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Investment Advisors in Franklin, TN: 2026 rankings

59 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Franklin: IPX1031: Luke Hays, Esq., RFA Score 80/100; 5.0★ from 313 Google reviews.

  2. 38

    Most-reviewed: Freeman Webb Company, 208 Google reviews at 3.3★, the most of 59 ranked after IPX1031: Luke Hays, Esq.; ranked #38.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

59 Franklin investment advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 59 rated firms.

Top 10 investment advisors in Franklin at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Franklin at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1IPX1031: Luke Hays, Esq.805.0★ (313)Franklin—Top score
2Beacon Capital Management704.8★ (128)Franklin——
3GA Pincus Funds695.0★ (15)Brentwood, 7 mi away——
4Kofahl Mortgage Team645.0★ (41)FranklinSat · Sun · Evenings—
5Knelson Advisory Solutions625.0★ (24)FranklinSat—
6Cadence Wealth Advisors615.0★ (29)Brentwood, 5 mi away——
7EKC Financial Solutions615.0★ (19)Franklin——
8Truist Wealth611.7★ (3)Nashville, 16 mi away——
9Elevated Wealth Management615.0★ (15)Franklin——
10Lighthouse Wealth Group605.0★ (14)Franklin——

All 59 investment advisors in Franklin, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Franklin

    #1 IPX1031: Luke Hays, Esq.

    Based in Franklin

    80/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 313 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 313 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6840 Carothers Pkwy #200, Franklin, TN 37067
    View profile for IPX1031: Luke Hays, Esq.(629) 203-2725

  2. #2 Beacon Capital Management

    Based in Franklin

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 128 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 128 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    751 Cool Springs Blvd Ste 106, Franklin, TN 37067
    View profile for Beacon Capital Management(615) 224-9794

  3. #3 GA Pincus Funds

    Based in Brentwood, 7 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 7 AM–5:30 PM · Sat–Sun closed
    Address
    1574 Woodberry Ct, Brentwood, TN 37027
    View profile for GA Pincus Funds(615) 499-1816

  4. #4 Kofahl Mortgage Team

    Based in Franklin

    64/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial institution”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Fri 12 AM–12 AM · Sat 9 AM–3 PM · Sun 12 PM–5 PM
    Address
    4208 Old Hillsboro Rd #5, Franklin, TN 37064
    View profile for Kofahl Mortgage Team(615) 504-8304

  5. #5 Knelson Advisory Solutions

    Based in Franklin

    62/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri 8 AM–4 PM · Sat 9 AM–1 PM · Sun closed
    Address
    725 Cool Springs Blvd #600, Franklin, TN 37067
    View profile for Knelson Advisory Solutions(931) 382-2766

  6. #6 Cadence Wealth Advisors

    Based in Brentwood, 5 mi away

    61/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    1616 Westgate Cir #230, Brentwood, TN 37027
    View profile for Cadence Wealth Advisors(615) 745-3653

  8. #8 Truist Wealth

    Based in Nashville, 16 mi away

    61/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 1.7★ from 3 Google reviews, listed on Google as “Investment service”.

    • 1.7★ from 3 Google reviews
    Address
    700 12th Ave S Unit 304, Nashville, TN 37203
    View profile for Truist Wealth

  9. #9 Elevated Wealth Management

    Based in Franklin

    61/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    256 Seaboard Ln Ste. D101, Franklin, TN 37067
    View profile for Elevated Wealth Management(615) 843-5200

  12. #12 Charles Schwab

    Based in Franklin

    60/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    520 Cool Springs Blvd, Franklin, TN 37067
    View profile for Charles Schwab(615) 771-1737

  15. #15 Fidelity Investments

    Based in Franklin

    59/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.1★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4031 Aspen Grove Dr Ste 490, Franklin, TN 37067
    View profile for Fidelity Investments(800) 622-9650

  16. #16 Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™

    Based in Brentwood, 9 mi away

    59/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Thu 7 AM–4 PM · Fri 7 AM–3:30 PM · Sat–Sun closed
    Address
    100 Westwood Pl Ste 420, Brentwood, TN 37027
    View profile for Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™(615) 221-4053

  17. #17 Luken Wealth Management

    Based in Brentwood, 9 mi away

    58/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    136 Frierson St, Brentwood, TN 37027
    View profile for Luken Wealth Management(615) 550-5570

  18. #18 Summit Wealth Group

    Based in Franklin

    58/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    256 Seaboard Ln Suite, C101, Franklin, TN 37067
    View profile for Summit Wealth Group(615) 376-5363

  23. #23 Allgood Financial

    Based in Nashville, 11 mi away

    57/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5313 Anchorage Dr, Nashville, TN 37220
    View profile for Allgood Financial(331) 229-3224

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 59 ranked investment advisors here; the rest are on their profiles.

investment advisors in Franklin, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Jeremy Sweeney - Private Wealth Advisor, Ameriprise Financial Services, LLC575.0★ (3)In Franklin
27Edward Jones - Financial Advisor: Patrick E McFarland, CFP®574.7★ (3)In Franklin
28Fairway Equities565.0★ (20)19 mi
29GLB Financial Group564.5★ (21)15 mi
30Edward Jones - Financial Advisor: Bret Robbe, CFP®|CEPA®563.7★ (3)In Franklin
31EP Wealth Advisors565.0★ (10)13 mi
32Menzie & Associates565.0★ (8)12 mi
33Charles Schwab553.9★ (15)13 mi
34Stephen & Associates555.0★ (9)15 mi
35Capital Financial Group554.2★ (5)9 mi
36Edward Jones - Financial Advisor: Sean McMahan555.0★ (5)11 mi
37The Parker Group at Baird545.0★ (14)24 mi
38Freeman Webb Company543.3★ (208)13 mi
39Infinitus Wealth Management545.0★ (6)16 mi
40Edward Jones - Financial Advisor: Will Tenpenny, AAMS®545.0★ (3)11 mi
41Edward Jones - Financial Advisor: Eric D Williams, AAMS®544.0★ (4)11 mi
42Republic Finance544.4★ (14)21 mi
43Fidelity Investments534.0★ (7)16 mi
44AllianceBernstein534.3★ (6)17 mi
45Republic Finance534.1★ (14)21 mi
46Old National Bank534.2★ (5)17 mi
47Edward Jones - Financial Advisor: Daniel G Jones, CFP®|ChFC®|AAMS®|CRPC™535.0★ (6)21 mi
48Applied Capital - Nashville535.0★ (3)16 mi
49Edward Jones - Financial Advisor: Matthew A Fink535.0★ (3)16 mi
50J.P. Morgan Private Bank523.0★ (9)17 mi

Also serving Franklin

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Franklin
BusinessGoogle ratingDistance
Abound Wealth Management5.0★ (8)In Franklin
Ascension Financial Partners3.7★ (3)In Franklin
Boundbrook Advisors5.0★ (4)In Franklin
CapWealth4.4★ (14)In Franklin
Carlton Wealth5.0★ (7)In Franklin
Compass Advisory Group5.0★ (11)In Franklin
Cool Springs Financial Group1.3★ (4)In Franklin
Dobyns McMillin Wealth Team5.0★ (11)In Franklin
Equitable Advisors4.0★ (8)In Franklin
Falcon Financial & Insurance Solutions, Inc.5.0★ (122)In Franklin
Focus Financial Group5.0★ (3)In Franklin
Granite Oak Private Wealth5.0★ (9)In Franklin
Kibbel Financial Planning5.0★ (66)In Franklin
Lincoln Financial Group1.6★ (14)In Franklin
Paragon Private Wealth Management5.0★ (6)In Franklin
Ramsey Solutions4.5★ (499)In Franklin
Retirement Renegade5.0★ (110)In Franklin
SageSpring Wealth Partners4.3★ (16)In Franklin
Strategic Financial Partners4.5★ (8)In Franklin
William Bevins Financial Advisor & Planner5.0★ (20)In Franklin

How we ranked Franklin investment advisors

We scored 59 Franklin investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Franklin data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Franklin: frequently asked questions

Which investment advisor has the highest RFA Score in Franklin?

By RFA Score, the highest-ranked investment advisor in Franklin, TN is IPX1031: Luke Hays, Esq. with an RFA Score of 80/100. It has 5.0★ from 313 Google reviews. Beacon Capital Management (#2) and GA Pincus Funds (#3) follow. We ranked 59 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Franklin?

RankedFinancialAdvisors ranks 59 investment advisors serving Franklin, TN. 19 of them are based in Franklin; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Franklin work on weekends?

6 of 59 ranked investment advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Kofahl Mortgage Team (#4), Knelson Advisory Solutions (#5) and CGK Business Sales | Business Brokers Nashville (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Franklin investment advisors have?

The median Google rating among 59 rated investment advisors in Franklin is 5.0★, with a median of 8 reviews. IPX1031: Luke Hays, Esq. has the most, 313 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Franklin count in this ranking?

Yes, if they are within 25 mi of the Franklin city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Franklin ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Franklin a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Franklin

  1. November 2026: RFA Scores recalculated for 59 investment advisors serving Franklin.

More investment advisors and Franklin pages