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
Natasha Lee Smith
Registered Affiliation(s):LPL FINANCIAL LLC
John Kevin Kopra
Registered Affiliation(s):TRPC ADVISORY SERVICES
Jonathan Mark Carothers
Registered Affiliation(s):CAPTRUST
Rosemary Frank
Registered Affiliation(s):ROSEMARY FRANK FINANCIAL, LLC
Roy Michael Cain
Registered Affiliation(s):LBMC INVESTMENT ADVISORS, LLC
David Kenneth Morgan
Registered Affiliation(s):LBMC INVESTMENT ADVISORS, LLC
Connie Gayle Staggs
Registered Affiliation(s):PFS INVESTMENTS INC.
Janet Marie Mott
Registered Affiliation(s):SECURITIES AMERICA, INC.
Micah Dee White
Registered Affiliation(s):PARK PLACE CAPITAL CORPORATION
Jonathan Allen Shayne
Registered Affiliation(s):SHAYNE & CO LLC
Charles Harry Webb
Registered Affiliation(s):WEAVER C. BARKSDALE & ASSOCIATES, INC.
John Banks Link
Registered Affiliation(s):COVENANT PARTNERS, LLC
Thomas Winn Chapman
Registered Affiliation(s):SHAYNE & CO LLC
Craig Alan Mcelhaney
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Lawrence Jeffrey Sacks
Registered Affiliation(s):MARINER WEALTH ADVISORS
Edith Elizabeth Reeves
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES, INC.
Scott Patrick Burns
Registered Affiliation(s):WOODMONT INVESTMENT COUNSEL, LLC
Suzanne Butters Fraliex
Registered Affiliation(s):STEPHENS
Thomas Wilson Wade
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Richard Collamer Close
Registered Affiliation(s):CANACCORD GENUITY LLC
Brian William Paulson
Registered Affiliation(s):ALLIANCEBERNSTEIN INVESTMENTS, INC.
Christian Thomas Breda
Registered Affiliation(s):SANFORD C. BERNSTEIN & CO., LLC
David Howard Windley
Registered Affiliation(s):JEFFERIES LLC
Kent W Hargis
Registered Affiliation(s):ALLIANCEBERNSTEIN INVESTMENTS, INC.
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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