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AdvisorIQ

Ranking, Tennessee

Wealth firms with the most CFP professionals, 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 CFP professionals, including broker-dealer firms, with 106.

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

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 &Partners Broker-dealer affiliated Nashville 106
2 Sagespring Wealth Partners Franklin 67
3 Silver Oak Securities, Inc. Broker-dealer affiliated Jackson 24
4 B. Riley Wealth Advisors, Inc. Broker-dealer affiliated Memphis 16
4 Abound Wealth Management, LLC Franklin 16
6 Tvamp, LLC Knoxville 14
7 Legacy Wealth Management, LLC Successor Memphis 11
7 Rather & Kittrell, Inc. Knoxville 11
9 HHM Wealth Advisors, LLC Chattanooga 10
10 Visionary Horizons, LLC Knoxville 9
11 Kelman Lazarov Inc Memphis 8
11 Patriot Investment Management Group Inc Knoxville 8
11 Defining Wealth Franklin 8
14 Paul Winkler, Inc. Goodlettsville 7
15 Woodmont Investment Counsel, LLC Nashville 6
15 Pya Waltman Capital, LLC Knoxville 6
15 Beacon Capital Management, LLC Franklin 6
15 Leading Edge Financial Planning LLC Knoxville 6
15 Patton Albertson Miller Group, LLC Chattanooga 6
15 Capital Square, LLC Athens 6
21 Thoroughbred Financial Services, LLC Broker-dealer affiliated Brentwood 5
21 TBH Global Asset Management, LLC Brentwood 5
23 William Howard & Co. Financial Advisors, Inc. Memphis 4
23 Summit Asset Management LLC Memphis 4
23 Seven Springs Wealth Group Brentwood 4
23 Red Door Wealth Management, LLC Memphis 4
23 Virtue Capital Management, LLC Brentwood 4
23 Southern Capital Advisors, LLC Jackson 4
23 Optivise Advisory Services LLC Franklin 4
23 Cogentblue Knoxville 4
23 Childfree Wealth Mount Juliet 4
32 TD Capital Management LLC Memphis 3
32 LBMC Investment Advisors, LLC Brentwood 3
32 Brandon Financial Planning, Inc. Memphis 3
32 Guardian Wealth Management, LLC Chattanooga 3
32 Values First Advisors, Inc. Johnson City 3
32 Fielder Capital Group LLC Nashville 3
32 Cypress Capital, LLC Franklin 3
32 Valtrion Capital Management, LLC Franklin 3
32 Envision Financial Planning, LLC Memphis 3
32 Round Table Advisors, LLC Chattanooga 3
42 Delta Asset Management, LLC Memphis 2
42 Bills Asset Management Nashville 2
42 Quality Financial Concepts Maryville 2
42 Worthwhile Wealth Council Johnson City 2
42 Von Haefen Financial Management Nashville 2
42 Silverleafe Capital Partners, LLC Germantown 2
42 Ball & Company Brentwood 2
42 Integrity Capital Management Kingsport 2
42 Evergreen Advisors, LLC Chattanooga 2
42 Oak Springs Wealth Management, LLC Knoxville 2
42 Kassira Wealth Management, LLC Knoxville 2
42 The Nalls Sherbakoff Group, LLC Knoxville 2
42 Key Capital Management, Inc. Hendersonville 2
42 Aspire Private Wealth Counsel, LLC Knoxville 2
42 Oasis Wealth Planning Advisors Nashville 2
42 WMG Financial Advisors, LLC Knoxville 2
42 Eaglestrong Financial Memphis 2
42 Knox Wealth Partners Advisory Knoxville 2
42 Music Row Wealth Management Nashville 2
42 Retirement Planning Services Knoxville 2
42 Cairn Financial Group Nashville 2
42 Afton Advisors, LLC Brentwood 2
42 Apex Strategic Wealth, LLC Chattanooga 2
42 Finwell, Inc. Brentwood 2
42 Alliance Wealth Management Partners LLC Knoxville 2
42 Cornerstone Wealth Management Group Greeneville 2
42 RBG Wealth Advisors LLC Memphis 2
42 AJ Advisors Nashville 2
42 Alongside Wealth Advisors, LLC Nolensville 2
42 Springlake Financial Partners Franklin 2
72 Proffitt & Goodson Inc. Knoxville 1
72 Barnett & Co Inc Chattanooga 1
72 Shayne & Jacobs, LLC Nashville 1
72 J. Mark Nickell & Co. Brentwood 1
72 Philip M. Watson, Financial Advisor Franklin 1
72 BCS Wealth Management, LLC Johnson City 1
72 Crandell Financial Planning, LLC Bristol 1
72 Kennedy Wealth Management Knoxville 1
72 Compass Advisory Partners LLC Cookeville 1
72 Private Wealth Management, Inc. Memphis 1
72 Stinson Financial Planning Nashville 1
72 Frazee Investment Consulting, Inc. Memphis 1
72 NBZ Investment Advisors, LLC Knoxville 1
72 Campbell Asset Management, LLC Chattanooga 1
72 Steven C. Nelson, CFP Franklin 1
72 Hull Wealth Management Murfreesboro 1
72 Modica Financial Services Lebanon 1
72 Apple & Company, Inc. Nashville 1
72 Financial Planning Center, LLP Clarksville 1
72 Cap Partners, LLC Franklin 1
72 Providence Wealth Management LLC Knoxville 1
72 Dogwood Financial Planning Memphis 1
72 WLH Management Co., Inc. Collierville 1
72 Insight Strategic Wealth LLC Knoxville 1
72 Bellwether Investment Group, LLC Hixson 1
72 Capwealth Advisors, LLC Franklin 1
72 HMS Investment Advisors Nashville 1
72 Integra Wealth Chattanooga 1
72 Cypress Wealth Management, LLC Germantown 1
72 Cothran Capital, LLC Memphis 1
72 Processus Wealth & Capital Management, LLC Brentwood 1
72 Innovative Advisory Partners, LLC Hixson 1
72 Fortitude Wealth Management Murfreesboro 1
72 Quantitative Solutions, LLC Franklin 1
72 Sageguard Financial Group, LLC Goodlettsville 1
72 Studdard Financial, LLC Germantown 1
72 Efinancial Alliance, LLC Franklin 1
72 Am Investment Strategies, LLC Chattanooga 1
72 DRW Financial Hixson 1
72 The Patten Group, Inc. Chattanooga 1
72 Luken Investment Analytics, LLC Brentwood 1
72 Frontsight Wealth Advisors, LLC Kingsport 1
72 Gramercy Park Wealth Advisors, LLC Broker-dealer affiliated Nashville 1
72 Lakeland Wealth Management LLC Memphis 1
72 Lake Park Advisors Johnson City 1
72 The Stewardship Solution Germantown 1
72 Acumen Wealth Advisors, LLC Chattanooga 1
72 Sapiat Asset Management, LLC Greeneville 1
72 Ridgepath Capital Management LLC Knoxville 1
72 Blue Ridge Wealth Planners Knoxville 1
72 Resilient Asset Management Memphis 1
72 Davis, Davis and Conover Wealth Management, LLC Nashville 1
72 Kimery Wealth Management, LLC Memphis 1
72 Provident Wealth, LLC Knoxville 1
72 Roan Capital Partners Johnson City 1
72 Canterbury Tollgate Brentwood 1
72 Melby Wealth Management Brentwood 1
72 P3 Wealth Management Cordova 1
72 Sego Wealth Management, LLC Collierville 1
72 Apogee Wealth Partners, LLC Chattanooga 1
72 Wave Wealth Planning, LLC Nashville 1
72 Allied Investments Johnson City 1
72 Rutterer Planning Nashville 1
72 True Equity Wealth Management LLC Nashville 1
72 Dirigo Private Wealth Nashville 1
72 Mountaintop Wealth Chattanooga 1
72 Gambit Capital Management, LLC Nashville 1
72 Arrow Alliance Franklin 1
72 Forward Financial Planning Germantown 1
72 Hoskins Financial, LLC Nashville 1
72 Lonetree Wealth Management Memphis 1
72 Jackson Wealth Inc Franklin 1
72 Mosaic Wealth Consultants, Inc. Millington 1
72 Stapleton Asset Management, LLC Franklin 1
72 Providence Squared LLC Ooltewah 1
72 Kessler Planning Group Bolivar 1
72 Partners Capital, LLC Franklin 1
72 Nashville Financial Planning Franklin 1
72 Your Family Matters, LLP Cordova 1
72 HS Wealth Partners Nashville 1
72 FSG Wealth Advisors, LLC Memphis 1
72 Stone Pillars Wealth Management Franklin 1
72 Hillvale Wealth Management, LLC Knoxville 1
72 Ellis Financial Planning Clarksville 1
72 Optimalpath Advisors, LLC Church Hill 1
72 Kinetic Wealth Knoxville 1
72 Stivers Wealth Management Knoxville 1
72 Oppna Wealth LLC Knoxville 1
72 Highmark, LLC Brentwood 1
72 First Family Wealth Murfreesboro 1
72 Hodges Financial Group Nashville 1
72 Point One Private Wealth Nolensville 1
72 Worthwhile Wealth Johnson City 1
72 Roi Financial Planning Clarksville 1
72 Keystone Financial Resources, LLC Brentwood 1
72 Stevens Investment Counsel LLC Nashville 1
72 Intentional Wealth Planning Brentwood 1
72 Maple Grove Wealth Franklin 1
72 Raven Point Wealth Management, LLC Brentwood 1

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 CFP professionals 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.