Company lists · Data refreshed September 2026

Top 17 Asset and wealth management consulting firms based in Brentwood, United States

Name: Asset and wealth management consulting firms based in Brentwood, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 33 companies tracked

RevenueBase identified 33 company matches for asset and wealth management consulting firms associated with Brentwood, United States as of September 2026 and tracks 180 professional contacts across them, including 91 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Brentwood has 33.

This list covers company matches for asset and wealth management consulting firms associated with Brentwood, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

33Companies

180Contacts tracked

91Verified emails

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The 17 largest asset and wealth management consulting firms based in Brentwood, United States

Ranked by team size

Top 17 of 33 company matches for asset and wealth management consulting firms based in Brentwood, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	TBH Advisors	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	11-50	20 contacts →
	Exact match “TBH has more than 15 years of experience in providing trusted financial planning services to individuals, families, and institutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Capital Wealth Advisors, LLC	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	13 contacts →
	Exact match “A single-source financial services firm for affluent individuals, business owners, legal professionals, and medical professionals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Keystone Financial Resources, LLC	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	11-50	10 contacts →
	Exact match “As you prepare to enter into retirement, we want to be at the center of your planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Tranquility Partners	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “At Tranquility Partners, we strive to be the ‘trusted advisor’ to multi-generational families, overseeing the full spectrum of their financial and asset management strategies…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Luken Wealth Management	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “The real superpower behind wealth management is clarity of purpose.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Levine Group, LLC	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Levine Group, LLC was founded in 1963 with the goal of assisting clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Davis Reseland, LLC	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “At Davis Reseland LLC, we provide trusted wealth management services to individuals, multi-generational families, business owners, and retirement plans in and around Nashville, TN.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	World Investment Advisors Nashville	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Consult on and manage retirement plans and assets for individuals, trusts, charitable organizations, and companies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Mccall & Associates	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Whether you are building, managing, or giving away your nest egg, you need a guide to help navigate your journey.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Radnor Wealth Management	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Characteristics in a wealth management or financial advisory firm to look for?” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Cova Wealth Management	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Securities and Advisory services offered through LPL Financial, a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	The Navin Group Wealth Management Strategies	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “The Navin Group provides wealth management strategies that help you retire with confidence.Our financial planning addresses all elements of your retirement planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Vast Wealth Advisors	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “At Vast Wealth Advisors, we deliver more than financial guidance-we provide a comprehensive, personalized experience.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Prudent Street Financial Advisors, LLC	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Prudent Street Financial Advisors, LLC was formed in 2012 and provides financial planning, portfolio management, insurance brokerage, employee benefit, and general financial…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Pensionmark Nashville	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Consult on and manage retirement plans and assets for individuals, trusts, charitable organizations, and companies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Brentwood Advisors LLC	Exact match	Brentwood, PA, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Brentwood Advisors strives to never stop learning and to leverage years of experience in Banking, Insurance, Investments and Financial Planning to be a trusted resource to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Brian Carden Insurance & Financial Advisor	Exact match	Brentwood, TN, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Financial Advisor Brian Carden is celebrating a 42 year career in the financial services industry, one which has been divided into “silos” that rarely connect.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 17 of 33 asset and wealth management consulting firms based in Brentwood, United States

See the full list, filter by size, metro and specialty, and access 91 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset and wealth management consulting firms based in Brentwood, United States at a glance

As of Sep 21, 2026

50.6%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Brentwood, so it is reported there. Company counts and contact totals on this page are exact for Brentwood, over 33 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Brentwood, United States whose business descriptions match “asset and wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 91 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset and wealth management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Brentwood, United States?

RevenueBase identified 33 company matches for asset and wealth management consulting firms associated with Brentwood, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

TBH Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset and wealth management consulting firms?

New York leads the United States with 747 company records, followed by Atlanta (249) and Chicago (243). Brentwood has 33.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 91 professional contacts with verified work emails tracked across these 33 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.