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RIA directory Rankings Biggest asset gains Tennessee
Ranking, Tennessee
Independent RIAs with the biggest asset gains over one year in Tennessee
As of October 2, 2026, Sagespring Wealth Partners ranked #1 in Tennessee in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $2.0 billion.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
Independent RIAs with the biggest asset gains over one year in Tennessee
Rank
Firm
City
Increase
1
Sagespring Wealth Partners
Franklin
$2.0 billion
2
The Pacific Financial Group, Inc.
Nashville
$961.9 million
3
Calydon Capital, LLC
Memphis
$717.9 million
4
Red Door Wealth Management, LLC
Memphis
$565.2 million
5
Abound Wealth Management, LLC
Franklin
$557.4 million
6
Rather & Kittrell, Inc.
Knoxville
$397.1 million
7
Legacy Wealth Management, LLC Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.
Memphis
$298.6 million
8
Steel Grove Capital Advisors, LLC
Memphis
$279.5 million
9
Tranquility Partners, LLC
Brentwood
$274.6 million
10
LBMC Investment Advisors, LLC
Brentwood
$272.6 million
11
Woodmont Investment Counsel, LLC
Nashville
$269.4 million
12
Patriot Investment Management Group Inc
Knoxville
$220.0 million
13
Lee Danner & Bass Inc
Nashville
$216.5 million
14
TBH Global Asset Management, LLC
Brentwood
$206.4 million
15
Seven Springs Wealth Group
Brentwood
$201.2 million
16
Beacon Capital Management, LLC
Franklin
$198.9 million
17
Kelman Lazarov Inc
Memphis
$189.2 million
18
Pya Waltman Capital, LLC
Knoxville
$186.7 million
19
Tvamp, LLC
Knoxville
$184.6 million
20
Laffer Tengler Investments, Inc.
Nashville
$178.0 million
21
BCS Wealth Management, LLC
Johnson City
$175.8 million
22
Leading Edge Financial Planning LLC
Knoxville
$161.6 million
23
TD Capital Management LLC
Memphis
$156.8 million
24
Decker Wealth Management, LLC
Nashville
$154.6 million
25
Fielder Capital Group LLC
Nashville
$151.4 million
26
Sageguard Financial Group, LLC
Goodlettsville
$147.9 million
27
Patten and Patten, Inc.
Chattanooga
$147.7 million
28
Insight Strategic Wealth LLC
Knoxville
$144.1 million
29
Valtrion Capital Management, LLC
Franklin
$143.7 million
30
Summit Asset Management LLC
Memphis
$140.8 million
31
Capwealth Advisors, LLC
Franklin
$139.8 million
32
Patton Albertson Miller Group, LLC
Chattanooga
$135.1 million
33
Southern Capital Advisors, LLC
Jackson
$122.0 million
34
Proffitt & Goodson Inc.
Knoxville
$117.6 million
35
Kimery Wealth Management, LLC
Memphis
$114.2 million
36
McCay Wealth Advisory LLC
Manchester
$110.8 million
37
FCG Investment Company
Germantown
$110.3 million
38
Paul Winkler, Inc.
Goodlettsville
$107.2 million
39
The Patten Group, Inc.
Chattanooga
$105.3 million
40
Visionary Horizons, LLC
Knoxville
$105.3 million
41
Virtue Capital Management, LLC
Brentwood
$102.1 million
42
Commerce Advisors, LLC
Memphis
$101.3 million
43
Key Capital Management, Inc.
Hendersonville
$100.0 million
44
Innovative Advisory Partners, LLC
Hixson
$91.7 million
45
AJ Advisors
Nashville
$90.4 million
46
Delta Asset Management, LLC
Memphis
$87.6 million
47
Blue Ridge Wealth Planners
Knoxville
$86.0 million
48
HS Wealth Partners
Nashville
$83.6 million
49
WMG Financial Advisors, LLC
Knoxville
$78.9 million
50
Brandon Financial Planning, Inc.
Memphis
$72.1 million
51
Envision Financial Planning, LLC
Memphis
$71.5 million
52
Guardian Wealth Management, LLC
Chattanooga
$68.0 million
53
Gambit Capital Management, LLC
Nashville
$66.2 million
54
Efinancial Alliance, LLC
Franklin
$66.1 million
55
HHM Wealth Advisors, LLC
Chattanooga
$65.1 million
56
Cardinal Wealth Advisory, LLC
Memphis
$65.0 million
57
Apex Strategic Wealth, LLC
Chattanooga
$64.9 million
58
Private Wealth Management, Inc.
Memphis
$64.3 million
59
Creative Investment Group
Nashville
$63.2 million
60
Cravens & Company Wealth Management
Cookeville
$62.7 million
61
Rayburn West Financial Services
Nashville
$62.2 million
62
Provident Wealth Management, LLC
Brentwood
$61.9 million
63
NBZ Investment Advisors, LLC
Knoxville
$60.4 million
64
Evergreen Advisors, LLC
Chattanooga
$57.9 million
65
Capital Square, LLC
Athens
$56.2 million
66
Wealth Preservation Advisors, LLC
Chattanooga
$55.6 million
67
Luken Investment Analytics, LLC
Brentwood
$55.3 million
68
Eudaimonia Asset Management, LLC
Winchester
$52.1 million
69
Agp Franklin, LLC
Franklin
$51.9 million
70
RBG Wealth Advisors LLC
Memphis
$49.7 million
71
Tyner Capital Management Investment Counsel, Inc.
Signal Mountain
$49.6 million
72
Retirement Planning Services
Knoxville
$49.4 million
73
CLP Asset Management, LLC
Ooltewah
$46.1 million
74
Astra Ventures
Nashville
$45.0 million
75
Acumen Wealth Advisors, LLC
Chattanooga
$44.8 million
76
Brogan Financial
Knoxville
$43.7 million
77
The Nalls Sherbakoff Group, LLC
Knoxville
$43.4 million
78
Knox Wealth Partners Advisory
Knoxville
$41.6 million
79
Cornerstone Wealth Management Group
Greeneville
$40.2 million
80
Ellis Financial Planning
Clarksville
$40.2 million
81
Cogentblue
Knoxville
$40.0 million
82
Alliance Wealth Management Partners LLC
Knoxville
$37.8 million
83
Griffin Family Partners, LLC
Nashville
$37.3 million
84
Leconte Wealth Management, LLC
Maryville
$37.1 million
85
Carota Wealth Management
Thompsons Station
$35.6 million
86
Creekside Capital, Inc.
Knoxville
$35.6 million
87
W Advisors LLC
Germantown
$35.4 million
88
Integrity Capital Management
Kingsport
$35.1 million
89
Processus Wealth & Capital Management, LLC
Brentwood
$34.9 million
90
Brooks, Moore & Associates, Inc.
Chattanooga
$34.5 million
91
Music Row Wealth Management
Nashville
$34.5 million
92
Cap Partners, LLC
Franklin
$34.4 million
93
J. Mark Nickell & Co.
Brentwood
$31.1 million
94
Am Investment Strategies, LLC
Chattanooga
$28.5 million
95
Kassira Wealth Management, LLC
Knoxville
$28.5 million
96
Ridgepath Capital Management LLC
Knoxville
$27.2 million
97
Fifr
Nashville
$25.9 million
98
Aldebaran Financial Inc
Kingsport
$24.7 million
99
Providence Wealth Management LLC
Knoxville
$22.6 million
100
Ashdon Investment Management, LLC
Tullahoma
$22.3 million
Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Biggest asset gains by state
Data as of October 2, 2026, from Form ADV.
Sources: SEC registered adviser data (ia100226.zip)
and IAPD compilation reports .
How the directory is built .