Top Financial Advisors in Franklin, Tennessee
Finding the right financial advisor in Franklin is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Franklin, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Franklin, TN.
Find the Best Financial Advisor Firms in Franklin:
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC
CRD#: 283515
Address: 801 Crescent Centre Drive Suite 600, Franklin, TN 37067
Clients: 9,864
Average Clients per Advisor: 104
AUM: $ 4.3B
CAPWEALTH ADVISORS, LLC
CRD#: 148781
Address: 4031 Aspen Grove Drive Suite 600, Franklin, TN 37067
Clients: 578
Average Clients per Advisor: 48
AUM: $ 1.2B
ABOUND WEALTH MANAGEMENT, LLC
CRD#: 285903
Address: 317 Main Street Suite 201, Franklin, TN 37064
Clients: 274
Average Clients per Advisor: 17
AUM: $ 787M
BEACON CAPITAL MANAGEMENT, LLC
CRD#: 156228
Address: 751 Cool Springs Blvd Suite 106, Franklin, TN 37067
Clients: 2,636
Average Clients per Advisor: 164
AUM: $ 673M
CYPRESS CAPITAL, LLC
CRD#: 171266
Address: 436 Main Street Suite 205, Franklin, TN 37064
Clients: 1,126
Average Clients per Advisor: 187
AUM: $ 399M
OPTIVISE ADVISORY SERVICES LLC
CRD#: 301764
Address: 109 Holiday Ct Suite A6, Franklin, TN 37067
Clients: 1,663
Average Clients per Advisor: 83
AUM: $ 235M
How We Chose the Top Financial Advisors in Franklin, Tennessee
To create this list of top financial advisor firms in Franklin, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Franklin has to offer.
Search Financial Advisors in Franklin, Tennessee
Meredith Ezell Flautt
Registered Affiliation(s):SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC
Herschel Larimore Smith
Registered Affiliation(s):BRENTWOOD CAPITAL ADVISORS LLC
Stephen Middleton Luckenbach
Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Evan Paul Forte
Registered Affiliation(s):MORGAN STANLEY
Richard Raymond Carlson
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Elizabeth Constance Wood
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jim Marston Mcclary
Registered Affiliation(s):THOROUGHBRED FINANCIAL SERVICES, LLC
Meredith A Bell
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Daniel James Taylor
Registered Affiliation(s):THOROUGHBRED FINANCIAL SERVICES, LLC
Justin Fornie Copp III
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Aaron Alan Zauner
Registered Affiliation(s):CALDWELL ADVISORS, LLC
John D Richardson
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Keith Alan Hays
Registered Affiliation(s):CYPRESS CAPITAL, LLC
John Samuel Scott
Registered Affiliation(s):ON INVESTMENT MANAGEMENT CO
Scott Kyle Swander
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Eric John White
Registered Affiliation(s):LPL FINANCIAL LLC
Joseph Russell Reedy
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Dinah L Pate
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Charles Rayburn West
Registered Affiliation(s):RAYBURN WEST FINANCIAL SERVICES
David Lee Harper
Registered Affiliation(s):LPL FINANCIAL LLC
Thomas Fairfax Landstreet
Registered Affiliation(s):TRUSCO INVESTMENT MANAGEMENT, LLC
Christopher Bolding
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Craig Wayne Burgess
Registered Affiliation(s):LPL FINANCIAL LLC
Jerron Lamarc Barnes
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
