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For asset managers
AdvisorIQ

Ranking, Tennessee

Fastest-growing independent RIAs over three years in Tennessee

As of October 2, 2026, Cogentblue ranked #1 in Tennessee in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 78.9%, from a base of $105.9 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Cogentblue Knoxville 78.9% $105.9 million
2 Key Capital Management, Inc. Hendersonville 45.5% $127.5 million
3 Fielder Capital Group LLC Nashville 40.3% $439.6 million
4 Leading Edge Financial Planning LLC Knoxville 39.3% $193.0 million
5 Abound Wealth Management, LLC Franklin 35.3% $787.2 million
6 Seven Springs Wealth Group Brentwood 34.7% $575.5 million
7 Blue Ridge Wealth Planners Knoxville 34.3% $149.4 million
8 Efinancial Alliance, LLC Franklin 33.4% $123.0 million
9 Visionary Horizons, LLC Knoxville 31.0% $176.4 million
10 Insight Strategic Wealth LLC Knoxville 30.7% $179.5 million
11 Mercury Investment Group Memphis 29.9% $115.2 million
12 Sageguard Financial Group, LLC Goodlettsville 29.8% $345.9 million
13 Cardinal Wealth Advisory, LLC Memphis 29.6% $125.4 million
14 Red Door Wealth Management, LLC Memphis 28.8% $1.4 billion
15 Innovative Advisory Partners, LLC Hixson 27.5% $170.0 million
16 AJ Advisors Nashville 27.3% $191.0 million
17 Laffer Tengler Investments, Inc. Nashville 27.3% $388.2 million
18 Tvamp, LLC Knoxville 27.1% $577.0 million
19 McCay Wealth Advisory LLC Manchester 26.0% $247.5 million
20 Apex Strategic Wealth, LLC Chattanooga 25.9% $146.2 million
21 Tranquility Partners, LLC Brentwood 25.8% $482.7 million
22 Sagespring Wealth Partners Franklin 25.7% $4.3 billion
23 Southern Capital Advisors, LLC Jackson 24.2% $332.6 million
24 BCS Wealth Management, LLC Johnson City 23.7% $521.6 million
25 Beacon Capital Management, LLC Franklin 23.6% $673.1 million
26 Acumen Wealth Advisors, LLC Chattanooga 23.6% $338.5 million
27 Knox Wealth Partners Advisory Knoxville 23.4% $145.3 million
28 Rather & Kittrell, Inc. Knoxville 23.2% $1.2 billion
29 Processus Wealth & Capital Management, LLC Brentwood 22.7% $135.0 million
30 Cornerstone Wealth Management Group Greeneville 22.5% $155.0 million
31 Kimery Wealth Management, LLC Memphis 21.8% $307.4 million
32 Rayburn West Financial Services Nashville 21.5% $135.4 million
33 Commerce Advisors, LLC Memphis 20.1% $195.2 million
34 Alliance Wealth Management Partners LLC Knoxville 19.7% $158.8 million
35 Envision Financial Planning, LLC Memphis 19.4% $271.4 million
36 Cap Partners, LLC Franklin 19.4% $149.7 million
37 Integrity Capital Management Kingsport 19.2% $106.7 million
38 Capwealth Advisors, LLC Franklin 18.8% $1.2 billion
39 The Pacific Financial Group, Inc. Nashville 18.6% $3.0 billion
40 Leconte Wealth Management, LLC Maryville 18.5% $208.5 million
41 Retirement Planning Services Knoxville 18.5% $147.9 million
42 Kelman Lazarov Inc Memphis 18.3% $540.8 million
43 Evergreen Advisors, LLC Chattanooga 17.7% $320.7 million
44 NBZ Investment Advisors, LLC Knoxville 17.4% $266.4 million
45 Patton Albertson Miller Group, LLC Chattanooga 17.3% $1.0 billion
46 Woodmont Investment Counsel, LLC Nashville 17.3% $1.2 billion
47 The Patten Group, Inc. Chattanooga 17.2% $450.5 million
48 TCM Germantown 17.1% $102.5 million
49 HHM Wealth Advisors, LLC Chattanooga 17.0% $918.3 million
50 Music Row Wealth Management Nashville 16.8% $270.7 million
51 Cravens & Company Wealth Management Cookeville 16.7% $195.8 million
52 Summit Asset Management LLC Memphis 16.5% $682.1 million
53 TBH Global Asset Management, LLC Brentwood 15.9% $951.2 million
54 Luken Investment Analytics, LLC Brentwood 15.7% $188.6 million
55 Decker Wealth Management, LLC Nashville 15.5% $367.1 million
56 William Howard & Co. Financial Advisors, Inc. Memphis 15.5% $222.0 million
57 Ridgepath Capital Management LLC Knoxville 15.3% $234.2 million
58 Wealth Preservation Advisors, LLC Chattanooga 15.1% $388.4 million
59 Brogan Financial Knoxville 14.9% $380.6 million
60 W Advisors LLC Germantown 14.6% $162.7 million
61 Proffitt & Goodson Inc. Knoxville 14.5% $531.4 million
62 Provident Wealth Management, LLC Brentwood 14.4% $506.3 million
63 The Nalls Sherbakoff Group, LLC Knoxville 14.4% $225.2 million
64 Legacy Wealth Management, LLC Successor Memphis 14.3% $1.8 billion
65 WMG Financial Advisors, LLC Knoxville 14.3% $464.4 million
66 Financial Management Advisors, Inc. Tullahoma 14.3% $100.4 million
67 Capital Square, LLC Athens 14.3% $301.4 million
68 Providence Wealth Management LLC Knoxville 14.2% $101.8 million
69 Tyner Capital Management Investment Counsel, Inc. Signal Mountain 13.8% $188.0 million
70 TD Capital Management LLC Memphis 13.7% $845.7 million
71 Creekside Capital, Inc. Knoxville 13.6% $190.9 million
72 Blong Financial Memphis 13.1% $139.5 million
73 Silverleafe Capital Partners, LLC Germantown 13.0% $311.2 million
74 Am Investment Strategies, LLC Chattanooga 12.7% $516.2 million
75 Lee Danner & Bass Inc Nashville 12.3% $1.4 billion
76 Virtue Capital Management, LLC Brentwood 11.7% $941.4 million
77 Paul Winkler, Inc. Goodlettsville 11.4% $923.6 million
78 LBMC Investment Advisors, LLC Brentwood 11.1% $1.6 billion
79 J. Mark Nickell & Co. Brentwood 10.8% $107.7 million
80 Sage Investment Counsel Franklin 10.7% $121.2 million
81 Valor Financial Services, LLC Knoxville 10.5% $202.5 million
82 Patriot Investment Management Group Inc Knoxville 10.5% $1.4 billion
83 Guardian Wealth Management, LLC Chattanooga 10.3% $306.6 million
84 Griffin Family Partners, LLC Nashville 10.3% $211.8 million
85 Steel Grove Capital Advisors, LLC Memphis 10.1% $1.2 billion
86 CLP Asset Management, LLC Ooltewah 10.1% $130.3 million
87 Bellwether Investment Group, LLC Hixson 9.3% $118.8 million
88 Brooks, Moore & Associates, Inc. Chattanooga 9.2% $268.1 million
89 Calydon Capital, LLC Memphis 8.8% $2.8 billion
90 FCG Investment Company Germantown 8.7% $442.0 million
91 Shayne & Jacobs, LLC Nashville 8.7% $334.3 million
92 Ashdon Investment Management, LLC Tullahoma 8.7% $331.0 million
93 Patten and Patten, Inc. Chattanooga 8.2% $1.7 billion
94 Caldwell Advisors, LLC Brentwood 8.0% $279.1 million
95 Moon Capital Management, LLC Knoxville 7.7% $313.7 million
96 Delta Asset Management, LLC Memphis 7.6% $1.2 billion
97 Values First Advisors, Inc. Johnson City 7.2% $174.9 million
98 Optivise Advisory Services LLC Franklin 7.1% $234.5 million
99 Brandon Financial Planning, Inc. Memphis 6.2% $363.6 million
100 Ball & Company Brentwood 5.9% $171.1 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

Fastest growing, 3 years 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.