Best Financial Advisors in FRANKLIN, Tennessee
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in FRANKLIN
CAPWEALTH ADVISORS, LLC
FRANKLIN, TN · Since 2009
BEACON CAPITAL MANAGEMENT, LLC
FRANKLIN, TN · Since 2015
OPTIVISE ADVISORY SERVICES LLC
FRANKLIN, TN · Since 2019
CAP PARTNERS, LLC
FRANKLIN, TN · Since 2021
CARMICHAEL CREEL INVESTMENTS
FRANKLIN, TN · Since 2024
SAVVYFI
FRANKLIN, TN · Since 2019
AGP FRANKLIN, LLC
FRANKLIN, TN · Since 2024
TRUEHAVEN CAPITAL
FRANKLIN, TN · Since 2024
EFINANCIAL ALLIANCE, LLC
FRANKLIN, TN · Since 2023
STRATEGIC WEALTH PARTNERS LLC
FRANKLIN, TN · Since 2025
SAGESPRING WEALTH PARTNERS
FRANKLIN, TN · Since 2016
ABOUND WEALTH MANAGEMENT, LLC
FRANKLIN, TN · Since 2016
SAGEPOINT CAPITAL PARTNERS LLC
FRANKLIN, TN · Since 2026
CYPRESS CAPITAL, LLC
FRANKLIN, TN · Since 2014
SAGE INVESTMENT COUNSEL
FRANKLIN, TN · Since 2021
VALTRION CAPITAL MANAGEMENT, LLC
FRANKLIN, TN · Since 2024
GREENSVIEW WEALTH MANAGEMENT
FRANKLIN, TN · Since 2018
RETIREMENT SOLUTIONS GROUP
FRANKLIN, TN · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.