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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)
RA

Ronald Keith Akers

IAR
RR
CRD#: 1443047
Location:
Brentwood, TN 37027

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
40 years registered
TH

Todd Richard Hellmann

RR
CRD#: 2085407
Location:
Brentwood, TN 37027

Registered Affiliation(s):WAVECREST SECURITIES LLC

Disclosures:
Experience:
29 years registered
LJ

Leigh Ann Landrum Jameson

Leigh Ann Landrum
RR
CRD#: 2902745
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
29 years registered
John Arthur Spann IV

John Arthur Spann IV

John Arthur Spann
IAR
RR
CRD#: 3156111
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Brentwood, TN 37027

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
27 years registered
HM

Harold Jamison Maske

RR
CRD#: 4009757
Location:
Brentwood, TN 37027

Registered Affiliation(s):GOLDMAN SACHS & CO. LLC

Disclosures:
Experience:
27 years registered
DW

David Bois Wilhite

RR
CRD#: 4021687
Location:
Brentwood, TN 37027

Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS

Disclosures:
Experience:
27 years registered
DN

David William Neff

David Wiliam Neff
IAR
CRD#: 4517334
Location:
Brentwood, TN 37027

Registered Affiliation(s):PORTUS CAPITAL MANAGEMENT, LLC

Disclosures:
Experience:
24 years registered
LS

Linda Marie Shepherd

PR
CRD#: 4544511
Location:
Kennesaw, GA

Registered Affiliation(s):PARAKLETE FINANCIAL, INC.

Disclosures:
Experience:
24 years registered
LW

Lana Kay Wargo

Lana Kay Caldwell
RR
CRD#: 2900064
Location:
Nashville, TN 37220

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
29 years registered
MD

Michael Roun Dresh

Michael R Dresh
RR
CRD#: 2723350
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
29 years registered
MC

Michelle Elaine Craft

Michelle Elaine Southworth
RR
CRD#: 2818798
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
26 years registered
CB

Cindy C Boteler

Cindy Curtis Stockton
RR
CRD#: 2867162
Location:
Franklin, TN 37067

Registered Affiliation(s):EQUITABLE ADVISORS, LLC

Disclosures:
Experience:
29 years registered
MO

Michael Henry Ory

RR
CRD#: 2870690
Location:
Franklin, TN 37067

Registered Affiliation(s):BRENTWOOD CAPITAL ADVISORS LLC

Disclosures:
Experience:
29 years registered
TH

Thomas Michael Hurley

Thomas M Hurley
RR
CRD#: 2874038
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
29 years registered
KO

Kristine Bagby Olsen

Kristine Anne Bagby
RR
CRD#: 2888566
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
29 years registered
DR

David Lance Russell

RR
CRD#: 2891420
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
29 years registered
JP

Jason Paul Pacheco

Jason P Pacheco
RR
CRD#: 4007984
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
26 years registered
BE

Brendan Karl Easterday

Brendau Karl Easterday
IAR
CRD#: 4512551
Location:
Franklin, TN 37067

Registered Affiliation(s):CAP PARTNERS, LLC

Disclosures:
Experience:
24 years registered
AS

Angela Turner Samol

Angela Sue Turner
RR
CRD#: 2721396
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
30 years registered
JW

Jeffery Dewayne Wilson

Jeff Wilson, Jeffrey Dewayne Wilson
RR
CRD#: 2907915
Location:
Nashville, TN 37205

Registered Affiliation(s):MOLONEY SECURITIES CO., INC.

Disclosures:
Experience:
29 years registered
KM

Kevin Maginnis

Brubs Maginnis, Brubs Maginnis
RR
CRD#: 2525848
Location:
Nashville, TN 37217

Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC

Disclosures:
Experience:
29 years registered
EL

Elizabeth Jude Librizzi

RR
CRD#: 2666510
Location:
Nashville, TN 37203

Registered Affiliation(s):ALLIANCEBERNSTEIN INVESTMENTS, INC.

Disclosures:
Experience:
29 years registered
SG

Steven Joseph Gyimesi

RR
CRD#: 2811162
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
29 years registered
OM

Osama Mari

RR
CRD#: 2878770
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
29 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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