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AdvisorIQ

Ranking, Tennessee

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

As of October 2, 2026, Abound Wealth Management, LLC ranked #1 in Tennessee in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 31.2%, from a base of $501.4 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 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 Silver Oak Securities, Inc. Broker-dealer affiliated Jackson 26.2% $765.8 million
6 McCay Wealth Advisory LLC Manchester 25.3% $160.6 million
7 Tranquility Partners, LLC Brentwood 22.9% $342.8 million
8 Laffer Tengler Investments, Inc. Nashville 22.0% $295.8 million
9 Seven Springs Wealth Group Brentwood 21.6% $528.7 million
10 Visionary Horizons, LLC Knoxville 20.5% $155.9 million
11 Innovative Advisory Partners, LLC Hixson 19.7% $143.0 million
12 Tvamp, LLC Knoxville 19.6% $484.9 million
13 Knox Wealth Partners Advisory Knoxville 18.8% $115.1 million
14 Southern Capital Advisors, LLC Jackson 18.7% $270.4 million
15 Ridgepath Capital Management LLC Knoxville 18.4% $154.0 million
16 BCS Wealth Management, LLC Johnson City 18.3% $426.3 million
17 Acumen Wealth Advisors, LLC Chattanooga 18.2% $276.2 million
18 Insight Strategic Wealth LLC Knoxville 18.1% $174.7 million
19 Kimery Wealth Management, LLC Memphis 17.9% $243.2 million
20 Sagespring Wealth Partners Franklin 17.8% $3.7 billion
21 HHM Wealth Advisors, LLC Chattanooga 17.8% $649.5 million
22 Rather & Kittrell, Inc. Knoxville 16.3% $1.1 billion
23 Retirement Planning Services Knoxville 16.2% $116.1 million
24 Beacon Capital Management, LLC Franklin 16.1% $601.0 million
25 Woodmont Investment Counsel, LLC Nashville 16.0% $958.7 million
26 Rayburn West Financial Services Nashville 15.9% $116.2 million
27 Commerce Advisors, LLC Memphis 15.7% $163.1 million
28 Sageguard Financial Group, LLC Goodlettsville 15.7% $365.0 million
29 Mercury Investment Group Memphis 15.2% $124.3 million
30 WMG Financial Advisors, LLC Knoxville 15.1% $343.4 million
31 Cravens & Company Wealth Management Cookeville 14.8% $156.3 million
32 Music Row Wealth Management Nashville 14.1% $223.1 million
33 Patton Albertson Miller Group, LLC Chattanooga 14.0% $871.5 million
34 Brogan Financial Knoxville 13.8% $302.8 million
35 TBH Global Asset Management, LLC Brentwood 13.7% $780.9 million
36 Apex Strategic Wealth, LLC Chattanooga 13.6% $154.3 million
37 Virtue Capital Management, LLC Brentwood 13.4% $700.3 million
38 Cap Partners, LLC Franklin 13.2% $137.1 million
39 Provident Wealth Management, LLC Brentwood 12.9% $413.0 million
40 Moon Capital Management, LLC Knoxville 12.6% $216.3 million
41 Steel Grove Capital Advisors, LLC Memphis 12.4% $913.0 million
42 Luken Investment Analytics, LLC Brentwood 12.3% $163.6 million
43 Wealth Preservation Advisors, LLC Chattanooga 11.8% $339.3 million
44 Processus Wealth & Capital Management, LLC Brentwood 11.7% $143.3 million
45 Capital Square, LLC Athens 11.5% $261.3 million
46 Evergreen Advisors, LLC Chattanooga 11.3% $305.9 million
47 Capwealth Advisors, LLC Franklin 11.3% $1.2 billion
48 Kelman Lazarov Inc Memphis 10.9% $533.4 million
49 The Patten Group, Inc. Chattanooga 10.5% $439.6 million
50 Leconte Wealth Management, LLC Maryville 10.5% $210.4 million
51 CLP Asset Management, LLC Ooltewah 10.4% $106.2 million
52 Tyner Capital Management Investment Counsel, Inc. Signal Mountain 10.3% $170.0 million
53 NBZ Investment Advisors, LLC Knoxville 10.2% $264.7 million
54 Integrity Capital Management Kingsport 10.0% $112.1 million
55 FCG Investment Company Germantown 10.0% $353.3 million
56 The Pacific Financial Group, Inc. Nashville 10.0% $3.2 billion
57 W Advisors LLC Germantown 9.9% $152.6 million
58 Thoroughbred Financial Services, LLC Broker-dealer affiliated Brentwood 9.9% $2.5 billion
59 Summit Asset Management LLC Memphis 9.9% $674.1 million
60 Lee Danner & Bass Inc Nashville 9.7% $1.2 billion
61 The Nalls Sherbakoff Group, LLC Knoxville 9.5% $214.5 million
62 Decker Wealth Management, LLC Nashville 9.4% $361.6 million
63 TD Capital Management LLC Memphis 9.2% $801.7 million
64 Optivise Advisory Services LLC Franklin 9.0% $186.8 million
65 Legacy Wealth Management, LLC Successor Memphis 8.9% $1.7 billion
66 TCM Germantown 8.3% $110.6 million
67 Ashdon Investment Management, LLC Tullahoma 8.2% $286.3 million
68 Sage Investment Counsel Franklin 8.0% $111.9 million
69 LBMC Investment Advisors, LLC Brentwood 8.0% $1.5 billion
70 Am Investment Strategies, LLC Chattanooga 7.9% $504.8 million
71 Valor Financial Services, LLC Knoxville 7.8% $187.7 million
72 William Howard & Co. Financial Advisors, Inc. Memphis 7.7% $236.3 million
73 Shayne & Jacobs, LLC Nashville 7.6% $298.1 million
74 Patriot Investment Management Group Inc Knoxville 7.4% $1.3 billion
75 Guardian Wealth Management, LLC Chattanooga 7.3% $289.0 million
76 Values First Advisors, Inc. Johnson City 7.2% $151.8 million
77 Griffin Family Partners, LLC Nashville 7.2% $200.7 million
78 Proffitt & Goodson Inc. Knoxville 7.2% $564.0 million
79 Calydon Capital, LLC Memphis 7.1% $2.5 billion
80 Brandon Financial Planning, Inc. Memphis 6.8% $313.2 million
81 Creekside Capital, Inc. Knoxville 6.7% $201.9 million
82 Cypress Capital, LLC Franklin 6.6% $308.8 million
83 Silverleafe Capital Partners, LLC Germantown 6.6% $326.6 million
84 Carota Wealth Management Thompsons Station 5.8% $102.0 million
85 Brooks, Moore & Associates, Inc. Chattanooga 5.8% $263.8 million
86 J. Mark Nickell & Co. Brentwood 5.7% $111.2 million
87 Councilmark Asset Management, LLC Knoxville 5.6% $206.0 million
88 Bellwether Investment Group, LLC Hixson 5.0% $121.8 million
89 Caldwell Advisors, LLC Brentwood 4.9% $276.2 million
90 Frazee Investment Consulting, Inc. Memphis 4.4% $157.7 million
91 Ball & Company Brentwood 4.1% $165.7 million
92 Delta Asset Management, LLC Memphis 4.1% $1.3 billion
93 Patten and Patten, Inc. Chattanooga 4.0% $1.8 billion
94 Davis, Davis and Conover Wealth Management, LLC Nashville 3.6% $121.5 million
95 Cosey Financial Services, Inc. Knoxville 2.9% $107.2 million
96 Pya Waltman Capital, LLC Knoxville 2.7% $879.2 million
97 Private Wealth Management, Inc. Memphis 2.3% $741.2 million
98 Campbell Asset Management, LLC Chattanooga 1.6% $134.6 million
99 HMS Investment Advisors Nashville 1.5% $261.9 million
100 Greensview Wealth Management Franklin -1.7% $131.7 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.