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AdvisorIQ

Ranking, Tennessee

Fastest-growing wealth firms over three years, including broker-dealer firms in Tennessee

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

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

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 Silver Oak Securities, Inc. Broker-dealer affiliated Jackson 30.9% $1.1 billion
11 Insight Strategic Wealth LLC Knoxville 30.7% $179.5 million
12 Mercury Investment Group Memphis 29.9% $115.2 million
13 Sageguard Financial Group, LLC Goodlettsville 29.8% $345.9 million
14 Cardinal Wealth Advisory, LLC Memphis 29.6% $125.4 million
15 Red Door Wealth Management, LLC Memphis 28.8% $1.4 billion
16 Innovative Advisory Partners, LLC Hixson 27.5% $170.0 million
17 AJ Advisors Nashville 27.3% $191.0 million
18 Laffer Tengler Investments, Inc. Nashville 27.3% $388.2 million
19 Tvamp, LLC Knoxville 27.1% $577.0 million
20 McCay Wealth Advisory LLC Manchester 26.0% $247.5 million
21 Apex Strategic Wealth, LLC Chattanooga 25.9% $146.2 million
22 Tranquility Partners, LLC Brentwood 25.8% $482.7 million
23 Sagespring Wealth Partners Franklin 25.7% $4.3 billion
24 Southern Capital Advisors, LLC Jackson 24.2% $332.6 million
25 BCS Wealth Management, LLC Johnson City 23.7% $521.6 million
26 Beacon Capital Management, LLC Franklin 23.6% $673.1 million
27 Acumen Wealth Advisors, LLC Chattanooga 23.6% $338.5 million
28 Knox Wealth Partners Advisory Knoxville 23.4% $145.3 million
29 Rather & Kittrell, Inc. Knoxville 23.2% $1.2 billion
30 Processus Wealth & Capital Management, LLC Brentwood 22.7% $135.0 million
31 Cornerstone Wealth Management Group Greeneville 22.5% $155.0 million
32 Kimery Wealth Management, LLC Memphis 21.8% $307.4 million
33 Rayburn West Financial Services Nashville 21.5% $135.4 million
34 Commerce Advisors, LLC Memphis 20.1% $195.2 million
35 Alliance Wealth Management Partners LLC Knoxville 19.7% $158.8 million
36 Envision Financial Planning, LLC Memphis 19.4% $271.4 million
37 Cap Partners, LLC Franklin 19.4% $149.7 million
38 Integrity Capital Management Kingsport 19.2% $106.7 million
39 Capwealth Advisors, LLC Franklin 18.8% $1.2 billion
40 The Pacific Financial Group, Inc. Nashville 18.6% $3.0 billion
41 Leconte Wealth Management, LLC Maryville 18.5% $208.5 million
42 Retirement Planning Services Knoxville 18.5% $147.9 million
43 Thoroughbred Financial Services, LLC Broker-dealer affiliated Brentwood 18.3% $2.4 billion
44 Kelman Lazarov Inc Memphis 18.3% $540.8 million
45 Evergreen Advisors, LLC Chattanooga 17.7% $320.7 million
46 NBZ Investment Advisors, LLC Knoxville 17.4% $266.4 million
47 Patton Albertson Miller Group, LLC Chattanooga 17.3% $1.0 billion
48 Woodmont Investment Counsel, LLC Nashville 17.3% $1.2 billion
49 The Patten Group, Inc. Chattanooga 17.2% $450.5 million
50 TCM Germantown 17.1% $102.5 million
51 HHM Wealth Advisors, LLC Chattanooga 17.0% $918.3 million
52 Music Row Wealth Management Nashville 16.8% $270.7 million
53 Cravens & Company Wealth Management Cookeville 16.7% $195.8 million
54 Summit Asset Management LLC Memphis 16.5% $682.1 million
55 TBH Global Asset Management, LLC Brentwood 15.9% $951.2 million
56 Luken Investment Analytics, LLC Brentwood 15.7% $188.6 million
57 Decker Wealth Management, LLC Nashville 15.5% $367.1 million
58 William Howard & Co. Financial Advisors, Inc. Memphis 15.5% $222.0 million
59 Ridgepath Capital Management LLC Knoxville 15.3% $234.2 million
60 Wealth Preservation Advisors, LLC Chattanooga 15.1% $388.4 million
61 Brogan Financial Knoxville 14.9% $380.6 million
62 W Advisors LLC Germantown 14.6% $162.7 million
63 Proffitt & Goodson Inc. Knoxville 14.5% $531.4 million
64 Provident Wealth Management, LLC Brentwood 14.4% $506.3 million
65 The Nalls Sherbakoff Group, LLC Knoxville 14.4% $225.2 million
66 Legacy Wealth Management, LLC Successor Memphis 14.3% $1.8 billion
67 WMG Financial Advisors, LLC Knoxville 14.3% $464.4 million
68 Financial Management Advisors, Inc. Tullahoma 14.3% $100.4 million
69 Capital Square, LLC Athens 14.3% $301.4 million
70 Providence Wealth Management LLC Knoxville 14.2% $101.8 million
71 Tyner Capital Management Investment Counsel, Inc. Signal Mountain 13.8% $188.0 million
72 TD Capital Management LLC Memphis 13.7% $845.7 million
73 Creekside Capital, Inc. Knoxville 13.6% $190.9 million
74 Blong Financial Memphis 13.1% $139.5 million
75 Silverleafe Capital Partners, LLC Germantown 13.0% $311.2 million
76 Am Investment Strategies, LLC Chattanooga 12.7% $516.2 million
77 Lee Danner & Bass Inc Nashville 12.3% $1.4 billion
78 Virtue Capital Management, LLC Brentwood 11.7% $941.4 million
79 Paul Winkler, Inc. Goodlettsville 11.4% $923.6 million
80 LBMC Investment Advisors, LLC Brentwood 11.1% $1.6 billion
81 J. Mark Nickell & Co. Brentwood 10.8% $107.7 million
82 Sage Investment Counsel Franklin 10.7% $121.2 million
83 Valor Financial Services, LLC Knoxville 10.5% $202.5 million
84 Patriot Investment Management Group Inc Knoxville 10.5% $1.4 billion
85 Guardian Wealth Management, LLC Chattanooga 10.3% $306.6 million
86 Griffin Family Partners, LLC Nashville 10.3% $211.8 million
87 Steel Grove Capital Advisors, LLC Memphis 10.1% $1.2 billion
88 CLP Asset Management, LLC Ooltewah 10.1% $130.3 million
89 Bellwether Investment Group, LLC Hixson 9.3% $118.8 million
90 Brooks, Moore & Associates, Inc. Chattanooga 9.2% $268.1 million
91 Calydon Capital, LLC Memphis 8.8% $2.8 billion
92 FCG Investment Company Germantown 8.7% $442.0 million
93 Shayne & Jacobs, LLC Nashville 8.7% $334.3 million
94 Ashdon Investment Management, LLC Tullahoma 8.7% $331.0 million
95 Patten and Patten, Inc. Chattanooga 8.2% $1.7 billion
96 Caldwell Advisors, LLC Brentwood 8.0% $279.1 million
97 Moon Capital Management, LLC Knoxville 7.7% $313.7 million
98 Delta Asset Management, LLC Memphis 7.6% $1.2 billion
99 Values First Advisors, Inc. Johnson City 7.2% $174.9 million
100 Optivise Advisory Services LLC Franklin 7.1% $234.5 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.