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
Michelle Byde Buchanan
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Beverly Ogles Davis
Registered Affiliation(s):CALDWELL ADVISORS, LLC
Peter Robert Thomson
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Thakor Keshavbhai Champaneria
Registered Affiliation(s):NYLIFE SECURITIES LLC
Dennis William Schilling
Registered Affiliation(s):LPL FINANCIAL LLC
Jason Michael Macher
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Jeffrey Todd Gannon
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Adam Lyle Ezell
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Joseph N Montalbano
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Jennifer Moger Dougherty
Registered Affiliation(s):EDWARD JONES
Stuart Lawrence Goss
Registered Affiliation(s):LPL FINANCIAL LLC
William Graham Taylor
Registered Affiliation(s):TAYLOR SECURITIES, INC.
Gregory David Sirko
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Christopher Otillio
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kathleen C Williams
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Meghan Scanlon Roach
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Russell R Jones
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Bryson Santrel Mccarley
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Anthony Peter Psomas
Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Alan Arthur Potvin
Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Linda Jean Jones
Registered Affiliation(s):JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Jordan Fleming Sibler
Registered Affiliation(s):GLOBAL RETIREMENT PARTNERS LLC
Joshua Patrick Harness
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Justin Timothy Bennett
Registered Affiliation(s):FIRST TRUST ADVISORS LP
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.
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