ABOUND WEALTH MANAGEMENT, LLC - Financial Advisor in Tennessee, Franklin

Tel: 615-226-3667 317 Main Street Suite 201 Franklin, Tennessee 37064

About ABOUND WEALTH MANAGEMENT, LLC

ABOUND WEALTH MANAGEMENT, LLC is a Franklin, Tennessee based financial advisory firm with nearly $1,065,305,770 in assets under management and provides investment advisory services for 3513 clients. There are currently 31 financial advisors at the firm.

General Information

Firm CRD#:

285903

Firm SEC#:

801-108697

Assets Under Management:

$1,065,305,770

No. of Clients:

3513

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Other (FINANCIAL CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Other (FEES FOR SPEAKING ENGAGEMENTS)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Tennessee?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Tennessee, Franklin

FirmCRD#:148781

SEC#:801-69908

No. of Advisors:20

No. of Clients:1992

AUM:$1,350,928,526

FirmCRD#:156228

SEC#:801-106678

No. of Advisors:31

No. of Clients:5216

AUM:$859,198,792

FirmCRD#:171266

SEC#:801-79771

No. of Advisors:12

No. of Clients:1534

AUM:$413,509,631

FirmCRD#:314516

SEC#:801-121765

No. of Advisors:8

No. of Clients:197

AUM:$263,535,376

FirmCRD#:301764

SEC#:801-115232

No. of Advisors:23

No. of Clients:1611

AUM:$254,523,042

FirmCRD#:161352

SEC#:801-127547

No. of Advisors:4

No. of Clients:707

AUM:$225,764,268

FirmCRD#:331699

SEC#:801-130499

No. of Advisors:6

No. of Clients:649

AUM:$195,168,875

FirmCRD#:144779

SEC#:801-121600

No. of Advisors:13

No. of Clients:1242

AUM:$178,952,142

FirmCRD#:118468

SEC#:801-129968

No. of Advisors:4

No. of Clients:258

AUM:$141,877,112

FirmCRD#:116907

SEC#:801-121406

No. of Advisors:4

No. of Clients:192

AUM:$129,657,303

FirmCRD#:297321

SEC#:801-113535

No. of Advisors:5

No. of Clients:373

AUM:$121,096,000

FirmCRD#:318048

SEC#:801-130820

No. of Advisors:7

No. of Clients:201

AUM:$102,627,689

FirmCRD#:304337

SEC#:801-116822

No. of Advisors:4

No. of Clients:276

AUM:$624,849

FirmCRD#:333042

SEC#:801-131244

No. of Advisors:3

No. of Clients:Not Disclosed

AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CAPWEALTH ADVISORS, LLC

148781

801-69908

1992

$1,350,928,526

BEACON CAPITAL MANAGEMENT, LLC

156228

801-106678

5216

$859,198,792

CYPRESS CAPITAL, LLC

171266

801-79771

1534

$413,509,631

PREMIER PRIVATE WEALTH, LLC

314516

801-121765

197

$263,535,376

OPTIVISE ADVISORY SERVICES LLC

301764

801-115232

1611

$254,523,042

EFINANCIAL ALLIANCE, LLC

161352

801-127547

707

$225,764,268

AGP FRANKLIN, LLC

331699

801-130499

649

$195,168,875

CAP PARTNERS, LLC

144779

801-121600

1242

$178,952,142

CARMICHAEL CREEL INVESTMENTS

118468

801-129968

258

$141,877,112

SAGE INVESTMENT COUNSEL

116907

801-121406

192

$129,657,303

GREENSVIEW WEALTH MANAGEMENT

297321

801-113535

373

$121,096,000

REAL TALK CAPITAL, LLC

318048

801-130820

201

$102,627,689

SAVVYFI

304337

801-116822

276

$624,849

SMITH WYND CAPITAL LLC

333042

801-131244

Not Disclosed

Explore More Financial Advisor Firms in Franklin, Tennessee >>