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
John David Herald
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
William David Priester
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Mark Montagna
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Catherine Ann Cucharale
Registered Affiliation(s):MCLAUGHLIN RYDER INVESTMENTS, INC.
Anthony Todd Smith
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Lee Stephen Kraft
Registered Affiliation(s):KRAFT ASSET MANAGEMENT, LLC
Portia H. Wells
Registered Affiliation(s):HMS INVESTMENT ADVISORS
Heather Jane Ross
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
James Todd Trent
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Margaret Aleece Loftis
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Dennis Christopher Ford
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
David Truman Brown JR
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Brian Keith Copas
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Eric Brent Andrews
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Charles Gilbert Henderson
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Craig Alan Whittington
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Charles Bufkin Adams
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Rebecca Hill Osbourne
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
Larry David Boesch
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Steven Thomas Ressler
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
Francisco Javier Camarena
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
Paul Sarantis Loulakis
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
Terry Wayne Blanchard
Registered Affiliation(s):PACKERLAND BROKERAGE SERVICES, INC.
Daniel J Kretz
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
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.
