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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)
Levi Matthew Deshaw

Levi Matthew Deshaw

Levi Matthew De Shaw
IAR
RR
CRD#: 3051694
ChFC®: Chartered Financial Consultant
Location:
Franklin, TN 37067-2039

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
L Scott Thompson

L Scott Thompson

L. Scott Thompson, Lester Scott Thompson
IAR
RR
CRD#: 2261131
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
33 years registered
Brian Ray Dunston

Brian Ray Dunston

IAR
RR
CRD#: 2342262
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
33 years registered
David Arthur Bates

David Arthur Bates

IAR
RR
CRD#: 2391687
Location:
Nashville, TN 37205

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered
Jason David Patterson

Jason David Patterson

IAR
RR
CRD#: 2602801
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
31 years registered
Kari Raeder Johnson

Kari Raeder Johnson

Kari Sue Johnson, Kari Sue Raeder
IAR
RR
CRD#: 4634291
CFP®: Certified Financial Planner
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
23 years registered
Kevin Joseph Smith

Kevin Joseph Smith

IAR
RR
CRD#: 2373338
Location:
Murfreesboro, TN 37129

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
33 years registered
Brian Douglas Coleman

Brian Douglas Coleman

Brian D Coleman
IAR
RR
CRD#: 5028818
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Murfreesboro, TN 37129

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
21 years registered
David Hugh Stacey

David Hugh Stacey

IAR
RR
CRD#: 2524835
Location:
Brentwood, TN 37027

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Jason Eugene Pharris

Jason Eugene Pharris

IAR
RR
CRD#: 2457961
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
32 years registered
Weisley Frazier

Weisley Frazier

IAR
RR
CRD#: 4845440
CFP®: Certified Financial Planner
Location:
Columbia, TN 38401

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

Disclosures:
Experience:
22 years registered
Mark Glennon Deering

Mark Glennon Deering

IAR
RR
CRD#: 4890057
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
21 years registered
Harrison David Brockwell Kidd

Harrison David Brockwell Kidd

Brock Kidd, Harrison Db Kidd
IAR
RR
CRD#: 2553591
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
32 years registered
John Patrick Poling

John Patrick Poling

John Patrick Poling
IAR
RR
CRD#: 5205844
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):SANCTUARY ADVISORS, LLC

Disclosures:
Experience:
20 years registered
David Joseph Wuller

David Joseph Wuller

IAR
RR
CRD#: 2679277
Location:
Franklin, TN 37067-2730

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
31 years registered
Christopher Bernard Lemily

Christopher Bernard Lemily

Chris Lemily
IAR
RR
CRD#: 2651221
Location:
Nashville, TN 37205

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Kevin Dale Briggs

Kevin Dale Briggs

IAR
RR
CRD#: 2754962
Location:
Nashville, TN 37205

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
William Douglass Jackson

William Douglass Jackson

Will Jackson, William Douglas Jackson
IAR
CRD#: 2781981
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
30 years registered
Jeffery Scott Edge

Jeffery Scott Edge

IAR
RR
CRD#: 5142624
CFP®: Certified Financial Planner
Location:
Murfreesboro, TN 37129

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
20 years registered
Chris Mitchell

Chris Mitchell

J Christopher Mitchell, James Christopher Mitchell
IAR
RR
CRD#: 3183308
CPWA®: Certified Private Wealth Advisor
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
27 years registered
John Brian Preston

John Brian Preston

IAR
CRD#: 2923095
CFP®: Certified Financial Planner
Location:
Franklin, TN 37064

Registered Affiliation(s):ABOUND WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
29 years registered
Elias Emil Hassan

Elias Emil Hassan

Yaz Hassan
IAR
RR
CRD#: 2811275
Location:
Murfreesboro, TN 37129

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

Disclosures:
Experience:
29 years registered
Randy Melear Coleman

Randy Melear Coleman

IAR
RR
CRD#: 2809550
Location:
Goodlettsville, TN 37072

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

Disclosures:
Experience:
30 years registered
Matthew Ashley Clark

Matthew Ashley Clark

Matthew A Clark
IAR
RR
CRD#: 3268353
CFP®: Certified Financial Planner
Location:
Nashville, TN 37205

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 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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