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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)
BL

Basil Tate Lamastus

B Tate Lamastus, Tate Lamastus
IAR
RR
CRD#: 2773081
Location:
Franklin, TN 37067-2730

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
CP

Caroline Spielman Pistole

IAR
RR
CRD#: 3055092
Location:
Franklin, TN 37067-2906

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

Disclosures:
Experience:
28 years registered
Alisa Jane Edmondson

Alisa Jane Edmondson

Alisa Jane Edmondson, Alisa Jane Kerr, Alisa J Kerr
IAR
RR
CRD#: 6243172
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Franklin, TN 37067-2939

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
13 years registered
RP

Robert Tracy Picker

RR
CRD#: 1107348
Location:
Nashville, TN 37215

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
42 years registered
WS

Wade Neil Seymour

RR
CRD#: 1146761
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
43 years registered
AT

Ann Wiley Tavakoli

Ann Wiley Hunt, Ann Boone Wiley
RR
CRD#: 1185215
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
43 years registered
JN

Joseph James Nixon

Joe Nixon
RR
CRD#: 1246291
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
42 years registered
JH

John Wilkin Hill

RR
CRD#: 1206286
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
43 years registered
PM

Philip Lee Molteni

RR
CRD#: 1209745
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
43 years registered
JH

John Rice Halsell

John Halsell
IAR
RR
CRD#: 1443082
Location:
Nashville, TN 37203

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
30 years registered
LG

Lisa R. Gamble

Lisa R Gamble, Lisa R Wagner
IAR
RR
CRD#: 2680295
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
30 years registered
HL

Halley Margaret Love

IAR
RR
CRD#: 2700769
Location:
Nashville, TN 37203

Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.

Disclosures:
Experience:
30 years registered
LV

Linda Carole Vanauken

Linda Carole Van Auken
IAR
RR
CRD#: 2765921
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
30 years registered
SO

Sherri Alane Overton

Sherri Alane Minunno, Sherri Alane Overton-Vance
IAR
RR
CRD#: 2794835
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
30 years registered
JM

John William Madison

IAR
RR
CRD#: 2800739
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
30 years registered
AK

Amir Khorami

IAR
RR
CRD#: 2907871
Location:
New York, NY 10105

Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.

Disclosures:
Experience:
25 years registered
SM

Scott Matisak

IAR
RR
CRD#: 2766125
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
30 years registered
DH

Dana Lee Holmes

RR
CRD#: 1246182
Location:
Nashville, TN 37219

Registered Affiliation(s):BRIGHTCHOICE FINANCIAL, LLC

Disclosures:
Experience:
42 years registered
AC

Arthur E Creel

Art Creel Jr, Arthur E Creel, Arthur Edwin Creel Jr, Arty Creel, Arthur E Creel
IAR
CRD#: 1521337
Location:
Franklin, TN 37064

Registered Affiliation(s):CARMICHAEL CREEL INVESTMENTS

Disclosures:
Experience:
40 years registered
William Ray Bevins

William Ray Bevins

Bill Bevins Jr, William Ray Bevins
IAR
CRD#: 2638266
CFP®: Certified Financial Planner
Location:
Franklin, TN 37064

Registered Affiliation(s):CYPRESS CAPITAL, LLC

Disclosures:
Experience:
31 years registered
JW

James Michael Woods

James M Wood Jr, James M Woods Jr, Jimmy Woods
IAR
RR
CRD#: 2712299
Location:
Smyrna, TN 37167

Registered Affiliation(s):CETERA ADVISORS LLC

Disclosures:
Experience:
30 years registered
DJ

Dorris Edwin Jernigan

Dee Jernigan
IAR
RR
CRD#: 2749962
Location:
Murfreesboro, TN 37129

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

Disclosures:
Experience:
30 years registered
CM

Craig Harrison Miller

IAR
RR
CRD#: 2777166
Location:
Murfreesboro, TN 37129

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
30 years registered
CM

Celeste Peacock Middleton

IAR
RR
CRD#: 3051618
Location:
Murfreesboro, TN 37129

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

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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