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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)
MB

Mark Braden Binkley

IAR
RR
CRD#: 5645960
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
17 years registered
AS

Anthony Patrick Shea

PR
CRD#: 3166976
CFP®: Certified Financial Planner
Location:
Nashville, TN 37221

Registered Affiliation(s):GLAD FINANCIAL SERVICES, INC.

Disclosures:
Experience:
27 years registered
James M Nikcevich

James M Nikcevich

James Mitchell Nikcevich, James Nikcevich
IAR
RR
CRD#: 2407368
CFP®: Certified Financial Planner
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
33 years registered
JH

Joshua C Herring

Joshua Herring
IAR
RR
CRD#: 5547137
CPWA®: Certified Private Wealth Advisor
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
17 years registered
DD

Daniel Arthur Dubois

IAR
RR
CRD#: 1372074
CFP®: Certified Financial Planner
Location:
Franklin, TN 37064-8933

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
41 years registered
CB

Charles Russell Bryan

Russell Bryan
RR
CRD#: 1690279
Location:
Brentwood, TN 37027

Registered Affiliation(s):BSC SECURITIES, LLC

Disclosures:
Experience:
31 years registered
RL

R. Charlton Lentz

Charlton Lentz, Robert Charlton Lentz Jr, Robert Charlton Lentz
IAR
CRD#: 2633579
Location:
Brentwood, TN 37027-5038

Registered Affiliation(s):PROVIDENT WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
29 years registered
AP

April Dawn Pica

April Dawn Stoltz
IAR
CRD#: 2850513
Location:
Brentwood, TN 37027

Registered Affiliation(s):TRANQUILITY PARTNERS, LLC

Disclosures:
Experience:
29 years registered
JB

James Golladay Baker

Jim Baker Iii
IAR
CRD#: 2850941
Location:
Brentwood, TN 37027

Registered Affiliation(s):TRANQUILITY PARTNERS, LLC

Disclosures:
Experience:
29 years registered
Margaret Jane Macdonald

Margaret Jane Macdonald

IAR
CRD#: 2909753
Location:
Brentwood, TN 37027

Registered Affiliation(s):TRUSTCORE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
JS

Jeffrey Blake Sloan

J. Blake Sloan, Jeffrey B Sloan
IAR
RR
CRD#: 4064200
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
19 years registered
JH

James Donald Hinson

James Donald Hinson, Jamie Hinson
IAR
RR
CRD#: 5072820
Location:
Brentwood, TN 37027

Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Disclosures:
Experience:
19 years registered
KL

Kiley Chantae Lukens-clagg

Kiley Chantae Lukens
IAR
RR
CRD#: 5219397
Location:
Savannah, TN 38372

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

Disclosures:
Experience:
19 years registered
VL

Victor Frank Ledoux

IAR
RR
CRD#: 5273399
Location:
Brentwood, TN 37027

Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Disclosures:
Experience:
19 years registered
AH

Ann W. Hollis-young

Ann Whitton Hollis, Ann Hollis-Young, Ann Whitton-Hollis, Ann Young
IAR
RR
CRD#: 5386418
Location:
Brentwood, TN 37027

Registered Affiliation(s):SANCTUARY ADVISORS, LLC

Disclosures:
Experience:
19 years registered
CR

Christopher Michael Rogers

Chris Micheal Rogers
IAR
RR
CRD#: 5411623
Location:
Brentwood, TN 37027

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
19 years registered
TP

Tracy Wayne Predmore

RR
CRD#: 2269419
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
34 years registered
VP

Vyvonne L. Phoutharansy

Vyvonne V. Laohom, Vyvonne V. Phoutharansy, Vyvonne Vongsampanh
IAR
RR
CRD#: 4893592
Location:
Franklin, TN 37067

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
19 years registered
JR

Jeremy Larry Rumpf

Jeremy Rumpf
IAR
RR
CRD#: 5208121
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
20 years registered
WP

William Chance Parker

Will Parker
IAR
RR
CRD#: 5324548
Location:
Murfreesboro, TN 37129

Registered Affiliation(s):EQUITABLE ADVISORS, LLC

Disclosures:
Experience:
19 years registered
TK

Timothy James Kirch

Timothy J Kirch
IAR
CRD#: 5396895
Location:
Disclosures:
Experience:
19 years registered
GS

George T. Sawyer

Trone Sawyer
IAR
RR
CRD#: 5413257
Location:
Franklin, TN 37067

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
19 years registered
TS

Thomas Joseph Sheehan

Thomas Joseph Sheehan
IAR
RR
CRD#: 1221416
Location:
Nashville, TN 37215

Registered Affiliation(s):WILEY BROS.-AINTREE CAPITAL, LLC

Disclosures:
Experience:
42 years registered
JM

Jonathan Guy Morphett

RR
CRD#: 1567821
Location:
Nashville, TN 37215

Registered Affiliation(s):AVONDALE PARTNERS, LLC

Disclosures:
Experience:
32 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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