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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)
SH

Susan Grogan Haag

Susan G Klinstiver, Susan Klinstiver
IAR
RR
CRD#: 1396969
Location:
Hendersonville, TN 37075

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
SN

Suzanne Marie Nickens

Suzanne Durham, Sue Nickens, Suzanne M Nickens
IAR
RR
CRD#: 2675887
Location:
Hendersonville, TN 37075

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

Disclosures:
Experience:
30 years registered
RL

Richard Bradley Lalance

Rick Lalance
IAR
RR
CRD#: 2774453
Location:
Murfreesboro, TN 37130

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

Disclosures:
Experience:
30 years registered
JG

Jeannie Bullard Gregory Patterson

Jeannie Bullard Gregory
IAR
RR
CRD#: 3047553
Location:
Gallatin, TN 38066

Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.

Disclosures:
Experience:
27 years registered
Darrell Dean Woodcock JR

Darrell Dean Woodcock JR

Darrell Woodcock
IAR
RR
CRD#: 5148276
CFP®: Certified Financial Planner
Location:
Gallatin, TN 37066

Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC

Disclosures:
Experience:
20 years registered
DR

David Lincoln Richardson

IAR
CRD#: 2541402
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Brentwood, TN 37027

Registered Affiliation(s):PRUDENT STREET FINANCIAL ADVISORS, LLC

Disclosures:
Experience:
32 years registered
JW

Jae Edward Waters

IAR
RR
CRD#: 3277409
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
27 years registered
Robert Bradley Caldwell

Robert Bradley Caldwell

IAR
RR
CRD#: 4327111
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):CAPTRUST

Disclosures:
Experience:
25 years registered
BH

Brian W Hanrahan

IAR
RR
CRD#: 3054324
CPWA®: Certified Private Wealth Advisor
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
24 years registered
WH

William Lawrence Holden

IAR
RR
CRD#: 3198557
CIMA®: Certified Investment Management Analyst
Location:
Franklin, TN 37067

Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC

Disclosures:
Experience:
27 years registered
DT

David M Teague

IAR
RR
CRD#: 4728202
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
23 years registered
JP

John Benjamin Phillips

Ben Phillips
IAR
RR
CRD#: 3220212
CFP®: Certified Financial Planner
Location:
Murfreesboro, TN 37129

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

Disclosures:
Experience:
27 years registered
TB

Tracey Alan Binkley

Tracey A Binkley
IAR
RR
CRD#: 3249188
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC

Disclosures:
Experience:
27 years registered
JB

Jeffrey Owen Brown

IAR
RR
CRD#: 3201118
CFP®: Certified Financial Planner
Location:
Murfreesboro, TN 37130

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
27 years registered
CS

Christopher Thomas Slonecker

Chris T Slonecker, Christopher Slonecker
IAR
RR
CRD#: 2835555
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
29 years registered
TT

Todd Anthony Turner

Todd A Turner
IAR
RR
CRD#: 2877062
Location:
Brentwood, TN 37027

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
29 years registered
Jamie Ledon Lange

Jamie Ledon Lange

Jamie Ledon Whitley
IAR
RR
CRD#: 4999229
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
20 years registered
JH

Julie Anne Hippe

Julie Anne Carroll, Julie Anne Freitas, Julie Freitas
IAR
RR
CRD#: 2690641
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
29 years registered
GN

Gerald Scott Newell

Gerald S Newell, Scott Newell
IAR
RR
CRD#: 2803255
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
30 years registered
TH

Timothy David Hutchinson

Tim Hutchinson Sr, Timothy David Hutchinson, Timothy David Sr Hutchinson
IAR
RR
CRD#: 2849774
Location:
Franklin, TN 37067

Registered Affiliation(s):PRUCO SECURITIES, LLC.

Disclosures:
Experience:
29 years registered
ME

Melissa Renee Evans

Melissa R Evans, Melissa Grissom, Melissa Renee Ryan, Melissa Ryan, Melissa Renee Smith
IAR
CRD#: 4483961
Location:
Brentwood, TN 37027

Registered Affiliation(s):GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Disclosures:
Experience:
24 years registered
JN

John Durand Nail

IAR
RR
CRD#: 4497190
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Franklin, TN 37067

Registered Affiliation(s):SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
24 years registered
LZ

Lee Mike Ziady

Lee Moore, Elielee Mike Ziady
IAR
RR
CRD#: 2811576
Location:
Nashville, TN 37215

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
29 years registered
JE

Joshua Joe Embry

Josh Embry
IAR
RR
CRD#: 2906950
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
29 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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