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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)
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
MS

Michael Scott Swann

Michael S Swann
IAR
RR
CRD#: 2682115
Location:
Spring Hill, TN 37174

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

Disclosures:
Experience:
30 years registered
Justin David Druckenmiller

Justin David Druckenmiller

Justin Druckenmiller
IAR
RR
CRD#: 5184245
CFP®: Certified Financial Planner
Location:
Mount Juliet, TN 37122

Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC

Disclosures:
Experience:
20 years registered
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
Stephen Earl Crabtree

Stephen Earl Crabtree

Steve Crabtree
IAR
RR
CRD#: 1225758
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
42 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

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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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