City
Wealth management firms in Franklin, Tennessee
As of October 2, 2026, 40 wealth management firms, including broker-dealer firms, with their main office in Franklin, Tennessee reported $17.7 billion in regulatory assets under management; the largest by assets was Sagespring Wealth Partners, with $8.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 40
- Regulatory assets under management
- $17.7 billion
- Average per firm
- $442.4 million
- SEC-registered, of those listed
- 21 of 40 (52.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sagespring Wealth Partners | SEC | $8.5 billion | 41,069 |
| 2 | Capwealth Advisors, LLC | SEC | $2.0 billion | 2,798 |
| 3 | Abound Wealth Management, LLC | SEC | $1.9 billion | 5,040 |
| 4 | Beacon Capital Management, LLC | SEC | $1.3 billion | 5,702 |
| 5 | Sagepoint Capital Partners LLC | SEC | $888.3 million | 4 |
| 6 | Cypress Capital, LLC | SEC | $426.0 million | 1,547 |
| 7 | Efinancial Alliance, LLC | SEC | $291.9 million | 873 |
| 8 | Optivise Advisory Services LLC | SEC | $287.9 million | 1,842 |
| 9 | Valtrion Capital Management, LLC | SEC | $287.3 million | 438 |
| 10 | Cap Partners, LLC | SEC | $254.7 million | 1,406 |
| 11 | Agp Franklin, LLC | SEC | $247.1 million | 733 |
| 12 | Sage Investment Counsel | SEC | $164.6 million | 227 |
| 13 | Retirement Solutions Group | SEC | $159.6 million | 661 |
| 14 | Carmichael Creel Investments | SEC | $126.6 million | 203 |
| 15 | Greensview Wealth Management | SEC | $121.1 million | 373 |
| 16 | Springlake Financial Partners | SEC | $104.8 million | 211 |
| 17 | Strategic Wealth Partners LLC | SEC | $101.7 million | 672 |
| 18 | Truehaven Capital | SEC | $62.3 million | 89 |
| 19 | Stone Pillars Wealth Management | State | $60.6 million | 157 |
| 20 | Taylor Financial Management, LLC | State | $56.0 million | 108 |
| 21 | Tennessee Wealth Management | State | $54.9 million | 44 |
| 22 | Arrow Alliance | State | $54.6 million | 129 |
| 23 | Defining Wealth | State | $50.3 million | 584 |
| 24 | Partners Capital, LLC | State | $40.3 million | 42 |
| 25 | Stapleton Asset Management, LLC | State | $31.1 million | 70 |
| 26 | Jackson Wealth Inc | State | $23.8 million | 121 |
| 27 | Belinda Leslie A Registered Investment Adviser, Inc. | State | $18.0 million | 24 |
| 28 | Quantitative Solutions, LLC | State | $14.1 million | 26 |
| 29 | Joel Busboom Financial, LLC | State | $11.8 million | 48 |
| 30 | Nashville Financial Planning | State | $9.9 million | 52 |
| 31 | Veritas Private Wealth Management | State | $5.1 million | 9 |
| 32 | Savvyfi | SEC | $1.9 million | 410 |
| 33 | Moneypro Wealth Management, LLC | State | $1.8 million | 10 |
| 34 | Steven C. Nelson, CFP | State | $1.7 million | 22 |
| 35 | Goto Financial Advisory LLC | State | $0 | 0 |
| 36 | Maple Grove Wealth | SEC | $0 | 0 |
| 37 | Philip M. Watson, Financial Advisor | State | $0 | 0 |
| 38 | Skela Financial | State | $0 | 0 |
| 39 | Southern Capital Partners, LLC | State | $0 | 0 |
| 40 | Stewardwell LLC | SEC | $0 | 0 |
Wealth management firms in Tennessee, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.