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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)
Tony Bernard Boykin

Tony Bernard Boykin

IAR
RR
CRD#: 4140408
Location:
Brentwood, TN

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Joe Dale Creecy

Joe Dale Creecy

IAR
RR
CRD#: 4175380
Location:
Franklin, TN 37067

Registered Affiliation(s):NEWEDGE ADVISORS

Disclosures:
Experience:
26 years registered
David Bassel Ferraro JR

David Bassel Ferraro JR

David B Ferraro, David Bassel Ferraro Jr
IAR
RR
CRD#: 5512391
Location:
Brentwood, TN

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Patrick Benjamin-eaker Bahan

Patrick Benjamin-eaker Bahan

IAR
RR
CRD#: 4228600
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
26 years registered
Warren Cameron Goodwin

Warren Cameron Goodwin

Cam Cameron Goodwin
IAR
CRD#: 4927506
CFP®: Certified Financial Planner
Location:
Franklin, TN 37064

Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.

Disclosures:
Experience:
21 years registered
Keith Alan Avery

Keith Alan Avery

Keith A Avery
IAR
RR
CRD#: 4694784
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Heather Elaine Hickman

Heather Elaine Hickman

Heather Elaine Mosqueda, Heather Elaine Watts, Heather Elaine White
IAR
RR
CRD#: 4180784
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
25 years registered
Kyle Howard Attarian

Kyle Howard Attarian

IAR
CRD#: 4979901
AIF®: Accredited Investment FiduciaryCFA: Chartered Financial AnalystCFP®: Certified Financial Planner
Location:
Franklin, TN

Registered Affiliation(s):PLANCORP, LLC

Disclosures:
Experience:
20 years registered
Daniel Gregory Jones

Daniel Gregory Jones

Daniel Gregory Jones
IAR
RR
CRD#: 5977664
CFP®: Certified Financial Planner
Location:
Smyrna, TN 37167

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
15 years registered
Todd Anthony Johnson

Todd Anthony Johnson

IAR
RR
CRD#: 6281087
CFP®: Certified Financial Planner
Location:
Hendersonville, TN 37075

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
12 years registered
Robert Hill Morgan Jr.

Robert Hill Morgan Jr.

Bobby Morgan
IAR
RR
CRD#: 4355941
Location:
Columbia, TN 38401

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

Disclosures:
Experience:
25 years registered
Jeffrey Paul Bates

Jeffrey Paul Bates

IAR
CRD#: 2273114
Location:
Brentwood, TN 37027

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
34 years registered
Gerald Joseph Bonner JR

Gerald Joseph Bonner JR

Gerald Joseph Bonner Jr., Gerald Joseph Bonner
IAR
RR
CRD#: 4405166
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
25 years registered
Christine Cash

Christine Cash

Christine Elizabeth Cash
IAR
RR
CRD#: 6064446
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
12 years registered
Andrew Lauren Britt

Andrew Lauren Britt

Drew Lauren Britt
IAR
RR
CRD#: 4546179
Location:
Franklin, TN 37067

Registered Affiliation(s):NEWEDGE ADVISORS

Disclosures:
Experience:
24 years registered
Nicholas Paul Stamatis

Nicholas Paul Stamatis

Nick Stamatis
IAR
RR
CRD#: 4907890
Location:
Franklin, TN 37067-2730

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
21 years registered
Kyle M Greenwell

Kyle M Greenwell

IAR
RR
CRD#: 6403304
CFP®: Certified Financial Planner
Location:
Paducah, KY

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
11 years registered
Andrew James Mazzoni

Andrew James Mazzoni

IAR
RR
CRD#: 4473254
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
24 years registered
Brett Hamilton Bartman

Brett Hamilton Bartman

IAR
RR
CRD#: 4559721
Location:
Nashville, TN 37203

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
24 years registered
Nicholas Alan Deidiker

Nicholas Alan Deidiker

Nick Deidiker
IAR
RR
CRD#: 6362793
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
12 years registered
Vicki Lynn Norman

Vicki Lynn Norman

Vicki Lynn Jackson, Vicki Lynn Jackson
IAR
RR
CRD#: 4560300
Location:
White House, TN 37188

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
24 years registered
Brian Monroe Silkwood

Brian Monroe Silkwood

Brian Silkwood
IAR
RR
CRD#: 4957611
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
21 years registered
Michael Joseph Weed

Michael Joseph Weed

Michael Joseph Ferrara, Michael Ferrara, Michael Weed
IAR
RR
CRD#: 6518871
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
11 years registered
Jason Edward Bures

Jason Edward Bures

IAR
RR
CRD#: 4203741
Location:
Franklin, TN 37067

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
23 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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