THOROUGHBRED FINANCIAL SERVICES, LLC
Brentwood, TN
AUM
$4.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
615-371-0001
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TN, BRENTWOOD
25 advisers found
KAUFMAN HALL INVESTMENT MANAGEMENT
Brentwood, TN
AUM
$2.82B
Financial PlanningWealth MgmtInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
224-7243809
LBMC INVESTMENT ADVISORS, LLC
Brentwood, TN
AUM
$2.23B
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
615-377-4603
TBH GLOBAL ASSET MANAGEMENT, LLC
Brentwood, TN
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
22 employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
615-690-4820
SEVEN SPRINGS WEALTH GROUP
Brentwood, TN
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
615-370-1253
VIRTUE CAPITAL MANAGEMENT, LLC
Brentwood, TN
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
90 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
615-340-0801
TRANQUILITY PARTNERS, LLC
Brentwood, TN
AUM
$897.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM
615-432-5370
PHAROS CAPITAL GROUP, LLC
Brentwood, TN
AUM
$629.6M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
615-234-5522
CALDWELL ADVISORS, LLC
Brentwood, TN
AUM
$351.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-370-8988
LUKEN INVESTMENT ANALYTICS, LLC
Brentwood, TN
AUM
$292.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
(615) 550-5570
ERISA ADVISERS, INC.
Brentwood, TN
AUM
$187.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(855) 255-2391
J. MARK NICKELL & CO.
Brentwood, TN
AUM
$146.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
615-371-6622
PORTUS CAPITAL MANAGEMENT, LLC
Brentwood, TN
AUM
$107.7M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(615) 472-1194
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
PLANROCK WEALTH STRATEGIES, LLC
Brentwood, TN
AUM
$71.0M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-677-6025
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
CANTERBURY TOLLGATE
Brentwood, TN
AUM
$57.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
615-788-2823
ROSEMARY FRANK FINANCIAL, LLC
Brentwood, TN
AUM
$36.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
615-595-6850
MAIN STREET INVESTORS, LLC
Brentwood, TN
AUM
$31.4M
Financial PlanningTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
615-369-0790
QUANTS COMPETE
Brentwood, TN
AUM
$1.4M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(334) 332-3007
KEYSTONE FINANCIAL RESOURCES, LLC
Brentwood, TN
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
707-932-5849
PROVIDENT WEALTH MANAGEMENT, LLC
Brentwood, TN
AUM
$758.5M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
615-656-4050
Full profileNo website
COVE CAPITAL MANAGEMENT INC.
Brentwood, TN
AUM
$247.5M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Performance-based fees; NEGOTIATED FEE
615-730-7410
Full profileNo website
DIVERSIFIED PARTNERS, INC.
Brentwood, TN
AUM
$155.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
NO COMPENSATION FOR IA SERVICES, GP PAID FOR ADMIN SERVICES
6153710001
Full profileNo website
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