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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Defining Wealth financial advisors in Franklin, TN

Every SEC-registered investment adviser representative at a Defining Wealth office in Franklin, A to Z.

5 registered advisors work at Defining Wealth in Franklin, out of 7 at the firm nationwide; it ranks number 32 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Defining Wealth advisors in Franklin, A to Z

Every Defining Wealth advisor →

Defining Wealth advisors in every city and state →Advisor Moves: who changed firms this week →

Defining Wealth advisors in other cities

Auburn Hills, MI 1Mount Joy, PA 1

Other firms in Franklin

All Franklin advisors →

Sagespring Wealth Partners 88LPL Financial LLC 33Strategic Advisers LLC 28First Trust Advisors LP 24Raymond James & Associates, Inc. 23Edward Jones 20MML Investors Services, LLC 20Morgan Stanley 20Equitable Advisors, LLC 19Beacon Capital Management, LLC 18Charles Schwab & Co., Inc. 17Abound Wealth Management, LLC 15

Questions

How many financial advisors does Defining Wealth have in Franklin?

5 investment adviser representatives are registered at Defining Wealth offices in Franklin, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Defining Wealth one of the largest advisor employers in Franklin?

Defining Wealth ranks number 32 in Franklin by registered advisors; Sagespring Wealth Partners has the most, with 88.

How do I check a Defining Wealth advisor in Franklin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Defining Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.