Top 10 financial advisor firms in Franklin

15 SEC-registered financial advisor firms are headquartered in Franklin, TN, with $17B in combined regulatory assets under management. The largest by assets are SageSpring Wealth Partners ($8.49B), Capwealth Advisors ($2.03B) and Abound Wealth Management ($1.95B).

15
Financial advisor firms: $17B
Their combined AUM: $288M
Median firm AUM: 18,781
Clients of the top 10

The 10 largest by assets

1
SageSpring Wealth Partners
RIA
$8.49B
Up to 2.25% a year
2
Capwealth Advisors
RIA
$2.03B
0.50% to 1.25% a year
3
Abound Wealth Management
RIA
$1.95B
0.50% to 1.25% a year
4
Beacon Capital Management
RIA
$1.27B
Up to 2.00% a year
5
SagePoint Capital Partners
RIA
$888M
0.15% to 1.50% a year
6
Cypress Capital
RIA
$426M
Up to 1.40% a year
7
Efinancial Alliance
RIA
$292M
0.50% to 1.95% a year
8
Optivise Advisory Services
RIA
$288M
Regulatory AUM
9
Valtrion Capital Management
RIA
$287M
1.00% to 1.00% a year
10
CAP Partners
RIA
$255M
0.50% to 2.00%

Profiles of the top 10

No. 1 · RIA

SageSpring Wealth Partners

SageSpring Wealth Partners is an investment adviser based in Franklin, TN, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $8.49 billion, as filed on 1 July 2026.

SageSpring Wealth Partners charges up to 2.25% a year for its Investment Management Services.

Regulatory AUM: $8.49B
Clients: 11,623
Advisory staff: 100
Fee schedule: Up to 2.25% a year
Custodians: Fidelity
Headquarters: 701 Cool Springs BLVD, Suite 500, Franklin, TN 37067
Phone: 615-861-6100
Website: sagespring.com

No. 2 · RIA

Capwealth Advisors

Capwealth Advisors is an investment adviser based in Franklin, TN, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $2.03 billion, as filed on 30 March 2026.

Capwealth Advisors charges 0.50%–1.25% a year for its Investment Advisory Accounts.

Regulatory AUM: $2.03B
Clients: 1,429
Advisory staff: 11
Founded: 2009
Fee schedule: 0.50% to 1.25% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067
Phone: 615-778-0740
Website: capwealthadvisors.com

No. 3 · RIA

Abound Wealth Management

Abound Wealth Management is an investment adviser based in Franklin, TN, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.95 billion, as filed on 14 September 2026.

Abound Wealth Management charges 0.50%–1.25% a year for its Wealth Management Fees.

Regulatory AUM: $1.95B
Clients: 936
Advisory staff: 26
Founded: 2016
Fee schedule: 0.50% to 1.25% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 317 Main Street, Suite 201, Franklin, TN 37064
Phone: 615-226-3667
Website: aboundwealth.com

No. 4 · RIA

Beacon Capital Management

Beacon Capital Management is an investment adviser based in Franklin, TN, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.27 billion, as filed on 12 March 2026.

Beacon Capital Management charges up to 2.00% a year for its Portfolio management fee.

Regulatory AUM: $1.27B
Clients: 2,098
Advisory staff: 17
Fee schedule: Up to 2.00% a year
Custodians: Fidelity
Headquarters: 751 Cool Springs BLVD, Suite 106, Franklin, TN 37067
Phone: 615-224-9794
Website: beaconcm.com

No. 5 · RIA

SagePoint Capital Partners

SagePoint Capital Partners is an investment adviser based in Franklin, TN, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individuals. Its regulatory assets under management total $888 million, as filed on 24 July 2026.

SagePoint Capital Partners charges 0.15%–1.50% a year for its Separately managed accounts.

Regulatory AUM: $888M
Advisory staff: 3
Fee schedule: 0.15% to 1.50% a year
Headquarters: McEwen Northside, Block E, 4020 Aspen Grove Drive, Suite 355, Franklin, TN 37067
Phone: 615-413-4340
Website: sagepointcp.com

No. 6 · RIA

Cypress Capital

Cypress Capital is an investment adviser based in Franklin, TN, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $426 million, as filed on 18 March 2026.

Cypress Capital charges up to 1.40% a year for its Portfolio management fees.

Regulatory AUM: $426M
Clients: 663
Advisory staff: 7
Fee schedule: Up to 1.40% a year
Custodians: Charles Schwab
Headquarters: 436 Main Street, Suite 205, Franklin, TN 37064
Phone: 615-467-6075
Website: cypresscapital.com

No. 7 · RIA

Efinancial Alliance

Efinancial Alliance is an investment adviser based in Franklin, TN, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $292 million, as filed on 16 April 2026.

Efinancial Alliance charges 0.50%–1.95% a year for its Portfolio Management Services.

Regulatory AUM: $292M
Clients: 212
Advisory staff: 3
Founded: 2012
Fee schedule: 0.50% to 1.95% a year
Custodians: Charles Schwab, Altruist
Headquarters: 840 Crescent Centre DR., Suite 600, Franklin, TN 37067
Phone: 615-224-8534
Website: efinancialalliance.com

No. 8 · RIA

Optivise Advisory Services

Optivise Advisory Services is an investment adviser based in Franklin, TN, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $288 million, as filed on 14 July 2026.

Regulatory AUM: $288M
Clients: 1,233
Advisory staff: 22
Custodians: Charles Schwab
Headquarters: 109 Holiday CT, Suite A6, Franklin, TN 37067
Phone: 855-378-1806
Website: optiviseria.com

No. 9 · RIA

Valtrion Capital Management

Valtrion Capital Management is an investment adviser based in Franklin, TN, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $287 million, as filed on 31 March 2026.

Valtrion Capital Management charges 1.00% a year for its Total Wealth and Total Access Asset Management.

Regulatory AUM: $287M
Clients: 188
Advisory staff: 6
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 701 Cool Springs BLVD, Suite 340, Franklin, TN 37067
Phone: 833-856-2088
Website: valtrioncapital.com

No. 10 · RIA

CAP Partners

CAP Partners is an investment adviser based in Franklin, TN, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $255 million, as filed on 28 January 2026.

CAP Partners charges 0.50%–2.00% for its Investment management. The brochure does not state whether the rate is annual.

Regulatory AUM: $255M
Clients: 399
Advisory staff: 8
Fee schedule: 0.50% to 2.00%
Headquarters: 109 International Drive, Suite 210, Franklin, TN 37067
Phone: 615-807-2030
Website: cap-partners.com

Questions about financial advisors in Franklin

How many financial advisor firms are headquartered in Franklin?

15 SEC-registered financial advisor firms report their principal office in Franklin, TN, managing $17B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Franklin?

SageSpring Wealth Partners, with $8.49B in regulatory assets under management on its latest Form ADV. The next largest are Capwealth Advisors ($2.03B) and Abound Wealth Management ($1.95B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Franklin?

The median firm manages $288M in regulatory assets. That is the midpoint of the 15 firms headquartered in Franklin.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Franklin charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Franklin?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Franklin has 15 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Franklin

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