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AdvisorIQ

Ranking, Tennessee

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Tennessee

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

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

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 &Partners Broker-dealer affiliated Nashville 92.9% 32,235
5 WMG Financial Advisors, LLC Knoxville 75.7% 942
6 HS Wealth Partners Nashville 41.8% 201
7 Insight Strategic Wealth LLC Knoxville 35.6% 194
8 Virtue Capital Management, LLC Brentwood 34.4% 4,298
9 The Nalls Sherbakoff Group, LLC Knoxville 34.0% 373
10 Carota Wealth Management Thompsons Station 31.5% 168
11 Savvyfi Franklin 28.5% 478
12 Abound Wealth Management, LLC Franklin 26.8% 751
13 Alliance Wealth Management Partners LLC Knoxville 26.1% 606
14 McCay Wealth Advisory LLC Manchester 23.9% 707
15 Eudaimonia Asset Management, LLC Winchester 23.2% 555
16 Visionary Horizons, LLC Knoxville 21.9% 602
17 FCG Investment Company Germantown 21.9% 288
18 Valtrion Capital Management, LLC Franklin 21.8% 179
19 Davis, Davis and Conover Wealth Management, LLC Nashville 20.8% 154
20 Capwealth Advisors, LLC Franklin 19.6% 2,390
21 Agp Franklin, LLC Franklin 16.9% 390
22 Key Capital Management, Inc. Hendersonville 16.6% 1,730
23 Southern Capital Advisors, LLC Jackson 15.2% 709
24 The Pacific Financial Group, Inc. Nashville 14.4% 15,548
25 Red Door Wealth Management, LLC Memphis 14.2% 836
26 Luken Investment Analytics, LLC Brentwood 14.1% 234
27 Acumen Wealth Advisors, LLC Chattanooga 11.8% 271
28 TCM Germantown 11.5% 445
29 Kassira Wealth Management, LLC Knoxville 11.4% 201
30 Leconte Wealth Management, LLC Maryville 11.0% 299
31 Fielder Capital Group LLC Nashville 11.0% 118
32 Blue Ridge Wealth Planners Knoxville 10.4% 723
33 Cap Partners, LLC Franklin 10.2% 381
34 Knox Wealth Partners Advisory Knoxville 9.8% 488
35 Music Row Wealth Management Nashville 9.8% 327
36 Innovative Advisory Partners, LLC Hixson 9.7% 404
37 AJ Advisors Nashville 9.6% 405
38 Providence Wealth Management LLC Knoxville 8.9% 190
39 Tranquility Partners, LLC Brentwood 8.8% 238
40 Sageguard Financial Group, LLC Goodlettsville 8.1% 2,284
41 Fifr Nashville 8.1% 198
42 Proffitt & Goodson Inc. Knoxville 7.6% 278
43 Sagespring Wealth Partners Franklin 7.6% 10,816
44 Commerce Advisors, LLC Memphis 7.5% 133
45 Laffer Tengler Investments, Inc. Nashville 7.3% 262
46 Seven Springs Wealth Group Brentwood 7.2% 373
47 Decker Wealth Management, LLC Nashville 7.2% 306
48 Capital Square, LLC Athens 7.0% 673
49 TBH Global Asset Management, LLC Brentwood 6.7% 1,011
50 Moon Capital Management, LLC Knoxville 6.6% 152
51 BCS Wealth Management, LLC Johnson City 6.1% 814
52 Cosey Financial Services, Inc. Knoxville 6.0% 381
53 Bellwether Investment Group, LLC Hixson 5.9% 306
54 Frazee Investment Consulting, Inc. Memphis 5.8% 104
55 Mercury Investment Group Memphis 5.8% 191
56 The Patten Group, Inc. Chattanooga 5.7% 455
57 HHM Wealth Advisors, LLC Chattanooga 5.2% 1,178
58 TD Capital Management LLC Memphis 5.1% 429
59 Thoroughbred Financial Services, LLC Broker-dealer affiliated Brentwood 4.9% 3,400
60 Kelman Lazarov Inc Memphis 4.9% 552
61 Wealth Preservation Advisors, LLC Chattanooga 4.8% 315
62 Creekside Capital, Inc. Knoxville 4.5% 224
63 Private Wealth Management, Inc. Memphis 4.4% 135
64 LBMC Investment Advisors, LLC Brentwood 4.4% 496
65 Legacy Wealth Management, LLC Successor Memphis 4.2% 1,417
66 Woodmont Investment Counsel, LLC Nashville 4.2% 449
67 Guardian Wealth Management, LLC Chattanooga 4.2% 334
68 Patton Albertson Miller Group, LLC Chattanooga 3.9% 610
69 Valor Financial Services, LLC Knoxville 3.7% 1,615
70 Envision Financial Planning, LLC Memphis 3.7% 300
71 Campbell Asset Management, LLC Chattanooga 3.6% 165
72 Integrity Capital Management Kingsport 3.1% 352
73 Caldwell Advisors, LLC Brentwood 3.1% 491
74 Retirement Planning Services Knoxville 2.9% 241
75 Cogentblue Knoxville 2.6% 115
76 Ridgepath Capital Management LLC Knoxville 2.5% 118
77 Delta Asset Management, LLC Memphis 2.0% 545
78 Summit Asset Management LLC Memphis 1.7% 523
79 Patten and Patten, Inc. Chattanooga 1.6% 865
80 NBZ Investment Advisors, LLC Knoxville 1.5% 196
81 Lee Danner & Bass Inc Nashville 1.4% 1,045
82 Optivise Advisory Services LLC Franklin 1.4% 1,216
83 Silver Oak Securities, Inc. Broker-dealer affiliated Jackson 1.3% 8,671
84 Cornerstone Wealth Management Group Greeneville 1.2% 575
85 Am Investment Strategies, LLC Chattanooga 1.1% 570
86 Steel Grove Capital Advisors, LLC Memphis 0.7% 878
87 Brooks, Moore & Associates, Inc. Chattanooga 0.6% 176
88 Provident Wealth Management, LLC Brentwood 0.3% 327
89 Silverleafe Capital Partners, LLC Germantown 0.0% 179
89 Rayburn West Financial Services Nashville 0.0% 142
89 HMS Investment Advisors Nashville 0.0% 162
89 Evergreen Advisors, LLC Chattanooga 0.0% 499
89 Greensview Wealth Management Franklin 0.0% 178
94 Marsh Wealth Management, LLC Knoxville -1.1% 188
95 Patriot Investment Management Group Inc Knoxville -1.7% 1,588
96 Brogan Financial Knoxville -1.8% 761
97 Rather & Kittrell, Inc. Knoxville -2.0% 1,152
98 Tvamp, LLC Knoxville -2.3% 2,612
99 William Howard & Co. Financial Advisors, Inc. Memphis -3.0% 202
100 Brandon Financial Planning, Inc. Memphis -3.0% 265

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.