# Independent RIAs with the most advisory staff in Tennessee

As of October 2, 2026, Sagespring Wealth Partners ranked #1 in Tennessee in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 100.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Tennessee
- firms_listed: 128
- rows: rank: 1, crd: 283515, firm: Sagespring Wealth Partners, city: Franklin, state: TN, value: 100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283515/; rank: 2, crd: 167816, firm: Virtue Capital Management, LLC, city: Brentwood, state: TN, value: 90, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167816/; rank: 3, crd: 285903, firm: Abound Wealth Management, LLC, city: Franklin, state: TN, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285903/; rank: 4, crd: 160321, firm: Tvamp, LLC, city: Knoxville, state: TN, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160321/; rank: 5, crd: 301764, firm: Optivise Advisory Services LLC, city: Franklin, state: TN, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301764/; rank: 6, crd: 105203, firm: The Pacific Financial Group, Inc., city: Nashville, state: TN, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105203/; rank: 7, crd: 114885, firm: Rather & Kittrell, Inc., city: Knoxville, state: TN, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114885/; rank: 7, crd: 156228, firm: Beacon Capital Management, LLC, city: Franklin, state: TN, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156228/; rank: 9, crd: 108619, firm: Legacy Wealth Management, LLC, city: Memphis, state: TN, value: 16, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/108619/; rank: 9, crd: 112155, firm: Patriot Investment Management Group Inc, city: Knoxville, state: TN, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112155/; rank: 9, crd: 281558, firm: Patton Albertson Miller Group, LLC, city: Chattanooga, state: TN, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281558/; rank: 12, crd: 119342, firm: Paul Winkler, Inc., city: Goodlettsville, state: TN, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119342/; rank: 12, crd: 160266, firm: Sageguard Financial Group, LLC, city: Goodlettsville, state: TN, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160266/; rank: 12, crd: 285347, firm: Blue Ridge Wealth Planners, city: Knoxville, state: TN, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285347/; rank: 15, crd: 107727, firm: Kelman Lazarov Inc, city: Memphis, state: TN, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107727/; rank: 15, crd: 108068, firm: Laffer Tengler Investments, Inc., city: Nashville, state: TN, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108068/; rank: 15, crd: 150843, firm: HHM Wealth Advisors, LLC, city: Chattanooga, state: TN, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150843/; rank: 18, crd: 150483, firm: Visionary Horizons, LLC, city: Knoxville, state: TN, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150483/; rank: 18, crd: 282565, firm: Acumen Wealth Advisors, LLC, city: Chattanooga, state: TN, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282565/; rank: 18, crd: 285824, firm: WMG Financial Advisors, LLC, city: Knoxville, state: TN, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285824/; rank: 21, crd: 109779, firm: Woodmont Investment Counsel, LLC, city: Nashville, state: TN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109779/; rank: 21, crd: 127411, firm: Seven Springs Wealth Group, city: Brentwood, state: TN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127411/; rank: 21, crd: 148781, firm: Capwealth Advisors, LLC, city: Franklin, state: TN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148781/; rank: 21, crd: 286098, firm: Capital Square, LLC, city: Athens, state: TN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286098/; rank: 25, crd: 153235, firm: Red Door Wealth Management, LLC, city: Memphis, state: TN, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153235/; rank: 25, crd: 308192, firm: FCG Investment Company, city: Germantown, state: TN, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308192/; rank: 27, crd: 148532, firm: Values First Advisors, Inc., city: Johnson City, state: TN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148532/; rank: 27, crd: 173773, firm: Key Capital Management, Inc., city: Hendersonville, state: TN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173773/; rank: 27, crd: 277149, firm: Leading Edge Financial Planning LLC, city: Knoxville, state: TN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277149/; rank: 30, crd: 106125, firm: TD Capital Management LLC, city: Memphis, state: TN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106125/; rank: 30, crd: 137283, firm: Pya Waltman Capital, LLC, city: Knoxville, state: TN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137283/; rank: 30, crd: 144779, firm: Cap Partners, LLC, city: Franklin, state: TN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144779/; rank: 30, crd: 342950, firm: Stewardwell LLC, city: Franklin, state: TN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342950/; rank: 34, crd: 115231, firm: Steel Grove Capital Advisors, LLC, city: Memphis, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115231/; rank: 34, crd: 115489, firm: BCS Wealth Management, LLC, city: Johnson City, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115489/; rank: 34, crd: 147290, firm: Insight Strategic Wealth LLC, city: Knoxville, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147290/; rank: 34, crd: 168255, firm: The Patten Group, Inc., city: Chattanooga, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168255/; rank: 34, crd: 171266, firm: Cypress Capital, LLC, city: Franklin, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171266/; rank: 34, crd: 283478, firm: Tranquility Partners, LLC, city: Brentwood, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283478/; rank: 34, crd: 285474, firm: Oasis Wealth Planning Advisors, city: Nashville, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285474/; rank: 34, crd: 288580, firm: Knox Wealth Partners Advisory, city: Knoxville, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288580/; rank: 34, crd: 308569, firm: Apex Strategic Wealth, LLC, city: Chattanooga, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308569/; rank: 34, crd: 328074, firm: Partners Capital, LLC, city: Franklin, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328074/; rank: 34, crd: 334028, firm: Creative Investment Group, city: Nashville, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334028/; rank: 34, crd: 343859, firm: Round Table Advisors, LLC, city: Chattanooga, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343859/; rank: 46, crd: 105278, firm: Proffitt & Goodson Inc., city: Knoxville, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105278/; rank: 46, crd: 109606, firm: Summit Asset Management LLC, city: Memphis, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109606/; rank: 46, crd: 111002, firm: Lee Danner & Bass Inc, city: Nashville, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111002/; rank: 46, crd: 113688, firm: Delta Asset Management, LLC, city: Memphis, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113688/; rank: 46, crd: 130417, firm: Provident Wealth Management, LLC, city: Brentwood, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130417/; rank: 46, crd: 148114, firm: Bellwether Investment Group, LLC, city: Hixson, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148114/; rank: 46, crd: 149764, firm: HMS Investment Advisors, city: Nashville, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149764/; rank: 46, crd: 150094, firm: Decker Wealth Management, LLC, city: Nashville, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150094/; rank: 46, crd: 156135, firm: Innovative Advisory Partners, LLC, city: Hixson, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156135/; rank: 46, crd: 168539, firm: Leconte Wealth Management, LLC, city: Maryville, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168539/; rank: 46, crd: 288229, firm: Kimery Wealth Management, LLC, city: Memphis, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288229/; rank: 46, crd: 292275, firm: Southern Capital Advisors, LLC, city: Jackson, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292275/; rank: 46, crd: 318048, firm: Valtrion Capital Management, LLC, city: Franklin, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318048/; rank: 46, crd: 318313, firm: Gambit Capital Management, LLC, city: Nashville, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318313/; rank: 46, crd: 328930, firm: Defining Wealth, city: Franklin, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328930/; rank: 61, crd: 118668, firm: Guardian Wealth Management, LLC, city: Chattanooga, state: TN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118668/; rank: 61, crd: 133623, firm: Brogan Financial, city: Knoxville, state: TN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133623/; rank: 61, crd: 144408, firm: Caldwell Advisors, LLC, city: Brentwood, state: TN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144408/; rank: 61, crd: 156737, firm: Fielder Capital Group LLC, city: Nashville, state: TN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156737/; rank: 61, crd: 286503, firm: McCay Wealth Advisory LLC, city: Manchester, state: TN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286503/; rank: 61, crd: 313195, firm: Alliance Wealth Management Partners LLC, city: Knoxville, state: TN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313195/; rank: 61, crd: 341025, firm: Roi Financial Planning, city: Clarksville, state: TN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341025/; rank: 68, crd: 105959, firm: William Howard & Co. Financial Advisors, Inc., city: Memphis, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105959/; rank: 68, crd: 108628, firm: Sycamore Financial Advisors, Inc., city: Jackson, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108628/; rank: 68, crd: 109423, firm: Shayne & Jacobs, LLC, city: Nashville, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109423/; rank: 68, crd: 116907, firm: Sage Investment Counsel, city: Franklin, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116907/; rank: 68, crd: 120823, firm: Private Wealth Management, Inc., city: Memphis, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120823/; rank: 68, crd: 123902, firm: NBZ Investment Advisors, LLC, city: Knoxville, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123902/; rank: 68, crd: 133174, firm: Silverleafe Capital Partners, LLC, city: Germantown, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133174/; rank: 68, crd: 142693, firm: Integrity Capital Management, city: Kingsport, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142693/; rank: 68, crd: 151439, firm: Commerce Advisors, LLC, city: Memphis, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151439/; rank: 68, crd: 165832, firm: Gulfstream Capital, city: Knoxville, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165832/; rank: 68, crd: 169008, firm: Luken Investment Analytics, LLC, city: Brentwood, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169008/; rank: 68, crd: 170310, firm: Revolution Partners, LLC, city: Memphis, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170310/; rank: 68, crd: 285485, firm: Calydon Capital, LLC, city: Memphis, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285485/; rank: 68, crd: 285598, firm: Rpata, LLC, city: Memphis, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285598/; rank: 68, crd: 288944, firm: Music Row Wealth Management, city: Nashville, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288944/; rank: 68, crd: 293119, firm: Roan Capital Partners, city: Johnson City, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293119/; rank: 68, crd: 297321, firm: Greensview Wealth Management, city: Franklin, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297321/; rank: 68, crd: 310878, firm: Genesis Investments, city: Ooltewah, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310878/; rank: 68, crd: 312899, firm: Cogentblue, city: Knoxville, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312899/; rank: 68, crd: 313269, firm: Cornerstone Wealth Management Group, city: Greeneville, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313269/; rank: 68, crd: 316489, firm: Childfree Wealth, city: Mount Juliet, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316489/; rank: 68, crd: 319486, firm: RBG Wealth Advisors LLC, city: Memphis, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319486/; rank: 68, crd: 321790, firm: Envision Financial Planning, LLC, city: Memphis, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321790/; rank: 68, crd: 330640, firm: HS Wealth Partners, city: Nashville, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330640/; rank: 68, crd: 330709, firm: FSG Wealth Advisors, LLC, city: Memphis, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330709/; rank: 68, crd: 341495, firm: Keystone Financial Resources, LLC, city: Brentwood, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341495/; rank: 94, crd: 105414, firm: Patten and Patten, Inc., city: Chattanooga, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105414/; rank: 94, crd: 105716, firm: Brooks, Moore & Associates, Inc., city: Chattanooga, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105716/; rank: 94, crd: 105741, firm: Aldebaran Financial Inc, city: Kingsport, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105741/; rank: 94, crd: 105867, firm: Barnett & Co Inc, city: Chattanooga, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105867/; rank: 94, crd: 107612, firm: Moon Capital Management, LLC, city: Knoxville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107612/; rank: 94, crd: 108943, firm: LBMC Investment Advisors, LLC, city: Brentwood, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108943/; rank: 94, crd: 110267, firm: Brandon Financial Planning, Inc., city: Memphis, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110267/; rank: 94, crd: 111635, firm: J. Mark Nickell & Co., city: Brentwood, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111635/; rank: 94, crd: 111748, firm: Councilmark Asset Management, LLC, city: Knoxville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111748/; rank: 94, crd: 113584, firm: Pope Asset Management, LLC, city: Memphis, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113584/; rank: 94, crd: 118549, firm: Portfolio Audit, LLC, city: Knoxville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118549/; rank: 94, crd: 125052, firm: Campbell Asset Management, LLC, city: Chattanooga, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125052/; rank: 94, crd: 125245, firm: Mercury Investment Group, city: Memphis, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125245/; rank: 94, crd: 126918, firm: Worthwhile Wealth Council, city: Johnson City, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126918/; rank: 94, crd: 130071, firm: Cravens & Company Wealth Management, city: Cookeville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130071/; rank: 94, crd: 140175, firm: Cosey Financial Services, Inc., city: Knoxville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140175/; rank: 94, crd: 144902, firm: Providence Wealth Management LLC, city: Knoxville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144902/; rank: 94, crd: 149861, firm: Evergreen Advisors, LLC, city: Chattanooga, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149861/; rank: 94, crd: 161352, firm: Efinancial Alliance, LLC, city: Franklin, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161352/; rank: 94, crd: 282111, firm: Marsh Wealth Management, LLC, city: Knoxville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282111/; rank: 94, crd: 282582, firm: Aspire Private Wealth Counsel, LLC, city: Knoxville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282582/; rank: 94, crd: 285689, firm: Portus Capital Management, LLC, city: Brentwood, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285689/; rank: 94, crd: 286575, firm: Davis, Davis and Conover Wealth Management, LLC, city: Nashville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286575/; rank: 94, crd: 289069, firm: Retirement Solutions Group, city: Franklin, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289069/; rank: 94, crd: 299291, firm: Main Street Investors, LLC, city: Brentwood, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299291/; rank: 94, crd: 299889, firm: Cairn Financial Group, city: Nashville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299889/; rank: 94, crd: 309772, firm: Soar Financial LLC, city: Murfreesboro, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309772/; rank: 94, crd: 310850, firm: Finwell, Inc., city: Brentwood, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310850/; rank: 94, crd: 311117, firm: Ridgebrooke Capital Management LLC, city: Cookeville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311117/; rank: 94, crd: 321606, firm: AJ Advisors, city: Nashville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321606/; rank: 94, crd: 322711, firm: Lonetree Wealth Management, city: Memphis, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322711/; rank: 94, crd: 331504, firm: Hunley Wealth Management LLC, city: Nashville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331504/; rank: 94, crd: 331699, firm: Agp Franklin, LLC, city: Franklin, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331699/; rank: 94, crd: 333092, firm: Ellis Financial Planning, city: Clarksville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333092/; rank: 94, crd: 339742, firm: Sagepoint Capital Partners LLC, city: Franklin, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339742/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/tennessee/

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