Top 10 advisors in Franklin
We’ve curated a list of the best financial advisors in Franklin, take a look at it below
Find an advisor in Franklin1. Capwealth Advisors, LLC
Assets under management
$1,186,004,739
Fee structure
A percentage of assets under your management
ADMINISTRATIVE FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
2. Abound Wealth Management, LLC
Assets under management
$787,153,136
Fee structure
A percentage of assets under your management
Hourly charges
FEES FOR SPEAKING ENGAGEMENTS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Financial Consulting Services
3. Beacon Capital Management, LLC
Assets under management
$619,750,846
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
4. Sagespring Wealth Partners
Assets under management
$496,561,194
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Cypress Capital, LLC
Assets under management
$398,868,300
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Serve As Sub-adviser, Provide Model Portfolios, Consulting
6. Cypress Capital Advisors, LLC
Assets under management
$270,727,781
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Optivise Advisory Services LLC
Assets under management
$234,504,876
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
8. Premier Private Wealth, LLC
Assets under management
$226,783,408
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Family Office And Wealth Planning Services
9. Cap Partners, LLC
Assets under management
$149,655,376
Fee structure
A percentage of assets under your management
Hourly charges
FLAT FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Investment Counseling
- Not sure which one to choose?Use our smart matching tool
10. Efinancial Alliance, LLC
Assets under management
$123,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
How we came up with this list
To generate our top financial advisors list in Franklin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Franklin. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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