Company lists · Data refreshed September 2026

Top 11 Specialist investment managers based in Brentwood, United States

RevenueBase identified 25 specialist investment managers headquartered in Brentwood, United States as of September 2026 and tracks 95 professional contacts across them, including 55 with verified work emails. New York is the largest hub.

This list covers specialist investment managers headquartered in Brentwood, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review
25Companies
95Contacts tracked
55Verified emails
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The 11 largest specialist investment managers based in Brentwood, United States

Ranked by team size
Top 11 of 25 specialist investment managers based in Brentwood, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to specialist investment managers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBrentwood, TN, United StatesHQ checked Sep 22, 20261-1013 contacts →

Indirect evidence

“A single-source financial services firm for affluent individuals, business owners, legal professionals, and medical professionals.”

Source: RevenueBase Database · checked Sep 22, 2026
2Partial evidenceBrentwood, TN, United StatesHQ checked Sep 22, 20261-108 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 22, 2026
3Partial evidenceBrentwood, TN, United StatesHQ checked Sep 22, 20261-108 contacts →

Partial evidence

“The real superpower behind wealth management is clarity of purpose.”

Source: RevenueBase Database · checked Sep 22, 2026
4Indirect evidenceBrentwood, TN, United StatesHQ checked Sep 22, 20261-107 contacts →

Indirect evidence

“Levine Group, LLC was founded in 1963 with the goal of assisting clients in every aspect of their financial lives.”

Source: RevenueBase Database · checked Sep 22, 2026
5Partial evidenceBrentwood, TN, United StatesHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 22, 2026
6Partial evidenceBrentwood, TN, United StatesHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“Consult on and manage retirement plans and assets for individuals, trusts, charitable organizations, and companies.”

Source: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceBrentwood, TN, United StatesHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“Characteristics in a wealth management or financial advisory firm to look for?”

Source: RevenueBase Database · checked Sep 22, 2026
8Partial evidenceBrentwood, TN, United StatesHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“Securities and Advisory services offered through LPL Financial, a registered investment advisor.”

Source: RevenueBase Database · checked Sep 22, 2026
9Partial evidenceBrentwood, TN, United StatesHQ checked Sep 22, 20261-102 contacts →

Partial evidence

“The Navin Group provides wealth management strategies that help you retire with confidence.Our financial planning addresses all elements of your retirement planning.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceBrentwood, TN, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“At Vast Wealth Advisors, we deliver more than financial guidance-we provide a comprehensive, personalized experience.”

Source: RevenueBase Database · checked Sep 22, 2026
11Partial evidenceBrentwood, TN, United StatesHQ checked Sep 22, 20261-101 contacts →

Partial evidence

“Consult on and manage retirement plans and assets for individuals, trusts, charitable organizations, and companies.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 11 of 25 specialist investment managers based in Brentwood, United States

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Specialist investment managers based in Brentwood, United States at a glance

As of Sep 22, 2026
57.9%Verified-email coverage
3.8Average contacts per company
1-10Median size (employees)
4084.0%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
1
51-200
2

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 25 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among specialist investment managers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Brentwood, United States whose own description of what they do matches “specialist investment managers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names specialist investment managers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among specialist investment managers, and records with no verified work email. Companies headquartered outside Brentwood are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 55 across the full list. 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 22, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Specialist investment managers by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names specialist investment managers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many specialist investment managers are there based in Brentwood, United States?

RevenueBase identified 25 specialist investment managers headquartered in Brentwood, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Capital Wealth Advisors, LLC, headquartered in Brentwood, tops this list with the largest team on record.

Which city has the most specialist investment managers?

New York leads with 1021 headquartered companies, followed by Chicago (270) and Miami (238).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 55 verified decision-maker contacts tracked across these 25 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 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 Smart Search, 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.