#1Abound Wealth Management, LLC
ABOUND WEALTH MANAGEMENT, LLC
Based in Franklin, TN
Retirement Plan Advisors in Franklin, TN
The top-ranked retirement plan advisors serving Franklin, TN are Abound Wealth Management, LLC, Cypress Capital, LLC and Efinancial Alliance, LLC. We list 21 retirement plan advisors serving Franklin, TN. 21 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Franklin, TN (Williamson County). 21 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Franklin
#2Cypress Capital, LLC
CYPRESS CAPITAL, LLCBased in Franklin, TN#3Efinancial Alliance, LLC
EFINANCIAL ALLIANCE, LLCBased in Franklin, TN#4Keystone Financial Resources, LLC
KEYSTONE WEALTH ALLIANCE, LLCBased in Franklin, TN#5Optivise Advisory Services LLC
OPTIVISE ADVISORY SERVICES LLCBased in Franklin, TN#6Sage Investment Counsel
SAGE INVESTMENT COUNSEL LLCBased in Franklin, TN#7Sagespring Wealth Partners
SAGESPRING WEALTH PARTNERSBased in Franklin, TN#8Ball & Company
BALL & COMPANY WEALTH MANAGEMENT, INC.Serves this area from TN#9Strategic Wealth Partners LLC
STRATEGIC WEALTH PARTNERS LLCServes this area from TN#10Point One Private Wealth
POINT ONE PRIVATE WEALTH LLCServes this area from Brentwood, TN (7 mi)
11 more providers serving this area
- Seven Springs Wealth Group, Brentwood, TN (9 mi)
- Caldwell Advisors, LLC, Brentwood, TN (9 mi)
- Erisa Advisers, Inc., Brentwood, TN (9 mi)
- Tbh Global Asset Management, LLC, Brentwood, TN (9 mi)
- Smith & Co Advisory LLC, Spring Hill, TN (12 mi)
- Creative Investment Group, Nashville-Davidson metropolitan government (balance), TN (13 mi)
- &partners, Nashville-Davidson metropolitan government (balance), TN (13 mi)
- Aj Advisors, Berry Hill, TN (15 mi)
- Music Row Wealth Management, Nashville-Davidson metropolitan government (balance), TN (16 mi)
- Hs Wealth Partners, Nashville-Davidson metropolitan government (balance), TN (17 mi)
- Fielder Capital Group LLC, Nashville-Davidson metropolitan government (balance), TN (17 mi)
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Frequently asked questions
How many retirement plan advisors serve Franklin?
We list 21 retirement plan advisors serving Franklin, TN: 7 based there and 14 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Franklin?
The top-ranked retirement plan advisors serving Franklin, TN are Abound Wealth Management, LLC, Cypress Capital, LLC, Efinancial Alliance, LLC, Keystone Financial Resources, LLC and Optivise Advisory Services LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Franklin are verified against official records?
10 of the top 10 match an active official record: Abound Wealth Management, LLC (U.S. Securities and Exchange Commission), Cypress Capital, LLC (U.S. Securities and Exchange Commission), Efinancial Alliance, LLC (U.S. Securities and Exchange Commission), Keystone Financial Resources, LLC (U.S. Securities and Exchange Commission) and Optivise Advisory Services LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .