Falists

Tennessee · 33 advisers

Financial Advisors in Brentwood, Tennessee

Looking for a financial advisor in Brentwood, Tennessee? Falists indexes 33 SEC-registered and state-registered investment advisers in Brentwood — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 28 firms list a website you can visit directly. Firms in this directory manage up to $4.04B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

33

With website

28

Largest AUM

$4.04B

Financial planning

15

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth25Planning15Trusts19Retirement13Institutional12

Top advisors in Brentwood

Ranked by AUM · Fees, team & specialties at a glance

View all 33 →

FINWELL, INC.

Brentwood, TN

AUM

$94.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +3 more

805-415-7830

Full profileVisit site →

HIGHMARK, LLC

Brentwood, TN

AUM

$59.5M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

615-970-8585

Full profileVisit site →
View all 33 advisors in Brentwood

More cities in Tennessee

Nashville (101)Memphis (65)Knoxville (46)Chattanooga (37)Franklin (28)Johnson City (9)Germantown (7)Jackson (6)Kingsport (5)Murfreesboro (5)Clarksville (4)Hendersonville (4)

Common questions

How many financial advisors are in Brentwood, Tennessee?
33 registered investment advisers are listed in our Brentwood directory, sourced from public SEC filings.
What types of advisors are in Brentwood?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Brentwood?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.