AdvisorGrade

Financial advisers in Brentwood, TN

18 registered investment adviser firms in Brentwood managing $17.0B in assets, based on public SEC Form ADV filings.

Thoroughbred Financial Services, LLC

Brentwood, TN · Est. 1999

Regional
Fee-based
AUM
$4.0B
Per adviser
$130M
Advisers
31

Kaufman Hall Investment Management

Brentwood, TN · Est. 2023

Regional
Fee-based
AUM
$2.8B
Per adviser
$403M
Advisers
7

No reported disclosures

Lbmc Investment Advisors, LLC

Brentwood, TN · Est. 1998

RegionalInternational
Fee-based
AUM
$2.2B
Per adviser
$742M
Advisers
3

No reported disclosures

Tbh Global Asset Management, LLC

Brentwood, TN · Est. 2008

Regional
Fee-based
AUM
$1.5B
Per adviser
Advisers

No reported disclosures

Seven Springs Wealth Group

Brentwood, TN · Est. 2005

LocalInternational
Fee-based
AUM
$1.4B
Per adviser
$128M
Advisers
11

No reported disclosures

Virtue Capital Management, LLC

Brentwood, TN · Est. 2014

National
Fee-based
AUM
$1.3B
Per adviser
$15M
Advisers
90

No reported disclosures

Tranquility Partners, LLC

Brentwood, TN · Est. 2018

Local
Fee-only
AUM
$897M
Per adviser
$128M
Advisers
7

No reported disclosures

Provident Wealth Management, LLC

Brentwood, TN · Est. 2004

LocalInternational
Fee-only
AUM
$759M
Per adviser
$126M
Advisers
6

No reported disclosures

Pharos Capital Group, LLC

Brentwood, TN · Est. 2011

RegionalInternational
Fee-only
AUM
$630M
Per adviser
$52M
Advisers
12

No reported disclosures

Caldwell Advisors, LLC

Brentwood, TN · Est. 2015

Local
Fee-based
AUM
$351M
Per adviser
$70M
Advisers
5

No reported disclosures

Luken Investment Analytics, LLC

Brentwood, TN · Est. 2018

Local
Fee-only
AUM
$292M
Per adviser
$73M
Advisers
4

No reported disclosures

Cove Capital Management INC.

Brentwood, TN · Est. 2016

LocalInternational
Fee-based
AUM
$248M
Per adviser
$83M
Advisers
3

No reported disclosures

Erisa Advisers, INC.

Brentwood, TN · Est. 2024

Local
Fee-based
AUM
$187M
Per adviser
$187M
Advisers
1

No reported disclosures

Diversified Partners, INC.

Brentwood, TN · Est. 2000

Local
Fee-based
AUM
$155M
Per adviser
$52M
Advisers
3

J. Mark Nickell & Co.

Brentwood, TN · Est. 2021

Local
Fee-based
AUM
$146M
Per adviser
$49M
Advisers
3

No reported disclosures

Planrock Wealth Strategies, LLC

Brentwood, TN · Est. 2020

Local
Fee-based
AUM
$71M
Per adviser
$12M
Advisers
6

No reported disclosures

Summit Capital Solutions LLC

Brentwood, TN · Est. 2015

Local
Fee-based
AUM
Per adviser
Advisers
3

No reported disclosures

Keystone Financial Resources, LLC

Brentwood, TN · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
4

No reported disclosures