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AdvisorIQ

Ranking, Tennessee

Independent RIAs with the most high net worth clients in Tennessee

As of October 2, 2026, Sagespring Wealth Partners ranked #1 in Tennessee in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 2,060.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 Sagespring Wealth Partners Franklin 2,060
2 Lee Danner & Bass Inc Nashville 959
3 Steel Grove Capital Advisors, LLC Memphis 831
4 Legacy Wealth Management, LLC Successor Memphis 674
5 Abound Wealth Management, LLC Franklin 640
6 Patten and Patten, Inc. Chattanooga 596
7 TBH Global Asset Management, LLC Brentwood 431
8 Red Door Wealth Management, LLC Memphis 428
9 Rather & Kittrell, Inc. Knoxville 369
9 Patton Albertson Miller Group, LLC Chattanooga 369
11 Paul Winkler, Inc. Goodlettsville 367
12 Capwealth Advisors, LLC Franklin 366
13 Tvamp, LLC Knoxville 355
14 HHM Wealth Advisors, LLC Chattanooga 352
15 Woodmont Investment Counsel, LLC Nashville 335
16 McCay Wealth Advisory LLC Manchester 331
17 Patriot Investment Management Group Inc Knoxville 328
18 Kelman Lazarov Inc Memphis 323
19 Beacon Capital Management, LLC Franklin 316
20 The Pacific Financial Group, Inc. Nashville 304
21 LBMC Investment Advisors, LLC Brentwood 285
22 Calydon Capital, LLC Memphis 282
23 TD Capital Management LLC Memphis 250
23 Caldwell Advisors, LLC Brentwood 250
25 Delta Asset Management, LLC Memphis 240
26 Strategic Wealth Partners LLC Franklin 212
27 BCS Wealth Management, LLC Johnson City 202
28 Seven Springs Wealth Group Brentwood 201
29 Summit Asset Management LLC Memphis 200
30 Leading Edge Financial Planning LLC Knoxville 193
31 Pya Waltman Capital, LLC Knoxville 192
32 Provident Wealth Management, LLC Brentwood 175
33 Proffitt & Goodson Inc. Knoxville 170
33 Kimery Wealth Management, LLC Memphis 170
35 The Patten Group, Inc. Chattanooga 165
36 Moon Capital Management, LLC Knoxville 159
36 Brogan Financial Knoxville 159
36 Southern Capital Advisors, LLC Jackson 159
39 Acumen Wealth Advisors, LLC Chattanooga 144
40 Am Investment Strategies, LLC Chattanooga 140
41 Decker Wealth Management, LLC Nashville 139
42 Shayne & Jacobs, LLC Nashville 137
42 Insight Strategic Wealth LLC Knoxville 137
42 Oasis Wealth Planning Advisors Nashville 137
42 First Family Wealth Murfreesboro 137
46 Brandon Financial Planning, Inc. Memphis 133
47 Sageguard Financial Group, LLC Goodlettsville 131
48 Evergreen Advisors, LLC Chattanooga 130
49 AJ Advisors Nashville 124
50 Envision Financial Planning, LLC Memphis 123
51 Guardian Wealth Management, LLC Chattanooga 122
52 Portus Capital Management, LLC Brentwood 119
53 Apex Strategic Wealth, LLC Chattanooga 118
54 Capital Square, LLC Athens 117
55 Retirement Planning Services Knoxville 115
56 NBZ Investment Advisors, LLC Knoxville 114
57 Alliance Wealth Management Partners LLC Knoxville 112
58 Eudaimonia Asset Management, LLC Winchester 111
59 Wealth Preservation Advisors, LLC Chattanooga 108
60 Cypress Capital, LLC Franklin 107
61 WMG Financial Advisors, LLC Knoxville 104
62 Tranquility Partners, LLC Brentwood 103
63 Fielder Capital Group LLC Nashville 99
64 Laffer Tengler Investments, Inc. Nashville 98
64 Visionary Horizons, LLC Knoxville 98
66 HS Wealth Partners Nashville 96
67 Brooks, Moore & Associates, Inc. Chattanooga 95
67 TCM Germantown 95
69 Silverleafe Capital Partners, LLC Germantown 87
70 Witt Financial Group, LLC Crossville 86
70 The Nalls Sherbakoff Group, LLC Knoxville 86
72 Private Wealth Management, Inc. Memphis 85
72 Efinancial Alliance, LLC Franklin 85
72 Agp Franklin, LLC Franklin 85
75 Virtue Capital Management, LLC Brentwood 83
75 Luken Investment Analytics, LLC Brentwood 83
77 Synthesis Advisors, Inc. Nashville 79
78 Cravens & Company Wealth Management Cookeville 78
78 Leconte Wealth Management, LLC Maryville 78
80 William Howard & Co. Financial Advisors, Inc. Memphis 73
80 Values First Advisors, Inc. Johnson City 73
82 Retirement Solutions Group Franklin 72
82 Keystone Financial Resources, LLC Brentwood 72
84 Haynes Barker Investment Management, LLC Jackson 70
84 Ridgepath Capital Management LLC Knoxville 70
86 Key Capital Management, Inc. Hendersonville 69
86 Blue Ridge Wealth Planners Knoxville 69
86 Knox Wealth Partners Advisory Knoxville 69
89 Cornerstone Wealth Management Group Greeneville 64
90 HMS Investment Advisors Nashville 63
91 Mercury Investment Group Memphis 62
92 Carota Wealth Management Thompsons Station 60
93 Rayburn West Financial Services Nashville 59
93 Commerce Advisors, LLC Memphis 59
95 Ball & Company Brentwood 58
95 Cap Partners, LLC Franklin 58
97 Pope Asset Management, LLC Memphis 57
98 Barnett & Co Inc Chattanooga 56
98 Music Row Wealth Management Nashville 56
98 Defining Wealth Franklin 56

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 high net worth clients 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.