Adviser Record

Investment advisers in Brentwood, TN

19 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in TN

FirmAssetsEmployeesDisclosures
Thoroughbred Financial Services, LLC$4.04 billion314
Kaufman Hall Investment Management$2.82 billion93
Lbmc Investment Advisors, LLC$2.23 billion80
Tbh Global Asset Management, LLC$1.48 billion220
Seven Springs Wealth Group$1.41 billion150
Virtue Capital Management, LLC$1.31 billion1050
Tranquility Partners, LLC$960.0 million70
Provident Wealth Management, LLC$758.5 million90
Pharos Capital Group, LLC$629.6 million220
Caldwell Advisors, LLC$351.4 million80
Luken Investment Analytics, LLC$292.2 million60
Cove Capital Management Inc.$247.5 million30
Erisa Advisers, Inc.$187.1 million40
Diversified Partners, Inc.$155.1 million33
J. Mark Nickell & Co.$146.4 million30
Planrock Wealth Strategies, LLC$71.0 million70
Intentional Wealth Planning$020
Keystone Financial Resources, LLC$040
Summit Capital Solutions LLC$030