Company lists · Data refreshed September 2026

Top 19 Asset management consulting firms based in Franklin, United States

Name: Asset management consulting firms based in Franklin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 43 companies tracked

RevenueBase identified 43 company matches for asset management consulting firms associated with Franklin, United States as of September 2026 and tracks 420 professional contacts across them, including 240 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Franklin has 43.

This list covers company matches for asset management consulting firms associated with Franklin, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 14, 2026 How this list was built

43Companies

420Contacts tracked

240Verified emails

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The 19 largest asset management consulting firms based in Franklin, United States

Ranked by team size

Top 19 of 43 company matches for asset management consulting firms based in Franklin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Sagespring Wealth Partners	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	51-200	171 contacts →
	Exact match “SageSpring Wealth Partners is a firm of more than 170 employees dedicated to improving our clients’ lives through comprehensive financial planning.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Abound Wealth Management	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	11-50	36 contacts →
	Exact match “Your best life is our end goal.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Beacon Capital Management, LLC	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	11-50	27 contacts →
	Exact match “Full-service investment firm dedicated to working with individuals, couples, and families to cover all their retirement needs including wealth management, tax planning, healthcare…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Capwealth	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	11-50	25 contacts →
	Exact match “CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	HCP Companies	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	11-50	11 contacts →
	Exact match “At HCP Companies, we realize that each client requires a totally unique set of tools and talents to help them achieve their goals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Independence Financial Advisors, LLC	Exact match	Franklin, NH, United StatesHQ recorded Sep 14, 2026	1-10	11 contacts →
	Exact match “Independence Financial Advisors provides financial planning expertise to families, businesses and non-profit institutions throughout New Hampshire into the Maine seacoast and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Waypoint Financial Partners, LLC	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	11-50	10 contacts →
	Exact match “The professionals of Waypoint Financial Partners offer clients broad financial advice to equip them for educated decisions regarding their personal and business financial plans…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Compass Advisory Group	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	1-10	9 contacts →
	Exact match “Our mission is simple: We are a team that purposefully serves our clients to give them confidence in proper stewardship of their personal, professional, and financial lives by…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Pillar Wealth	Exact match	Franklin, IN, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “It takes an expert team-approach instead of the traditional solo advisor model.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Partners Capital, LLC	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “At Partners Capital, LLC, we are driven by your success.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Mcguire & Wright Financial Group LLC	Exact match	Franklin, MA, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “At McGuire & Wright we know that growing, managing, and protecting your wealth can sometimes feel overwhelming.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Lighthouse Wealth Group	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “We’re more than investment managers.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Complete Wealth 360	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “We are a Nashville area Financial Advisor Team serving clients across the US.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Franklin Wealth Solutions	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Investment planning, Risk management, College Funding, Retirement planning and Estate conservation.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Carmichael Creel Investments	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Carmichael Creel Investments is an investment advisory firm providing full service portfolio management for individuals, corporations, trusts and retirement accounts.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Aspen Grove Asset Management	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Aspen Grove Asset Management, founded in 2007, is a financial services practice based in Franklin, Tenn.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Frontier Financial Partners, LLC	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Frontier Financial Partners, LLC is a Tennessee based Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Cypress Capital, LLC	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Money Management for financial advisors through Cypress Capital and Hays Advisory.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Stapleton Asset Management	Exact match	Franklin, TN, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Each individual and institution has different objectives and hurdles We are here to customize a package of investments, insurance and estate planning that meets your needs” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 19 of 43 asset management consulting firms based in Franklin, United States

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Asset management consulting firms based in Franklin, United States at a glance

As of Sep 14, 2026

57.1%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

Email recency for this list is measured across the whole United States list rather than for Franklin, so it is reported there. Company counts and contact totals on this page are exact for Franklin, over 43 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Franklin, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 240 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Franklin, United States?

RevenueBase identified 43 company matches for asset management consulting firms associated with Franklin, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Sagespring Wealth Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Franklin has 43.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 240 professional contacts with verified work emails tracked across these 43 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.