Rialytix insights
Top RIA Firms in Brentwood, Tennessee
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Brentwood, Tennessee. This hub covers 16 matching firms with $17.0B in total reported AUM and median AUM of $694.1M.
Firms
16
Matching current profiles
Total AUM
$17.0B
Reported regulatory AUM
Median AUM
$694.1M
Across firms with AUM
Largest firm
$4.0B
Thoroughbred Financial Services, LLC
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Thoroughbred Financial Services, LLC CRD 47893 · Limited Liability Company | BRENTWOOD, TN | $4.0B Mar 2026 | +$629.6M+18.5% | +$1.6B+65.5% | +$1.5B+60.5% | +$3.3B+416.9% | -2 employees-6.1% over 3Y | +1,149 accounts+18.9% over 3Y |
| 2. Kaufman Hall Investment Management CRD 328876 · Limited Liability Company | BRENTWOOD, TN | $2.8B Mar 2026 | +$1.6B+122.9% | — | — | +$1.7B+162.9% | +3 employees+50.0% over 1Y | +18 accounts+43.9% over 1Y |
| 3. Lbmc Investment Advisors, LLC CRD 108943 · Limited Liability Company | BRENTWOOD, TN | $2.2B Mar 2026 | +$272.6M+14.0% | +$602.8M+37.1% | +$709.8M+46.8% | +$1.6B+234.4% | -1 employees-11.1% over 3Y | +161 accounts+10.7% over 3Y |
| 4. Tbh Global Asset Management, LLC CRD 145536 · Limited Liability Company | BRENTWOOD, TN | $1.5B Mar 2026 | +$206.4M+16.2% | +$529.8M+55.7% | +$869.0M+142.0% | +$1.3B+885.4% | +5 employees+29.4% over 3Y | +549 accounts+17.2% over 3Y |
| 5. Seven Springs Wealth Group CRD 127411 · Limited Liability Company | BRENTWOOD, TN | $1.4B Mar 2026 | +$201.2M+16.7% | +$832.1M+144.6% | +$879.0M+166.3% | +$1.3B+905.1% | +5 employees+50.0% over 3Y | +702 accounts+65.7% over 3Y |
| 6. Virtue Capital Management, LLC CRD 167816 · Limited Liability Company | BRENTWOOD, TN | $1.3B Mar 2026 | +$102.1M+8.5% | +$239.0M+22.3% | +$610.2M+87.1% | +$1.3B+20678.6% | -25 employees-19.2% over 3Y | -426 accounts-5.3% over 3Y |
| 7. Tranquility Partners, LLC CRD 283478 · Limited Liability Company | BRENTWOOD, TN | $897.0M Feb 2026 | +$211.6M+30.9% | +$438.8M+95.8% | +$584.0M+186.6% | +$795.8M+786.3% | 0 employees+0.0% over 3Y | +362 accounts+61.6% over 3Y |
| 8. Provident Wealth Management, LLC CRD 130417 · Limited Liability Company | BRENTWOOD, TN | $758.5M Mar 2026 | +$61.9M+8.9% | +$223.6M+41.8% | +$345.5M+83.7% | +$648.5M+589.6% | +2 employees+28.6% over 3Y | -48 accounts-3.8% over 3Y |
| 9. Pharos Capital Group, LLC CRD 158849 · Limited Liability Company | BRENTWOOD, TN | $629.6M Mar 2026 | -$441.0M-41.2% | -$733.2M-53.8% | -$592.2M-48.5% | +$362.7M+135.9% | +3 employees+15.8% over 3Y | +1 accounts+16.7% over 3Y |
| 10. Caldwell Advisors, LLC CRD 144408 · Limited Liability Company | BRENTWOOD, TN | $351.4M Apr 2026 | +$12.3M+3.6% | +$72.3M+25.9% | +$75.2M+27.2% | +$310.4M+756.9% | -1 employees-11.1% over 3Y | +25 accounts+2.5% over 3Y |
| 11. Luken Investment Analytics, LLC CRD 169008 · Limited Liability Company | BRENTWOOD, TN | $292.2M May 2026 | +$55.3M+23.3% | +$103.5M+54.9% | +$128.6M+78.6% | +$192.1M+192.1% | +1 employees+20.0% over 3Y | +217 accounts+48.5% over 3Y |
| 12. Cove Capital Management INC. CRD 284649 · Corporation | BRENTWOOD, TN | $247.5M Mar 2026 | +$126.7M+104.8% | +$68.7M+38.4% | +$44.4M+21.9% | +$47.5M+23.8% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Erisa Advisers, INC. CRD 170487 · Corporation | BRENTWOOD, TN | $187.1M Mar 2026 | +$41.5M+28.5% | — | — | +$41.5M+28.5% | +3 employees+300.0% over 1Y | +45 accounts+44.6% over 1Y |
| 14. Diversified Partners, INC. CRD 109570 · Corporation | BRENTWOOD, TN | $155.1M Mar 2026 | +$23.3M+17.6% | -$4.6M-2.9% | +$24.9M+19.1% | +$58.6M+60.8% | -1 employees-25.0% over 3Y | 0 accounts+0.0% over 3Y |
| 15. J. Mark Nickell & CO. CRD 111635 · Corporation | BRENTWOOD, TN | $146.4M Mar 2026 | +$31.1M+26.9% | +$38.7M+35.9% | +$78.7M+116.1% | +$78.7M+116.1% | +1 employees+50.0% over 3Y | +7 accounts+4.2% over 3Y |
| 16. Planrock Wealth Strategies, LLC CRD 304803 · Limited Liability Company | BRENTWOOD, TN | $71.0M May 2026 | +$6.6M+10.3% | +$46.8M+193.0% | +$60.3M+557.9% | -$4.0M-5.3% | +5 employees+250.0% over 3Y | +66 accounts+82.5% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.