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
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
TRUSTCORE FINANCIAL SERVICES, LLC
CRD#: 106522
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
Address: 6 Cadillac Dr. Suite 300, Brentwood, TN 37027
Clients: 687
Average Clients per Advisor: 57
AUM: $ 951M
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816
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
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
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
James Donald Rice
Registered Affiliation(s):RICE FINANCIAL PRODUCTS COMPANY
Kevin Joseph Heffernan
Registered Affiliation(s):WILEY BROS.-AINTREE CAPITAL, LLC
Mary Jane Russell
Registered Affiliation(s):WILEY BROS.-AINTREE CAPITAL, LLC
Amy Ellis Massey
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Nathaniel Newell John Grant
Registered Affiliation(s):WEAVER C. BARKSDALE & ASSOCIATES, INC.
Britt Alan Woods
Registered Affiliation(s):LPL FINANCIAL LLC
Patrick Logan Galloway
Registered Affiliation(s):MORGAN STANLEY
Jillian Anne Hoffman
Registered Affiliation(s):WILEY BROS.-AINTREE CAPITAL, LLC
Alyson Mencio Stevens
Registered Affiliation(s):WILEY BROS.-AINTREE CAPITAL, LLC
Kevin James Esval
Registered Affiliation(s):VELOCITYHEALTH SECURITIES, INC.
Jennifer L Alexander
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Lorinda Ann Smith
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Joseph Paul Versace Jr.
Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.
Jason William Reed
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Sara Lain Hay
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Anne Marie Morgan
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Ashley Clark Mcanulty
Registered Affiliation(s):STEPHENS
Charles Thomas Keene
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Marc Penziner
Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.
Malcolm Macdonald Thomas
Registered Affiliation(s):OSAIC WEALTH, INC.
Hugh Alexander Swart
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Steven Dale Scott
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Steven Douglas Mason
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Trey Goodman Helton
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
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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