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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)
Franklin Ludlow Ballard

Franklin Ludlow Ballard

Franklin L Ballard, Franklin Ludlow Ballard
IAR
RR
CRD#: 5298226
Location:
Nashville, TN 37206

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
19 years registered
Robert Lee Stokes

Robert Lee Stokes

Robert Stokes
IAR
RR
CRD#: 5575529
Location:
Brentwood, TN 37027-5034

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
18 years registered
Paul Stephenson Burd

Paul Stephenson Burd

IAR
RR
CRD#: 1261746
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
42 years registered
Trenton Corey Sipes

Trenton Corey Sipes

Trenton Sipes
IAR
RR
CRD#: 5838265
Location:
Goodlettsville, TN 37072

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
16 years registered
Raul Emilio Miranda

Raul Emilio Miranda

IAR
RR
CRD#: 5601427
Location:
Franklin, TN

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
18 years registered
Aaron Hugh Meier

Aaron Hugh Meier

IAR
RR
CRD#: 5699017
Location:
Smyrna, TN 37167

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
17 years registered
William Barclay Lezon

William Barclay Lezon

William Barclay Lezon Sr, William Barclay Lezon
IAR
RR
CRD#: 5664078
Location:
Murfreesboro, TN 37129

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
17 years registered
William Thomas Tenpenny

William Thomas Tenpenny

Will Tenpenny, William Thomas Tenpenny
IAR
RR
CRD#: 5606390
Location:
Spring Hill, TN 37174

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
17 years registered
Ralph Ruby III

Ralph Ruby III

IAR
RR
CRD#: 5688488
Location:
Hendersonville, TN 37075

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
17 years registered
April Denise Thurman

April Denise Thurman

April Denise Calkins, April Denise Mcanly
IAR
RR
CRD#: 4677443
Location:
Columbia, TN 38401

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
18 years registered
Gary Hilton Dean Jr.

Gary Hilton Dean Jr.

Gary H Dean Jr., Gary H. Dean Jr
PR
CRD#: 4006137
Location:
Raleigh, NC 27609

Registered Affiliation(s):CAPTRUST

Disclosures:
Experience:
26 years registered
Randall Scott Lee

Randall Scott Lee

Randy Lee
IAR
RR
CRD#: 4154988
Location:
Brentwood, TN 37027

Registered Affiliation(s):CAPTRUST

Disclosures:
Experience:
26 years registered
Tara Dempsey Carlson

Tara Dempsey Carlson

Tara Elizabeth Carlson, Tara Carlson, Tara Elizabeth Dempsey
IAR
RR
CRD#: 5668845
Location:
Brentwood, TN

Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC

Disclosures:
Experience:
16 years registered
Thomas Kerr Atkinson

Thomas Kerr Atkinson

Thomas Atkinson
IAR
RR
CRD#: 5726755
Location:
Brentwood, TN 37027

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

Disclosures:
Experience:
16 years registered
Jesse Haverstock

Jesse Haverstock

IAR
CRD#: 5743684
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.

Disclosures:
Experience:
16 years registered
Keith Charles Kline

Keith Charles Kline

IAR
RR
CRD#: 6042980
Location:
Murfreesboro, TN 37129

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

Disclosures:
Experience:
14 years registered
Thomas Ronald Bauer

Thomas Ronald Bauer

Thomas Ronald Bauer
IAR
RR
CRD#: 6175305
Location:
Franklin, TN 37067-2939

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
13 years registered
Adam Michael Newman

Adam Michael Newman

IAR
CRD#: 5785551
CFP®: Certified Financial Planner
Location:
Nashville, TN 37215

Registered Affiliation(s):THE BURNEY COMPANY

Disclosures:
Experience:
16 years registered
Paul Lytton Seneker

Paul Lytton Seneker

IAR
RR
CRD#: 5753798
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
16 years registered
Patrick Edward Mcfarland

Patrick Edward Mcfarland

Patrick Edward Mcfarland Mr., Patrick Mcfarland
IAR
RR
CRD#: 5721553
Location:
Franklin, TN 37064-4899

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
17 years registered
Jessica Lynn Wheeler

Jessica Lynn Wheeler

Jessica Lynn Skaggs, Jessica Lynn Wheeler, Jessica Wheeler
IAR
RR
CRD#: 5808088
Location:
Murfreesboro, TN 37130

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
16 years registered
Billy F Dutton

Billy F Dutton

Billy Farra Dutton Jr, Billy Farra Dutton, Billy F Dutton
IAR
CRD#: 1260962
Location:
Brentwood, TN 37027

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
23 years registered
Philip Shands Henninger

Philip Shands Henninger

IAR
RR
CRD#: 6204864
Location:
Brentwood, TN 37027

Registered Affiliation(s):CAPTRUST

Disclosures:
Experience:
13 years registered
Brian Riddle

Brian Riddle

Brian Maggard Riddle, Brian Riddle
IAR
RR
CRD#: 6281075
Location:
Franklin, TN 37067

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
12 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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