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AdvisorIQ

Ranking, Tennessee

Independent RIAs with the fastest client growth over one year in Tennessee

As of October 2, 2026, Calydon Capital, LLC ranked #1 in Tennessee in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 131.5%, from a base of 257.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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.

Rank Firm City Growth Starting value
1 Calydon Capital, LLC Memphis 131.5% 257
2 Efinancial Alliance, LLC Franklin 103.8% 104
3 Childfree Wealth Mount Juliet 93.7% 158
4 WMG Financial Advisors, LLC Knoxville 75.7% 942
5 HS Wealth Partners Nashville 41.8% 201
6 Insight Strategic Wealth LLC Knoxville 35.6% 194
7 Virtue Capital Management, LLC Brentwood 34.4% 4,298
8 The Nalls Sherbakoff Group, LLC Knoxville 34.0% 373
9 Carota Wealth Management Thompsons Station 31.5% 168
10 Savvyfi Franklin 28.5% 478
11 Abound Wealth Management, LLC Franklin 26.8% 751
12 Alliance Wealth Management Partners LLC Knoxville 26.1% 606
13 McCay Wealth Advisory LLC Manchester 23.9% 707
14 Eudaimonia Asset Management, LLC Winchester 23.2% 555
15 Visionary Horizons, LLC Knoxville 21.9% 602
16 FCG Investment Company Germantown 21.9% 288
17 Valtrion Capital Management, LLC Franklin 21.8% 179
18 Davis, Davis and Conover Wealth Management, LLC Nashville 20.8% 154
19 Capwealth Advisors, LLC Franklin 19.6% 2,390
20 Agp Franklin, LLC Franklin 16.9% 390
21 Key Capital Management, Inc. Hendersonville 16.6% 1,730
22 Southern Capital Advisors, LLC Jackson 15.2% 709
23 The Pacific Financial Group, Inc. Nashville 14.4% 15,548
24 Red Door Wealth Management, LLC Memphis 14.2% 836
25 Luken Investment Analytics, LLC Brentwood 14.1% 234
26 Acumen Wealth Advisors, LLC Chattanooga 11.8% 271
27 TCM Germantown 11.5% 445
28 Kassira Wealth Management, LLC Knoxville 11.4% 201
29 Leconte Wealth Management, LLC Maryville 11.0% 299
30 Fielder Capital Group LLC Nashville 11.0% 118
31 Blue Ridge Wealth Planners Knoxville 10.4% 723
32 Cap Partners, LLC Franklin 10.2% 381
33 Knox Wealth Partners Advisory Knoxville 9.8% 488
34 Music Row Wealth Management Nashville 9.8% 327
35 Innovative Advisory Partners, LLC Hixson 9.7% 404
36 AJ Advisors Nashville 9.6% 405
37 Providence Wealth Management LLC Knoxville 8.9% 190
38 Tranquility Partners, LLC Brentwood 8.8% 238
39 Sageguard Financial Group, LLC Goodlettsville 8.1% 2,284
40 Fifr Nashville 8.1% 198
41 Proffitt & Goodson Inc. Knoxville 7.6% 278
42 Sagespring Wealth Partners Franklin 7.6% 10,816
43 Commerce Advisors, LLC Memphis 7.5% 133
44 Laffer Tengler Investments, Inc. Nashville 7.3% 262
45 Seven Springs Wealth Group Brentwood 7.2% 373
46 Decker Wealth Management, LLC Nashville 7.2% 306
47 Capital Square, LLC Athens 7.0% 673
48 TBH Global Asset Management, LLC Brentwood 6.7% 1,011
49 Moon Capital Management, LLC Knoxville 6.6% 152
50 BCS Wealth Management, LLC Johnson City 6.1% 814
51 Cosey Financial Services, Inc. Knoxville 6.0% 381
52 Bellwether Investment Group, LLC Hixson 5.9% 306
53 Frazee Investment Consulting, Inc. Memphis 5.8% 104
54 Mercury Investment Group Memphis 5.8% 191
55 The Patten Group, Inc. Chattanooga 5.7% 455
56 HHM Wealth Advisors, LLC Chattanooga 5.2% 1,178
57 TD Capital Management LLC Memphis 5.1% 429
58 Kelman Lazarov Inc Memphis 4.9% 552
59 Wealth Preservation Advisors, LLC Chattanooga 4.8% 315
60 Creekside Capital, Inc. Knoxville 4.5% 224
61 Private Wealth Management, Inc. Memphis 4.4% 135
62 LBMC Investment Advisors, LLC Brentwood 4.4% 496
63 Legacy Wealth Management, LLC Successor Memphis 4.2% 1,417
64 Woodmont Investment Counsel, LLC Nashville 4.2% 449
65 Guardian Wealth Management, LLC Chattanooga 4.2% 334
66 Patton Albertson Miller Group, LLC Chattanooga 3.9% 610
67 Valor Financial Services, LLC Knoxville 3.7% 1,615
68 Envision Financial Planning, LLC Memphis 3.7% 300
69 Campbell Asset Management, LLC Chattanooga 3.6% 165
70 Integrity Capital Management Kingsport 3.1% 352
71 Caldwell Advisors, LLC Brentwood 3.1% 491
72 Retirement Planning Services Knoxville 2.9% 241
73 Cogentblue Knoxville 2.6% 115
74 Ridgepath Capital Management LLC Knoxville 2.5% 118
75 Delta Asset Management, LLC Memphis 2.0% 545
76 Summit Asset Management LLC Memphis 1.7% 523
77 Patten and Patten, Inc. Chattanooga 1.6% 865
78 NBZ Investment Advisors, LLC Knoxville 1.5% 196
79 Lee Danner & Bass Inc Nashville 1.4% 1,045
80 Optivise Advisory Services LLC Franklin 1.4% 1,216
81 Cornerstone Wealth Management Group Greeneville 1.2% 575
82 Am Investment Strategies, LLC Chattanooga 1.1% 570
83 Steel Grove Capital Advisors, LLC Memphis 0.7% 878
84 Brooks, Moore & Associates, Inc. Chattanooga 0.6% 176
85 Provident Wealth Management, LLC Brentwood 0.3% 327
86 Silverleafe Capital Partners, LLC Germantown 0.0% 179
86 Rayburn West Financial Services Nashville 0.0% 142
86 HMS Investment Advisors Nashville 0.0% 162
86 Evergreen Advisors, LLC Chattanooga 0.0% 499
86 Greensview Wealth Management Franklin 0.0% 178
91 Marsh Wealth Management, LLC Knoxville -1.1% 188
92 Patriot Investment Management Group Inc Knoxville -1.7% 1,588
93 Brogan Financial Knoxville -1.8% 761
94 Rather & Kittrell, Inc. Knoxville -2.0% 1,152
95 Tvamp, LLC Knoxville -2.3% 2,612
96 William Howard & Co. Financial Advisors, Inc. Memphis -3.0% 202
97 Brandon Financial Planning, Inc. Memphis -3.0% 265
98 Blong Financial Memphis -3.7% 326
99 Coordinated Wealth Management, L.L.C. Hendersonville -3.8% 104
100 Paul Winkler, Inc. Goodlettsville -3.9% 2,581

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

Client growth 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.