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Financial Advisors in Brentwood, TN: 2026 rankings

199 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Brentwood: IPX1031: Luke Hays, Esq., RFA Score 76/100; 5.0★ from 313 Google reviews.

  2. 9

    Most-reviewed: Ramsey Solutions, 499 Google reviews at 4.5★, the most of 199 ranked; ranked #9.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

199 Brentwood financial advisors are ranked here by RFA Score, from eight published factors. 31 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 199 rated firms.

Top 10 financial advisors in Brentwood at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Brentwood at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1IPX1031: Luke Hays, Esq.765.0★ (313)Franklin, 6 mi awayTop score
2Mutual of Omaha Mortgage745.0★ (83)Brentwood—
3Falcon Financial & Insurance Solutions, Inc.735.0★ (122)Franklin, 8 mi away—
4Southeast Financial Credit Union724.7★ (247)Nashville, 9 mi away—
5Beacon Capital Management724.8★ (128)Franklin, 6 mi away—
6Retirement Renegade725.0★ (110)Franklin, 9 mi away—
7Roy Matlock Jr. Advisory724.9★ (44)Brentwood—
8Kibbel Financial Planning725.0★ (66)Franklin, 6 mi away—
9Ramsey Solutions714.5★ (499)Franklin, 14 mi awayMost reviews
10Montgomery & Associates Insurance & Financial Services714.8★ (77)Franklin, 6 mi away—

All 199 financial advisors in Brentwood, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Brentwood

    #1 IPX1031: Luke Hays, Esq.

    Based in Franklin, 6 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 313 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 313 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6840 Carothers Pkwy #200, Franklin, TN 37067
    View profile for IPX1031: Luke Hays, Esq.(629) 203-2725

  5. #5 Beacon Capital Management

    Based in Franklin, 6 mi away

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 128 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 128 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    751 Cool Springs Blvd Ste 106, Franklin, TN 37067
    View profile for Beacon Capital Management(615) 224-9794

  6. #6 Retirement Renegade

    Based in Franklin, 9 mi away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 110 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 110 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    329 S Royal Oaks Blvd Suite 304, Franklin, TN 37064
    View profile for Retirement Renegade(615) 649-8222

  8. #8 Kibbel Financial Planning

    Based in Franklin, 6 mi away

    72/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 66 Google reviews
    Hours
    Mon–Tue 8:30 AM–4 PM · Wed closed · Thu–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    725 Cool Springs Blvd #600, Franklin, TN 37067
    View profile for Kibbel Financial Planning(615) 437-0224

  9. #9 Ramsey Solutions

    Based in Franklin, 14 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.5★ from 499 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 499 Google reviews
    Hours
    Mon 10 AM–5 PM · Tue 8 AM–5 PM · Wed 10 AM–5 PM · Thu 10 AM–4 PM · Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1011 Reams Fleming Blvd, Franklin, TN 37064
    View profile for Ramsey Solutions(615) 371-8881

  16. #16 Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™

    Based in Brentwood

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Thu 7 AM–4 PM · Fri 7 AM–3:30 PM · Sat–Sun closed
    Address
    100 Westwood Pl Ste 420, Brentwood, TN 37027
    View profile for Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™(615) 221-4053

  19. #19 GA Pincus Funds

    Based in Brentwood

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 7 AM–5:30 PM · Sat–Sun closed
    Address
    1574 Woodberry Ct, Brentwood, TN 37027
    View profile for GA Pincus Funds(615) 499-1816

  21. #21 Wood Financial Group

    Based in Hendersonville, 21 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 145 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    181 E Main St #7, Hendersonville, TN 37075
    View profile for Wood Financial Group(615) 826-5749

  23. #23 Knelson Advisory Solutions

    Based in Franklin, 6 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri 8 AM–4 PM · Sat 9 AM–1 PM · Sun closed
    Address
    725 Cool Springs Blvd #600, Franklin, TN 37067
    View profile for Knelson Advisory Solutions(931) 382-2766

  24. #24 WG Financial Group

    Based in Brentwood

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3:30 PM · Sat–Sun closed
    Address
    217 Jamestown Park Rd #9, Brentwood, TN 37027
    View profile for WG Financial Group(615) 624-8049

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 199 ranked financial advisors here; the rest are on their profiles.

financial advisors in Brentwood, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wealth Management Group685.0★ (28)8 mi
27Everson Rose Financial and Notary Services685.0★ (99)23 mi
28investgro685.0★ (12)In Brentwood
29William Styles - COUNTRY Financial Agent685.0★ (85)21 mi
30EKC Financial Solutions685.0★ (19)5 mi
31The Retirement Plan Company684.0★ (39)In Brentwood
32The Webb Pickard Group684.9★ (39)12 mi
33Hummel Financial Group685.0★ (10)In Brentwood
34Allgood Financial685.0★ (12)2 mi
35Platinum Point Financial685.0★ (22)8 mi
36Schadel Financial Group685.0★ (9)In Brentwood
37ElderLife Financial674.6★ (175)23 mi
38Afton Advisors675.0★ (8)In Brentwood
39Holmes & Swafford CPAs674.8★ (58)17 mi
40Southern Oak Wealth Group675.0★ (8)In Brentwood
41First Horizon Bank - Nashville, TN - Union St674.4★ (43)9 mi
42William Bevins Financial Advisor & Planner675.0★ (20)9 mi
43Elevated Wealth Management675.0★ (15)6 mi
44Financial Coach Seth Connell, LLC675.0★ (28)13 mi
45Lighthouse Wealth Group675.0★ (14)6 mi
46Southeast Financial Credit Union674.5★ (43)11 mi
47Everett Wealth Management - Nashville675.0★ (13)6 mi
48Prudential Financial - Justin Harnick, Financial Advisor675.0★ (12)6 mi
49Charles Schwab675.0★ (12)6 mi
50Emerald Gate Wealth & Estate675.0★ (11)6 mi

Also serving Brentwood

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Brentwood
BusinessGoogle ratingDistance
Aycock Wealth Management1.0★ (1)In Brentwood
Brookwood Wealth Management5.0★ (1)In Brentwood
Caldwell Advisors, LLC5.0★ (1)In Brentwood
Coastal Bridge Advisors5.0★ (2)In Brentwood
Cornerstone Financial Group1.0★ (1)In Brentwood
Edelman Financial Engines5.0★ (1)In Brentwood
Edward Jones5.0★ (1)In Brentwood
Edward Jones - Financial Advisor: Robert Stokes, AAMS®3.5★ (2)In Brentwood
ERISA Consultants5.0★ (1)In Brentwood
Estate & Financial Strategies, Inc.5.0★ (1)In Brentwood
Insight Alliance5.0★ (2)In Brentwood
Melby Wealth Management5.0★ (2)In Brentwood
Merrill Lynch Wealth Management5.0★ (2)In Brentwood
Pharos Capital Group LLC3.5★ (2)In Brentwood
Portus Capital Management, LLC5.0★ (2)In Brentwood
Roussel & Associates5.0★ (1)In Brentwood
Standley Financial Group5.0★ (2)In Brentwood
TBH Advisors5.0★ (1)In Brentwood
Wellness Financial Advisors1.0★ (1)In Brentwood
Wells Fargo Advisors3.0★ (2)In Brentwood

How we ranked Brentwood financial advisors

We scored 199 Brentwood financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Brentwood data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Brentwood: frequently asked questions

Which financial advisor has the highest RFA Score in Brentwood?

By RFA Score, the highest-ranked financial advisor in Brentwood, TN is IPX1031: Luke Hays, Esq. with an RFA Score of 76/100. It has 5.0★ from 313 Google reviews. Mutual of Omaha Mortgage (#2) and Falcon Financial & Insurance Solutions, Inc. (#3) follow. We ranked 199 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Brentwood?

RankedFinancialAdvisors ranks 199 financial advisors serving Brentwood, TN. 17 of them are based in Brentwood; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Brentwood work on weekends?

31 of 199 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays is Knelson Advisory Solutions (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Brentwood financial advisors have?

The median Google rating among 199 rated financial advisors in Brentwood is 5.0★, with a median of 12 reviews. Ramsey Solutions has the most, 499 reviews, and ranks #9. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Brentwood count in this ranking?

Yes, if they are within 25 mi of the Brentwood city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Brentwood ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Brentwood a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Brentwood

  1. November 2026: RFA Scores recalculated for 199 financial advisors serving Brentwood.

More financial advisors and Brentwood pages