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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)
JB

Janet Booker-davis

PR
CRD#: 5615167
Location:
Scottsdale, AZ 85255

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
18 years registered
CA

Clinton Jonathan Allen

Clinton Allen
IAR
RR
CRD#: 5654362
Location:
Lenoir City, TN 37772

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
17 years registered
DM

Dustin Cain Myers

Dustin C Myers, Dustin Cain Myers, Dustin Myers, Cain Myers
IAR
RR
CRD#: 5666251
Location:
Brentwood, TN 37027

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
17 years registered
TB

Thomas Edward Bateman III

Buster Bateman, Thomas Edward Bateman, Thomas E. Buster Bateman Iii
IAR
RR
CRD#: 6012284
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
14 years registered
EA

Eddie Ard JR

Eddie Michael Ard
IAR
RR
CRD#: 6037410
Location:
Nashville, TN 37220

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
14 years registered
SB

Stephen Dennis Burke

RR
CRD#: 2423700
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
33 years registered
RH

Rupert Theodore Hall

Rupert T Jr Hall, Ted Hall Jr
RR
CRD#: 2425519
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
32 years registered
MD

Marc Joseph D'andrea

Marc Joseph Dandrea, Marcc Joseph Dandrea
RR
CRD#: 2442689
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
32 years registered
JO

Joy Harrison Orlando

Joy Ann Harrison
RR
CRD#: 2443263
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
32 years registered
WB

William John Burrow

RR
CRD#: 2515525
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
32 years registered
JH

Jaime Lavender Hearsey

Jaime Joanna Lavender
RR
CRD#: 2528285
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
32 years registered
AH

Amy Capps Herbert

Amy Luann Capps, Amy Luann Herbert
RR
CRD#: 2539486
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
32 years registered
RH

Ryan Joseph Hitt

IAR
CRD#: 2568736
Location:
Franklin, TN 37067

Registered Affiliation(s):CAPWEALTH ADVISORS, LLC

Disclosures:
Experience:
27 years registered
CM

Christopher Edward Mitchell

Corey Mitchell
RR
CRD#: 2821234
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
30 years registered
SP

Steven Thomas Papa

Steve Papa
RR
CRD#: 2827964
Location:
Franklin, TN 37067

Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Disclosures:
Experience:
29 years registered
JK

John Christopher Keys

Chris Keys
IAR
CRD#: 3260828
Location:
Franklin, TN 37067

Registered Affiliation(s):BEACON CAPITAL MANAGEMENT, LLC

Disclosures:
Experience:
27 years registered
ES

Erica Michelle Scott

IAR
RR
CRD#: 5214061
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
17 years registered
RC

Ryan Aaron Cernoch

IAR
RR
CRD#: 5576720
Location:
Franklin, TN 37067

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
18 years registered
DH

Danielle Rose Hedges

Danielle Rose Garofolo
IAR
RR
CRD#: 5631341
Location:
Franklin, TN 37067

Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC

Disclosures:
Experience:
17 years registered
GS

George Lucas Swatzell

George Lucas Swatzell Mr., George Lucas Swatzell
IAR
CRD#: 5649645
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
17 years registered
TH

Thomas Michael Hippler

Thomas M Hippler
IAR
RR
CRD#: 5655606
Location:
Franklin, TN

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
17 years registered
KC

Kurt Kevin Coalmer

Kurt Coalmer
IAR
RR
CRD#: 5660162
Location:
Franklin, TN 37067

Registered Affiliation(s):EQUITABLE ADVISORS, LLC

Disclosures:
Experience:
17 years registered
RT

Richard D Thome JR.

Richard Dean Thome, Rick D Thome Jr., Richard Dean Thome Jr
IAR
RR
CRD#: 5701315
Location:
Brentwood, TN 37027

Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC

Disclosures:
Experience:
17 years registered
JM

James Wilbur Mclean III

James Wilbur Mclean Iii, James Wilbur Mclean, Jim W. Mclean
IAR
RR
CRD#: 6006378
Location:
Franklin, TN 37067

Registered Affiliation(s):CHARLES SCHWAB & CO., INC.

Disclosures:
Experience:
14 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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