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: 1,823
In Business for: 26 Years
Average Clients per Advisor: 55
AUM: $ 3.4B
Disclosures: 1
KAUFMAN HALL INVESTMENT MANAGEMENT
CRD#: 328876
Address: 10 Cadillac Drive Suite 120, Brentwood, TN 37027
AUM: $ 2.3B
SEVEN SPRINGS WEALTH GROUP
CRD#: 127411
Address: 340 Seven Springs Way Suite 710, Brentwood, TN 37027-4536
Clients: 188
Average Clients per Advisor: 12
AUM: $ 1.2B
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816
Address: 6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Clients: 3,674
Average Clients per Advisor: 39
AUM: $ 787M
TRANQUILITY PARTNERS, LLC
CRD#: 283478
Address: 5214 Maryland Way Suite 405, Brentwood, TN 37027
Clients: 131
Average Clients per Advisor: 18
AUM: $ 685M
CALDWELL ADVISORS, LLC
CRD#: 144408
Address: 5210 Maryland Way Ste 202, Brentwood, TN 37027
Clients: 371
Average Clients per Advisor: 74
AUM: $ 339M
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
Caren Poletti Poletti
William Garrett Greene
Matthew Patrick Miller
Kenneth Kaj Haycraft
L Scott Thompson
Timothy Revell Roberson
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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