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)
JR

James Bruce Reed

IAR
RR
CRD#: 4166810
Location:
Murfreesboro, TN 37130

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
26 years registered
JJ

Jon D Jaques

IAR
RR
CRD#: 4606015
Location:
Schaumburg, IL 60173-2096

Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC

Disclosures:
Experience:
23 years registered
LF

Laura Beth Free

Laura Beth Reigelsperger
IAR
RR
CRD#: 4176265
Location:
Lascassas, TN

Registered Affiliation(s):EQUITY SERVICES, INC.

Disclosures:
Experience:
26 years registered
FB

Frank Ferrell Bowling

Bo Bowling
IAR
CRD#: 4256803
Location:
Gallatin, TN 37066

Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.

Disclosures:
Experience:
26 years registered
AH

Andrew Thomas Hill

IAR
RR
CRD#: 4169738
Location:
Lewisburg, TN 37091

Registered Affiliation(s):EAGLE STRATEGIES LLC

Disclosures:
Experience:
26 years registered
JH

Jesse Ryan Holman

IAR
RR
CRD#: 4624001
CFP®: Certified Financial Planner
Location:
Franklin, TN 37064

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
23 years registered
JG

Jeremy Richard George

IAR
RR
CRD#: 4659855
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
23 years registered
LB

Lawrence Evan Barnard

IAR
CRD#: 2373006
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

Registered Affiliation(s):PAUL WINKLER, INC.

Disclosures:
Experience:
33 years registered
JH

Jeremy D Hall

IAR
RR
CRD#: 4475759
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
23 years registered
MW

Matthew Steven West

IAR
RR
CRD#: 5407926
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
19 years registered
Derek K Hamblen

Derek K Hamblen

IAR
RR
CRD#: 5925002
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
13 years registered
John Coleman Ellett

John Coleman Ellett

Cole Ellett
IAR
RR
CRD#: 5556370
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Goodlettsville, TN 37072

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

Disclosures:
Experience:
10 years registered
SS

Stephen H Stark

Stephen Harold Stark, Steve Stark
IAR
CRD#: 2140069
Location:
Brentwood, TN 37027

Registered Affiliation(s):MAIN STREET INVESTORS, LLC

Disclosures:
Experience:
35 years registered
KF

Katherine Yvonne Fowler

Kate Fowler, Katherine Fowler, Kathy Fowler
IAR
CRD#: 2171224
Location:
Brentwood, TN 37027

Registered Affiliation(s):BROOKSTONE CAPITAL MANAGEMENT LLC

Disclosures:
Experience:
35 years registered
TM

Timothy Andrew Mathieu

IAR
CRD#: 2407191
Location:
Brentwood, TN 37027

Registered Affiliation(s):VIRTUE CAPITAL MANAGEMENT, LLC

Disclosures:
Experience:
32 years registered
Michael Ray Comstock

Michael Ray Comstock

IAR
CRD#: 2430284
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):PREMIER PRIVATE WEALTH, LLC

Disclosures:
Experience:
30 years registered
WP

Wendy R Peppers

Wendy Renee Riddle
IAR
RR
CRD#: 2663070
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
25 years registered
MN

Michael B Nance

IAR
RR
CRD#: 4249164
Location:
Brentwood, TN 37027

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
26 years registered
BG

Bradley Allen Gallimore

Brad Allen Gallimore
IAR
RR
CRD#: 4343403
Location:
Nashville, TN 37203

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
25 years registered
RS

Robert Douglas Soerens

Rob Soerens, Robert D Soerens, Robert Douglas Soerens, Robert D Sorens, Robert Soerens
IAR
RR
CRD#: 4369351
Location:
Brentwood, TN 37027

Registered Affiliation(s):SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
25 years registered
MH

Michael Paul Harris

IAR
RR
CRD#: 4417517
Location:
Brentwood, TN 37027

Registered Affiliation(s):FSC SECURITIES CORPORATION

Disclosures:
Experience:
25 years registered
NF

Neal Andrew Faught

Andy Faught
IAR
RR
CRD#: 4435951
Location:
Brentwood, TN 37027

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
25 years registered
LP

Linda Marie Payne

PR
CRD#: 4468527
Location:
Fort Mill, SC 29715

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
25 years registered
Steve Tu-ran Alverson

Steve Tu-ran Alverson

Steve Turan Alverson
IAR
RR
CRD#: 6168954
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
13 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