Rialytix insights
Top RIA Firms in Franklin, Tennessee
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Franklin, Tennessee. This hub covers 15 matching firms with $16.0B in total reported AUM and median AUM of $287.3M.
Firms
15
Matching current profiles
Total AUM
$16.0B
Reported regulatory AUM
Median AUM
$287.3M
Across firms with AUM
Largest firm
$8.5B
Sagespring Wealth Partners
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Sagespring Wealth Partners CRD 283515 · Limited Liability Company | FRANKLIN, TN | $8.5B May 2026 | +$2.0B+30.9% | +$4.2B+98.4% | +$4.7B+126.8% | — | +25 employees+14.7% over 3Y | +14,016 accounts+51.8% over 3Y |
| 2. Capwealth Advisors, LLC CRD 148781 · Limited Liability Company | FRANKLIN, TN | $2.0B Mar 2026 | +$325.9M+19.1% | +$820.9M+67.9% | +$839.1M+70.4% | +$1.6B+336.5% | +1 employees+5.6% over 3Y | +852 accounts+43.8% over 3Y |
| 3. Abound Wealth Management, LLC CRD 285903 · Limited Liability Company | FRANKLIN, TN | $1.9B Apr 2026 | +$557.4M+40.1% | +$1.2B+147.5% | +$1.4B+288.6% | — | +15 employees+57.7% over 3Y | +2,014 accounts+66.6% over 3Y |
| 4. Beacon Capital Management, LLC CRD 156228 · Limited Liability Company | FRANKLIN, TN | $1.3B Mar 2026 | +$410.3M+47.8% | +$596.4M+88.6% | +$834.7M+192.0% | +$1.2B+1165.1% | +9 employees+30.0% over 3Y | +658 accounts+13.0% over 3Y |
| 5. Cypress Capital, LLC CRD 171266 · Limited Liability Company | FRANKLIN, TN | $426.0M Mar 2026 | +$12.5M+3.0% | +$66.7M+18.5% | +$164.1M+62.6% | — | +1 employees+9.1% over 3Y | +336 accounts+27.7% over 3Y |
| 6. Efinancial Alliance, LLC CRD 161352 · Limited Liability Company | FRANKLIN, TN | $291.9M Apr 2026 | +$66.1M+29.3% | +$168.9M+137.3% | — | +$168.9M+137.3% | +1 employees+25.0% over 3Y | +270 accounts+44.8% over 3Y |
| 7. Optivise Advisory Services LLC CRD 301764 · Limited Liability Company | FRANKLIN, TN | $287.9M Mar 2026 | +$33.4M+13.1% | +$29.1M+11.2% | +$101.1M+54.1% | — | +1 employees+4.2% over 3Y | +151 accounts+8.9% over 3Y |
| 8. Valtrion Capital Management, LLC CRD 318048 · Limited Liability Company | FRANKLIN, TN | $287.3M Mar 2026 | +$143.7M+100.1% | — | — | +$184.7M+179.9% | +1 employees+20.0% over 1Y | +87 accounts+24.8% over 1Y |
| 9. Cap Partners, LLC CRD 144779 · Limited Liability Company | FRANKLIN, TN | $254.7M Jan 2026 | +$75.7M+42.3% | +$90.7M+55.3% | — | +$117.5M+85.7% | 0 employees+0.0% over 3Y | +350 accounts+33.1% over 3Y |
| 10. Agp Franklin, LLC CRD 331699 · Limited Liability Company | FRANKLIN, TN | $247.1M Apr 2026 | +$51.9M+26.6% | — | — | — | +1 employees+16.7% over 1Y | +84 accounts+12.9% over 1Y |
| 11. Sage Investment Counsel CRD 116907 · Limited Liability Company | FRANKLIN, TN | $164.6M Mar 2026 | +$34.9M+26.9% | +$35.7M+27.7% | — | +$52.7M+47.0% | 0 employees+0.0% over 3Y | +80 accounts+54.4% over 3Y |
| 12. Carmichael Creel Investments CRD 118468 · Corporation | FRANKLIN, TN | $126.6M Mar 2026 | -$15.2M-10.7% | +$72.6M+134.5% | +$72.6M+134.5% | +$72.2M+132.5% | -2 employees-50.0% over 1Y | +58 accounts+40.0% over 3Y |
| 13. Strategic Wealth Partners LLC CRD 336564 · Limited Liability Company | FRANKLIN, TN | $101.7M Mar 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 14. Truehaven Capital CRD 332005 · Limited Liability Company | FRANKLIN, TN | $62.3M May 2026 | -$54.9M-46.8% | — | — | -$38.0M-37.9% | +1 employees+100.0% over 1Y | -29 accounts-24.6% over 1Y |
| 15. Savvyfi CRD 304337 · Corporation | FRANKLIN, TN | $1.9M Mar 2026 | +$878.5K+87.7% | +$1.5M+371.3% | +$1.8M+2068.6% | +$1.9M+23420.6% | +11 employees+275.0% over 3Y | +261 accounts+175.2% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.