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Ranking, Tennessee

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Tennessee

As of October 2, 2026, &Partners ranked #1 in Tennessee in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $16.1 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Tennessee
Rank Firm City Increase
1 &Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Nashville $16.1 billion
2 Sagespring Wealth Partners Franklin $2.0 billion
3 The Pacific Financial Group, Inc. Nashville $961.9 million
4 Calydon Capital, LLC Memphis $717.9 million
5 Thoroughbred Financial Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Brentwood $629.6 million
6 Red Door Wealth Management, LLC Memphis $565.2 million
7 Abound Wealth Management, LLC Franklin $557.4 million
8 Silver Oak Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Jackson $420.3 million
9 Rather & Kittrell, Inc. Knoxville $397.1 million
10 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
11 Steel Grove Capital Advisors, LLC Memphis $279.5 million
12 Tranquility Partners, LLC Brentwood $274.6 million
13 LBMC Investment Advisors, LLC Brentwood $272.6 million
14 Woodmont Investment Counsel, LLC Nashville $269.4 million
15 Patriot Investment Management Group Inc Knoxville $220.0 million
16 Lee Danner & Bass Inc Nashville $216.5 million
17 TBH Global Asset Management, LLC Brentwood $206.4 million
18 Seven Springs Wealth Group Brentwood $201.2 million
19 Beacon Capital Management, LLC Franklin $198.9 million
20 Kelman Lazarov Inc Memphis $189.2 million
21 Pya Waltman Capital, LLC Knoxville $186.7 million
22 Tvamp, LLC Knoxville $184.6 million
23 Laffer Tengler Investments, Inc. Nashville $178.0 million
24 BCS Wealth Management, LLC Johnson City $175.8 million
25 Leading Edge Financial Planning LLC Knoxville $161.6 million
26 TD Capital Management LLC Memphis $156.8 million
27 Decker Wealth Management, LLC Nashville $154.6 million
28 Fielder Capital Group LLC Nashville $151.4 million
29 Sageguard Financial Group, LLC Goodlettsville $147.9 million
30 Patten and Patten, Inc. Chattanooga $147.7 million
31 Insight Strategic Wealth LLC Knoxville $144.1 million
32 Valtrion Capital Management, LLC Franklin $143.7 million
33 Summit Asset Management LLC Memphis $140.8 million
34 Capwealth Advisors, LLC Franklin $139.8 million
35 Patton Albertson Miller Group, LLC Chattanooga $135.1 million
36 Southern Capital Advisors, LLC Jackson $122.0 million
37 Proffitt & Goodson Inc. Knoxville $117.6 million
38 Kimery Wealth Management, LLC Memphis $114.2 million
39 McCay Wealth Advisory LLC Manchester $110.8 million
40 FCG Investment Company Germantown $110.3 million
41 Paul Winkler, Inc. Goodlettsville $107.2 million
42 The Patten Group, Inc. Chattanooga $105.3 million
43 Visionary Horizons, LLC Knoxville $105.3 million
44 Virtue Capital Management, LLC Brentwood $102.1 million
45 Commerce Advisors, LLC Memphis $101.3 million
46 Key Capital Management, Inc. Hendersonville $100.0 million
47 Innovative Advisory Partners, LLC Hixson $91.7 million
48 AJ Advisors Nashville $90.4 million
49 Delta Asset Management, LLC Memphis $87.6 million
50 Blue Ridge Wealth Planners Knoxville $86.0 million
51 HS Wealth Partners Nashville $83.6 million
52 WMG Financial Advisors, LLC Knoxville $78.9 million
53 Brandon Financial Planning, Inc. Memphis $72.1 million
54 Envision Financial Planning, LLC Memphis $71.5 million
55 Guardian Wealth Management, LLC Chattanooga $68.0 million
56 Gambit Capital Management, LLC Nashville $66.2 million
57 Efinancial Alliance, LLC Franklin $66.1 million
58 HHM Wealth Advisors, LLC Chattanooga $65.1 million
59 Cardinal Wealth Advisory, LLC Memphis $65.0 million
60 Apex Strategic Wealth, LLC Chattanooga $64.9 million
61 Private Wealth Management, Inc. Memphis $64.3 million
62 Creative Investment Group Nashville $63.2 million
63 Cravens & Company Wealth Management Cookeville $62.7 million
64 Rayburn West Financial Services Nashville $62.2 million
65 Provident Wealth Management, LLC Brentwood $61.9 million
66 NBZ Investment Advisors, LLC Knoxville $60.4 million
67 Evergreen Advisors, LLC Chattanooga $57.9 million
68 Capital Square, LLC Athens $56.2 million
69 Wealth Preservation Advisors, LLC Chattanooga $55.6 million
70 Luken Investment Analytics, LLC Brentwood $55.3 million
71 Eudaimonia Asset Management, LLC Winchester $52.1 million
72 Agp Franklin, LLC Franklin $51.9 million
73 RBG Wealth Advisors LLC Memphis $49.7 million
74 Tyner Capital Management Investment Counsel, Inc. Signal Mountain $49.6 million
75 Retirement Planning Services Knoxville $49.4 million
76 CLP Asset Management, LLC Ooltewah $46.1 million
77 Astra Ventures Nashville $45.0 million
78 Acumen Wealth Advisors, LLC Chattanooga $44.8 million
79 Brogan Financial Knoxville $43.7 million
80 The Nalls Sherbakoff Group, LLC Knoxville $43.4 million
81 Knox Wealth Partners Advisory Knoxville $41.6 million
82 Cornerstone Wealth Management Group Greeneville $40.2 million
83 Ellis Financial Planning Clarksville $40.2 million
84 Cogentblue Knoxville $40.0 million
85 Alliance Wealth Management Partners LLC Knoxville $37.8 million
86 Griffin Family Partners, LLC Nashville $37.3 million
87 Leconte Wealth Management, LLC Maryville $37.1 million
88 Carota Wealth Management Thompsons Station $35.6 million
89 Creekside Capital, Inc. Knoxville $35.6 million
90 W Advisors LLC Germantown $35.4 million
91 Integrity Capital Management Kingsport $35.1 million
92 Processus Wealth & Capital Management, LLC Brentwood $34.9 million
93 Brooks, Moore & Associates, Inc. Chattanooga $34.5 million
94 Music Row Wealth Management Nashville $34.5 million
95 Cap Partners, LLC Franklin $34.4 million
96 J. Mark Nickell & Co. Brentwood $31.1 million
97 Am Investment Strategies, LLC Chattanooga $28.5 million
98 Kassira Wealth Management, LLC Knoxville $28.5 million
99 Ridgepath Capital Management LLC Knoxville $27.2 million
100 Fifr Nashville $25.9 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.