City
Wealth management firms in Brentwood, Tennessee
As of October 2, 2026, 33 wealth management firms, including broker-dealer firms, with their main office in Brentwood, Tennessee reported $14.4 billion in regulatory assets under management; the largest by assets was Thoroughbred Financial Services, LLC, with $4.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 33
- Regulatory assets under management
- $14.4 billion
- Average per firm
- $434.9 million
- SEC-registered, of those listed
- 15 of 33 (45.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Thoroughbred Financial Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.0 billion | 7,236 |
| 2 | LBMC Investment Advisors, LLC | SEC | $2.2 billion | 1,667 |
| 3 | TBH Global Asset Management, LLC | SEC | $1.5 billion | 3,735 |
| 4 | Seven Springs Wealth Group | SEC | $1.4 billion | 1,771 |
| 5 | Virtue Capital Management, LLC | SEC | $1.3 billion | 7,561 |
| 6 | Tranquility Partners, LLC | SEC | $960.0 million | 958 |
| 7 | Provident Wealth Management, LLC | SEC | $758.5 million | 1,209 |
| 8 | Caldwell Advisors, LLC | SEC | $351.4 million | 1,016 |
| 9 | Luken Investment Analytics, LLC | SEC | $292.2 million | 664 |
| 10 | Processus Wealth & Capital Management, LLC | SEC | $249.5 million | 233 |
| 11 | Ball & Company | SEC | $203.1 million | 450 |
| 12 | Keystone Financial Resources, LLC | SEC | $178.5 million | 348 |
| 13 | J. Mark Nickell & Co. | SEC | $146.4 million | 174 |
| 14 | Afton Advisors, LLC | SEC | $109.3 million | 336 |
| 15 | Portus Capital Management, LLC | State | $107.7 million | 610 |
| 16 | Finwell, Inc. | State | $94.7 million | 109 |
| 17 | Defelice Capital Management LLC | State | $65.0 million | 46 |
| 18 | GA Pincus Funds, LLC | State | $62.1 million | 266 |
| 19 | Highmark, LLC | State | $59.5 million | 185 |
| 20 | Canterbury Tollgate | State | $57.2 million | 10 |
| 21 | Acropolis Partners, LLC | State | $44.2 million | 99 |
| 22 | Rosemary Frank Financial, LLC | State | $36.5 million | 50 |
| 23 | Sef Financial | State | $35.5 million | 136 |
| 24 | Main Street Investors, LLC | State | $31.4 million | 242 |
| 25 | Spectrum Financial Advisors LLC | State | $20.5 million | 12 |
| 26 | Melby Wealth Management | State | $18.6 million | 263 |
| 27 | Investgro LLC | State | $2.1 million | 50 |
| 28 | Quants Compete | State | $1.4 million | 14 |
| 29 | Eagle Mountain Financial LLC | State | $0 | 0 |
| 30 | Intentional Wealth Planning | SEC | $0 | 0 |
| 31 | Nofal Insurance and Wealth | State | $0 | 0 |
| 32 | Raven Point Wealth Management, LLC | State | $0 | 0 |
| 33 | Silberman Wealth Strategies, Inc. | State | $0 | 0 |
Wealth management firms in Tennessee, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.