AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AdvisorCheck > By State > Tennessee > Brentwood

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)
DV

Dwayne E Vick

Dwayne Everette Vick, Dwayne Vick
IAR
RR
CRD#: 3162967
Location:
Brentwood, TN 37027

Registered Affiliation(s):HORNOR, TOWNSEND & KENT, LLC

Disclosures:
Experience:
27 years registered
KG

Kirk Patrick Gwaltney

IAR
RR
CRD#: 5233553
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Brentwood, TN 37027-3226

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

Disclosures:
Experience:
20 years registered
Jeffrey David East

Jeffrey David East

Jeff East
IAR
RR
CRD#: 5570568
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
17 years registered
JL

Jennifer Hope Lorick

Jennifer Hope Ramsey, Jennifer Ramsey
IAR
RR
CRD#: 3203556
Location:
Nashville, TN

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
27 years registered
EN

Eva Renee Newbold

Eva Renee Newbold, Renee Newbold, Eva Renee Roberts
IAR
RR
CRD#: 3208126
Location:
Joelton, TN

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

Disclosures:
Experience:
27 years registered
KB

Krista Tuell Bowen

Krista Dawn Tuell Bowen, Krista Bowen
IAR
RR
CRD#: 3210138
Location:
Brentwood, TN 37027

Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC

Disclosures:
Experience:
27 years registered
CS

Charles Martin Spears

C Martin Spears, C. Martin Spears, Charles M Spears, Martin Spears
IAR
RR
CRD#: 3224404
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
27 years registered
SD

Stephanie Jones Depriest

Stephanie Jean Depriest, Stephanie Jean Jones
IAR
RR
CRD#: 3247233
Location:
Franklin, TN 37067

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
27 years registered
AT

Angela Lynn Tostenson

Angela Lynn Hutchinson, Angela Tostenson, Angela Lynn Wynne
IAR
RR
CRD#: 3267368
Location:
Antioch, TN

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
27 years registered
Devin Daniel Rohner

Devin Daniel Rohner

Devin Rohner
IAR
RR
CRD#: 6042964
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
14 years registered
FP

Frank Gillette Puryear

IAR
CRD#: 1984403
Location:
Nashville, TN 37215-6104

Registered Affiliation(s):WEAVER C. BARKSDALE & ASSOCIATES, INC.

Disclosures:
Experience:
37 years registered
BT

Brooke Douglas Thompson

Brooke Douglas Thompson, Brooke Thompson, Stephanie Brooke Thompson
IAR
RR
CRD#: 3251400
Location:
Brentwood, TN 37027

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
JM

James Francis Murphy

James Murphy
IAR
CRD#: 4308605
Location:
Nashville, TN 37215-6104

Registered Affiliation(s):WEAVER C. BARKSDALE & ASSOCIATES, INC.

Disclosures:
Experience:
27 years registered
WP

William Watkins Peerman

IAR
RR
CRD#: 1238636
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Nashville, TN 37204

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
42 years registered
VW

Valerie Marie Wilson

Valerie Marie Garrigus, Valerie Marie Mayfield, Valerie M Rusher
IAR
CRD#: 1941683
Location:
Nashville, TN 37205

Registered Affiliation(s):DECKER WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
37 years registered
PK

Paul Hubert Kuhn

Paul Kuhn
IAR
CRD#: 1953468
Location:
Nashville, TN 37205

Registered Affiliation(s):WOODMONT INVESTMENT COUNSEL, LLC

Disclosures:
Experience:
37 years registered
PS

Patrick Allen Snell

IAR
CRD#: 1982129
Location:
Nashville, TN 37205

Registered Affiliation(s):M CAPITAL ADVISORS

Disclosures:
Experience:
37 years registered
JF

Jennifer Lynne Freeman

Jennifer Lynne Deguire, Jennifer Deguire, Jennifer Lynne Deguire Freeman
IAR
RR
CRD#: 3079543
Location:
Nashville, TN 37203

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
27 years registered
JM

James David Miller

James David Miller
IAR
RR
CRD#: 3146396
Location:
Nashville, TN 37203

Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION

Disclosures:
Experience:
27 years registered
JM

Justin Lemax Martin

IAR
RR
CRD#: 3190545
Location:
Nashville, TN 37203

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
27 years registered
DB

Danielle Marie Bouharoun

Danielle Bouharoun, Danielle Marie Lares
IAR
RR
CRD#: 3261390
Location:
Nashville, TN 37203

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
27 years registered
TL

Thomas H. Lazenby II

Thomas H Lazenby Ii, Thomas Tom Lazenby Ii, Thomas Tom Lazenby
IAR
RR
CRD#: 3263969
Location:
Franklin, TN 37067

Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC

Disclosures:
Experience:
27 years registered
RP

Raj K Patnaik

Raj Kumar Patnaik
IAR
RR
CRD#: 4021194
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
25 years registered
MS

Michael David Sherfy

IAR
RR
CRD#: 5965624
Location:
Nashville, TN 37203-2542

Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Disclosures:
Experience:
12 years registered

Latest Blog Articles


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.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter