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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)
Kenneth A Ford

Kenneth A Ford

Ken Alan Ford
IAR
RR
CRD#: 5349525
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
19 years registered
JJ

Justin Burch Jones

Justin B Jones, Justin B. Jones, Justin B. Jones
IAR
RR
CRD#: 4616281
ChFC®: Chartered Financial Consultant
Location:
Brentwood, TN 37027

Registered Affiliation(s):BANKERS LIFE ADVISORY SERVICES, INC.

Disclosures:
Experience:
23 years registered
Brenton Duane Harrison

Brenton Duane Harrison

Brenton Harrison
IAR
RR
CRD#: 5737897
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Brentwood, TN 37027

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
16 years registered
Daniel Patrick Burke

Daniel Patrick Burke

IAR
RR
CRD#: 5677028
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Franklin, TN 37067

Registered Affiliation(s):EAGLE STRATEGIES LLC

Disclosures:
Experience:
16 years registered
YF

Youssef Fareed

Joe Fareed
IAR
RR
CRD#: 4164720
CFP®: Certified Financial Planner
Location:
Nashville, TN 37212-3320

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
26 years registered
CT

Christopher Michael Trokey

IAR
RR
CRD#: 4262959
CFA: Chartered Financial Analyst
Location:
Nashville, TN 37219

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

Disclosures:
Experience:
26 years registered
CA

Christopher William Adams

IAR
RR
CRD#: 4183126
AIF®: Accredited Investment Fiduciary
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
26 years registered
BB

Brandon P Bourque

IAR
RR
CRD#: 4177223
CFP®: Certified Financial Planner
Location:
Murfreesboro, TN 37129

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
26 years registered
RC

Robert Gordon Carlson

Rob Carlson
IAR
RR
CRD#: 3008776
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
28 years registered
SW

Stacie L Wegman

Stacie Lea Anderson, Stacie L Fankhauser, Stacie Lea Fankhauser, Stacie Lea Pearson
IAR
RR
CRD#: 3068900
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
28 years registered
GR

Gregory Thomas Roden

Greg Roden
IAR
RR
CRD#: 3072331
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
28 years registered
BJ

Bart Wilkins Jones

IAR
RR
CRD#: 3072496
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
28 years registered
JP

Jeffrey Alan Pratt

Jeff Alan Pratt
IAR
RR
CRD#: 3081200
Location:
Nashville, TN 37205

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
28 years registered
Jeremy Patrick Hutzel

Jeremy Patrick Hutzel

Patrick Hutzel Jeremy
IAR
CRD#: 5527843
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):SEVEN SPRINGS WEALTH GROUP, LLC

Disclosures:
Experience:
18 years registered
EJ

Eric William Johnson

IAR
RR
CRD#: 2842768
Location:
Franklin, TN 37067

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
KR

Kim Alan Richardson

Kim Richardson, Kim Alan Richardson Mr.
IAR
RR
CRD#: 3087897
Location:
Franklin, TN 37067

Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC

Disclosures:
Experience:
28 years registered
JB

Jeffrey N Bolling

IAR
RR
CRD#: 3089030
Location:
Murfeesboro, TN

Registered Affiliation(s):NATIONAL ASSET MANAGEMENT, INC.

Disclosures:
Experience:
28 years registered
CH

Charles Nick Hutchison

Charles N. Hutchison
IAR
RR
CRD#: 4335502
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
25 years registered
DH

David Drake Harlan

PR
CRD#: 3089073
Location:
St. Louis, MO 63131

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
TS

Thomas A Siler Jr.

Thomas A Siler Jr, Thomas Allan Siler Jr, Tommy Siler Jr, Thomas A Siler Jr Jr
IAR
RR
CRD#: 2708775
Location:
Nashville, TN 37203-6017

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
28 years registered
TM

Tavis Christian Mccourt

Tavis C Mccourt
IAR
RR
CRD#: 2893560
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
28 years registered
TH

Tamara Linville Hixson

Tamara Linville Woods, Tami Woods
IAR
RR
CRD#: 2977016
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
28 years registered
FH

Farley Hughes Haralson

IAR
RR
CRD#: 2978714
Location:
Nashville, TN 37203

Registered Affiliation(s):SYNOVUS SECURITIES, INC.

Disclosures:
Experience:
28 years registered
MS

Mark Jonathan Schlossberg

IAR
RR
CRD#: 2996129
Location:
Nashville, TN 37203

Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.

Disclosures:
Experience:
28 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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