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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)
DG

David Jackson Gilbert

Goober Gilbert
RR
CRD#: 3204060
Location:
Mount Juliet, TN 37122

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
26 years registered
GU

Garry Lane Underhill

RR
CRD#: 4161977
Location:
Mount Juliet, TN 37122

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
26 years registered
SK

Seth Thomas Kelley

RR
CRD#: 4166897
Location:
Mount Juliet, TN 37122

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
26 years registered
HR

Heather Jane Ross

Heather Jane Barton, Heather Jane Farmer
RR
CRD#: 4059121
Location:
Murfreesboro, TN 37131

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
26 years registered
JT

James Todd Trent

Todd Trent
PR
CRD#: 4089649
Location:
Bloomington, IL 61710-0001

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
26 years registered
ML

Margaret Aleece Loftis

Margaret Aleece Binkley, Marti Loftis
PR
CRD#: 4128575
Location:
Bloomington, IL 61710-0001

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
26 years registered
DF

Dennis Christopher Ford

PR
CRD#: 4135058
Location:
Bloomington, IL 61710-0001

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
26 years registered
DB

David Truman Brown JR

IAR
RR
CRD#: 4145625
Location:
Clarksville, TN 37043

Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.

Disclosures:
Experience:
26 years registered
BC

Brian Keith Copas

PR
CRD#: 4155197
Location:
Bloomington, IL 61710-0001

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
26 years registered
EA

Eric Brent Andrews

RR
CRD#: 4160137
Location:
Murfreesboro, TN 37131

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
26 years registered
CH

Charles Gilbert Henderson

Charlie Henderson
RR
CRD#: 4204752
Location:
Murfreesboro, TN 37131

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
26 years registered
CW

Craig Alan Whittington

RR
CRD#: 4247641
Location:
Murfreesboro, TN 37131

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
26 years registered
CA

Charles Bufkin Adams

Charlie Adams
RR
CRD#: 4608708
Location:
Murfreesboro, TN 37131

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
23 years registered
LH

Larry Charles Hale

RR
CRD#: 4169486
Location:
Goodlettsville, TN 37072-2304

Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
MP

Matthew Ross Phillips

Matt Phillips
PR
CRD#: 4096969
Location:
Lincoln, NE 68506

Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
TM

Tina Renee Mowatt

Tina Renee Gould
RR
CRD#: 4170146
Location:
Hendersonville, TN 37075-3528

Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
DM

Derrick Chancellor Maddox

RR
CRD#: 4179355
Location:
Murfreesboro, TN 37130-4980

Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
CR

Christopher Alan Royce

IAR
RR
CRD#: 4089286
Location:
Gallatin, TN 37066

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
26 years registered
JC

John Bemis Cravens

IAR
RR
CRD#: 2234163
Location:
Dallas, TX 75231

Registered Affiliation(s):CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC

Disclosures:
Experience:
34 years registered
CB

Christopher Alan Bunting

RR
CRD#: 4690336
CIMA®: Certified Investment Management Analyst
Location:
Brentwood, TN 37027

Registered Affiliation(s):BRIGHTHOUSE SECURITIES, LLC

Disclosures:
Experience:
23 years registered
SE

Stephen Michael Elder

Stephen M Elder, Steve Elder
IAR
RR
CRD#: 1554925
Location:
Franklin, TN 37067

Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC

Disclosures:
Experience:
36 years registered
DG

Derek A Ghia

IAR
CRD#: 5413223
CIMA®: Certified Investment Management Analyst
Location:
Franklin, TN 37067

Registered Affiliation(s):GREENSVIEW WEALTH MANAGEMENT

Disclosures:
Experience:
18 years registered
JS

John Province Stauffer

IAR
CRD#: 5114261
CFP®: Certified Financial Planner
Location:
Nashville, TN 37204

Registered Affiliation(s):QUINN STAUFFER FINANCIAL, LLC

Disclosures:
Experience:
18 years registered
SR

Stephen Walter Rzasnicki

RR
CRD#: 2523446
CFA: Chartered Financial Analyst
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
23 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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