# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-3-year/tennessee/

## Facts

- ranking: Fastest-growing independent RIAs over three years
- how_it_is_computed: 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.
- unit: pct
- scope: Tennessee
- firms_listed: 100
- rows: rank: 1, crd: 312899, firm: Cogentblue, city: Knoxville, state: TN, value: 0.788732295340217, base_value: 105891151, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312899/; rank: 2, crd: 173773, firm: Key Capital Management, Inc., city: Hendersonville, state: TN, value: 0.455185200523984, base_value: 127521882, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173773/; rank: 3, crd: 156737, firm: Fielder Capital Group LLC, city: Nashville, state: TN, value: 0.403288317601977, base_value: 439583848, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156737/; rank: 4, crd: 277149, firm: Leading Edge Financial Planning LLC, city: Knoxville, state: TN, value: 0.39314887786921, base_value: 192974046, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277149/; rank: 5, crd: 285903, firm: Abound Wealth Management, LLC, city: Franklin, state: TN, value: 0.352722758936057, base_value: 787153136, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285903/; rank: 6, crd: 127411, firm: Seven Springs Wealth Group, city: Brentwood, state: TN, value: 0.347362985028514, base_value: 575478288, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127411/; rank: 7, crd: 285347, firm: Blue Ridge Wealth Planners, city: Knoxville, state: TN, value: 0.342565748239311, base_value: 149449258, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285347/; rank: 8, crd: 161352, firm: Efinancial Alliance, LLC, city: Franklin, state: TN, value: 0.333834669873713, base_value: 123000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161352/; rank: 9, crd: 150483, firm: Visionary Horizons, LLC, city: Knoxville, state: TN, value: 0.310274229586489, base_value: 176353031, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150483/; rank: 10, crd: 147290, firm: Insight Strategic Wealth LLC, city: Knoxville, state: TN, value: 0.307244365834638, base_value: 179487380, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147290/; rank: 11, crd: 125245, firm: Mercury Investment Group, city: Memphis, state: TN, value: 0.299115359692064, base_value: 115212425, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125245/; rank: 12, crd: 160266, firm: Sageguard Financial Group, LLC, city: Goodlettsville, state: TN, value: 0.297588812728028, base_value: 345874753, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160266/; rank: 13, crd: 136659, firm: Cardinal Wealth Advisory, LLC, city: Memphis, state: TN, value: 0.296444897075807, base_value: 125388503, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136659/; rank: 14, crd: 153235, firm: Red Door Wealth Management, LLC, city: Memphis, state: TN, value: 0.28812921637725, base_value: 1443693071, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153235/; rank: 15, crd: 156135, firm: Innovative Advisory Partners, LLC, city: Hixson, state: TN, value: 0.274693294539243, base_value: 170000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156135/; rank: 16, crd: 321606, firm: AJ Advisors, city: Nashville, state: TN, value: 0.272853167215288, base_value: 190987032, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321606/; rank: 17, crd: 108068, firm: Laffer Tengler Investments, Inc., city: Nashville, state: TN, value: 0.272624104967198, base_value: 388171783, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108068/; rank: 18, crd: 160321, firm: Tvamp, LLC, city: Knoxville, state: TN, value: 0.27116145736004, base_value: 576969412, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160321/; rank: 19, crd: 286503, firm: McCay Wealth Advisory LLC, city: Manchester, state: TN, value: 0.260238265735448, base_value: 247507878, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286503/; rank: 20, crd: 308569, firm: Apex Strategic Wealth, LLC, city: Chattanooga, state: TN, value: 0.259490160383018, base_value: 146219800, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308569/; rank: 21, crd: 283478, firm: Tranquility Partners, LLC, city: Brentwood, state: TN, value: 0.257547473715013, base_value: 482746464, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283478/; rank: 22, crd: 283515, firm: Sagespring Wealth Partners, city: Franklin, state: TN, value: 0.256535236739334, base_value: 4277447071, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283515/; rank: 23, crd: 292275, firm: Southern Capital Advisors, LLC, city: Jackson, state: TN, value: 0.241842915870764, base_value: 332568750, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292275/; rank: 24, crd: 115489, firm: BCS Wealth Management, LLC, city: Johnson City, state: TN, value: 0.237063981707764, base_value: 521560784, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115489/; rank: 25, crd: 156228, firm: Beacon Capital Management, LLC, city: Franklin, state: TN, value: 0.235551942426535, base_value: 673055256, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156228/; rank: 26, crd: 282565, firm: Acumen Wealth Advisors, LLC, city: Chattanooga, state: TN, value: 0.235516587185332, base_value: 338530770, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282565/; rank: 27, crd: 288580, firm: Knox Wealth Partners Advisory, city: Knoxville, state: TN, value: 0.233679249316765, base_value: 145331836, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288580/; rank: 28, crd: 114885, firm: Rather & Kittrell, Inc., city: Knoxville, state: TN, value: 0.231997646476906, base_value: 1204469809, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114885/; rank: 29, crd: 155306, firm: Processus Wealth & Capital Management, LLC, city: Brentwood, state: TN, value: 0.227155211160775, base_value: 135036809, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155306/; rank: 30, crd: 313269, firm: Cornerstone Wealth Management Group, city: Greeneville, state: TN, value: 0.224648450039402, base_value: 155000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313269/; rank: 31, crd: 288229, firm: Kimery Wealth Management, LLC, city: Memphis, state: TN, value: 0.217606908728693, base_value: 307448000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288229/; rank: 32, crd: 145264, firm: Rayburn West Financial Services, city: Nashville, state: TN, value: 0.214502142455377, base_value: 135398172, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145264/; rank: 33, crd: 151439, firm: Commerce Advisors, LLC, city: Memphis, state: TN, value: 0.200559854180818, base_value: 195242296, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151439/; rank: 34, crd: 313195, firm: Alliance Wealth Management Partners LLC, city: Knoxville, state: TN, value: 0.19717486851098, base_value: 158760105, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313195/; rank: 35, crd: 321790, firm: Envision Financial Planning, LLC, city: Memphis, state: TN, value: 0.194366951365014, base_value: 271433612, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321790/; rank: 36, crd: 144779, firm: Cap Partners, LLC, city: Franklin, state: TN, value: 0.193867913250145, base_value: 149655376, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144779/; rank: 37, crd: 142693, firm: Integrity Capital Management, city: Kingsport, state: TN, value: 0.191503962020295, base_value: 106730335, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142693/; rank: 38, crd: 148781, firm: Capwealth Advisors, LLC, city: Franklin, state: TN, value: 0.188433951641216, base_value: 1209907766, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148781/; rank: 39, crd: 105203, firm: The Pacific Financial Group, Inc., city: Nashville, state: TN, value: 0.186161606769819, base_value: 3039889861, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105203/; rank: 40, crd: 168539, firm: Leconte Wealth Management, LLC, city: Maryville, state: TN, value: 0.184857522223691, base_value: 208517291, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168539/; rank: 41, crd: 289847, firm: Retirement Planning Services, city: Knoxville, state: TN, value: 0.184704596930025, base_value: 147934185, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289847/; rank: 42, crd: 107727, firm: Kelman Lazarov Inc, city: Memphis, state: TN, value: 0.182697183271373, base_value: 540767234, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107727/; rank: 43, crd: 149861, firm: Evergreen Advisors, LLC, city: Chattanooga, state: TN, value: 0.176907388144476, base_value: 320706812, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149861/; rank: 44, crd: 123902, firm: NBZ Investment Advisors, LLC, city: Knoxville, state: TN, value: 0.174150782945009, base_value: 266359343, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123902/; rank: 45, crd: 281558, firm: Patton Albertson Miller Group, LLC, city: Chattanooga, state: TN, value: 0.172734422400387, base_value: 1040237031, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281558/; rank: 46, crd: 109779, firm: Woodmont Investment Counsel, LLC, city: Nashville, state: TN, value: 0.172663424062807, base_value: 1247837157, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109779/; rank: 47, crd: 168255, firm: The Patten Group, Inc., city: Chattanooga, state: TN, value: 0.171978746557234, base_value: 450467120, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168255/; rank: 48, crd: 289583, firm: TCM, city: Germantown, state: TN, value: 0.170812813186148, base_value: 102506463, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289583/; rank: 49, crd: 150843, firm: HHM Wealth Advisors, LLC, city: Chattanooga, state: TN, value: 0.170329797370696, base_value: 918307608, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150843/; rank: 50, crd: 288944, firm: Music Row Wealth Management, city: Nashville, state: TN, value: 0.168252758647826, base_value: 270727781, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288944/; rank: 51, crd: 130071, firm: Cravens & Company Wealth Management, city: Cookeville, state: TN, value: 0.166884838487565, base_value: 195795512, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130071/; rank: 52, crd: 109606, firm: Summit Asset Management LLC, city: Memphis, state: TN, value: 0.165445320931521, base_value: 682102664, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109606/; rank: 53, crd: 145536, firm: TBH Global Asset Management, LLC, city: Brentwood, state: TN, value: 0.1590340836932, base_value: 951225662, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145536/; rank: 54, crd: 169008, firm: Luken Investment Analytics, LLC, city: Brentwood, state: TN, value: 0.15697938002487, base_value: 188641766, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169008/; rank: 55, crd: 150094, firm: Decker Wealth Management, LLC, city: Nashville, state: TN, value: 0.155327668122079, base_value: 367137780, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150094/; rank: 56, crd: 105959, firm: William Howard & Co. Financial Advisors, Inc., city: Memphis, state: TN, value: 0.15504225392673, base_value: 221971720, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105959/; rank: 57, crd: 283343, firm: Ridgepath Capital Management LLC, city: Knoxville, state: TN, value: 0.152907617468874, base_value: 234169038, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283343/; rank: 58, crd: 167518, firm: Wealth Preservation Advisors, LLC, city: Chattanooga, state: TN, value: 0.150573110669704, base_value: 388434706, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167518/; rank: 59, crd: 133623, firm: Brogan Financial, city: Knoxville, state: TN, value: 0.148827523450219, base_value: 380575683, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133623/; rank: 60, crd: 168452, firm: W Advisors LLC, city: Germantown, state: TN, value: 0.146080753399408, base_value: 162676556, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168452/; rank: 61, crd: 105278, firm: Proffitt & Goodson Inc., city: Knoxville, state: TN, value: 0.145007942404724, base_value: 531407488, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105278/; rank: 62, crd: 130417, firm: Provident Wealth Management, LLC, city: Brentwood, state: TN, value: 0.144213299710375, base_value: 506343267, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130417/; rank: 63, crd: 168239, firm: The Nalls Sherbakoff Group, LLC, city: Knoxville, state: TN, value: 0.143976310831991, base_value: 225155707, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168239/; rank: 64, crd: 108619, firm: Legacy Wealth Management, LLC, city: Memphis, state: TN, value: 0.143235592657315, base_value: 1778418452, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/108619/; rank: 65, crd: 285824, firm: WMG Financial Advisors, LLC, city: Knoxville, state: TN, value: 0.143149140815101, base_value: 464434150, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285824/; rank: 66, crd: 117442, firm: Financial Management Advisors, Inc., city: Tullahoma, state: TN, value: 0.142937915226518, base_value: 100400000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117442/; rank: 67, crd: 286098, firm: Capital Square, LLC, city: Athens, state: TN, value: 0.142838847616482, base_value: 301390454, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286098/; rank: 68, crd: 144902, firm: Providence Wealth Management LLC, city: Knoxville, state: TN, value: 0.1424425452544, base_value: 101826000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144902/; rank: 69, crd: 113586, firm: Tyner Capital Management Investment Counsel, Inc., city: Signal Mountain, state: TN, value: 0.138356899087847, base_value: 187991253, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113586/; rank: 70, crd: 106125, firm: TD Capital Management LLC, city: Memphis, state: TN, value: 0.137402358070889, base_value: 845744960, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106125/; rank: 71, crd: 108972, firm: Creekside Capital, Inc., city: Knoxville, state: TN, value: 0.135769090195173, base_value: 190907326, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108972/; rank: 72, crd: 164746, firm: Blong Financial, city: Memphis, state: TN, value: 0.131219047195302, base_value: 139519087, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164746/; rank: 73, crd: 133174, firm: Silverleafe Capital Partners, LLC, city: Germantown, state: TN, value: 0.130198727205679, base_value: 311173519, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133174/; rank: 74, crd: 165823, firm: Am Investment Strategies, LLC, city: Chattanooga, state: TN, value: 0.126759718792294, base_value: 516192899, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165823/; rank: 75, crd: 111002, firm: Lee Danner & Bass Inc, city: Nashville, state: TN, value: 0.123277604381765, base_value: 1393841062, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111002/; rank: 76, crd: 167816, firm: Virtue Capital Management, LLC, city: Brentwood, state: TN, value: 0.116582516722624, base_value: 941394286, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167816/; rank: 77, crd: 119342, firm: Paul Winkler, Inc., city: Goodlettsville, state: TN, value: 0.113579431054526, base_value: 923598977, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119342/; rank: 78, crd: 108943, firm: LBMC Investment Advisors, LLC, city: Brentwood, state: TN, value: 0.110978241243546, base_value: 1623655985, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108943/; rank: 79, crd: 111635, firm: J. Mark Nickell & Co., city: Brentwood, state: TN, value: 0.107783184172468, base_value: 107709121, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111635/; rank: 80, crd: 116907, firm: Sage Investment Counsel, city: Franklin, state: TN, value: 0.107334689177118, base_value: 121221050, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116907/; rank: 81, crd: 309377, firm: Valor Financial Services, LLC, city: Knoxville, state: TN, value: 0.105129362338388, base_value: 202469488, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309377/; rank: 82, crd: 112155, firm: Patriot Investment Management Group Inc, city: Knoxville, state: TN, value: 0.104597774462472, base_value: 1414833902, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112155/; rank: 83, crd: 118668, firm: Guardian Wealth Management, LLC, city: Chattanooga, state: TN, value: 0.102750257208918, base_value: 306573921, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118668/; rank: 84, crd: 285042, firm: Griffin Family Partners, LLC, city: Nashville, state: TN, value: 0.102655673893997, base_value: 211796267, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285042/; rank: 85, crd: 115231, firm: Steel Grove Capital Advisors, LLC, city: Memphis, state: TN, value: 0.101238838174919, base_value: 1227657292, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115231/; rank: 86, crd: 305962, firm: CLP Asset Management, LLC, city: Ooltewah, state: TN, value: 0.100871844952829, base_value: 130300000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305962/; rank: 87, crd: 148114, firm: Bellwether Investment Group, LLC, city: Hixson, state: TN, value: 0.0930844343615851, base_value: 118755211, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148114/; rank: 88, crd: 105716, firm: Brooks, Moore & Associates, Inc., city: Chattanooga, state: TN, value: 0.0917211314073487, base_value: 268112683, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105716/; rank: 89, crd: 285485, firm: Calydon Capital, LLC, city: Memphis, state: TN, value: 0.0875548216238557, base_value: 2780152172, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285485/; rank: 90, crd: 308192, firm: FCG Investment Company, city: Germantown, state: TN, value: 0.0873197916719315, base_value: 442027199, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308192/; rank: 91, crd: 109423, firm: Shayne & Jacobs, LLC, city: Nashville, state: TN, value: 0.0871341510419801, base_value: 334277034, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109423/; rank: 92, crd: 130180, firm: Ashdon Investment Management, LLC, city: Tullahoma, state: TN, value: 0.0869645610010079, base_value: 330978334, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130180/; rank: 93, crd: 105414, firm: Patten and Patten, Inc., city: Chattanooga, state: TN, value: 0.0819542022640061, base_value: 1745525094, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105414/; rank: 94, crd: 144408, firm: Caldwell Advisors, LLC, city: Brentwood, state: TN, value: 0.079784339241213, base_value: 279123478, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144408/; rank: 95, crd: 107612, firm: Moon Capital Management, LLC, city: Knoxville, state: TN, value: 0.0766825202582968, base_value: 313671735, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107612/; rank: 96, crd: 113688, firm: Delta Asset Management, LLC, city: Memphis, state: TN, value: 0.0762479051168115, base_value: 1225741294, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113688/; rank: 97, crd: 148532, firm: Values First Advisors, Inc., city: Johnson City, state: TN, value: 0.0719017292210644, base_value: 174912901, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148532/; rank: 98, crd: 301764, firm: Optivise Advisory Services LLC, city: Franklin, state: TN, value: 0.0708159360991483, base_value: 234504876, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301764/; rank: 99, crd: 110267, firm: Brandon Financial Planning, Inc., city: Memphis, state: TN, value: 0.0615565931748372, base_value: 363572743, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110267/; rank: 100, crd: 133950, firm: Ball & Company, city: Brentwood, state: TN, value: 0.0587803042958321, base_value: 171086562, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133950/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over three years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-3-year/)
- [RIA market data for Tennessee](https://advisoriq.com/ria/states/tennessee/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-3-year/tennessee/

License: https://advisoriq.com/license/