Firms by city
Registered investment advisers in Franklin, TN
15 SEC-registered advisers headquartered in Franklin, listed by regulatory assets under management as reported on Form ADV.
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15 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| SageSpring Wealth Partners | Franklin, TN | $8.49B |
| Capwealth Advisors | Franklin, TN | $2.03B |
| Abound Wealth Management | Franklin, TN | $1.95B |
| Beacon Capital Management | Franklin, TN | $1.27B |
| SagePoint Capital Partners | Franklin, TN | $888M |
| Cypress Capital | Franklin, TN | $426M |
| Efinancial Alliance | Franklin, TN | $292M |
| Optivise Advisory Services | Franklin, TN | $288M |
| Valtrion Capital Management | Franklin, TN | $287M |
| CAP Partners | Franklin, TN | $255M |
| Agp Franklin | Franklin, TN | $247M |
| Sage Investment Counsel | Franklin, TN | $165M |
| Retirement Solutions Group | Franklin, TN | $160M |
| Carmichael Capital | Franklin, TN | $127M |
| Strategic Wealth Partners | Franklin, TN | $102M |
- Headquarters
- Franklin, TN
- Regulatory AUM
- $8.49B
- Headquarters
- Franklin, TN
- Regulatory AUM
- $2.03B
- Headquarters
- Franklin, TN
- Regulatory AUM
- $1.95B
- Headquarters
- Franklin, TN
- Regulatory AUM
- $1.27B
- Headquarters
- Franklin, TN
- Regulatory AUM
- $888M
- Headquarters
- Franklin, TN
- Regulatory AUM
- $426M
- Headquarters
- Franklin, TN
- Regulatory AUM
- $292M
- Headquarters
- Franklin, TN
- Regulatory AUM
- $288M
- Headquarters
- Franklin, TN
- Regulatory AUM
- $287M
- Headquarters
- Franklin, TN
- Regulatory AUM
- $255M
- Headquarters
- Franklin, TN
- Regulatory AUM
- $247M
- Headquarters
- Franklin, TN
- Regulatory AUM
- $165M
- Headquarters
- Franklin, TN
- Regulatory AUM
- $160M
- Headquarters
- Franklin, TN
- Regulatory AUM
- $127M
- Headquarters
- Franklin, TN
- Regulatory AUM
- $102M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Franklin on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Tennessee.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.