AdvisorRanked

Best Financial Advisors in BRENTWOOD, Tennessee

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

17
Registered Firms
0.95%
Median Fee
of assets/year
$759M
Median AUM
17
Firms Listed
in our database

Top-Ranked Advisors in BRENTWOOD

#1
100

LBMC INVESTMENT ADVISORS, LLC

BRENTWOOD, TN · Since 1998

$2.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

J. MARK NICKELL & CO.

BRENTWOOD, TN · Since 2021

$146M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

PHAROS CAPITAL GROUP, LLC

BRENTWOOD, TN · Since 2011

$630M AUM12 clientsFee: 0%
FiduciaryFee-Only
#4
100

LUKEN INVESTMENT ANALYTICS, LLC

BRENTWOOD, TN · Since 2018

$292M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
100

ERISA ADVISERS, INC.

BRENTWOOD, TN · Since 2024

$187M AUM1 clientsFee: 0%
FiduciaryFee-Only
#6
100

SUMMIT CAPITAL SOLUTIONS LLC

BRENTWOOD, TN · Since 2015

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

TRANQUILITY PARTNERS, LLC

BRENTWOOD, TN · Since 2018

$897M AUM7 clientsFee: 0%
FiduciaryFee-Only
#8
100

COVE CAPITAL MANAGEMENT INC.

BRENTWOOD, TN · Since 2016

$248M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

PLANROCK WEALTH STRATEGIES, LLC

BRENTWOOD, TN · Since 2020

$71M AUM6 clientsFee: 0%
FiduciaryFee-Only
#10
100

KAUFMAN HALL INVESTMENT MANAGEMENT

BRENTWOOD, TN · Since 2023

$2.8B AUM7 clientsFee: 0%
FiduciaryFee-Only
#11
95

DIVERSIFIED PARTNERS, INC.

BRENTWOOD, TN · Since 2000

$155M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
95

SEVEN SPRINGS WEALTH GROUP

BRENTWOOD, TN · Since 2005

$1.4B AUM11 clientsFee: 0%
FiduciaryFee-Only
#13
95

PROVIDENT WEALTH MANAGEMENT, LLC

BRENTWOOD, TN · Since 2004

$759M AUM6 clientsFee: 0%
FiduciaryFee-Only
#14
95

TBH GLOBAL ASSET MANAGEMENT, LLC

BRENTWOOD, TN · Since 2008

$1.5B AUM0 clientsFee: 0%
FiduciaryFee-Only
#15
92

CALDWELL ADVISORS, LLC

BRENTWOOD, TN · Since 2015

$351M AUM5 clientsFee: 0%
FiduciaryFee-Only
#16
92

VIRTUE CAPITAL MANAGEMENT, LLC

BRENTWOOD, TN · Since 2014

$1.3B AUM90 clientsFee: 0%
FiduciaryFee-Only
#17
85

THOROUGHBRED FINANCIAL SERVICES, LLC

BRENTWOOD, TN · Since 1999

$4.0B AUM31 clientsFee: 0%
Broker-Dealer

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in BRENTWOOD?

The median advisory fee in BRENTWOOD, TN is 0.95% of assets under management per year, based on Form ADV filings from 17 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.