AdvisorRanked

Best Financial Advisors in FRANKLIN, Tennessee

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

18
Registered Firms
0.95%
Median Fee
of assets/year
$255M
Median AUM
18
Firms Listed
in our database

Top-Ranked Advisors in FRANKLIN

#1
100

CARMICHAEL CREEL INVESTMENTS

FRANKLIN, TN · Since 2024

$127M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100

CAP PARTNERS, LLC

FRANKLIN, TN · Since 2021

$255M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
100

CAPWEALTH ADVISORS, LLC

FRANKLIN, TN · Since 2009

$2.0B AUM11 clientsFee: 0%
FiduciaryFee-Only
#4
100

BEACON CAPITAL MANAGEMENT, LLC

FRANKLIN, TN · Since 2015

$1.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#5
100

EFINANCIAL ALLIANCE, LLC

FRANKLIN, TN · Since 2023

$292M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
100

OPTIVISE ADVISORY SERVICES LLC

FRANKLIN, TN · Since 2019

$288M AUM22 clientsFee: 0%
FiduciaryFee-Only
#7
100

SAVVYFI

FRANKLIN, TN · Since 2019

$2M AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
100

AGP FRANKLIN, LLC

FRANKLIN, TN · Since 2024

$247M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

TRUEHAVEN CAPITAL

FRANKLIN, TN · Since 2024

$62M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

STRATEGIC WEALTH PARTNERS LLC

FRANKLIN, TN · Since 2025

$102M AUM2 clientsFee: 0%
FiduciaryFee-Only
#11
100

SAGEPOINT CAPITAL PARTNERS LLC

FRANKLIN, TN · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
95

SAGE INVESTMENT COUNSEL

FRANKLIN, TN · Since 2021

$165M AUM4 clientsFee: 0%
FiduciaryFee-Only
#13
95

CYPRESS CAPITAL, LLC

FRANKLIN, TN · Since 2014

$426M AUM7 clientsFee: 0%
FiduciaryFee-Only
#14
95

SAGESPRING WEALTH PARTNERS

FRANKLIN, TN · Since 2016

$8.5B AUM100 clientsFee: 0%
FiduciaryFee-Only
#15
95

ABOUND WEALTH MANAGEMENT, LLC

FRANKLIN, TN · Since 2016

$1.9B AUM26 clientsFee: 0%
FiduciaryFee-Only
#16
95

VALTRION CAPITAL MANAGEMENT, LLC

FRANKLIN, TN · Since 2024

$287M AUM6 clientsFee: 0%
FiduciaryFee-Only
#17
92

GREENSVIEW WEALTH MANAGEMENT

FRANKLIN, TN · Since 2018

$121M AUM4 clientsFee: 0%
FiduciaryFee-Only
#18
54

RETIREMENT SOLUTIONS GROUP

FRANKLIN, TN · Since 2026

$160M AUM3 clientsFee: 0%
FiduciaryFee-Only2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in FRANKLIN?

The median advisory fee in FRANKLIN, TN is 0.95% of assets under management per year, based on Form ADV filings from 18 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.