffery Samuel Kee

Jeff Kee
IAR
RR
CRD#: 2517124
CFP®: Certified Financial Planner
Location:
Murfreesboro, TN 37130

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

Disclosures:
Experience:
32 years registered
DL

David Jerry Leigh

IAR
RR
CRD#: 2207387
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
34 years registered
Elizabeth R Knight

Elizabeth R Knight

Beth Rivalto Reed, Elizabeth R Reed
IAR
RR
CRD#: 2670087
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
24 years registered
CS

Carri M Sanford

Carri Margaret Sanford, Carri Sanford, Carri Margaret Stone
IAR
RR
CRD#: 2914126
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
29 years registered
Heather Ogren Hale

Heather Ogren Hale

Heather Hale, Heather Ogren
IAR
RR
CRD#: 4470449
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027-7508

Registered Affiliation(s):THOROUGHBRED FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
DH

David Thomas Howell

IAR
RR
CRD#: 4551816
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Brentwood, TN 37027

Registered Affiliation(s):PRINCIPAL SECURITIES, INC.

Disclosures:
Experience:
24 years registered
JL

Jeanne Michelle Lynn

Michelle Tinnel
IAR
RR
CRD#: 2120646
Location:
Franklin, TN 37067

Registered Affiliation(s):MORGAN STANLEY

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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