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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)
RW

Ronald Keith Wright

Ron Wright
RR
CRD#: 1438279
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
40 years registered
MB

Michael Scott Blocher

Mike Blocher
RR
CRD#: 1879200
Location:
Franklin, TN 37067

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
38 years registered
EJ

Elisa Denise Jones

Elisa Leftridge Jones, Elisa Denise Leftridge
IAR
CRD#: 4305668
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
25 years registered
JM

Jeffrey Morgan Mason

Jeff Morgan Mason
IAR
RR
CRD#: 4317565
Location:
Beverly Hills, CA 90212

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

Disclosures:
Experience:
25 years registered
JC

James Leonard Candella

Jim Candella
IAR
RR
CRD#: 4365560
Location:
Franklin, TN

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
25 years registered
CR

Christopher Todd Russell

IAR
RR
CRD#: 5145932
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Franklin, TN 37067

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
20 years registered
Gerald R Rowe

Gerald R Rowe

Gerald R Rowe, Gerald Robert Rowe Iii, Gerald Rowe, Jay Rowe, Gerald Robert Rowe
IAR
RR
CRD#: 5877457
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

Registered Affiliation(s):CUNA BROKERAGE SERVICES, INC.

Disclosures:
Experience:
15 years registered
David Royal Noland

David Royal Noland

Dave Noland, David R Noland
IAR
RR
CRD#: 5941281
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
15 years registered
GB

Greta Louise Blair

Greta L Howes, Greta Louise Howes
IAR
RR
CRD#: 2457457
Location:
Nashville, TN 37215-6014

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

Disclosures:
Experience:
25 years registered
TM

Thomas Wardell Moonshower

IAR
RR
CRD#: 4359153
Location:
Nashville, TN 37203

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
25 years registered
MW

Mary Elizabeth Wilson

Mary Lib, Mary Elizabeth Owens
RR
CRD#: 1428032
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
37 years registered
AS

Andrew Sponable

Andrew Paul Sponable
RR
CRD#: 2082612
Location:
Nashville, TN 37203

Registered Affiliation(s):ALLIANCEBERNSTEIN INVESTMENTS, INC.

Disclosures:
Experience:
35 years registered
KB

Kathy Diane Barrett

Kathy D Barrett, Kathy D D Barrett, Kathy Diane Dixon
IAR
RR
CRD#: 2993818
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
25 years registered
AN

Amy Rochelle Nash

Amy R Morris, Amy Rochelle Morris
IAR
RR
CRD#: 3125038
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
25 years registered
SS

Stacy Ferguson Stringer

Stacy Lynn Ferguson
IAR
RR
CRD#: 3126975
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
26 years registered
TN

Tammy Lynn Nevil

Tammy Lynn Fleming, Tammy Lynn Lannom
IAR
RR
CRD#: 4101715
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
25 years registered
CD

Curt W Warren Denney

Curt Warren Denney, Curt W Warren Denney
IAR
RR
CRD#: 4233229
Location:
Nashville, TN 37238

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
25 years registered
RM

Ryan Mathew Mccann

IAR
RR
CRD#: 4354452
Location:
Franklin, TN 37067

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
25 years registered
LB

Lisa Ann Bellamy

Lisa Ann Alexander, Lisa Ann Rasnake
IAR
RR
CRD#: 4420131
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
25 years registered
MM

Martin Andrew Martini

Drew Andrew Martini, Drew Martini
IAR
RR
CRD#: 4369277
Location:
Chattanooga, TN 37202

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

Disclosures:
Experience:
25 years registered
LK

Lynn Lassiter Kendrick

Lynn Hancock Lassiter
IAR
RR
CRD#: 4293301
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
26 years registered
CC

Christy Leigh Cole

IAR
RR
CRD#: 4314168
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
25 years registered
JW

Justin Matthew Webb

Justin M Webb
IAR
RR
CRD#: 4318885
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
25 years registered
Charles Mathison Tyndal

Charles Mathison Tyndal

Charles M Tyndal Iii, Mat Tyndal, Charles Mathison Tyndal
IAR
RR
CRD#: 5923431
CFP®: Certified Financial Planner
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
15 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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