Investment advisers in Franklin, TN
19 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Sagespring Wealth Partners | $8.49 billion | 195 | 0 |
| Abound Wealth Management, LLC | $1.95 billion | 41 | 0 |
| Beacon Capital Management, LLC | $1.27 billion | 39 | 0 |
| Sagepoint Capital Partners LLC | $888.3 million | 7 | 0 |
| Stewardwell LLC | $441.7 million | 20 | 0 |
| Cypress Capital, LLC | $426.0 million | 12 | 0 |
| Efinancial Alliance, LLC | $291.9 million | 5 | 0 |
| Optivise Advisory Services LLC | $287.9 million | 25 | 0 |
| Valtrion Capital Management, LLC | $287.3 million | 6 | 0 |
| Cap Partners, LLC | $254.7 million | 12 | 0 |
| Agp Franklin, LLC | $247.1 million | 7 | 0 |
| Retirement Solutions Group | $181.5 million | 7 | 7 |
| Sage Investment Counsel | $164.6 million | 4 | 0 |
| Carmichael Creel Investments | $126.6 million | 2 | 0 |
| Greensview Wealth Management | $121.1 million | 5 | 0 |
| Strategic Wealth Partners LLC | $101.7 million | 4 | 0 |
| Truehaven Capital | $62.3 million | 2 | 0 |
| Savvyfi | $1.9 million | 15 | 0 |
| Maple Grove Wealth | $0 | 4 | 0 |