# Independent RIAs with the most CFP professionals in Tennessee

As of October 2, 2026, Sagespring Wealth Partners ranked #1 in Tennessee in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 67.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Tennessee
- firms_listed: 165
- rows: rank: 1, crd: 283515, firm: Sagespring Wealth Partners, city: Franklin, state: TN, value: 67, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283515/; rank: 2, crd: 285903, firm: Abound Wealth Management, LLC, city: Franklin, state: TN, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285903/; rank: 3, crd: 160321, firm: Tvamp, LLC, city: Knoxville, state: TN, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160321/; rank: 4, crd: 108619, firm: Legacy Wealth Management, LLC, city: Memphis, state: TN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/108619/; rank: 4, crd: 114885, firm: Rather & Kittrell, Inc., city: Knoxville, state: TN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114885/; rank: 6, crd: 150843, firm: HHM Wealth Advisors, LLC, city: Chattanooga, state: TN, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150843/; rank: 7, crd: 150483, firm: Visionary Horizons, LLC, city: Knoxville, state: TN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150483/; rank: 8, crd: 107727, firm: Kelman Lazarov Inc, city: Memphis, state: TN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107727/; rank: 8, crd: 112155, firm: Patriot Investment Management Group Inc, city: Knoxville, state: TN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112155/; rank: 8, crd: 328930, firm: Defining Wealth, city: Franklin, state: TN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328930/; rank: 11, crd: 119342, firm: Paul Winkler, Inc., city: Goodlettsville, state: TN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119342/; rank: 12, crd: 109779, firm: Woodmont Investment Counsel, LLC, city: Nashville, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109779/; rank: 12, crd: 137283, firm: Pya Waltman Capital, LLC, city: Knoxville, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137283/; rank: 12, crd: 156228, firm: Beacon 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/156228/; rank: 12, crd: 277149, firm: Leading Edge Financial Planning LLC, city: Knoxville, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277149/; rank: 12, crd: 281558, firm: Patton Albertson Miller Group, LLC, city: Chattanooga, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281558/; rank: 12, crd: 286098, firm: Capital Square, LLC, city: Athens, state: TN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286098/; rank: 18, crd: 145536, firm: TBH Global Asset Management, LLC, city: Brentwood, state: TN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145536/; rank: 19, 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: 19, crd: 109606, firm: Summit Asset Management LLC, city: Memphis, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109606/; rank: 19, crd: 127411, firm: Seven Springs Wealth Group, city: Brentwood, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127411/; rank: 19, crd: 153235, firm: Red Door Wealth Management, LLC, city: Memphis, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153235/; rank: 19, crd: 167816, firm: Virtue Capital Management, LLC, city: Brentwood, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167816/; rank: 19, crd: 292275, firm: Southern Capital Advisors, LLC, city: Jackson, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292275/; rank: 19, crd: 301764, firm: Optivise Advisory Services LLC, city: Franklin, state: TN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301764/; rank: 19, 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: 19, 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: 28, crd: 106125, firm: TD Capital Management LLC, city: Memphis, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106125/; rank: 28, 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: 28, 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: 28, crd: 118668, firm: Guardian Wealth Management, LLC, city: Chattanooga, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118668/; rank: 28, crd: 148532, firm: Values First Advisors, Inc., city: Johnson City, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148532/; rank: 28, crd: 156737, firm: Fielder Capital Group LLC, city: Nashville, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156737/; rank: 28, crd: 171266, firm: Cypress Capital, LLC, city: Franklin, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171266/; rank: 28, crd: 318048, firm: Valtrion Capital Management, LLC, city: Franklin, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318048/; rank: 28, crd: 321790, firm: Envision Financial Planning, LLC, city: Memphis, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321790/; rank: 28, crd: 343859, firm: Round Table Advisors, LLC, city: Chattanooga, state: TN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343859/; rank: 38, crd: 113688, firm: Delta Asset Management, LLC, city: Memphis, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113688/; rank: 38, crd: 114520, firm: Bills Asset Management, city: Nashville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114520/; rank: 38, crd: 118886, firm: Quality Financial Concepts, city: Maryville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118886/; rank: 38, crd: 126918, firm: Worthwhile Wealth Council, city: Johnson City, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126918/; rank: 38, crd: 130564, firm: Von Haefen Financial Management, city: Nashville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130564/; rank: 38, crd: 133174, firm: Silverleafe Capital Partners, LLC, city: Germantown, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133174/; rank: 38, crd: 133950, firm: Ball & Company, city: Brentwood, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133950/; rank: 38, crd: 142693, firm: Integrity Capital Management, city: Kingsport, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142693/; rank: 38, crd: 149861, firm: Evergreen Advisors, LLC, city: Chattanooga, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149861/; rank: 38, crd: 164332, firm: Oak Springs Wealth Management, LLC, city: Knoxville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164332/; rank: 38, crd: 165070, firm: Kassira Wealth Management, LLC, city: Knoxville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165070/; rank: 38, crd: 168239, firm: The Nalls Sherbakoff Group, LLC, city: Knoxville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168239/; rank: 38, crd: 173773, firm: Key Capital Management, Inc., city: Hendersonville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173773/; rank: 38, crd: 282582, firm: Aspire Private Wealth Counsel, LLC, city: Knoxville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282582/; rank: 38, crd: 285474, firm: Oasis Wealth Planning Advisors, city: Nashville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285474/; rank: 38, crd: 285824, firm: WMG Financial Advisors, LLC, city: Knoxville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285824/; rank: 38, crd: 288413, firm: Eaglestrong Financial, city: Memphis, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288413/; rank: 38, crd: 288580, firm: Knox Wealth Partners Advisory, city: Knoxville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288580/; rank: 38, crd: 288944, firm: Music Row Wealth Management, city: Nashville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288944/; rank: 38, crd: 289847, firm: Retirement Planning Services, city: Knoxville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289847/; rank: 38, crd: 299889, firm: Cairn Financial Group, city: Nashville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299889/; rank: 38, crd: 300884, firm: Afton Advisors, LLC, city: Brentwood, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300884/; rank: 38, crd: 308569, firm: Apex Strategic Wealth, LLC, city: Chattanooga, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308569/; rank: 38, crd: 310850, firm: Finwell, Inc., city: Brentwood, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310850/; rank: 38, crd: 313195, firm: Alliance Wealth Management Partners LLC, city: Knoxville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313195/; rank: 38, crd: 313269, firm: Cornerstone Wealth Management Group, city: Greeneville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313269/; rank: 38, crd: 319486, firm: RBG Wealth Advisors LLC, city: Memphis, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319486/; rank: 38, crd: 321606, firm: AJ Advisors, city: Nashville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321606/; rank: 38, crd: 323235, firm: Alongside Wealth Advisors, LLC, city: Nolensville, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323235/; rank: 38, crd: 334134, firm: Springlake Financial Partners, city: Franklin, state: TN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334134/; rank: 68, crd: 105278, firm: Proffitt & Goodson Inc., city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105278/; rank: 68, crd: 105867, firm: Barnett & Co Inc, city: Chattanooga, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105867/; rank: 68, crd: 109423, firm: Shayne & Jacobs, LLC, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109423/; rank: 68, crd: 111635, firm: J. Mark Nickell & Co., city: Brentwood, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111635/; rank: 68, crd: 114749, firm: Philip M. Watson, Financial Advisor, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114749/; rank: 68, crd: 115489, firm: BCS Wealth Management, LLC, city: Johnson City, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115489/; rank: 68, crd: 116705, firm: Crandell Financial Planning, LLC, city: Bristol, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116705/; rank: 68, crd: 117558, firm: Kennedy Wealth Management, city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117558/; rank: 68, crd: 119377, firm: Compass Advisory Partners LLC, city: Cookeville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119377/; rank: 68, crd: 120823, firm: Private Wealth Management, Inc., city: Memphis, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120823/; rank: 68, crd: 121272, firm: Stinson Financial Planning, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121272/; rank: 68, crd: 123662, firm: Frazee Investment Consulting, Inc., city: Memphis, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123662/; rank: 68, crd: 123902, firm: NBZ Investment Advisors, LLC, city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123902/; rank: 68, crd: 125052, firm: Campbell Asset Management, LLC, city: Chattanooga, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125052/; rank: 68, crd: 130218, firm: Steven C. Nelson, CFP, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130218/; rank: 68, crd: 131741, firm: Hull Wealth Management, city: Murfreesboro, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131741/; rank: 68, crd: 135583, firm: Modica Financial Services, city: Lebanon, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135583/; rank: 68, crd: 142298, firm: Apple & Company, Inc., city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142298/; rank: 68, crd: 143829, firm: Financial Planning Center, LLP, city: Clarksville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143829/; rank: 68, crd: 144779, firm: Cap Partners, LLC, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144779/; rank: 68, crd: 144902, firm: Providence Wealth Management LLC, city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144902/; rank: 68, crd: 145889, firm: Dogwood Financial Planning, city: Memphis, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145889/; rank: 68, crd: 146941, firm: WLH Management Co., Inc., city: Collierville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146941/; rank: 68, crd: 147290, firm: Insight Strategic Wealth LLC, city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147290/; rank: 68, crd: 148114, firm: Bellwether Investment Group, LLC, city: Hixson, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148114/; rank: 68, crd: 148781, firm: Capwealth Advisors, LLC, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148781/; rank: 68, crd: 149764, firm: HMS Investment Advisors, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149764/; rank: 68, crd: 149999, firm: Integra Wealth, city: Chattanooga, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149999/; rank: 68, crd: 154177, firm: Cypress Wealth Management, LLC, city: Germantown, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154177/; rank: 68, crd: 154975, firm: Cothran Capital, LLC, city: Memphis, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154975/; rank: 68, crd: 155306, firm: Processus Wealth & Capital Management, LLC, city: Brentwood, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155306/; rank: 68, crd: 156135, firm: Innovative Advisory Partners, LLC, city: Hixson, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156135/; rank: 68, crd: 159192, firm: Fortitude Wealth Management, city: Murfreesboro, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159192/; rank: 68, crd: 159493, firm: Quantitative Solutions, LLC, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159493/; rank: 68, crd: 160266, firm: Sageguard Financial Group, LLC, city: Goodlettsville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160266/; rank: 68, crd: 161145, firm: Studdard Financial, LLC, city: Germantown, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161145/; rank: 68, crd: 161352, firm: Efinancial Alliance, LLC, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161352/; rank: 68, crd: 165823, firm: Am Investment Strategies, LLC, city: Chattanooga, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165823/; rank: 68, crd: 166271, firm: DRW Financial, city: Hixson, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166271/; rank: 68, crd: 168255, firm: The Patten Group, Inc., city: Chattanooga, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168255/; rank: 68, crd: 169008, firm: Luken Investment Analytics, LLC, city: Brentwood, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169008/; rank: 68, crd: 170049, firm: Frontsight Wealth Advisors, LLC, city: Kingsport, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170049/; rank: 68, crd: 173831, firm: Lakeland Wealth Management LLC, city: Memphis, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173831/; rank: 68, crd: 269941, firm: Lake Park Advisors, city: Johnson City, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269941/; rank: 68, crd: 282050, firm: The Stewardship Solution, city: Germantown, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282050/; rank: 68, crd: 282565, firm: Acumen Wealth Advisors, LLC, city: Chattanooga, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282565/; rank: 68, crd: 282647, firm: Sapiat Asset Management, LLC, city: Greeneville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282647/; rank: 68, crd: 283343, firm: Ridgepath Capital Management LLC, city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283343/; rank: 68, crd: 285347, firm: Blue Ridge Wealth Planners, city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285347/; rank: 68, crd: 285534, firm: Resilient Asset Management, city: Memphis, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285534/; rank: 68, crd: 286575, firm: Davis, Davis and Conover Wealth Management, LLC, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286575/; rank: 68, crd: 288229, firm: Kimery Wealth Management, LLC, city: Memphis, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288229/; rank: 68, crd: 288660, firm: Provident Wealth, LLC, city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288660/; rank: 68, crd: 293119, firm: Roan Capital Partners, city: Johnson City, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293119/; rank: 68, crd: 297830, firm: Canterbury Tollgate, city: Brentwood, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297830/; rank: 68, crd: 300147, firm: Melby Wealth Management, city: Brentwood, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300147/; rank: 68, crd: 300373, firm: P3 Wealth Management, city: Cordova, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300373/; rank: 68, crd: 304193, firm: Sego Wealth Management, LLC, city: Collierville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304193/; rank: 68, crd: 310419, firm: Apogee Wealth Partners, LLC, city: Chattanooga, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310419/; rank: 68, crd: 312185, firm: Wave Wealth Planning, LLC, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312185/; rank: 68, crd: 314512, firm: Allied Investments, city: Johnson City, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314512/; rank: 68, crd: 316771, firm: Rutterer Planning, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316771/; rank: 68, crd: 316790, firm: True Equity Wealth Management LLC, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316790/; rank: 68, crd: 318002, firm: Dirigo Private Wealth, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318002/; rank: 68, crd: 318153, firm: Mountaintop Wealth, city: Chattanooga, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318153/; rank: 68, crd: 318313, firm: Gambit Capital Management, LLC, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318313/; rank: 68, crd: 318519, firm: Arrow Alliance, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318519/; rank: 68, crd: 318632, firm: Forward Financial Planning, city: Germantown, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318632/; rank: 68, crd: 319452, firm: Hoskins Financial, LLC, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319452/; rank: 68, crd: 322711, firm: Lonetree Wealth Management, city: Memphis, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322711/; rank: 68, crd: 323409, firm: Jackson Wealth Inc, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323409/; rank: 68, crd: 323422, firm: Mosaic Wealth Consultants, Inc., city: Millington, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323422/; rank: 68, crd: 323703, firm: Stapleton Asset Management, LLC, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323703/; rank: 68, crd: 327066, firm: Providence Squared LLC, city: Ooltewah, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327066/; rank: 68, crd: 327913, firm: Kessler Planning Group, city: Bolivar, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327913/; rank: 68, crd: 328074, firm: Partners Capital, LLC, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328074/; rank: 68, crd: 328315, firm: Nashville Financial Planning, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328315/; rank: 68, crd: 330168, firm: Your Family Matters, LLP, city: Cordova, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330168/; rank: 68, crd: 330640, firm: HS Wealth Partners, city: Nashville, state: TN, value: 1, 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: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330709/; rank: 68, crd: 331308, firm: Stone Pillars Wealth Management, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331308/; rank: 68, crd: 332049, firm: Hillvale Wealth Management, LLC, city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332049/; rank: 68, crd: 333092, firm: Ellis Financial Planning, city: Clarksville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333092/; rank: 68, crd: 334673, firm: Optimalpath Advisors, LLC, city: Church Hill, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334673/; rank: 68, crd: 336229, firm: Kinetic Wealth, city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336229/; rank: 68, crd: 336300, firm: Stivers Wealth Management, city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336300/; rank: 68, crd: 336397, firm: Oppna Wealth LLC, city: Knoxville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336397/; rank: 68, crd: 337564, firm: Highmark, LLC, city: Brentwood, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337564/; rank: 68, crd: 338250, firm: First Family Wealth, city: Murfreesboro, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338250/; rank: 68, crd: 338345, firm: Hodges Financial Group, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338345/; rank: 68, crd: 339679, firm: Point One Private Wealth, city: Nolensville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339679/; rank: 68, crd: 341019, firm: Worthwhile Wealth, city: Johnson City, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341019/; rank: 68, crd: 341025, firm: Roi Financial Planning, city: Clarksville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341025/; rank: 68, crd: 341495, firm: Keystone Financial Resources, LLC, city: Brentwood, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341495/; rank: 68, crd: 342613, firm: Stevens Investment Counsel LLC, city: Nashville, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342613/; rank: 68, crd: 343113, firm: Intentional Wealth Planning, city: Brentwood, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343113/; rank: 68, crd: 343452, firm: Maple Grove Wealth, city: Franklin, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343452/; rank: 68, crd: 343835, firm: Raven Point Wealth Management, LLC, city: Brentwood, state: TN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343835/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/tennessee/

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