AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AdvisorCheck > By State > Tennessee > Brentwood

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)
BM

Bryan Kirby Mccoy

RR
CRD#: 2095261
Location:
Nashville, TN 37215

Registered Affiliation(s):MESIROW FINANCIAL, INC.

Disclosures:
Experience:
35 years registered
JF

John Thompson Fort

Tom Fort
RR
CRD#: 2176958
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
35 years registered
ML

Melissa Dione Schmidt Laffer

Melissa Dione Laffer, Melissa Dione Schmidt
IAR
CRD#: 2192155
Location:
Nashville, TN 37215-6104

Registered Affiliation(s):WEAVER C. BARKSDALE & ASSOCIATES, INC.

Disclosures:
Experience:
31 years registered
FP

Frank Price Phillips

Frank Price Phillips Iii, Frank Price Phillips
IAR
RR
CRD#: 5155331
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
20 years registered
DT

David Andrew Thompson

IAR
RR
CRD#: 5156913
Location:
Nashville, TN 37215-6014

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

Disclosures:
Experience:
20 years registered
TG

Trent Coleman Green

IAR
CRD#: 2694523
Location:
Nashville, TN 37205

Registered Affiliation(s):DECKER WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
30 years registered
CK

Charles Mark Kennedy

IAR
CRD#: 2799039
Location:
Nashville, TN 37212

Registered Affiliation(s):THE PACIFIC FINANCIAL GROUP, INC.

Disclosures:
Experience:
30 years registered
AJ

Amy Raphun Judd

Amy Raphun Eadon, Amy Eadon Judd
RR
CRD#: 2133211
Location:
Nashville, TN 37203

Registered Affiliation(s):ALLIANCEBERNSTEIN INVESTMENTS, INC.

Disclosures:
Experience:
35 years registered
PR

Pamela Ann Redden

Pamela Burgess, Pam Redden
RR
CRD#: 2153449
Location:
Nashville, TN 37203

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
35 years registered
DW

David Alan White

RR
CRD#: 2412092
Location:
Nashville, TN 37203

Registered Affiliation(s):ALLIANCEBERNSTEIN INVESTMENTS, INC.

Disclosures:
Experience:
33 years registered
AB

Angela Holder Beckley

Angela Elizabeth Beckley, Angela Elizabeth Holder, Angela Holder
IAR
RR
CRD#: 2689984
Location:
Nashville, TN 37203

Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED

Disclosures:
Experience:
20 years registered
SN

Scott Charles Nevins

Scott Charles Nevins Mr.
IAR
RR
CRD#: 4209176
Location:
Nashville, TN 37203

Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.

Disclosures:
Experience:
20 years registered
TZ

Thomas Victor Zeuthen JR

Thomas Victor Zeuthen
IAR
RR
CRD#: 4352427
Location:
Nashville, TN

Registered Affiliation(s):STEPHENS

Disclosures:
Experience:
20 years registered
DM

Dempsey W Moody

IAR
RR
CRD#: 4830460
Location:
Nashville, TN 37203

Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION

Disclosures:
Experience:
20 years registered
JH

James Mason Hundley

IAR
RR
CRD#: 5069722
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
20 years registered
DG

Daniel Garvey Gavin

Daniel Gavin
IAR
RR
CRD#: 5078517
Location:
Nashville, TN 37203

Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.

Disclosures:
Experience:
20 years registered
RS

Richard Andrew Schwam

IAR
RR
CRD#: 5188560
Location:
Nashville, TN 37203

Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.

Disclosures:
Experience:
20 years registered
SS

Seth Anthony Stewart

IAR
RR
CRD#: 5191606
Location:
Nashville, TN 37203-5817

Registered Affiliation(s):STEPHENS

Disclosures:
Experience:
20 years registered
LK

Lauren Taylor Kotras

Lauren Jennifer Kotras, Lauren Jennifer Taylor, Lauren Jennifer Taylor
IAR
RR
CRD#: 5561619
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
18 years registered
Frances Mohammed Aboushousha

Frances Mohammed Aboushousha

Frances Aboushousha
IAR
RR
CRD#: 6508468
CFP®: Certified Financial Planner
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
8 years registered
HB

Heather Barbour

Heather Renee Barbour, Heather Renee Bradley, Heather Bradley, Heather Renee Chatlos, Heather Chatlos, Heather Short
IAR
RR
CRD#: 4185547
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
20 years registered
JN

John Joseph Navin

John J Navin
IAR
CRD#: 2683077
Location:
Nashville, TN 37209

Registered Affiliation(s):AE WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
31 years registered
JM

Jason Thomas Mckernan

IAR
RR
CRD#: 5212801
Location:
Nashville, TN 37209

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

Disclosures:
Experience:
20 years registered
JH

Jeffrey David Hays

Jeff Hays
IAR
CRD#: 2247967
Location:
Franklin, TN 37064

Registered Affiliation(s):CYPRESS CAPITAL, LLC

Disclosures:
Experience:
30 years registered

Latest Blog Articles


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.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter