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)
KL

Kenneth Samuel Luton

Ken Luton
IAR
RR
CRD#: 871254
Location:
Nashville, TN 37203

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
47 years registered
ES

Eddie Wilson Stewart

Eddie W Stewart Iii
IAR
RR
CRD#: 1153606
Location:
Nashville, TN 37201

Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
47 years registered
CP

Charles Thomas Provow

Charles T Provow, Tom Provow
IAR
RR
CRD#: 709844
Location:
Murfreesboro, TN 37129

Registered Affiliation(s):M HOLDINGS SECURITIES, INC.

Disclosures:
Experience:
46 years registered
BB

Barry Scot Brothers

IAR
RR
CRD#: 1057334
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
44 years registered
CH

Charles Myers Hollis

Chappy Hollis
IAR
RR
CRD#: 1088303
CIMA®: Certified Investment Management Analyst
Location:
Franklin, TN 37067

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
43 years registered
Roy Christian Jordan

Roy Christian Jordan

IAR
RR
CRD#: 2048368
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
36 years registered
BS

Barry Gene Steele

IAR
RR
CRD#: 1000525
Location:
Brentwood, TN 37027

Registered Affiliation(s):THOROUGHBRED FINANCIAL SERVICES, LLC

Disclosures:
Experience:
45 years registered
BM

Benjamin Tallman May

Ben May, Benjamin T May
IAR
RR
CRD#: 722253
Location:
Nashville, TN 37219

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

Disclosures:
Experience:
45 years registered
GB

George Walter Boulware

IAR
RR
CRD#: 1195653
CFP®: Certified Financial Planner
Location:
Nashville, TN 37221

Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Disclosures:
Experience:
43 years registered
WB

William Allen Bryson

William Jr Bryson
IAR
RR
CRD#: 1157536
CFP®: Certified Financial Planner
Location:
Lebanon, TN 37087

Registered Affiliation(s):EQUITABLE ADVISORS, LLC

Disclosures:
Experience:
43 years registered
DJ

Dorris Glenn Jones

IAR
RR
CRD#: 735200
Location:
Brentwood, TN 37027

Registered Affiliation(s):MOLONEY SECURITIES ASSET MANAGEMENT LLC

Disclosures:
Experience:
45 years registered
CP

Coleman Robert Perry

Coleman Bob Jr Perry, Coleman Robert Jr Perry
IAR
RR
CRD#: 1020384
Location:
Nashville, TN 37215

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

Disclosures:
Experience:
44 years registered
CG

Condolee Gilliam

Lee Gilliam
IAR
RR
CRD#: 1011557
Location:
Nashville, TN 37203-6017

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
44 years registered
JC

James Patrick Clarke

Pat Clarke, Patrick Clarke
IAR
RR
CRD#: 1035088
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
44 years registered
JG

John Joseph Glennon

Joh Joseph (jr) Glennon
IAR
RR
CRD#: 1042839
Location:
Nashville, TN 37203

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

Disclosures:
Experience:
44 years registered
JM

James Thomas Murphy

James Thomas Murphy, Tom Murphy
IAR
RR
CRD#: 1011819
Location:
Nashville, TN 37214

Registered Affiliation(s):TLG ADVISORS, INC.

Disclosures:
Experience:
44 years registered
JR

James Hudson Ross

Jim Ross
IAR
RR
CRD#: 1027642
Location:
Columbia, TN 38401

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
44 years registered
WF

William Peter Franca

Bill Franca, William P Franca
IAR
RR
CRD#: 1719193
AIF®: Accredited Investment Fiduciary
Location:
Brentwood, TN 37027

Registered Affiliation(s):SILVER OAK SECURITIES, INCORPORATED

Disclosures:
Experience:
39 years registered
Malissia Anne Johnson

Malissia Anne Johnson

Malissia Fielder, Malissia Fielder Johnson, Malissia Fielder Lasher
IAR
CRD#: 1044058
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
44 years registered
JB

John Kennith Bornstein

John Kenneth Bornstein
IAR
RR
CRD#: 1050163
Location:
Brentwood, TN 37027-1064

Registered Affiliation(s):ADVISORY SERVICES NETWORK

Disclosures:
Experience:
44 years registered
RP

Robert Ellis Payne

IAR
RR
CRD#: 1101801
Location:
Brentwood, TN 37027

Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.

Disclosures:
Experience:
43 years registered
JH

Joseph Stephen Hardwick

Stephen Joseph Hardwick, Steve Hardwick
IAR
RR
CRD#: 1105232
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
43 years registered
Harold Clark Jackson

Harold Clark Jackson

H. Clark Jackson Ii, H. Clark Jackson, Harold Clark Jackson
IAR
RR
CRD#: 2015200
CFP®: Certified Financial Planner
Location:
Franklin, TN 37067

Registered Affiliation(s):PRUCO SECURITIES, LLC.

Disclosures:
Experience:
36 years registered
JJ

Jeffrey Paul Jones

Jeff Jones
IAR
RR
CRD#: 1100455
Location:
Nashville, TN 37212

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

Disclosures:
Experience:
43 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