#1Caldwell Advisors, LLC
CALDWELL ADVISORS, LLC
Based in Brentwood, TN
Retirement Plan Advisors in Brentwood, TN
The top-ranked retirement plan advisors serving Brentwood, TN are Caldwell Advisors, LLC, Erisa Advisers, Inc. and Seven Springs Wealth Group. We list 21 retirement plan advisors serving Brentwood, TN. 21 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Brentwood, TN (Williamson County). 21 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Brentwood
#2Erisa Advisers, Inc.
ERISA ADVISERS, INC.Based in Brentwood, TN#3Seven Springs Wealth Group
SEVEN SPRINGS WEALTH GROUP, LLCBased in Brentwood, TN#4Tbh Global Asset Management, LLC
TBH GLOBAL ASSET MANAGEMENT, LLCBased in Brentwood, TN#5Point One Private Wealth
POINT ONE PRIVATE WEALTH LLCServes this area from Brentwood, TN (1 mi)#6Keystone Financial Resources, LLC
KEYSTONE WEALTH ALLIANCE, LLCServes this area from Franklin, TN (4 mi)#7Efinancial Alliance, LLC
EFINANCIAL ALLIANCE, LLCServes this area from Franklin, TN (4 mi)#8Ball & Company
BALL & COMPANY WEALTH MANAGEMENT, INC.Serves this area from TN#9Optivise Advisory Services LLC
OPTIVISE ADVISORY SERVICES LLCServes this area from Franklin, TN (6 mi)#10Sagespring Wealth Partners
SAGESPRING WEALTH PARTNERSServes this area from Franklin, TN (7 mi)
11 more providers serving this area
- Abound Wealth Management, LLC, Franklin, TN (7 mi)
- Cypress Capital, LLC, Franklin, TN (7 mi)
- Sage Investment Counsel, Franklin, TN (7 mi)
- Creative Investment Group, Nashville-Davidson metropolitan government (balance), TN (8 mi)
- &partners, Nashville-Davidson metropolitan government (balance), TN (8 mi)
- Aj Advisors, Berry Hill, TN (9 mi)
- Music Row Wealth Management, Nashville-Davidson metropolitan government (balance), TN (10 mi)
- Hs Wealth Partners, Nashville-Davidson metropolitan government (balance), TN (11 mi)
- Fielder Capital Group LLC, Nashville-Davidson metropolitan government (balance), TN (11 mi)
- Strategic Wealth Partners LLC, TN
- Smith & Co Advisory LLC, Spring Hill, TN (19 mi)
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Frequently asked questions
How many retirement plan advisors serve Brentwood?
We list 21 retirement plan advisors serving Brentwood, TN: 4 based there and 17 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Brentwood?
The top-ranked retirement plan advisors serving Brentwood, TN are Caldwell Advisors, LLC, Erisa Advisers, Inc., Seven Springs Wealth Group, Tbh Global Asset Management, LLC and Point One Private Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Brentwood are verified against official records?
10 of the top 10 match an active official record: Caldwell Advisors, LLC (U.S. Securities and Exchange Commission), Erisa Advisers, Inc. (U.S. Securities and Exchange Commission), Seven Springs Wealth Group (U.S. Securities and Exchange Commission), Tbh Global Asset Management, LLC (U.S. Securities and Exchange Commission) and Point One Private Wealth (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .