IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Tennessee

Fastest-growing independent RIAs over five years in Tennessee

As of October 2, 2026, Abound Wealth Management, LLC ranked #1 in Tennessee in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 31.2%, from a base of $501.4 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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 Abound Wealth Management, LLC Franklin 31.2% $501.4 million
2 Leading Edge Financial Planning LLC Knoxville 31.0% $135.2 million
3 Red Door Wealth Management, LLC Memphis 30.2% $824.3 million
4 Fielder Capital Group LLC Nashville 30.1% $326.1 million
5 McCay Wealth Advisory LLC Manchester 25.3% $160.6 million
6 Tranquility Partners, LLC Brentwood 22.9% $342.8 million
7 Laffer Tengler Investments, Inc. Nashville 22.0% $295.8 million
8 Seven Springs Wealth Group Brentwood 21.6% $528.7 million
9 Visionary Horizons, LLC Knoxville 20.5% $155.9 million
10 Innovative Advisory Partners, LLC Hixson 19.7% $143.0 million
11 Tvamp, LLC Knoxville 19.6% $484.9 million
12 Knox Wealth Partners Advisory Knoxville 18.8% $115.1 million
13 Southern Capital Advisors, LLC Jackson 18.7% $270.4 million
14 Ridgepath Capital Management LLC Knoxville 18.4% $154.0 million
15 BCS Wealth Management, LLC Johnson City 18.3% $426.3 million
16 Acumen Wealth Advisors, LLC Chattanooga 18.2% $276.2 million
17 Insight Strategic Wealth LLC Knoxville 18.1% $174.7 million
18 Kimery Wealth Management, LLC Memphis 17.9% $243.2 million
19 Sagespring Wealth Partners Franklin 17.8% $3.7 billion
20 HHM Wealth Advisors, LLC Chattanooga 17.8% $649.5 million
21 Rather & Kittrell, Inc. Knoxville 16.3% $1.1 billion
22 Retirement Planning Services Knoxville 16.2% $116.1 million
23 Beacon Capital Management, LLC Franklin 16.1% $601.0 million
24 Woodmont Investment Counsel, LLC Nashville 16.0% $958.7 million
25 Rayburn West Financial Services Nashville 15.9% $116.2 million
26 Commerce Advisors, LLC Memphis 15.7% $163.1 million
27 Sageguard Financial Group, LLC Goodlettsville 15.7% $365.0 million
28 Mercury Investment Group Memphis 15.2% $124.3 million
29 WMG Financial Advisors, LLC Knoxville 15.1% $343.4 million
30 Cravens & Company Wealth Management Cookeville 14.8% $156.3 million
31 Music Row Wealth Management Nashville 14.1% $223.1 million
32 Patton Albertson Miller Group, LLC Chattanooga 14.0% $871.5 million
33 Brogan Financial Knoxville 13.8% $302.8 million
34 TBH Global Asset Management, LLC Brentwood 13.7% $780.9 million
35 Apex Strategic Wealth, LLC Chattanooga 13.6% $154.3 million
36 Virtue Capital Management, LLC Brentwood 13.4% $700.3 million
37 Cap Partners, LLC Franklin 13.2% $137.1 million
38 Provident Wealth Management, LLC Brentwood 12.9% $413.0 million
39 Moon Capital Management, LLC Knoxville 12.6% $216.3 million
40 Steel Grove Capital Advisors, LLC Memphis 12.4% $913.0 million
41 Luken Investment Analytics, LLC Brentwood 12.3% $163.6 million
42 Wealth Preservation Advisors, LLC Chattanooga 11.8% $339.3 million
43 Processus Wealth & Capital Management, LLC Brentwood 11.7% $143.3 million
44 Capital Square, LLC Athens 11.5% $261.3 million
45 Evergreen Advisors, LLC Chattanooga 11.3% $305.9 million
46 Capwealth Advisors, LLC Franklin 11.3% $1.2 billion
47 Kelman Lazarov Inc Memphis 10.9% $533.4 million
48 The Patten Group, Inc. Chattanooga 10.5% $439.6 million
49 Leconte Wealth Management, LLC Maryville 10.5% $210.4 million
50 CLP Asset Management, LLC Ooltewah 10.4% $106.2 million
51 Tyner Capital Management Investment Counsel, Inc. Signal Mountain 10.3% $170.0 million
52 NBZ Investment Advisors, LLC Knoxville 10.2% $264.7 million
53 Integrity Capital Management Kingsport 10.0% $112.1 million
54 FCG Investment Company Germantown 10.0% $353.3 million
55 The Pacific Financial Group, Inc. Nashville 10.0% $3.2 billion
56 W Advisors LLC Germantown 9.9% $152.6 million
57 Summit Asset Management LLC Memphis 9.9% $674.1 million
58 Lee Danner & Bass Inc Nashville 9.7% $1.2 billion
59 The Nalls Sherbakoff Group, LLC Knoxville 9.5% $214.5 million
60 Decker Wealth Management, LLC Nashville 9.4% $361.6 million
61 TD Capital Management LLC Memphis 9.2% $801.7 million
62 Optivise Advisory Services LLC Franklin 9.0% $186.8 million
63 Legacy Wealth Management, LLC Successor Memphis 8.9% $1.7 billion
64 TCM Germantown 8.3% $110.6 million
65 Ashdon Investment Management, LLC Tullahoma 8.2% $286.3 million
66 Sage Investment Counsel Franklin 8.0% $111.9 million
67 LBMC Investment Advisors, LLC Brentwood 8.0% $1.5 billion
68 Am Investment Strategies, LLC Chattanooga 7.9% $504.8 million
69 Valor Financial Services, LLC Knoxville 7.8% $187.7 million
70 William Howard & Co. Financial Advisors, Inc. Memphis 7.7% $236.3 million
71 Shayne & Jacobs, LLC Nashville 7.6% $298.1 million
72 Patriot Investment Management Group Inc Knoxville 7.4% $1.3 billion
73 Guardian Wealth Management, LLC Chattanooga 7.3% $289.0 million
74 Values First Advisors, Inc. Johnson City 7.2% $151.8 million
75 Griffin Family Partners, LLC Nashville 7.2% $200.7 million
76 Proffitt & Goodson Inc. Knoxville 7.2% $564.0 million
77 Calydon Capital, LLC Memphis 7.1% $2.5 billion
78 Brandon Financial Planning, Inc. Memphis 6.8% $313.2 million
79 Creekside Capital, Inc. Knoxville 6.7% $201.9 million
80 Cypress Capital, LLC Franklin 6.6% $308.8 million
81 Silverleafe Capital Partners, LLC Germantown 6.6% $326.6 million
82 Carota Wealth Management Thompsons Station 5.8% $102.0 million
83 Brooks, Moore & Associates, Inc. Chattanooga 5.8% $263.8 million
84 J. Mark Nickell & Co. Brentwood 5.7% $111.2 million
85 Councilmark Asset Management, LLC Knoxville 5.6% $206.0 million
86 Bellwether Investment Group, LLC Hixson 5.0% $121.8 million
87 Caldwell Advisors, LLC Brentwood 4.9% $276.2 million
88 Frazee Investment Consulting, Inc. Memphis 4.4% $157.7 million
89 Ball & Company Brentwood 4.1% $165.7 million
90 Delta Asset Management, LLC Memphis 4.1% $1.3 billion
91 Patten and Patten, Inc. Chattanooga 4.0% $1.8 billion
92 Davis, Davis and Conover Wealth Management, LLC Nashville 3.6% $121.5 million
93 Cosey Financial Services, Inc. Knoxville 2.9% $107.2 million
94 Pya Waltman Capital, LLC Knoxville 2.7% $879.2 million
95 Private Wealth Management, Inc. Memphis 2.3% $741.2 million
96 Campbell Asset Management, LLC Chattanooga 1.6% $134.6 million
97 HMS Investment Advisors Nashville 1.5% $261.9 million
98 Greensview Wealth Management Franklin -1.7% $131.7 million
99 Aldebaran Financial Inc Kingsport -2.5% $252.8 million
100 Barnett & Co Inc Chattanooga -8.6% $222.4 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, 5 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.