Data / Investment advisers / Tennessee / Franklin
Investment advisers in Franklin, TN: 20 firms, $15.6 billion in AUM
20 investment advisers have their main office in Franklin, Tennessee: 19 SEC registered and 1 exempt reporting. The registered advisers report $15.6 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Sagespring Wealth Partners with $8.5 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 20Advisers
- 19SEC registered
- 1Exempt reporting
- $15.6 billionTotal AUM
- 16Advisers over $100 million
- 2Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Sagespring Wealth Partners | Franklin | $8.49 billion | 41,069 | 195 | Not listed | (615) 861-6100 | adviserinfo.sec.gov | |
| Abound Wealth Management, LLC | Franklin | $1.95 billion | 5,040 | 41 | Not listed | (615) 226-3667 | adviserinfo.sec.gov | |
| Beacon Capital Management, LLC | Franklin | $1.27 billion | 5,702 | 39 | Not listed | (615) 224-9794 | adviserinfo.sec.gov | |
| Sagepoint Capital Partners LLC | Franklin | $888.3 million | 4 | 7 | Not listed | (615) 413-4340 | sagepointcp.com | adviserinfo.sec.gov |
| Stewardwell LLC | Franklin | $441.7 million | 4,665 | 20 | Not listed | (615) 538-6110 | stewardwellwp.com | adviserinfo.sec.gov |
| Cypress Capital, LLC | Franklin | $426 million | 1,547 | 12 | Not listed | (615) 467-6075 | cypresscapital.com | adviserinfo.sec.gov |
| Efinancial Alliance, LLC | Franklin | $291.9 million | 873 | 5 | Not listed | (615) 224-8534 | efinancialalliance.com | adviserinfo.sec.gov |
| Optivise Advisory Services LLC | Franklin | $287.9 million | 1,842 | 25 | Not listed | (855) 378-1806 | optiviseria.com | adviserinfo.sec.gov |
| Valtrion Capital Management, LLC | Franklin | $287.3 million | 438 | 6 | Not listed | (833) 856-2088 | valtrioncapital.com | adviserinfo.sec.gov |
| Cap Partners, LLC | Franklin | $254.7 million | 1,406 | 12 | Not listed | (615) 807-2030 | cap-partners.com | adviserinfo.sec.gov |
| Agp Franklin, LLC | Franklin | $247.1 million | 733 | 7 | Not listed | (615) 778-9842 | strongtowerwealthmanagement.com | adviserinfo.sec.gov |
| Retirement Solutions Group | Franklin | $181.5 million | 340 | 7 | Not listed | (615) 467-6300 | rsginfo.com | adviserinfo.sec.gov |
| Sage Investment Counsel | Franklin | $164.6 million | 227 | 4 | Not listed | (615) 591-1210 | adviserinfo.sec.gov | |
| Carmichael Creel Investments | Franklin | $126.6 million | 203 | 2 | Not listed | (615) 595-5825 | adviserinfo.sec.gov | |
| Greensview Wealth Management | Franklin | $121.1 million | 373 | 5 | Not listed | (615) 551-3050 | adviserinfo.sec.gov | |
| Strategic Wealth Partners LLC | Franklin | $101.7 million | 672 | 4 | Not listed | (615) 722-9990 | strategicwealthpartners.net | adviserinfo.sec.gov |
| Truehaven Capital | Franklin | $62.3 million | 89 | 2 | 3 | (210) 260-8668 | truehaven.net | adviserinfo.sec.gov |
| Savvyfi | Franklin | $1.9 million | 410 | 15 | Not listed | (615) 241-0144 | savvyfi.co | adviserinfo.sec.gov |
| Blue Ocean Capital, LLC | Franklin | Not listed | Not listed | Not listed | 3 | (615) 732-6243 | blueocm.com | adviserinfo.sec.gov |
| Maple Grove Wealth | Franklin | Not listed | 0 | 4 | Not listed | (615) 560-6583 | maplegrovewealth.com | adviserinfo.sec.gov |
Advisers in Franklin that manage private funds
2 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Truehaven Capital | Franklin | TN | 3 | Not listed | Not listed | Not listed | Not listed | $4.4 million | $62.3 million | adviserinfo.sec.gov |
| Blue Ocean Capital, LLC | Franklin | TN | 3 | 3 | Not listed | Not listed | Not listed | $45 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Franklin
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Maple Grove Wealth | Franklin | TN | September 2, 2026 | Not listed | maplegrovewealth.com | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.