Investment adviser firms in FRANKLIN, Tennessee
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
19 firms · Source months shown: August 2026
- ABOUND WEALTH MANAGEMENT, LLCCRD 285903 · FRANKLIN, TN$1,948,433,647.00Regulatory AUM · August 2026
- AGP FRANKLIN, LLCCRD 331699 · FRANKLIN, TN$247,058,110.00Regulatory AUM · August 2026
- BEACON CAPITAL MANAGEMENT, LLCCRD 156228 · FRANKLIN, TN$1,269,503,035.00Regulatory AUM · August 2026
- CAP PARTNERS, LLCCRD 144779 · FRANKLIN, TN$254,660,251.00Regulatory AUM · August 2026
- CAPWEALTH ADVISORS, LLCCRD 148781 · FRANKLIN, TN$2,030,847,981.00Regulatory AUM · August 2026
- CARMICHAEL CAPITAL, INC.CRD 118468 · FRANKLIN, TN$126,644,840.00Regulatory AUM · August 2026
- CYPRESS CAPITAL, LLCCRD 171266 · FRANKLIN, TN$426,048,161.00Regulatory AUM · August 2026
- EFINANCIAL ALLIANCE, LLCCRD 161352 · FRANKLIN, TN$291,884,556.00Regulatory AUM · August 2026
- GREENSVIEW WEALTH MANAGEMENT LLCCRD 297321 · FRANKLIN, TN$121,096,000.00Regulatory AUM · August 2026
- OPTIVISE ADVISORY SERVICES LLCCRD 301764 · FRANKLIN, TN$287,936,257.00Regulatory AUM · August 2026
- RETIREMENT SOLUTIONS GROUP, INC.CRD 289069 · FRANKLIN, TN$159,620,234.00Regulatory AUM · August 2026
- SAGE INVESTMENT COUNSEL LLCCRD 116907 · FRANKLIN, TN$164,594,287.00Regulatory AUM · August 2026
- SAGEPOINT CAPITAL PARTNERS LLCCRD 339742 · FRANKLIN, TN$888,349,379.00Regulatory AUM · August 2026
- SAGESPRING WEALTH PARTNERSCRD 283515 · FRANKLIN, TN$8,486,110,061.00Regulatory AUM · August 2026
- SAVVY FINANCIAL, INC.CRD 304337 · FRANKLIN, TN$1,880,235.00Regulatory AUM · August 2026
- STEWARDWELL LLCCRD 342950 · FRANKLIN, TNNot availableRegulatory AUM · August 2026
- STRATEGIC WEALTH PARTNERS LLCCRD 336564 · FRANKLIN, TN$101,700,000.00Regulatory AUM · August 2026
- TRUEHAVEN CAPITAL, LLCCRD 332005 · FRANKLIN, TN$62,313,662.00Regulatory AUM · August 2026
- VALTRION CAPITAL MANAGEMENT, LLCCRD 318048 · FRANKLIN, TN$287,305,351.00Regulatory AUM · August 2026