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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)
RS

Ryan Kenneth Snover

Ryan Snover
IAR
RR
CRD#: 4955129
Location:
Murfreesboro, TN 37130

Registered Affiliation(s):CALDWELL ADVISORS, LLC

Disclosures:
Experience:
21 years registered
AR

Angelo Rufino

IAR
RR
CRD#: 4882959
Location:
Gallatin, TN 37066

Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.

Disclosures:
Experience:
21 years registered
WM

William Henry Morgan

Bill Morgan, Morgan
IAR
RR
CRD#: 4956067
Location:
Gallatin, TN 37066

Registered Affiliation(s):DEMPSEY LORD SMITH, LLC

Disclosures:
Experience:
21 years registered
RW

Rodney Taylor Wright

IAR
RR
CRD#: 4805461
Location:
Murfreesboro, TN 37133

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

Disclosures:
Experience:
22 years registered
WT

William Pierce Trcka

Pierce Trcka, William P Trcka
IAR
RR
CRD#: 5498571
AIF®: Accredited Investment Fiduciary
Location:
Brentwood, TN 37027

Registered Affiliation(s):PENSIONMARK FINANCIAL GROUP, LLC

Disclosures:
Experience:
18 years registered
BB

Bradley Haskins Barnes

Brad Haskins Barnes, Brad Barnes
IAR
RR
CRD#: 4972995
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
18 years registered
SP

Spencer Alexander Provow

Spencer Provow
IAR
RR
CRD#: 5520110
CFP®: Certified Financial Planner
Location:
Nashville, TN 37204

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

Disclosures:
Experience:
18 years registered
JZ

Jack Zager

Jacob Jack Stanley Zager, Jacob Stanley Zager
IAR
RR
CRD#: 1042704
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
44 years registered
Andrew Henderson Alford

Andrew Henderson Alford

Andrew H Alford
RR
CRD#: 4679505
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
23 years registered
SM

Steven Reid Mitchell

IAR
RR
CRD#: 5313537
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
18 years registered
JS

Joe Benjamin Smith

Ben Smith
IAR
RR
CRD#: 5466514
AIF®: Accredited Investment Fiduciary
Location:
Nashville, TN 37203

Registered Affiliation(s):ONEDIGITAL INVESTMENT ADVISORS

Disclosures:
Experience:
18 years registered
SM

Stephan Svend Mack

RR
CRD#: 2095246
Location:
Brentwood, TN 37027

Registered Affiliation(s):WAVECREST SECURITIES LLC

Disclosures:
Experience:
35 years registered
TM

Thomas Warren Mcfadden

Henry Mcfadden
RR
CRD#: 2110956
Location:
Brentwood, TN 37027

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
35 years registered
GM

George Wood Moody

IAR
RR
CRD#: 4216196
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
20 years registered
JJ

James Aaron Justice

Aaron Justice
IAR
CRD#: 5042576
Location:
Disclosures:
Experience:
21 years registered
JC

Jessica Leigh Craig

Jessica Leigh Adams
IAR
RR
CRD#: 5068314
Location:
Brentwood, TN 37027

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
20 years registered
JB

Jennifer Craig Blackwell

Jennifer C Blackwell, Jennifer Craig Blackwell, Jennifer Blackwell, Jennifer Lynn Craig
IAR
RR
CRD#: 5135291
Location:
Brentwood, TN 37027

Registered Affiliation(s):SANCTUARY ADVISORS, LLC

Disclosures:
Experience:
20 years registered
MM

Michael Lyn Middleton

Michael Middleton, Mike L Middleton
IAR
RR
CRD#: 5137234
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
20 years registered
BW

Brandon Rew Walker

IAR
RR
CRD#: 5207833
Location:
Brentwood, TN 37027

Registered Affiliation(s):BRADFORD FINANCIAL CENTER

Disclosures:
Experience:
20 years registered
AS

Abigail Sinks Spaulding

Abigail Jo Sinks, Abigail Sinks
IAR
RR
CRD#: 5559045
Location:
Brentwood, TN 37027

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
18 years registered
LM

Larue Gee Mcintyre

N Larue Gee, Nannette Larue Gee
IAR
CRD#: 717700
Location:
Brentwood, TN 37027-6219

Registered Affiliation(s):TRUSTCORE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
JV

Joseph R Volpi

Joseph Roy Volpi, Joseph Volpi, Joe Volpi
IAR
RR
CRD#: 5022350
Location:
Nashville, TN 37220-2139

Registered Affiliation(s):ALLSTATE FINANCIAL ADVISORS, LLC

Disclosures:
Experience:
21 years registered
KT

Karen Baker Tidwell

Karen Sue Baker, Karen B Hymer, Karen B Tidwell
IAR
CRD#: 2690141
Location:
Franklin, TN 37067

Registered Affiliation(s):CAP PARTNERS, LLC

Disclosures:
Experience:
30 years registered
AB

Amanda M Brooke

Amanda M Hanks
IAR
RR
CRD#: 4826491
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
20 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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