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
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
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
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
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
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
- Not sure which one to choose?Use our smart matching tool
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
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
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
- 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
Your first meeting is free.