Top 9 financial advisor firms in Brentwood

9 SEC-registered financial advisor firms are headquartered in Brentwood, TN, with $7.8B in combined regulatory assets under management. The largest by assets are LBMC Investment Advisors ($2.23B), TBH Global Asset Management ($1.48B) and Seven Springs Wealth Group ($1.41B).

9
Financial advisor firms: $7.8B
Their combined AUM: $759M
Median firm AUM: 3,476
Clients of the top 9

The 9 largest by assets

1
LBMC Investment Advisors
RIA
$2.23B
0.50% to 1.00% a year
2
TBH Global Asset Management
RIA
$1.48B
0.90% to 1.50%
3
Seven Springs Wealth Group
RIA
$1.41B
0.20% to 1.00% a year
4
Tranquility Partners
RIA
$960M
0.50% to 1.00%
5
Provident Wealth Management
RIA
$759M
0.75% to 1.25%
6
Caldwell Advisors
RIA
$351M
Up to 2.75% a year
7
Luken Investment Analytics
RIA
$292M
0.30% to 1.60% a year
8
Keystone Wealth Alliance
RIA
$179M
Up to 2.50% a year
9
J. Mark Nickell & Co.
RIA
$146M
0.60% to 1.00% a year

Profiles of the top 9

No. 1 · RIA

LBMC Investment Advisors

LBMC Investment Advisors is an investment adviser based in Brentwood, TN, registered with the SEC since 1998. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.23 billion, as filed on 27 March 2026.

LBMC Investment Advisors charges 0.50%–1.00% a year for its Portfolio Management.

Regulatory AUM: $2.23B
Clients: 513
Advisory staff: 3
Founded: 1998
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 201 Franklin Road, Suite 400, Brentwood, TN 37027
Phone: 615-377-4603
Website: lbmcinvestmentadvisors.com

No. 2 · RIA

TBH Global Asset Management

TBH Global Asset Management is an investment adviser based in Brentwood, TN, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.48 billion, as filed on 23 March 2026.

TBH Global Asset Management charges 0.90%–1.50% for its Investment management services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.48B
Clients: 1,054
Founded: 2007
Fee schedule: 0.90% to 1.50%
Custodians: Fidelity
Headquarters: 6 Cadillac DR., Suite 300, Brentwood, TN 37027
Phone: 615-690-4820
Website: tbhadvisors.com

No. 3 · RIA

Seven Springs Wealth Group

Seven Springs Wealth Group is an investment adviser based in Brentwood, TN, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.41 billion, as filed on 1 June 2026.

Seven Springs Wealth Group charges 0.20%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $1.41B
Clients: 400
Advisory staff: 11
Founded: 2003
Fee schedule: 0.20% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 200 Powell Place, Suite 215, Brentwood, TN 37027
Phone: 615-370-1253
Website: sevenspringswealth.com

No. 4 · RIA

Tranquility Partners

Tranquility Partners is an investment adviser based in Brentwood, TN, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $960 million, as filed on 3 August 2026.

Tranquility Partners charges 0.50%–1.00% for its Wealth Management (AUM). The brochure does not state whether the rate is annual.

Regulatory AUM: $960M
Clients: 259
Advisory staff: 7
Founded: 2015
Fee schedule: 0.50% to 1.00%
Minimum account: $1,000
Custodians: Fidelity, Charles Schwab
Headquarters: 5214 Maryland Way, Suite 405, Brentwood, TN 37027
Phone: 615-432-5370
Website: tranquilitypartners.com

No. 5 · RIA

Provident Wealth Management

Provident Wealth Management is an investment adviser based in Brentwood, TN, registered with the SEC since 2004. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $759 million, as filed on 18 March 2026.

Provident Wealth Management charges 0.75%–1.25% for its Portfolio Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $759M
Clients: 328
Advisory staff: 6
Founded: 2004
Fee schedule: 0.75% to 1.25%
Custodians: Charles Schwab
Headquarters: 101 Winners Circle, Suite 101, Brentwood, TN 37027-5038
Phone: 615-656-4050

No. 6 · RIA

Caldwell Advisors

Caldwell Advisors is an investment adviser based in Brentwood, TN, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $351 million, as filed on 7 April 2026.

Caldwell Advisors charges up to 2.75% a year for its Investment Management Agreement.

Regulatory AUM: $351M
Clients: 506
Advisory staff: 5
Fee schedule: Up to 2.75% a year
Minimum account: $750,000
Custodians: LPL Financial
Headquarters: 5210 Maryland Way, Ste 202, Brentwood, TN 37027
Phone: 615-370-8988
Website: caldwellgroupllc.com

No. 7 · RIA

Luken Investment Analytics

Luken Investment Analytics is an investment adviser based in Brentwood, TN, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $292 million, as filed on 21 May 2026.

Luken Investment Analytics charges 0.30%–1.60% a year for its Discretionary WRAP Program.

Regulatory AUM: $292M
Clients: 267
Advisory staff: 4
Founded: 2013
Fee schedule: 0.30% to 1.60% a year
Custodians: Charles Schwab
Headquarters: 136 Frierson Street, Brentwood, TN 37027
Phone: 615-550-5570
Website: lukeninvestmentanalytics.com

No. 8 · RIA

Keystone Wealth Alliance

Keystone Wealth Alliance is an investment adviser based in Brentwood, TN, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $179 million, as filed on 16 September 2026.

Keystone Wealth Alliance charges up to 2.50% a year for its Investment Management Services.

Regulatory AUM: $179M
Clients: 100
Advisory staff: 4
Fee schedule: Up to 2.50% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 7112 Crossroads BLVD, Suite 101, Brentwood, TN 37128
Phone: 707-932-5849

No. 9 · RIA

J. Mark Nickell & Co.

J. Mark Nickell & Co. is an investment adviser based in Brentwood, TN, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and individual clients. Its regulatory assets under management total $146 million, as filed on 18 March 2026.

J. Mark Nickell & Co. charges 0.60%–1.00% a year for its Investment Supervisory Services.

Regulatory AUM: $146M
Clients: 49
Advisory staff: 3
Fee schedule: 0.60% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 100 Westwood Place, Suite 330, Brentwood, TN 37027
Phone: 615-371-6622
Website: jmarknickell.com

Questions about financial advisors in Brentwood

How many financial advisor firms are headquartered in Brentwood?

9 SEC-registered financial advisor firms report their principal office in Brentwood, TN, managing $7.8B in regulatory assets between them. The other 7 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Brentwood?

LBMC Investment Advisors, with $2.23B in regulatory assets under management on its latest Form ADV. The next largest are TBH Global Asset Management ($1.48B) and Seven Springs Wealth Group ($1.41B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Brentwood?

The median firm manages $759M in regulatory assets. That is the midpoint of the 9 firms headquartered in Brentwood.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Brentwood charge?

Of the 9 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Brentwood?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Brentwood has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Brentwood

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