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Top 10 advisors in Franklin

Top 10 advisors in Franklin

We’ve curated a list of the best financial advisors in Franklin, take a look at it below

Find an advisor in Franklin
# Financial advisor Assets under management Number of advisors
1 $1,186,004,739 18 advisors
2 $787,153,136 26 advisors
3 $619,750,846 30 advisors
4 $496,561,194 170 advisors
5 $398,868,300 11 advisors
6 $270,727,781 5 advisors
7 $234,504,876 20 advisors
8 $226,783,408 7 advisors
9 $149,655,376 12 advisors
10 $123,000,000 4 advisors

How we came up with this list

To generate our top financial advisors list in Franklin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Franklin. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

  • Capwealth Advisors, LLC

    Capwealth Advisors, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $1,186,004,739 of assets under management and employs about 18 people. Capwealth Advisors, LLC uses a fee structure of a percentage of assets under your management and administrative fees.

    Assets under management

    $1,186,004,739

    Headcount

    18 advisors

    Fee structure

    A percentage of assets under your management

    ADMINISTRATIVE FEES

    SEC number

    801-69908

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    See full profile

    Meet the advisor

    4031 Aspen Grove Drive,
    Suite 600,
    Franklin,
    Tennessee,
    37067

  • Abound Wealth Management, LLC

    Abound Wealth Management, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $787,153,136 of assets under management and employs about 26 people. Abound Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fees for speaking engagements.

    Assets under management

    $787,153,136

    Headcount

    26 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    FEES FOR SPEAKING ENGAGEMENTS

    SEC number

    801-108697

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Educational Seminars/workshops

    Financial Consulting Services

    See full profile

    Meet the advisor

    317 Main Street,
    Suite 201,
    Franklin,
    Tennessee,
    37064

  • Beacon Capital Management, LLC

    Beacon Capital Management, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $619,750,846 of assets under management and employs about 30 people. Beacon Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $619,750,846

    Headcount

    30 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-106678

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Publication Of Periodicals Or Newsletters

    Educational Seminars/workshops

    See full profile

    Meet the advisor

    751 Cool Springs Blvd,
    Suite 106,
    Franklin,
    Tennessee,
    37067

  • Sagespring Wealth Partners

    Sagespring Wealth Partners is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $496,561,194 of assets under management and employs about 170 people. Sagespring Wealth Partners uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $496,561,194

    Headcount

    170 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-107971

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    See full profile

    Meet the advisor

    801 Crescent Centre Drive,
    Suite 600,
    Franklin,
    Tennessee,
    37067

  • Cypress Capital, LLC

    Cypress Capital, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $398,868,300 of assets under management and employs about 11 people. Cypress Capital, LLC uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees and fixed fees.

    Assets under management

    $398,868,300

    Headcount

    11 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Subscription fees

    Fixed fees

    SEC number

    801-79771

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    Publication Of Periodicals Or Newsletters

    Serve As Sub-adviser, Provide Model Portfolios, Consulting

    See full profile

    Meet the advisor

    436 Main Street,
    Suite 205,
    Franklin,
    Tennessee,
    37064

  • Cypress Capital Advisors, LLC

    Cypress Capital Advisors, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $270,727,781 of assets under management and employs about 5 people. Cypress Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $270,727,781

    Headcount

    5 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-110818

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    436 Main St.,
    Suite 205,
    Franklin,
    Tennessee,
    37064

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    Optivise Advisory Services LLC

    Optivise Advisory Services LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $234,504,876 of assets under management and employs about 20 people. Optivise Advisory Services LLC uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees and share in fee paid to sub-advisor, back office clerical and admin.

    Assets under management

    $234,504,876

    Headcount

    20 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Subscription fees

    SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN

    SEC number

    801-115232

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

    Educational Seminars/workshops

    See full profile

    Meet the advisor

    109 Holiday Ct,
    Suite A6,
    Franklin,
    Tennessee,
    37067

  • Premier Private Wealth, LLC

    Premier Private Wealth, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $226,783,408 of assets under management and employs about 7 people. Premier Private Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $226,783,408

    Headcount

    7 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-121765

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

    Family Office And Wealth Planning Services

    See full profile

    Meet the advisor

    725 Cool Springs Blvd.,
    Unit 460,
    Franklin,
    Tennessee,
    37067

  • Cap Partners, LLC

    Cap Partners, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $149,655,376 of assets under management and employs about 12 people. Cap Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and flat fees.

    Assets under management

    $149,655,376

    Headcount

    12 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    FLAT FEES

    SEC number

    801-121600

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Investment Counseling

    See full profile

    Meet the advisor

    109 International Drive,
    Suite 210,
    Franklin,
    Tennessee,
    37067

  • Not sure which one to choose?
    Use our smart matching tool

    Efinancial Alliance, LLC

    Efinancial Alliance, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $123,000,000 of assets under management and employs about 4 people. Efinancial Alliance, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $123,000,000

    Headcount

    4 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-127547

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    See full profile

    Meet the advisor

    106 Mission Court,
    Ste 703,
    Franklin,
    Tennessee,
    37067

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact contact@unbiased.com.

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