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AdvisorIQ

Ranking, Tennessee

Wealth firms with the most advisory staff, including broker-dealer firms in Tennessee

As of October 2, 2026, &Partners ranked #1 in Tennessee in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 439.

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

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most advisory staff
1 &Partners Broker-dealer affiliated Nashville 439
2 B. Riley Wealth Advisors, Inc. Broker-dealer affiliated Memphis 172
3 Silver Oak Securities, Inc. Broker-dealer affiliated Jackson 103
4 Sagespring Wealth Partners Franklin 100
5 Virtue Capital Management, LLC Brentwood 90
6 Thoroughbred Financial Services, LLC Broker-dealer affiliated Brentwood 31
7 Abound Wealth Management, LLC Franklin 26
8 Tvamp, LLC Knoxville 24
9 Optivise Advisory Services LLC Franklin 22
10 The Pacific Financial Group, Inc. Nashville 20
11 Rather & Kittrell, Inc. Knoxville 17
11 Beacon Capital Management, LLC Franklin 17
13 Legacy Wealth Management, LLC Successor Memphis 16
13 Patriot Investment Management Group Inc Knoxville 16
13 Patton Albertson Miller Group, LLC Chattanooga 16
16 Paul Winkler, Inc. Goodlettsville 14
16 Sageguard Financial Group, LLC Goodlettsville 14
16 Blue Ridge Wealth Planners Knoxville 14
19 Kelman Lazarov Inc Memphis 13
19 Laffer Tengler Investments, Inc. Nashville 13
19 HHM Wealth Advisors, LLC Chattanooga 13
22 Visionary Horizons, LLC Knoxville 12
22 Acumen Wealth Advisors, LLC Chattanooga 12
22 WMG Financial Advisors, LLC Knoxville 12
25 Woodmont Investment Counsel, LLC Nashville 11
25 Seven Springs Wealth Group Brentwood 11
25 Capwealth Advisors, LLC Franklin 11
25 Capital Square, LLC Athens 11
29 Red Door Wealth Management, LLC Memphis 10
29 FCG Investment Company Germantown 10
31 Values First Advisors, Inc. Johnson City 9
31 Key Capital Management, Inc. Hendersonville 9
31 Leading Edge Financial Planning LLC Knoxville 9
34 TD Capital Management LLC Memphis 8
34 Pya Waltman Capital, LLC Knoxville 8
34 Cap Partners, LLC Franklin 8
34 Stewardwell LLC Franklin 8
38 Steel Grove Capital Advisors, LLC Memphis 7
38 BCS Wealth Management, LLC Johnson City 7
38 Insight Strategic Wealth LLC Knoxville 7
38 The Patten Group, Inc. Chattanooga 7
38 Cypress Capital, LLC Franklin 7
38 Tranquility Partners, LLC Brentwood 7
38 Oasis Wealth Planning Advisors Nashville 7
38 Knox Wealth Partners Advisory Knoxville 7
38 Apex Strategic Wealth, LLC Chattanooga 7
38 Partners Capital, LLC Franklin 7
38 Creative Investment Group Nashville 7
38 Round Table Advisors, LLC Chattanooga 7
50 Proffitt & Goodson Inc. Knoxville 6
50 Summit Asset Management LLC Memphis 6
50 Lee Danner & Bass Inc Nashville 6
50 Delta Asset Management, LLC Memphis 6
50 Provident Wealth Management, LLC Brentwood 6
50 Bellwether Investment Group, LLC Hixson 6
50 HMS Investment Advisors Nashville 6
50 Decker Wealth Management, LLC Nashville 6
50 Innovative Advisory Partners, LLC Hixson 6
50 Leconte Wealth Management, LLC Maryville 6
50 Kimery Wealth Management, LLC Memphis 6
50 Southern Capital Advisors, LLC Jackson 6
50 Valtrion Capital Management, LLC Franklin 6
50 Gambit Capital Management, LLC Nashville 6
50 Defining Wealth Franklin 6
65 Guardian Wealth Management, LLC Chattanooga 5
65 Brogan Financial Knoxville 5
65 Caldwell Advisors, LLC Brentwood 5
65 Fielder Capital Group LLC Nashville 5
65 McCay Wealth Advisory LLC Manchester 5
65 Alliance Wealth Management Partners LLC Knoxville 5
65 Roi Financial Planning Clarksville 5
72 William Howard & Co. Financial Advisors, Inc. Memphis 4
72 Sycamore Financial Advisors, Inc. Jackson 4
72 Shayne & Jacobs, LLC Nashville 4
72 Sage Investment Counsel Franklin 4
72 Private Wealth Management, Inc. Memphis 4
72 NBZ Investment Advisors, LLC Knoxville 4
72 Silverleafe Capital Partners, LLC Germantown 4
72 Integrity Capital Management Kingsport 4
72 Commerce Advisors, LLC Memphis 4
72 Gulfstream Capital Knoxville 4
72 Luken Investment Analytics, LLC Brentwood 4
72 Gramercy Park Wealth Advisors, LLC Broker-dealer affiliated Nashville 4
72 Revolution Partners, LLC Memphis 4
72 Calydon Capital, LLC Memphis 4
72 Rpata, LLC Memphis 4
72 Music Row Wealth Management Nashville 4
72 Roan Capital Partners Johnson City 4
72 Greensview Wealth Management Franklin 4
72 Genesis Investments Ooltewah 4
72 Cogentblue Knoxville 4
72 Cornerstone Wealth Management Group Greeneville 4
72 Childfree Wealth Mount Juliet 4
72 RBG Wealth Advisors LLC Memphis 4
72 Envision Financial Planning, LLC Memphis 4
72 HS Wealth Partners Nashville 4
72 FSG Wealth Advisors, LLC Memphis 4
72 Keystone Financial Resources, LLC Brentwood 4
99 Patten and Patten, Inc. Chattanooga 3
99 Brooks, Moore & Associates, Inc. Chattanooga 3
99 Aldebaran Financial Inc Kingsport 3
99 Barnett & Co Inc Chattanooga 3
99 Moon Capital Management, LLC Knoxville 3
99 LBMC Investment Advisors, LLC Brentwood 3
99 Brandon Financial Planning, Inc. Memphis 3
99 J. Mark Nickell & Co. Brentwood 3
99 Councilmark Asset Management, LLC Knoxville 3
99 Pope Asset Management, LLC Memphis 3
99 Portfolio Audit, LLC Knoxville 3
99 Campbell Asset Management, LLC Chattanooga 3
99 Mercury Investment Group Memphis 3
99 Worthwhile Wealth Council Johnson City 3
99 Cravens & Company Wealth Management Cookeville 3
99 Cosey Financial Services, Inc. Knoxville 3
99 Providence Wealth Management LLC Knoxville 3
99 Evergreen Advisors, LLC Chattanooga 3
99 Efinancial Alliance, LLC Franklin 3
99 Marsh Wealth Management, LLC Knoxville 3
99 Aspire Private Wealth Counsel, LLC Knoxville 3
99 Portus Capital Management, LLC Brentwood 3
99 Davis, Davis and Conover Wealth Management, LLC Nashville 3
99 Retirement Solutions Group Franklin 3
99 Main Street Investors, LLC Brentwood 3
99 Cairn Financial Group Nashville 3
99 Soar Financial LLC Murfreesboro 3
99 Balanced Plan Financial Investment Advisors, Inc. Broker-dealer affiliated Hermitage 3
99 Finwell, Inc. Brentwood 3
99 Ridgebrooke Capital Management LLC Cookeville 3
99 AJ Advisors Nashville 3
99 Lonetree Wealth Management Memphis 3
99 Hunley Wealth Management LLC Nashville 3
99 Agp Franklin, LLC Franklin 3
99 Ellis Financial Planning Clarksville 3
99 Sagepoint Capital Partners LLC Franklin 3

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

Most advisory staff 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.