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AdvisorIQ

Ranking, Tennessee

Fastest-growing wealth firms over one year, including broker-dealer firms in Tennessee

As of October 2, 2026, &Partners ranked #1 in Tennessee in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 114.0%, from a base of $14.1 billion.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 &Partners Broker-dealer affiliated Nashville 114.0% $14.1 billion
2 Valtrion Capital Management, LLC Franklin 100.1% $143.6 million
3 Gambit Capital Management, LLC Nashville 65.3% $101.3 million
4 Insight Strategic Wealth LLC Knoxville 56.1% $256.9 million
5 RBG Wealth Advisors LLC Memphis 47.4% $105.0 million
6 Leading Edge Financial Planning LLC Knoxville 44.9% $360.2 million
7 Creative Investment Group Nashville 43.3% $145.8 million
8 Commerce Advisors, LLC Memphis 42.8% $236.6 million
9 Abound Wealth Management, LLC Franklin 40.1% $1.4 billion
10 Tranquility Partners, LLC Brentwood 40.1% $685.4 million
11 Decker Wealth Management, LLC Nashville 37.6% $411.6 million
12 CLP Asset Management, LLC Ooltewah 36.1% $127.7 million
13 Visionary Horizons, LLC Knoxville 36.1% $291.4 million
14 Innovative Advisory Partners, LLC Hixson 35.2% $260.4 million
15 Rayburn West Financial Services Nashville 34.5% $180.4 million
16 Key Capital Management, Inc. Hendersonville 34.1% $293.0 million
17 Astra Ventures Nashville 33.5% $134.5 million
18 Cardinal Wealth Advisory, LLC Memphis 31.2% $208.2 million
19 Blue Ridge Wealth Planners Knoxville 31.2% $275.7 million
20 Sagespring Wealth Partners Franklin 30.9% $6.5 billion
21 AJ Advisors Nashville 29.8% $303.5 million
22 Efinancial Alliance, LLC Franklin 29.3% $225.8 million
23 McCay Wealth Advisory LLC Manchester 28.8% $384.6 million
24 Laffer Tengler Investments, Inc. Nashville 28.6% $622.0 million
25 Ellis Financial Planning Clarksville 28.6% $140.5 million
26 Apex Strategic Wealth, LLC Chattanooga 28.5% $227.3 million
27 J. Mark Nickell & Co. Brentwood 26.9% $115.4 million
28 Kelman Lazarov Inc Memphis 26.8% $705.4 million
29 Eudaimonia Asset Management, LLC Winchester 26.8% $194.8 million
30 Agp Franklin, LLC Franklin 26.6% $195.2 million
31 Kassira Wealth Management, LLC Knoxville 26.5% $107.5 million
32 Kimery Wealth Management, LLC Memphis 25.9% $440.8 million
33 Cravens & Company Wealth Management Cookeville 25.3% $248.4 million
34 Calydon Capital, LLC Memphis 25.1% $2.9 billion
35 Retirement Planning Services Knoxville 25.1% $196.6 million
36 Sageguard Financial Group, LLC Goodlettsville 24.3% $607.7 million
37 Integrity Capital Management Kingsport 24.2% $145.4 million
38 FCG Investment Company Germantown 24.1% $457.9 million
39 Southern Capital Advisors, LLC Jackson 23.7% $514.9 million
40 The Pacific Financial Group, Inc. Nashville 23.4% $4.1 billion
41 Luken Investment Analytics, LLC Brentwood 23.3% $236.9 million
42 Pya Waltman Capital, LLC Knoxville 22.8% $819.3 million
43 Red Door Wealth Management, LLC Memphis 22.4% $2.5 billion
44 Tyner Capital Management Investment Counsel, Inc. Signal Mountain 21.8% $227.7 million
45 BCS Wealth Management, LLC Johnson City 21.7% $811.6 million
46 Rather & Kittrell, Inc. Knoxville 21.4% $1.9 billion
47 HS Wealth Partners Nashville 21.0% $397.6 million
48 Silver Oak Securities, Inc. Broker-dealer affiliated Jackson 20.7% $2.0 billion
49 Steel Grove Capital Advisors, LLC Memphis 20.5% $1.4 billion
50 Brandon Financial Planning, Inc. Memphis 19.9% $362.8 million
51 Guardian Wealth Management, LLC Chattanooga 19.8% $343.1 million
52 Beacon Capital Management, LLC Franklin 18.6% $1.1 billion
53 Thoroughbred Financial Services, LLC Broker-dealer affiliated Brentwood 18.5% $3.4 billion
54 Tvamp, LLC Knoxville 18.4% $1.0 billion
55 Envision Financial Planning, LLC Memphis 18.3% $391.0 million
56 Knox Wealth Partners Advisory Knoxville 18.0% $231.3 million
57 Hull Wealth Management Murfreesboro 17.9% $117.5 million
58 Providence Wealth Management LLC Knoxville 17.5% $129.2 million
59 Proffitt & Goodson Inc. Knoxville 17.3% $680.2 million
60 The Patten Group, Inc. Chattanooga 17.0% $619.8 million
61 W Advisors LLC Germantown 16.9% $209.5 million
62 Seven Springs Wealth Group Brentwood 16.7% $1.2 billion
63 Cornerstone Wealth Management Group Greeneville 16.5% $244.5 million
64 NBZ Investment Advisors, LLC Knoxville 16.3% $370.8 million
65 Processus Wealth & Capital Management, LLC Brentwood 16.3% $214.6 million
66 TBH Global Asset Management, LLC Brentwood 16.2% $1.3 billion
67 Alliance Wealth Management Partners LLC Knoxville 16.1% $234.6 million
68 Cap Partners, LLC Franklin 15.6% $220.2 million
69 Woodmont Investment Counsel, LLC Nashville 15.5% $1.7 billion
70 Griffin Family Partners, LLC Nashville 15.1% $246.6 million
71 Campbell Asset Management, LLC Chattanooga 15.1% $126.9 million
72 Revolution Partners, LLC Memphis 15.0% $100.1 million
73 Summit Asset Management LLC Memphis 15.0% $938.9 million
74 The Nalls Sherbakoff Group, LLC Knoxville 14.8% $293.7 million
75 Creekside Capital, Inc. Knoxville 14.6% $244.1 million
76 TD Capital Management LLC Memphis 14.4% $1.1 billion
77 Capital Square, LLC Athens 14.3% $393.6 million
78 Fielder Capital Group LLC Nashville 14.2% $1.1 billion
79 Sage Investment Counsel Franklin 14.2% $144.2 million
80 LBMC Investment Advisors, LLC Brentwood 14.0% $2.0 billion
81 TCM Germantown 13.6% $144.8 million
82 Bellwether Investment Group, LLC Hixson 13.1% $137.1 million
83 Patriot Investment Management Group Inc Knoxville 13.0% $1.7 billion
84 Financial Management Advisors, Inc. Tullahoma 13.0% $132.7 million
85 WMG Financial Advisors, LLC Knoxville 12.8% $614.9 million
86 Legacy Wealth Management, LLC Successor Memphis 12.7% $2.4 billion
87 Evergreen Advisors, LLC Chattanooga 12.5% $464.9 million
88 Aldebaran Financial Inc Kingsport 12.5% $198.1 million
89 Blong Financial Memphis 12.4% $179.6 million
90 Lee Danner & Bass Inc Nashville 12.3% $1.8 billion
91 Leconte Wealth Management, LLC Maryville 12.0% $309.8 million
92 Brooks, Moore & Associates, Inc. Chattanooga 11.0% $314.3 million
93 Wealth Preservation Advisors, LLC Chattanooga 10.4% $536.1 million
94 Frazee Investment Consulting, Inc. Memphis 10.4% $177.2 million
95 Paul Winkler, Inc. Goodlettsville 9.2% $1.2 billion
96 Provident Wealth Management, LLC Brentwood 8.9% $696.6 million
97 Coordinated Wealth Management, L.L.C. Hendersonville 8.9% $104.6 million
98 Patton Albertson Miller Group, LLC Chattanooga 8.8% $1.5 billion
99 Music Row Wealth Management Nashville 8.7% $397.2 million
100 Councilmark Asset Management, LLC Knoxville 8.7% $249.2 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.

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Fastest growing 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.