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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)
Mitchell Kevin Anderson

Mitchell Kevin Anderson

IAR
CRD#: 5932254
Location:
Franklin, TN 37067

Registered Affiliation(s):EFINANCIAL ALLIANCE, LLC

Disclosures:
Experience:
15 years registered
Jason John Cohn

Jason John Cohn

IAR
RR
CRD#: 4334960
AIF®: Accredited Investment Fiduciary
Location:
Franklin, TN 37067

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

Disclosures:
Experience:
25 years registered
Daniel Floyd Pugh

Daniel Floyd Pugh

Danny Pugh, Danny Floyd Puhn
IAR
RR
CRD#: 2696148
Location:
Franklin, TN 37064

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

Disclosures:
Experience:
30 years registered
Seth Tyson Huber

Seth Tyson Huber

IAR
RR
CRD#: 3150090
CFP®: Certified Financial Planner
Location:
Nashville, TN 37203-6017

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
27 years registered
Michael Joseph Shea

Michael Joseph Shea

IAR
CRD#: 6590570
Location:
Nashville, TN 37203

Registered Affiliation(s):TRUE EQUITY WEALTH MANAGEMENT LLC

Disclosures:
Experience:
11 years registered
Wade Bilbrey

Wade Bilbrey

Wade Alexander Bilbrey
IAR
CRD#: 6355014
Location:
Nashville, TN 37221

Registered Affiliation(s):MARINER WEALTH ADVISORS

Disclosures:
Experience:
11 years registered
Delon Bradley

Delon Bradley

Delon Clifton Bradley, Delon Bradley, Clifton Delon Bradley
IAR
RR
CRD#: 2505347
Location:
Murfreesboro, TN 37129-4375

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
31 years registered
David M Upshaw

David M Upshaw

David Michael Upshaw
IAR
RR
CRD#: 2944162
Location:
Brentwood, TN 37027

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
29 years registered
Mark Stephen Meyer

Mark Stephen Meyer

IAR
RR
CRD#: 3062290
Location:
Columbia, TN 38401

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Bridgit Lee Bennett

Bridgit Lee Bennett

Bridgit Lee Bennett
IAR
RR
CRD#: 3159709
Location:
Goodlettsville, TN 37072-2027

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Rami Fathi Abdelhadi

Rami Fathi Abdelhadi

IAR
RR
CRD#: 3240223
Location:
Franklin, TN 37067-2730

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Darryl Wayne Thompson JR

Darryl Wayne Thompson JR

IAR
RR
CRD#: 3085999
Location:
Nashville, TN

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

Disclosures:
Experience:
28 years registered
George William Forbis JR

George William Forbis JR

IAR
RR
CRD#: 4179275
Location:
Brentwood, TN 37027

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Susan Stieg Fuller

Susan Stieg Fuller

Susan Stieg Hornbruch, Susan Nerine Stieg
IAR
RR
CRD#: 4248313
Location:
Nashville, TN 37203

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Mark Alan Leuellen

Mark Alan Leuellen

Mark Allen Leuellen
IAR
RR
CRD#: 4305295
Location:
Franklin, TN 37067

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
25 years registered
Bret Bret Massey

Bret Bret Massey

Bret Massey, Larry Bret Massey
RR
CRD#: 6420096
Location:
Franklin, TN 37067

Registered Affiliation(s):HARVEST FINANCIAL CORPORATION

Disclosures:
Experience:
11 years registered
Eric Eugene Brown

Eric Eugene Brown

Eric Brown, Brown
IAR
RR
CRD#: 5131591
Location:
Smyrna, TN 37167

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
20 years registered
Stephen J Williams

Stephen J Williams

Stephen Joshua Williams, Stephen Williams
IAR
RR
CRD#: 5471240
CIMA®: Certified Investment Management Analyst
Location:
Hendersonville, TN 37075

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
18 years registered
Cody Bryan Tellis

Cody Bryan Tellis

IAR
RR
CRD#: 5217512
Location:
Nashville, TN 37201

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

Disclosures:
Experience:
19 years registered
Heath Patrick Larkin

Heath Patrick Larkin

Heath Larkin
IAR
RR
CRD#: 5379931
Location:
Columbia, TN 38401-3033

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
19 years registered
John Wesley Sellers III

John Wesley Sellers III

Jay W Sellers Iii, Jay W Sellers, Jay Wesley Sellers Iii, Jay Wesley Sellers, Jay Sellers Iii, Jay Sellers, John W Sellers Iii, John W Sellers, John Wesley Sellers, John Sellers Iii, John Sellers
IAR
RR
CRD#: 6057466
Location:
Franklin, TN 37067-2738

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
14 years registered
Matthew Robert Creekmore

Matthew Robert Creekmore

IAR
RR
CRD#: 5726060
Location:
Nashville, TN 37221

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
16 years registered
Jacob Mckissack

Jacob Mckissack

Jacob Mckissack
IAR
RR
CRD#: 6168732
Location:
Mount Juliet, TN 37122-0000

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
13 years registered
Christopher S Brown

Christopher S Brown

Chris Brown
IAR
RR
CRD#: 5859612
Location:
Franklin, TN 37067

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
15 years registered

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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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