Top 10 advisors in Brentwood
We’ve curated a list of the best financial advisors in Brentwood, take a look at it below
Find an advisor in Brentwood| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,168,600,291 | 46 advisors | ||
| 2 | $1,808,519,793 | 7 advisors | ||
| 3 | $1,270,570,413 | 4 advisors | ||
| 4 | $1,110,821,828 | 21 advisors | ||
| 5 | $1,071,829,319 | 3 advisors | ||
| 6 | $941,394,286 | 133 advisors | ||
| 7 | $932,187,471 | 17 advisors | ||
| 8 | $544,400,896 | 10 advisors | ||
| 9 | $538,557,989 | 6 advisors | ||
| 10 | $515,484,387 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Brentwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Brentwood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Trustcore Financial Services, LLC
Assets under management
$2,168,600,291
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
2. Lbmc Investment Advisors, LLC
Assets under management
$1,808,519,793
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
3. Ponder Investment Co
Assets under management
$1,270,570,413
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Pharos Capital Group, LLC
Assets under management
$1,110,821,828
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Kaufman Hall Investment Management
Assets under management
$1,071,829,319
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Virtue Capital Management, LLC
Assets under management
$941,394,286
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Tbh Global Asset Management, LLC
Assets under management
$932,187,471
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
8. Seven Springs Wealth Group, LLC
Assets under management
$544,400,896
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
9. Tranquility Partners, LLC
Assets under management
$538,557,989
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Trpc Advisory Services
Assets under management
$515,484,387
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Pension Consulting Services
Educational Seminars/workshops
Your first meeting is free.