Tennessee · 28 advisers
Financial Advisors in Franklin, Tennessee
Looking for a financial advisor in Franklin, Tennessee? Falists indexes 28 SEC-registered and state-registered investment advisers in Franklin — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 25 firms list a website you can visit directly. Firms in this directory manage up to $8.49B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
28
With website
25
Largest AUM
$8.49B
Financial planning
23
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Franklin
Ranked by AUM · Fees, team & specialties at a glance
SAGESPRING WEALTH PARTNERS
Franklin, TN
AUM
$8.49B
Team
100 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-861-6100
CAPWEALTH ADVISORS, LLC
Franklin, TN
AUM
$2.03B
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; ADMINISTRATIVE FEES
615-778-0740
ABOUND WEALTH MANAGEMENT, LLC
Franklin, TN
AUM
$1.95B
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
615-226-3667
BEACON CAPITAL MANAGEMENT, LLC
Franklin, TN
AUM
$1.27B
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
615-224-9794
CYPRESS CAPITAL, LLC
Franklin, TN
AUM
$426.0M
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
615-467-6075
EFINANCIAL ALLIANCE, LLC
Franklin, TN
AUM
$291.9M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-224-8534
OPTIVISE ADVISORY SERVICES LLC
Franklin, TN
AUM
$287.9M
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
855-378-1806
VALTRION CAPITAL MANAGEMENT, LLC
Franklin, TN
AUM
$287.3M
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
833-856-2088
CAP PARTNERS, LLC
Franklin, TN
AUM
$254.7M
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-807-2030
AGP FRANKLIN, LLC
Franklin, TN
AUM
$247.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
615-778-9842
SAGE INVESTMENT COUNSEL
Franklin, TN
AUM
$164.6M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
615-591-1210
RETIREMENT SOLUTIONS GROUP
Franklin, TN
AUM
$159.6M
Team
3 advisors
Clients
26-50
Fees
Fixed fees; REFERRAL FEES
615-467-6300
CARMICHAEL CREEL INVESTMENTS
Franklin, TN
AUM
$126.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
615-595-5825
GREENSVIEW WEALTH MANAGEMENT
Franklin, TN
AUM
$121.1M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
615-551-3050
STRATEGIC WEALTH PARTNERS LLC
Franklin, TN
AUM
$101.7M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
407-310-3354
TRUEHAVEN CAPITAL
Franklin, TN
AUM
$62.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
210-260-8668
STONE PILLARS WEALTH MANAGEMENT
Franklin, TN
AUM
$60.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
608-213-3210
ARROW ALLIANCE
Franklin, TN
AUM
$54.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
615-761-9430
PARTNERS CAPITAL, LLC
Franklin, TN
AUM
$40.3M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-702-7743
JACKSON WEALTH INC
Franklin, TN
AUM
$23.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-663-7387
MONEYPRO WEALTH MANAGEMENT, LLC
Franklin, TN
AUM
$1.8M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-832-9351
VERITAS PRIVATE WEALTH MANAGEMENT
Franklin, TN
AUM
$210K
Team
1 advisors
Clients
0
Fees
Percentage of AUM
615-771-5117
More cities in Tennessee
Common questions
- How many financial advisors are in Franklin, Tennessee?
- 28 registered investment advisers are listed in our Franklin directory, sourced from public SEC filings.
- What types of advisors are in Franklin?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Franklin?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.