# Largest independent RIAs by assets under management in Tennessee

As of October 2, 2026, Sagespring Wealth Partners ranked #1 in Tennessee in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $8.5 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/tennessee/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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: usd
- scope: Tennessee
- firms_listed: 100
- rows: rank: 1, crd: 283515, firm: Sagespring Wealth Partners, city: Franklin, state: TN, value: 8486110061, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283515/; rank: 2, crd: 105203, firm: The Pacific Financial Group, Inc., city: Nashville, state: TN, value: 5073287070, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105203/; rank: 3, crd: 285485, firm: Calydon Capital, LLC, city: Memphis, state: TN, value: 3576202004, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285485/; rank: 4, crd: 153235, firm: Red Door Wealth Management, LLC, city: Memphis, state: TN, value: 3085696189, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153235/; rank: 5, crd: 108619, firm: Legacy Wealth Management, LLC, city: Memphis, state: TN, value: 2657303544, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/108619/; rank: 6, crd: 114885, firm: Rather & Kittrell, Inc., city: Knoxville, state: TN, value: 2252296454, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114885/; rank: 7, crd: 108943, firm: LBMC Investment Advisors, LLC, city: Brentwood, state: TN, value: 2226438368, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108943/; rank: 8, crd: 105414, firm: Patten and Patten, Inc., city: Chattanooga, state: TN, value: 2210816671, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105414/; rank: 9, crd: 148781, firm: Capwealth Advisors, LLC, city: Franklin, state: TN, value: 2030847981, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148781/; rank: 10, crd: 109779, firm: Woodmont Investment Counsel, LLC, city: Nashville, state: TN, value: 2012232004, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109779/; rank: 11, crd: 111002, firm: Lee Danner & Bass Inc, city: Nashville, state: TN, value: 1975488723, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111002/; rank: 12, crd: 285903, firm: Abound Wealth Management, LLC, city: Franklin, state: TN, value: 1948433647, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285903/; rank: 13, crd: 112155, firm: Patriot Investment Management Group Inc, city: Knoxville, state: TN, value: 1906856227, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112155/; rank: 14, crd: 281558, firm: Patton Albertson Miller Group, LLC, city: Chattanooga, state: TN, value: 1677765766, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281558/; rank: 15, crd: 115231, firm: Steel Grove Capital Advisors, LLC, city: Memphis, state: TN, value: 1639538829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115231/; rank: 16, crd: 113688, firm: Delta Asset Management, LLC, city: Memphis, state: TN, value: 1528043700, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113688/; rank: 17, crd: 145536, firm: TBH Global Asset Management, LLC, city: Brentwood, state: TN, value: 1481058389, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145536/; rank: 18, crd: 150843, firm: HHM Wealth Advisors, LLC, city: Chattanooga, state: TN, value: 1472017490, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150843/; rank: 19, crd: 127411, firm: Seven Springs Wealth Group, city: Brentwood, state: TN, value: 1407611413, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127411/; rank: 20, crd: 167816, firm: Virtue Capital Management, LLC, city: Brentwood, state: TN, value: 1310521132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167816/; rank: 21, crd: 119342, firm: Paul Winkler, Inc., city: Goodlettsville, state: TN, value: 1275401856, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119342/; rank: 22, crd: 156228, firm: Beacon Capital Management, LLC, city: Franklin, state: TN, value: 1269503035, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156228/; rank: 23, crd: 106125, firm: TD Capital Management LLC, city: Memphis, state: TN, value: 1244462434, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106125/; rank: 24, crd: 156737, firm: Fielder Capital Group LLC, city: Nashville, state: TN, value: 1214737547, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156737/; rank: 25, crd: 160321, firm: Tvamp, LLC, city: Knoxville, state: TN, value: 1185099837, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160321/; rank: 26, crd: 109606, firm: Summit Asset Management LLC, city: Memphis, state: TN, value: 1079755571, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109606/; rank: 27, crd: 137283, firm: Pya Waltman Capital, LLC, city: Knoxville, state: TN, value: 1005970630, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137283/; rank: 28, crd: 115489, firm: BCS Wealth Management, LLC, city: Johnson City, state: TN, value: 987373384, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115489/; rank: 29, crd: 283478, firm: Tranquility Partners, LLC, city: Brentwood, state: TN, value: 960046500, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283478/; rank: 30, crd: 107727, firm: Kelman Lazarov Inc, city: Memphis, state: TN, value: 894604455, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107727/; rank: 31, crd: 339742, firm: Sagepoint Capital Partners LLC, city: Franklin, state: TN, value: 888349379, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339742/; rank: 32, crd: 120823, firm: Private Wealth Management, Inc., city: Memphis, state: TN, value: 832495124, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120823/; rank: 33, crd: 108068, firm: Laffer Tengler Investments, Inc., city: Nashville, state: TN, value: 800063389, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108068/; rank: 34, crd: 105278, firm: Proffitt & Goodson Inc., city: Knoxville, state: TN, value: 797724935, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105278/; rank: 35, crd: 130417, firm: Provident Wealth Management, LLC, city: Brentwood, state: TN, value: 758518214, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130417/; rank: 36, crd: 160266, firm: Sageguard Financial Group, LLC, city: Goodlettsville, state: TN, value: 755666448, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160266/; rank: 37, crd: 165823, firm: Am Investment Strategies, LLC, city: Chattanooga, state: TN, value: 738424273, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165823/; rank: 38, crd: 168255, firm: The Patten Group, Inc., city: Chattanooga, state: TN, value: 725140739, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168255/; rank: 39, crd: 285824, firm: WMG Financial Advisors, LLC, city: Knoxville, state: TN, value: 693797657, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285824/; rank: 40, crd: 282565, firm: Acumen Wealth Advisors, LLC, city: Chattanooga, state: TN, value: 638474990, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282565/; rank: 41, crd: 292275, firm: Southern Capital Advisors, LLC, city: Jackson, state: TN, value: 636914932, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292275/; rank: 42, crd: 312899, firm: Cogentblue, city: Knoxville, state: TN, value: 606032219, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312899/; rank: 43, crd: 167518, firm: Wealth Preservation Advisors, LLC, city: Chattanooga, state: TN, value: 591644303, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167518/; rank: 44, crd: 133623, firm: Brogan Financial, city: Knoxville, state: TN, value: 577039484, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133623/; rank: 45, crd: 308192, firm: FCG Investment Company, city: Germantown, state: TN, value: 568225701, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308192/; rank: 46, crd: 150094, firm: Decker Wealth Management, LLC, city: Nashville, state: TN, value: 566167062, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150094/; rank: 47, crd: 288229, firm: Kimery Wealth Management, LLC, city: Memphis, state: TN, value: 555000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288229/; rank: 48, crd: 149861, firm: Evergreen Advisors, LLC, city: Chattanooga, state: TN, value: 522799366, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149861/; rank: 49, crd: 277149, firm: Leading Edge Financial Planning LLC, city: Knoxville, state: TN, value: 521784881, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277149/; rank: 50, crd: 286503, firm: McCay Wealth Advisory LLC, city: Manchester, state: TN, value: 495389747, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286503/; rank: 51, crd: 330640, firm: HS Wealth Partners, city: Nashville, state: TN, value: 481229638, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330640/; rank: 52, crd: 321790, firm: Envision Financial Planning, LLC, city: Memphis, state: TN, value: 462462965, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321790/; rank: 53, crd: 286098, firm: Capital Square, LLC, city: Athens, state: TN, value: 449867352, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286098/; rank: 54, crd: 133174, firm: Silverleafe Capital Partners, LLC, city: Germantown, state: TN, value: 449228264, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133174/; rank: 55, crd: 110267, firm: Brandon Financial Planning, Inc., city: Memphis, state: TN, value: 434931410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110267/; rank: 56, crd: 288944, firm: Music Row Wealth Management, city: Nashville, state: TN, value: 431661454, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288944/; rank: 57, crd: 123902, firm: NBZ Investment Advisors, LLC, city: Knoxville, state: TN, value: 431161080, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123902/; rank: 58, crd: 109423, firm: Shayne & Jacobs, LLC, city: Nashville, state: TN, value: 429492868, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109423/; rank: 59, crd: 171266, firm: Cypress Capital, LLC, city: Franklin, state: TN, value: 426048161, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171266/; rank: 60, crd: 130180, firm: Ashdon Investment Management, LLC, city: Tullahoma, state: TN, value: 425055578, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130180/; rank: 61, crd: 118668, firm: Guardian Wealth Management, LLC, city: Chattanooga, state: TN, value: 411118208, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118668/; rank: 62, crd: 147290, firm: Insight Strategic Wealth LLC, city: Knoxville, state: TN, value: 400962959, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147290/; rank: 63, crd: 150483, firm: Visionary Horizons, LLC, city: Knoxville, state: TN, value: 396706692, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150483/; rank: 64, crd: 321606, firm: AJ Advisors, city: Nashville, state: TN, value: 393857212, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321606/; rank: 65, crd: 173773, firm: Key Capital Management, Inc., city: Hendersonville, state: TN, value: 392952016, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173773/; rank: 66, crd: 107612, firm: Moon Capital Management, LLC, city: Knoxville, state: TN, value: 391505956, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107612/; rank: 67, crd: 285347, firm: Blue Ridge Wealth Planners, city: Knoxville, state: TN, value: 361659979, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285347/; rank: 68, crd: 283343, firm: Ridgepath Capital Management LLC, city: Knoxville, state: TN, value: 358850039, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283343/; rank: 69, crd: 156135, firm: Innovative Advisory Partners, LLC, city: Hixson, state: TN, value: 352100000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156135/; rank: 70, crd: 144408, firm: Caldwell Advisors, LLC, city: Brentwood, state: TN, value: 351404599, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144408/; rank: 71, crd: 105716, firm: Brooks, Moore & Associates, Inc., city: Chattanooga, state: TN, value: 348861070, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105716/; rank: 72, crd: 168539, firm: Leconte Wealth Management, LLC, city: Maryville, state: TN, value: 346849014, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168539/; rank: 73, crd: 105959, firm: William Howard & Co. Financial Advisors, Inc., city: Memphis, state: TN, value: 342051314, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105959/; rank: 74, crd: 151439, firm: Commerce Advisors, LLC, city: Memphis, state: TN, value: 337851115, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151439/; rank: 75, crd: 168239, firm: The Nalls Sherbakoff Group, LLC, city: Knoxville, state: TN, value: 337080829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168239/; rank: 76, crd: 130071, firm: Cravens & Company Wealth Management, city: Cookeville, state: TN, value: 311090482, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130071/; rank: 77, crd: 169008, firm: Luken Investment Analytics, LLC, city: Brentwood, state: TN, value: 292155933, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169008/; rank: 78, crd: 308569, firm: Apex Strategic Wealth, LLC, city: Chattanooga, state: TN, value: 292139662, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308569/; rank: 79, crd: 161352, firm: Efinancial Alliance, LLC, city: Franklin, state: TN, value: 291884556, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161352/; rank: 80, crd: 301764, firm: Optivise Advisory Services LLC, city: Franklin, state: TN, value: 287936257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301764/; rank: 81, crd: 318048, firm: Valtrion Capital Management, LLC, city: Franklin, state: TN, value: 287305351, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318048/; rank: 82, crd: 313269, firm: Cornerstone Wealth Management Group, city: Greeneville, state: TN, value: 284685934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313269/; rank: 83, crd: 285042, firm: Griffin Family Partners, LLC, city: Nashville, state: TN, value: 283947501, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285042/; rank: 84, crd: 149764, firm: HMS Investment Advisors, city: Nashville, state: TN, value: 281932427, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149764/; rank: 85, crd: 108972, firm: Creekside Capital, Inc., city: Knoxville, state: TN, value: 279700170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108972/; rank: 86, crd: 113586, firm: Tyner Capital Management Investment Counsel, Inc., city: Signal Mountain, state: TN, value: 277314753, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113586/; rank: 87, crd: 285474, firm: Oasis Wealth Planning Advisors, city: Nashville, state: TN, value: 275944003, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285474/; rank: 88, crd: 309377, firm: Valor Financial Services, LLC, city: Knoxville, state: TN, value: 273274393, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309377/; rank: 89, crd: 136659, firm: Cardinal Wealth Advisory, LLC, city: Memphis, state: TN, value: 273224667, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136659/; rank: 90, crd: 288580, firm: Knox Wealth Partners Advisory, city: Knoxville, state: TN, value: 272877382, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288580/; rank: 91, crd: 313195, firm: Alliance Wealth Management Partners LLC, city: Knoxville, state: TN, value: 272404421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313195/; rank: 92, crd: 111748, firm: Councilmark Asset Management, LLC, city: Knoxville, state: TN, value: 270798846, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111748/; rank: 93, crd: 144779, firm: Cap Partners, LLC, city: Franklin, state: TN, value: 254660251, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144779/; rank: 94, crd: 125245, firm: Mercury Investment Group, city: Memphis, state: TN, value: 252605307, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125245/; rank: 95, crd: 155306, firm: Processus Wealth & Capital Management, LLC, city: Brentwood, state: TN, value: 249546024, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155306/; rank: 96, crd: 331699, firm: Agp Franklin, LLC, city: Franklin, state: TN, value: 247058110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331699/; rank: 97, crd: 299379, firm: Eudaimonia Asset Management, LLC, city: Winchester, state: TN, value: 246890946, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299379/; rank: 98, crd: 289847, firm: Retirement Planning Services, city: Knoxville, state: TN, value: 245979415, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289847/; rank: 99, crd: 168452, firm: W Advisors LLC, city: Germantown, state: TN, value: 244889761, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168452/; rank: 100, crd: 145264, firm: Rayburn West Financial Services, city: Nashville, state: TN, value: 242553562, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145264/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/tennessee/

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