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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)
MT

Malcolm Macdonald Thomas

IAR
RR
CRD#: 4684062
Location:
Boseman, MT

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
23 years registered
HS

Hugh Alexander Swart

Hugh Alexander Swart
IAR
RR
CRD#: 7002279
Location:
Nashville, TN 37203-2542

Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Disclosures:
Experience:
8 years registered
SS

Steven Dale Scott

IAR
RR
CRD#: 4631685
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
23 years registered
SM

Steven Douglas Mason

Steve Douglas Mason
IAR
RR
CRD#: 4640797
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
23 years registered
TH

Trey Goodman Helton

IAR
RR
CRD#: 3120346
Location:
Murfreesboro, TN 37129-5138

Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.

Disclosures:
Experience:
23 years registered
ES

Eric Matthew Stockton

IAR
RR
CRD#: 4587580
Location:
Hendersonville, TN 37075

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
23 years registered
WO

William Jason Ogles

IAR
RR
CRD#: 4557656
Location:
Murfreesboro, TN 37130

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
23 years registered
JL

James Benjamin Leyhew

Ben Leyhew
IAR
RR
CRD#: 4700636
Location:
Murfreesboro, TN 37130

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
23 years registered
DW

Darrin Leon Wiseman

IAR
RR
CRD#: 4913154
Location:
Gallatin, TN 37066

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

Disclosures:
Experience:
21 years registered
MS

Maleah D. Stephens

Maleah M Dunham, Maleah Margaret Dunham, Maleah Dunham Matthews
IAR
RR
CRD#: 4582337
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
20 years registered
TH

Thomas Andrew Hall JR

Thomas Hall
IAR
RR
CRD#: 4920989
CIMA®: Certified Investment Management Analyst
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
20 years registered
SB

Steven Dale Boles

IAR
RR
CRD#: 5047877
AIF®: Accredited Investment Fiduciary
Location:
Brentwood, TN 37027

Registered Affiliation(s):FIRST HORIZON ADVISORS, INC.

Disclosures:
Experience:
20 years registered
TG

Timothy Wayne Greer

Tim Greer, Timothy W Greer
IAR
RR
CRD#: 731658
Location:
Brentwod, TN 37027-1064

Registered Affiliation(s):ADVISORY SERVICES NETWORK

Disclosures:
Experience:
45 years registered
RA

Rodney Keith Alexander

RR
CRD#: 2102576
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
35 years registered
KC

Katie Anne Centofonti

Katie Anne Argotsinger
IAR
CRD#: 4986815
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
21 years registered
CB

Charles Webster Byrge

RR
CRD#: 2415716
CFA: Chartered Financial Analyst
Location:
Nashville, TN 37203

Registered Affiliation(s):HARPETH SECURITIES, LLC

Disclosures:
Experience:
33 years registered
KB

Kristen Kay Beckstead

Kristen Kay Gunderson
IAR
RR
CRD#: 5149155
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
20 years registered
CS

Christopher Edward Solimine

Chris Solimine
RR
CRD#: 1973510
Location:
Brentwood, TN 37027

Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
37 years registered
SC

Steven Mark Cervantes

Steven M Cervantes
IAR
CRD#: 3150234
Location:
Brentwood, TN 37027

Registered Affiliation(s):VIRTUE CAPITAL MANAGEMENT, LLC

Disclosures:
Experience:
27 years registered
JP

Justin Warren Parker

IAR
RR
CRD#: 4573170
Location:
Brentwood, TN 37027

Registered Affiliation(s):THOROUGHBRED FINANCIAL SERVICES, LLC

Disclosures:
Experience:
22 years registered
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

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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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