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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)
JG

John Giaquinta

RR
CRD#: 2199124
Location:
Nashville, TN 37203

Registered Affiliation(s):ALLIANCEBERNSTEIN INVESTMENTS, INC.

Disclosures:
Experience:
34 years registered
MH

Michael Sullivan Hart

Mike Hart
RR
CRD#: 2205729
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
34 years registered
RS

Robert Joseph Sass

RR
CRD#: 2260950
Location:
Nashville, TN 37203

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
34 years registered
CN

Christopher Nikolich

RR
CRD#: 2266683
Location:
Nashville, TN 37203

Registered Affiliation(s):ALLIANCEBERNSTEIN INVESTMENTS, INC.

Disclosures:
Experience:
34 years registered
GK

Gary Michael Krueger

RR
CRD#: 2840211
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
29 years registered
LC

Lucy Xuan Du Chism

Lucy Xuan Du
IAR
RR
CRD#: 4919608
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
19 years registered
JC

Janice C Cree

Jan Cree, Janice Carol Palmer, Janice Carol Palmer-Cree
IAR
RR
CRD#: 5176220
Location:
Nashville, TN 37238

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
19 years registered
KD

Keith Bradley Davis

IAR
RR
CRD#: 5248955
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
19 years registered
SS

Suzanne Babin Smith

Suzanne Smith
IAR
RR
CRD#: 5290935
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
19 years registered
LW

Lillian Marie Wright

Lillian Marie Frawley, Lilly Frawley
IAR
RR
CRD#: 1338603
Location:
Nashville, TN 37219

Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.

Disclosures:
Experience:
16 years registered
AP

Ashley Elizabeth Propst

Ashley Propst Lyon
IAR
RR
CRD#: 4765875
Location:
Nashville, TN 37219

Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.

Disclosures:
Experience:
19 years registered
LF

Lee Aaron Ficken

IAR
RR
CRD#: 5981089
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Nashville, TN 37209

Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.

Disclosures:
Experience:
14 years registered
AM

Ashley P Mcdonough

Ashley Brooke Penney Ms., Ashley Brooke Penney, Ashley Penney
PR
CRD#: 5244607
Location:
New York, NY 10036

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

Disclosures:
Experience:
19 years registered
Christopher Lee White

Christopher Lee White

Chris White, Christopher L. White, Christopher Lee Whote
IAR
CRD#: 5273632
CFP®: Certified Financial Planner
Location:
Franklin, TN 37064

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
19 years registered
WH

Wayne Charles Hale

RR
CRD#: 1418430
Location:
Madison, TN 37115

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
31 years registered
KM

Kenneth Mullins

Kenneth Shea Mullins
RR
CRD#: 2606939
Location:
Madison, TN 37115

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
31 years registered
AF

Alicia Freedman

Alice Frucht, Alicia Hahn, Alicja Kulikowska
RR
CRD#: 2223293
Location:
Mount Juliet, TN 37122

Registered Affiliation(s):KOVACK SECURITIES INC.

Disclosures:
Experience:
34 years registered
AW

Ann Zikovich Wajler

Ann Zikovich Guarneri, Ann Celeste Zikovich
IAR
RR
CRD#: 2360865
Location:
Mount Juliet, TN 37122

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

Disclosures:
Experience:
19 years registered
CT

Carl J Tackett

Carl James Tackett
RR
CRD#: 2279424
Location:
Murfreesboro, TN 37128

Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC

Disclosures:
Experience:
34 years registered
ME

Michael Todd Eckholdt

Michael T Eckholdt, Michael Todd Eckholdt, Mike Eckholdt
IAR
RR
CRD#: 5317870
Location:
Murfreesboro, TN 37128-2811

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
19 years registered
EB

Eric Joseph Berner

Eric Berner
IAR
RR
CRD#: 5283669
Location:
Hendersonville, TN 37075

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
19 years registered
JT

James Burton Taylor

James B Taylor, Jim Taylor
IAR
RR
CRD#: 5378942
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
19 years registered
SC

Sandy Chaleunsinh

Sandy Kanjanabout
IAR
RR
CRD#: 5209107
Location:
Murfreesboro, TN 37130

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

Disclosures:
Experience:
19 years registered
SW

Sandra Graves Welborn

Sandy Welborn
IAR
RR
CRD#: 1281480
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
42 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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