Ranking, Tennessee

Wealth firms with the most high net worth clients, 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 high net worth clients, including broker-dealer firms, with 11,803.

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

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.

Wealth firms with the most high net worth clients, including broker-dealer firms in Tennessee
Rank	Firm	City	Most high net worth clients
1	&Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Nashville	11,803
2	Sagespring Wealth Partners	Franklin	2,060
3	Lee Danner & Bass Inc	Nashville	959
4	Steel Grove Capital Advisors, LLC	Memphis	831
5	B. Riley Wealth Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Memphis	801
6	Thoroughbred Financial Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Brentwood	691
7	Legacy Wealth Management, LLC 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.	Memphis	674
8	Abound Wealth Management, LLC	Franklin	640
9	Patten and Patten, Inc.	Chattanooga	596
10	Silver Oak Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Jackson	448
11	TBH Global Asset Management, LLC	Brentwood	431
12	Red Door Wealth Management, LLC	Memphis	428
13	Rather & Kittrell, Inc.	Knoxville	369
13	Patton Albertson Miller Group, LLC	Chattanooga	369
15	Paul Winkler, Inc.	Goodlettsville	367
16	Capwealth Advisors, LLC	Franklin	366
17	Tvamp, LLC	Knoxville	355
18	HHM Wealth Advisors, LLC	Chattanooga	352
19	Woodmont Investment Counsel, LLC	Nashville	335
20	McCay Wealth Advisory LLC	Manchester	331
21	Patriot Investment Management Group Inc	Knoxville	328
22	Kelman Lazarov Inc	Memphis	323
23	Beacon Capital Management, LLC	Franklin	316
24	The Pacific Financial Group, Inc.	Nashville	304
25	LBMC Investment Advisors, LLC	Brentwood	285
26	Calydon Capital, LLC	Memphis	282
27	TD Capital Management LLC	Memphis	250
27	Caldwell Advisors, LLC	Brentwood	250
29	Delta Asset Management, LLC	Memphis	240
30	Strategic Wealth Partners LLC	Franklin	212
31	BCS Wealth Management, LLC	Johnson City	202
32	Seven Springs Wealth Group	Brentwood	201
33	Summit Asset Management LLC	Memphis	200
34	Leading Edge Financial Planning LLC	Knoxville	193
35	Pya Waltman Capital, LLC	Knoxville	192
36	Provident Wealth Management, LLC	Brentwood	175
37	Proffitt & Goodson Inc.	Knoxville	170
37	Kimery Wealth Management, LLC	Memphis	170
39	The Patten Group, Inc.	Chattanooga	165
40	Moon Capital Management, LLC	Knoxville	159
40	Brogan Financial	Knoxville	159
40	Southern Capital Advisors, LLC	Jackson	159
43	Acumen Wealth Advisors, LLC	Chattanooga	144
44	Am Investment Strategies, LLC	Chattanooga	140
45	Decker Wealth Management, LLC	Nashville	139
46	Shayne & Jacobs, LLC	Nashville	137
46	Insight Strategic Wealth LLC	Knoxville	137
46	Oasis Wealth Planning Advisors	Nashville	137
46	First Family Wealth	Murfreesboro	137
50	Brandon Financial Planning, Inc.	Memphis	133
51	Sageguard Financial Group, LLC	Goodlettsville	131
52	Evergreen Advisors, LLC	Chattanooga	130
53	AJ Advisors	Nashville	124
54	Envision Financial Planning, LLC	Memphis	123
55	Guardian Wealth Management, LLC	Chattanooga	122
56	Portus Capital Management, LLC	Brentwood	119
57	Apex Strategic Wealth, LLC	Chattanooga	118
58	Capital Square, LLC	Athens	117
59	Retirement Planning Services	Knoxville	115
60	NBZ Investment Advisors, LLC	Knoxville	114
61	Alliance Wealth Management Partners LLC	Knoxville	112
62	Eudaimonia Asset Management, LLC	Winchester	111
63	CW Securities, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Knoxville	109
64	Wealth Preservation Advisors, LLC	Chattanooga	108
65	Cypress Capital, LLC	Franklin	107
66	WMG Financial Advisors, LLC	Knoxville	104
67	Tranquility Partners, LLC	Brentwood	103
68	Fielder Capital Group LLC	Nashville	99
69	Laffer Tengler Investments, Inc.	Nashville	98
69	Visionary Horizons, LLC	Knoxville	98
71	HS Wealth Partners	Nashville	96
72	Brooks, Moore & Associates, Inc.	Chattanooga	95
72	TCM	Germantown	95
74	Silverleafe Capital Partners, LLC	Germantown	87
75	Witt Financial Group, LLC	Crossville	86
75	The Nalls Sherbakoff Group, LLC	Knoxville	86
77	Private Wealth Management, Inc.	Memphis	85
77	Efinancial Alliance, LLC	Franklin	85
77	Agp Franklin, LLC	Franklin	85
80	Virtue Capital Management, LLC	Brentwood	83
80	Luken Investment Analytics, LLC	Brentwood	83
82	Synthesis Advisors, Inc.	Nashville	79
83	Cravens & Company Wealth Management	Cookeville	78
83	Leconte Wealth Management, LLC	Maryville	78
85	William Howard & Co. Financial Advisors, Inc.	Memphis	73
85	Values First Advisors, Inc.	Johnson City	73
87	Retirement Solutions Group	Franklin	72
87	Keystone Financial Resources, LLC	Brentwood	72
89	Haynes Barker Investment Management, LLC	Jackson	70
89	Ridgepath Capital Management LLC	Knoxville	70
91	Key Capital Management, Inc.	Hendersonville	69
91	Blue Ridge Wealth Planners	Knoxville	69
91	Knox Wealth Partners Advisory	Knoxville	69
94	Gramercy Park Wealth Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Nashville	65
95	Cornerstone Wealth Management Group	Greeneville	64
96	HMS Investment Advisors	Nashville	63
97	Mercury Investment Group	Memphis	62
98	Carota Wealth Management	Thompsons Station	60
99	Rayburn West Financial Services	Nashville	59
99	Commerce Advisors, LLC	Memphis	59

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.