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
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
TRUSTCORE FINANCIAL SERVICES, LLC
CRD#: 106522
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
Address: 6 Cadillac Dr. Suite 300, Brentwood, TN 37027
Clients: 687
Average Clients per Advisor: 57
AUM: $ 951M
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816
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
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
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
William Owsley Horne
Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Jackie Paul Ficken
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Scott Frederick Davis
Registered Affiliation(s):FAMILY TREE WEALTH ADVISORS, LLC
Todd Vincent Lashway
Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC
William S Rogers
Registered Affiliation(s):BEACON CAPITAL MANAGEMENT, LLC
Stephen Adler Frohsin
Registered Affiliation(s):WOODMONT INVESTMENT COUNSEL, LLC
Billy Ray King
Registered Affiliation(s):AVANTAX INVESTMENT SERVICES, INC.
Anthony Thomas Mercadante
Registered Affiliation(s):PFS INVESTMENTS INC.
Laura Helen Stover
Registered Affiliation(s):OPTIVISE ADVISORY SERVICES LLC
Jason Price Lamb
Registered Affiliation(s):ARETE WEALTH MANAGEMENT, LLC
Stephen Andrew Cervieri
Registered Affiliation(s):WAVECREST SECURITIES LLC
Christopher Brandon Clay
Registered Affiliation(s):VIRTUE CAPITAL MANAGEMENT, LLC
Angela Carter Bates
Registered Affiliation(s):AVONDALE PARTNERS, LLC
Robert James Marassa
Registered Affiliation(s):PACIFIC GATE ADVISORS, LLC
Charles Everett Winfrey
Registered Affiliation(s):BROOKSTONE CAPITAL MANAGEMENT LLC
Mary Elizabeth Derussy
Registered Affiliation(s):AE WEALTH MANAGEMENT, LLC
Anthony William Meyers
Registered Affiliation(s):VELOCITYHEALTH SECURITIES, INC.
Timothy Odaniel Kelley
Registered Affiliation(s):AMERITAS INVESTMENT COMPANY, LLC
Thomas Justin Russell
Registered Affiliation(s):BRIGHTHOUSE SECURITIES, LLC
Nick Elovitz
Registered Affiliation(s):PORTUS CAPITAL MANAGEMENT, LLC
Michael Gabriel Mathews
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Jeffrey Wayne Sweet
Registered Affiliation(s):PRUCO SECURITIES, LLC.
William Charles Blake
Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Ryan David Moore
Registered Affiliation(s):RETIREMENT SOLUTIONS GROUP
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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