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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)
JD

Jim R Durham

IAR
RR
CRD#: 2875862
Location:
Nashville, TN 37221

Registered Affiliation(s):AVANTAX ADVISORY SERVICES

Disclosures:
Experience:
29 years registered
PB

Patsy June Bass

Patsy J Bass
IAR
RR
CRD#: 2918185
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
29 years registered
TP

Thomas Francis Parker

Thomas Francis Parker Jr.
IAR
RR
CRD#: 2925144
Location:
Nashville, TN 37201

Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.

Disclosures:
Experience:
29 years registered
GW

Gregg Julian Waller

Gregg J Waller
IAR
RR
CRD#: 4493873
Location:
Nashville, TN 37219

Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Disclosures:
Experience:
24 years registered
Carmen Rosalia Eastes

Carmen Rosalia Eastes

Rosie Eastes, Carmen Rosalia Villalobos, Carmen Rosie Villalobos, Rosie Villalobos
IAR
RR
CRD#: 5312358
CFP®: Certified Financial Planner
Location:
Smyrna, TN 37167

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

Disclosures:
Experience:
19 years registered
BI

Binu Alex Ittycheriah

IAR
RR
CRD#: 2885688
Location:
Mount Juliet, TN 37122

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
29 years registered
CW

Charles Richard Watson

Richard Watson
IAR
RR
CRD#: 4469572
CFA: Chartered Financial AnalystCFP®: Certified Financial Planner
Location:
Mt. Juliet, TN 37122

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
25 years registered
AE

Anne Therese Ertelsawasky

Anne Therese Ertel, Anne Therese Sawasky
IAR
CRD#: 1739818
Location:
Goodlettsville, TN 37072

Registered Affiliation(s):PAUL WINKLER, INC.

Disclosures:
Experience:
39 years registered
DM

David H Mcillwain

IAR
RR
CRD#: 2903184
Location:
Hendersonville, TN 37075

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
29 years registered
CB

Clay Wilson Buttrey

IAR
RR
CRD#: 4008020
Location:
Columbia, TN 38401

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

Disclosures:
Experience:
27 years registered
Teresa Dawn Clements

Teresa Dawn Clements

Teresa D Biddix, Teresa Dawn Biddix, Teresa Dawn Steinhauer
IAR
RR
CRD#: 5332513
CFP®: Certified Financial Planner
Location:
Murfreesboro, TN 37130

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
20 years registered
LH

Lee Bishop Hudson

Lee B Hudson
IAR
RR
CRD#: 2933460
Location:
Pleasant View, TN 37146

Registered Affiliation(s):MONEY CONCEPTS CAPITAL CORP

Disclosures:
Experience:
29 years registered
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
JG

Johnny Hubert Garrison

IAR
CRD#: 2244664
CFA: Chartered Financial Analyst
Location:
Nashville, TN 37211

Registered Affiliation(s):PARK PLACE CAPITAL CORPORATION

Disclosures:
Experience:
34 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

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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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