Financial advisers in Franklin, TN
18 registered investment adviser firms in Franklin managing $16.3B in assets, based on public SEC Form ADV filings.
Sagespring Wealth Partners
Franklin, TN · Est. 2016
- AUM
- $8.5B
- Per adviser
- $85M
- Advisers
- 100
No reported disclosures
Capwealth Advisors, LLC
Franklin, TN · Est. 2009
- AUM
- $2.0B
- Per adviser
- $185M
- Advisers
- 11
No reported disclosures
Abound Wealth Management, LLC
Franklin, TN · Est. 2016
- AUM
- $1.9B
- Per adviser
- $75M
- Advisers
- 26
No reported disclosures
Beacon Capital Management, LLC
Franklin, TN · Est. 2015
- AUM
- $1.3B
- Per adviser
- $75M
- Advisers
- 17
No reported disclosures
Cypress Capital, LLC
Franklin, TN · Est. 2014
- AUM
- $426M
- Per adviser
- $61M
- Advisers
- 7
No reported disclosures
Efinancial Alliance, LLC
Franklin, TN · Est. 2023
- AUM
- $292M
- Per adviser
- $97M
- Advisers
- 3
No reported disclosures
Optivise Advisory Services LLC
Franklin, TN · Est. 2019
- AUM
- $288M
- Per adviser
- $13M
- Advisers
- 22
No reported disclosures
Valtrion Capital Management, LLC
Franklin, TN · Est. 2024
- AUM
- $287M
- Per adviser
- $48M
- Advisers
- 6
No reported disclosures
Cap Partners, LLC
Franklin, TN · Est. 2021
- AUM
- $255M
- Per adviser
- $32M
- Advisers
- 8
No reported disclosures
Agp Franklin, LLC
Franklin, TN · Est. 2024
- AUM
- $247M
- Per adviser
- $82M
- Advisers
- 3
No reported disclosures
Sage Investment Counsel
Franklin, TN · Est. 2021
- AUM
- $165M
- Per adviser
- $41M
- Advisers
- 4
No reported disclosures
Retirement Solutions Group
Franklin, TN · Est. 2026
- AUM
- $160M
- Per adviser
- $53M
- Advisers
- 3
Carmichael Creel Investments
Franklin, TN · Est. 2024
- AUM
- $127M
- Per adviser
- $127M
- Advisers
- 1
No reported disclosures
Greensview Wealth Management
Franklin, TN · Est. 2018
- AUM
- $121M
- Per adviser
- $30M
- Advisers
- 4
No reported disclosures
Strategic Wealth Partners LLC
Franklin, TN · Est. 2025
- AUM
- $102M
- Per adviser
- $51M
- Advisers
- 2
No reported disclosures
Truehaven Capital
Franklin, TN · Est. 2024
- AUM
- $62M
- Per adviser
- $31M
- Advisers
- 2
No reported disclosures
Savvyfi
Franklin, TN · Est. 2019
- AUM
- $2M
- Per adviser
- $2M
- Advisers
- 1
No reported disclosures
Sagepoint Capital Partners LLC
Franklin, TN · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures