{ "path": "/advisors/tn/nashville/brentwood", "url": "https://advisorcensus.com/advisors/tn/nashville/brentwood", "page_type": "metro_city", "title": "Financial advisors in Brentwood, TN", "filters": {}, "scope_total": 39, "faq": [ { "q": "How many financial advisory firms are there in Brentwood, TN?", "a": "AdvisorCensus lists 39 investment advisory firms with a principal office in Brentwood, Tennessee (part of the Nashville metro area), from Form ADV filings as of October 2026: 20 SEC-registered, 14 state-registered, and 5 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Brentwood, TN?", "a": "8 of the 39 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Brentwood, TN offer financial planning?", "a": "20 of the 34 firms in Brentwood, TN that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Brentwood, TN fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 8 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 39 investment advisory firms with a principal office in Brentwood, Tennessee (part of the Nashville metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Nashville metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Brentwood, TN: 39 firms from Form ADV filings as of October 2026.", "total_firms": 39, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 20, "state": 14, "exempt": 5 }, "fee_model_mix": [ { "code": "fee-only", "count": 8 }, { "code": "percentage_of_aum", "count": 29 }, { "code": "hourly", "count": 13 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 20 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 3 }, { "code": "other", "count": 7 }, { "code": "not_reported", "count": 5 } ], "years_registered_distribution": [ { "code": "under_5", "count": 13 }, { "code": "5_to_9", "count": 11 }, { "code": "10_to_19", "count": 9 }, { "code": "20_plus", "count": 6 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 7 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 8 }, { "code": "500m_1b", "count": 3 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 8 } ], "firms": [ { "crd_number": 312129, "name": "Acropolis Partners, LLC", "name_as_filed": "ACROPOLIS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/acropolis-partners-llc-brentwood-tn-312129", "city": "Brentwood", "state": "TN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323868, "name": "Bailey Management Services, LLC", "name_as_filed": "BAILEY MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/bailey-management-services-llc-brentwood-tn-323868", "city": "Brentwood", "state": "TN", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311600, "name": "Bullvc Fund Management LLC", "name_as_filed": "BULLVC FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bullvc-fund-management-llc-brentwood-tn-311600", "city": "Brentwood", "state": "TN", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 144408, "name": "Caldwell Advisors, LLC", "name_as_filed": "CALDWELL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/caldwell-advisors-llc-brentwood-tn-144408", "city": "Brentwood", "state": "TN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297830, "name": "Canterbury Tollgate", "name_as_filed": "CANTERBURY TOLLGATE", "url": "https://advisorcensus.com/firm/canterbury-tollgate-brentwood-tn-297830", "city": "Brentwood", "state": "TN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 284649, "name": "Cove Capital Management Inc.", "name_as_filed": "COVE CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/cove-capital-management-inc-brentwood-tn-284649", "city": "Brentwood", "state": "TN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 109570, "name": "Diversified Partners, Inc.", "name_as_filed": "DIVERSIFIED PARTNERS, INC.", "url": "https://advisorcensus.com/firm/diversified-partners-inc-brentwood-tn-109570", "city": "Brentwood", "state": "TN", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 170487, "name": "Erisa Advisers, Inc.", "name_as_filed": "ERISA ADVISERS, INC.", "url": "https://advisorcensus.com/firm/erisa-advisers-inc-brentwood-tn-170487", "city": "Brentwood", "state": "TN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167502, "name": "Financial Junk, LLC", "name_as_filed": "FINANCIAL JUNK, LLC", "url": "https://advisorcensus.com/firm/financial-junk-llc-brentwood-tn-167502", "city": "Brentwood", "state": "TN", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310850, "name": "Finwell, Inc.", "name_as_filed": "FINWELL, INC.", "url": "https://advisorcensus.com/firm/finwell-inc-brentwood-tn-310850", "city": "Brentwood", "state": "TN", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 333413, "name": "Global Health and Wellness Investment Network", "name_as_filed": "GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK", "url": "https://advisorcensus.com/firm/global-health-and-wellness-investment-network-brentwood-tn-333413", "city": "Brentwood", "state": "TN", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337564, "name": "Highmark, LLC", "name_as_filed": "HIGHMARK, LLC", "url": "https://advisorcensus.com/firm/highmark-llc-brentwood-tn-337564", "city": "Brentwood", "state": "TN", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343113, "name": "Intentional Wealth Planning", "name_as_filed": "INTENTIONAL WEALTH PLANNING", "url": "https://advisorcensus.com/firm/intentional-wealth-planning-brentwood-tn-343113", "city": "Brentwood", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332766, "name": "Investgro LLC", "name_as_filed": "INVESTGRO LLC", "url": "https://advisorcensus.com/firm/investgro-llc-brentwood-tn-332766", "city": "Brentwood", "state": "TN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111635, "name": "J. Mark Nickell & Co.", "name_as_filed": "J. MARK NICKELL & CO.", "url": "https://advisorcensus.com/firm/j-mark-nickell-and-co-brentwood-tn-111635", "city": "Brentwood", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328876, "name": "Kaufman Hall Investment Management", "name_as_filed": "KAUFMAN HALL INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/kaufman-hall-investment-management-brentwood-tn-328876", "city": "Brentwood", "state": "TN", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341495, "name": "Keystone Financial Resources, LLC", "name_as_filed": "KEYSTONE FINANCIAL RESOURCES, LLC", "url": "https://advisorcensus.com/firm/keystone-financial-resources-llc-brentwood-tn-341495", "city": "Brentwood", "state": "TN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108943, "name": "LBMC Investment Advisors, LLC", "name_as_filed": "LBMC INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lbmc-investment-advisors-llc-brentwood-tn-108943", "city": "Brentwood", "state": "TN", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169008, "name": "Luken Investment Analytics, LLC", "name_as_filed": "LUKEN INVESTMENT ANALYTICS, LLC", "url": "https://advisorcensus.com/firm/luken-investment-analytics-llc-brentwood-tn-169008", "city": "Brentwood", "state": "TN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription", "other" ], "enhanced": false }, { "crd_number": 299291, "name": "Main Street Investors, LLC", "name_as_filed": "MAIN STREET INVESTORS, LLC", "url": "https://advisorcensus.com/firm/main-street-investors-llc-brentwood-tn-299291", "city": "Brentwood", "state": "TN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340662, "name": "Nofal Insurance and Wealth", "name_as_filed": "NOFAL INSURANCE AND WEALTH", "url": "https://advisorcensus.com/firm/nofal-insurance-and-wealth-brentwood-tn-340662", "city": "Brentwood", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158849, "name": "Pharos Capital Group, LLC", "name_as_filed": "PHAROS CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/pharos-capital-group-llc-brentwood-tn-158849", "city": "Brentwood", "state": "TN", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304803, "name": "Planrock Wealth Strategies, LLC", "name_as_filed": "PLANROCK WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/planrock-wealth-strategies-llc-brentwood-tn-304803", "city": "Brentwood", "state": "TN", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339679, "name": "Point One Private Wealth", "name_as_filed": "POINT ONE PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/point-one-private-wealth-brentwood-tn-339679", "city": "Brentwood", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285689, "name": "Portus Capital Management, LLC", "name_as_filed": "PORTUS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/portus-capital-management-llc-brentwood-tn-285689", "city": "Brentwood", "state": "TN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 130417, "name": "Provident Wealth Management, LLC", "name_as_filed": "PROVIDENT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/provident-wealth-management-llc-brentwood-tn-130417", "city": "Brentwood", "state": "TN", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313310, "name": "Quants Compete", "name_as_filed": "QUANTS COMPETE", "url": "https://advisorcensus.com/firm/quants-compete-brentwood-tn-313310", "city": "Brentwood", "state": "TN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343835, "name": "Raven Point Wealth Management, LLC", "name_as_filed": "RAVEN POINT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/raven-point-wealth-management-llc-brentwood-tn-343835", "city": "Brentwood", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327080, "name": "Relevance Capital Management, LLC", "name_as_filed": "RELEVANCE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/relevance-capital-management-llc-brentwood-tn-327080", "city": "Brentwood", "state": "TN", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 279027, "name": "Rosemary Frank Financial, LLC", "name_as_filed": "ROSEMARY FRANK FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/rosemary-frank-financial-llc-brentwood-tn-279027", "city": "Brentwood", "state": "TN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 127411, "name": "Seven Springs Wealth Group", "name_as_filed": "SEVEN SPRINGS WEALTH GROUP", "url": "https://advisorcensus.com/firm/seven-springs-wealth-group-brentwood-tn-127411", "city": "Brentwood", "state": "TN", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127100, "name": "Silberman Wealth Strategies, Inc.", "name_as_filed": "SILBERMAN WEALTH STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/silberman-wealth-strategies-inc-brentwood-tn-127100", "city": "Brentwood", "state": "TN", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301915, "name": "Spectrum Financial Advisors LLC", "name_as_filed": "SPECTRUM FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/spectrum-financial-advisors-llc-brentwood-tn-301915", "city": "Brentwood", "state": "TN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281478, "name": "Summit Capital Solutions LLC", "name_as_filed": "SUMMIT CAPITAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/summit-capital-solutions-llc-brentwood-tn-281478", "city": "Brentwood", "state": "TN", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 145536, "name": "TBH Global Asset Management, LLC", "name_as_filed": "TBH GLOBAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tbh-global-asset-management-llc-brentwood-tn-145536", "city": "Brentwood", "state": "TN", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 47893, "name": "Thoroughbred Financial Services, LLC", "name_as_filed": "THOROUGHBRED FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/thoroughbred-financial-services-llc-brentwood-tn-47893", "city": "Brentwood", "state": "TN", 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"https://advisorcensus.com/firm/vision401k-brentwood-tn-163765", "city": "Brentwood", "state": "TN", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/tn", "label": "Financial advisors in Tennessee" }, "metro": { "path": "/advisors/tn/nashville", "label": "Financial advisors in Nashville, TN" }, "city_pages": [ { "path": "/advisors/tn/nashville/franklin", "label": "Financial advisors in Franklin, TN", "firm_count": 35 } ], "fee_pages": [ { "path": "/advisors/tn/nashville/fee-only", "label": "Fee-only financial advisors in Nashville, TN", "firm_count": 52 }, { "path": "/advisors/tn/nashville/flat-fee", "label": "Flat-fee financial advisors in Nashville, TN", "firm_count": 83 }, { "path": "/advisors/tn/nashville/hourly", "label": "Hourly financial advisors in Nashville, TN", "firm_count": 50 } ], "niche_pages": [ { "path": "/advisors/tn/nashville/financial-independence-and-early-retirement", "firm_count": 1, "label": "Financial advisors for financial independence and early retirement in Nashville, TN" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }