Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Brentwood is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Brentwood & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Brentwood, Tennessee, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 19 non-vetted financial advisors in Brentwood, Tennessee, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Brentwood, Tennessee have an average of 39 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
THOROUGHBRED FINANCIAL SERVICES, LLC 5110 Maryland Way, Suite 300, Brentwood, TN, 37027-7508 | 47893 | $2,913,693,892 | 6330 | A percentage of AUM, Fixed fees, Commission Based |
LBMC INVESTMENT ADVISORS, LLC 201 Franklin Road, Suite 400 Brentwood, TN, 37027 | 108943 | $1,953,855,930 | 1655 | A percentage of AUM, Fixed fees |
KAUFMAN HALL INVESTMENT MANAGEMENT 10 Cadillac Drive, Suite 120 Brentwood, TN, 37027 | 328876 | $1,264,051,185 | 41 | A percentage of AUM, Fixed fees |
PHAROS CAPITAL GROUP, LLC 5511 Virginia Way, Suite 180 Brentwood, TN, 37027 | 158849 | $1,138,830,519 | 7 | A percentage of AUM, Performance Based |
TBH GLOBAL ASSET MANAGEMENT, LLC 6 Cadillac Dr., Suite 300 Brentwood, TN, 37027 | 145536 | $1,108,014,329 | 3449 | A percentage of AUM, Hourly charges, Fixed fees |
VIRTUE CAPITAL MANAGEMENT, LLC 6 Cadillac Dr., Suite 310 Brentwood, TN, 37027 | 167816 | $787,466,707 | 6111 | A percentage of AUM, Hourly charges, Fixed fees |
SEVEN SPRINGS WEALTH GROUP 340 Seven Springs Way, Suite 710 Brentwood, TN, 37027-4536 | 127411 | $765,139,458 | 1057 | A percentage of AUM, Hourly charges, Fixed fees |
PROVIDENT WEALTH MANAGEMENT, LLC 101 Winners Circle, Suite 101 Brentwood, TN, 37027-5038 | 130417 | $696,599,707 | 1195 | A percentage of AUM |
TRANQUILITY PARTNERS, LLC 5214 Maryland Way, Suite 405 Brentwood, TN, 37027 | 283478 | $685,425,804 | 859 | A percentage of AUM |
VALKYRIE FUNDS LLC 320 Seven Springs Way, Suite 250 Brentwood, TN, 37027 | 314541 | $343,162,879 | 3 | A percentage of AUM |
CALDWELL ADVISORS, LLC 5210 Maryland Way, Ste 202 Brentwood, TN, 37027 | 144408 | $322,739,217 | 1032 | A percentage of AUM, Hourly charges, Fixed fees |
TAYLOR SECURITIES, INC. 100 Winners Circle, Suite 400 Brentwood, TN, 37027 | 17575 | $283,848,153 | 342 | A percentage of AUM |
COVE CAPITAL MANAGEMENT INC. 7003 Chadwick Dr., Suite 238 Brentwood, TN, 37027 | 284649 | $208,780,455 | 1 | Performance Based, Other (NEGOTIATED FEE) |
LUKEN INVESTMENT ANALYTICS, LLC 136 Frierson Street, Brentwood, TN, 37027 | 169008 | $200,869,615 | 519 | A percentage of AUM, Subscription fees |
ERISA ADVISERS, INC. 7003 Chadwick Drive, Suite 210 Brentwood, TN, 37027 | 170487 | $145,557,003 | 101 | A percentage of AUM, Fixed fees |
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