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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)
LS

Laurie L Snively

Laurie Lee Snively, Laurie Lee Snivley
IAR
RR
CRD#: 5355758
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
19 years registered
JA

Jason Lee Aldred

Jason Aldred
IAR
RR
CRD#: 5421278
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Franklin, TN 37067

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
19 years registered
Zachary Byron Hurd

Zachary Byron Hurd

Zachard Byron Hurd
IAR
RR
CRD#: 5991220
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
14 years registered
CW

Charles Rayburn West

C Ray Jr West, Charles Raburn West Jr, Charles Raburn Jr West, Ray West
IAR
CRD#: 2205187
Location:
Nashville, TN 37215

Registered Affiliation(s):RAYBURN WEST FINANCIAL SERVICES

Disclosures:
Experience:
34 years registered
DH

David Lee Harper

David L Harper
IAR
RR
CRD#: 4500290
Location:
Nashville, TN 37215

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
24 years registered
TL

Thomas Fairfax Landstreet

Tom Landstreet, Tommy Landstreet
IAR
CRD#: 2597664
Location:
Nashville, TN 37204

Registered Affiliation(s):TRUSCO INVESTMENT MANAGEMENT, LLC

Disclosures:
Experience:
31 years registered
James Tracy Hackney

James Tracy Hackney

J. Tracy Hackney, Tracy Hackney
IAR
CRD#: 4475351
CFP®: Certified Financial Planner
Location:
Nashville, TN 37212

Registered Affiliation(s):CYPRESS CAPITAL ADVISORS, LLC

Disclosures:
Experience:
24 years registered
CB

Craig Wayne Burgess

Craig Burgess
IAR
RR
CRD#: 4539767
Location:
Nashville, TN 37217

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
24 years registered
JB

Jerron Lamarc Barnes

PR
CRD#: 4549979
Location:
Dallas, TX 75019

Registered Affiliation(s):AVANTAX ADVISORY SERVICES

Disclosures:
Experience:
24 years registered
SG

Scott Z Garfinkel

RR
CRD#: 1664560
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
39 years registered
TS

Thomas Leo Smallwood

Chip Smallwood Iii
RR
CRD#: 1684134
Location:
Nashville, TN 37203

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
39 years registered
SM

Stephen Selden Mathews

Stephen Mathews
IAR
RR
CRD#: 2847424
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
24 years registered
Dominic Mario Calvani

Dominic Mario Calvani

IAR
RR
CRD#: 4499588
Location:
Nashville, TN 37203-6017

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
24 years registered
JS

Julie G Sandberg

IAR
RR
CRD#: 4908398
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
21 years registered
CD

Chirag N Delwadia

Chirag Delwadia, Chirag N Pelwapia
IAR
RR
CRD#: 5352476
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
19 years registered
KH

Keith Alan Hays

Keith A Hays
IAR
CRD#: 1418497
Location:
Franklin, TN 37064

Registered Affiliation(s):CYPRESS CAPITAL, LLC

Disclosures:
Experience:
31 years registered
JS

John Samuel Scott

IAR
RR
CRD#: 3072293
Location:
Franklin, TN 37064

Registered Affiliation(s):ON INVESTMENT MANAGEMENT CO

Disclosures:
Experience:
24 years registered
SS

Scott Kyle Swander

IAR
RR
CRD#: 4516180
Location:
Franklin, TN 37064

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

Disclosures:
Experience:
24 years registered
EW

Eric John White

IAR
RR
CRD#: 4528298
Location:
Franklin, TN 37064

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
24 years registered
FP

Floyd Lamont Peek

Monty Peek
RR
CRD#: 1505454
Location:
Nashville, TN 37214

Registered Affiliation(s):THE O.N. EQUITY SALES COMPANY

Disclosures:
Experience:
39 years registered
CB

Christopher Bolding

Chris Bolding, Christopher Gavin Bolding
IAR
RR
CRD#: 4493602
Location:
Smyrna, TN 37167

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

Disclosures:
Experience:
24 years registered
JM

James Monroe Mason

RR
CRD#: 1560036
Location:
Madison, TN 37115

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
40 years registered
Corey A Garner

Corey A Garner

IAR
RR
CRD#: 5921410
CFP®: Certified Financial Planner
Location:
Murfreesboro, TN 37129

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
14 years registered
Leslie Carroll Smith Ii

Leslie Carroll Smith Ii

Leslie Carroll Smith, Leslie Carroll Smith Ii
IAR
RR
CRD#: 6428328
CFP®: Certified Financial Planner
Location:
Spring Hill, TN 37174

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
11 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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