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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)
CW

Chris Neil Whitman

Chris Neil Whitman Mr, Christopher Neil Whitman Mr, Christopher Neil Whitman
IAR
RR
CRD#: 4723376
Location:
Brentwood, TN 37027

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
22 years registered
NR

Nathan Mcewin Rollins

IAR
CRD#: 4779341
Location:
Disclosures:
Experience:
22 years registered
TM

Thomas Earl Mcclendon

Tommy Mcclendon
IAR
RR
CRD#: 4787946
Location:
Brentwood, TN 37027

Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
22 years registered
RW

Robert Lowell Warren

R. Lowell Warren, Robert Warren
IAR
RR
CRD#: 5227329
Location:
Brentwood, TN 37027

Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
20 years registered
ST

Scott Tillman Taylor

RR
CRD#: 1623317
Location:
Franklin, TN 37067

Registered Affiliation(s):BREAN CAPITAL, LLC

Disclosures:
Experience:
37 years registered
CD

Cynthia Robyn Durdin

IAR
CRD#: 4740380
Location:
Nashville, TN 37212

Registered Affiliation(s):CYPRESS CAPITAL ADVISORS, LLC

Disclosures:
Experience:
22 years registered
SG

Sam G Garrard III

Sam G Garrard, Trey Garrard
IAR
RR
CRD#: 4762844
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
22 years registered
RW

Robert Baynes Womack

IAR
RR
CRD#: 4780780
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
22 years registered
SM

Sten Jacoby Morgan

IAR
RR
CRD#: 5539814
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Franklin, TN 37067

Registered Affiliation(s):SA STONE INVESTMENT ADVISORS INC.

Disclosures:
Experience:
17 years registered
CP

Christopher Michael Pastina

RR
CRD#: 1901957
Location:
Nashville, TN 37215-6014

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

Disclosures:
Experience:
37 years registered
RP

Ronald Dow Partain

Ronald D Partain, Ron D Partain, Ronnie D Partain
IAR
CRD#: 2373976
Location:
Nashville, TN 37215-6104

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

Disclosures:
Experience:
32 years registered
DD

David Wise Darst

IAR
RR
CRD#: 4747414
Location:
Nashville, TN 37215

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
22 years registered
DS

David Andrew Shipman

IAR
CRD#: 2430346
Location:
Nashville, TN 37205

Registered Affiliation(s):12TH STREET ASSET MANAGEMENT

Disclosures:
Experience:
32 years registered
EN

Elizabeth Rutland Newman

Elizabeth Rutland Byrd, Elizabeth Stone Rutland
IAR
CRD#: 2548826
Location:
Nashville, TN 37205

Registered Affiliation(s):DECKER WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
32 years registered
MF

Michael John Frasier

Mike Frasier
RR
CRD#: 3013598
Location:
Bedminster, NJ 07921

Registered Affiliation(s):PGB SECURITIES LLC

Disclosures:
Experience:
28 years registered
AS

Andres Esteban Sandate

IAR
RR
CRD#: 5238027
Location:
Smyrna, GA

Registered Affiliation(s):GPWA, LLC

Disclosures:
Experience:
19 years registered
MM

Mitchell Stanley Martin

Mitch Martin, Mitchell S. Martin Iii
IAR
CRD#: 1733233
Location:
Nashville, TN 37203

Registered Affiliation(s):STONEBRIDGE WEALTH MANAGEMENT

Disclosures:
Experience:
32 years registered
MB

Margaret Mary Barnhart

Maggie Barnhart, Maggie Nuzum, Margaret Mary Nuzum
RR
CRD#: 1956190
Location:
Nashville, TN 37203

Registered Affiliation(s):ICA, LLC

Disclosures:
Experience:
37 years registered
DL

Daniel Jay Loewy

RR
CRD#: 2826624
Location:
New York, NY 10105

Registered Affiliation(s):SANFORD C. BERNSTEIN & CO., LLC

Disclosures:
Experience:
29 years registered
SP

Shelly Deanna Patterson

Shelly Deanna Finchum
IAR
RR
CRD#: 2997524
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
22 years registered
GB

Glenn M Bradley

Glenn Bradley
IAR
RR
CRD#: 3168323
Location:
Nashville, TN 37203

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
22 years registered
SN

Stacy R Novak

Stacy R Franklin, Stacy Renee Franklin
IAR
RR
CRD#: 3246610
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
22 years registered
EF

Evan David Fineman

IAR
RR
CRD#: 4134050
Location:
New York, NY 10001

Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.

Disclosures:
Experience:
22 years registered
RM

Robert W. Mason

IAR
RR
CRD#: 4178135
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
22 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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