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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.