{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Newest independent RIAs in Tennessee","lead":"As of October 2, 2026, Sagepoint Capital Partners LLC ranked #1 in Tennessee in AdvisorIQ's ranking of newest independent RIAs, with $888.3 million.","as_of":"2026-10-02","facts":{"ranking":"Newest independent RIAs","how_it_is_computed":"Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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":"usd","scope":"Tennessee","firms_listed":46,"rows":[{"rank":1,"crd":339742,"firm":"Sagepoint Capital Partners LLC","city":"Franklin","state":"TN","value":888349379,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339742/"},{"rank":2,"crd":341495,"firm":"Keystone Financial Resources, LLC","city":"Brentwood","state":"TN","value":178528735,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341495/"},{"rank":3,"crd":156462,"firm":"Witt Financial Group, LLC","city":"Crossville","state":"TN","value":160466246,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/156462/"},{"rank":4,"crd":289069,"firm":"Retirement Solutions 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LLC","city":"Brentwood","state":"TN","value":109338019,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300884/"},{"rank":13,"crd":160186,"firm":"Hogan Investment Counsel, LLC","city":"Cordova","state":"TN","value":107242702,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/160186/"},{"rank":14,"crd":285736,"firm":"Trusco Investment Management, LLC","city":"Nashville","state":"TN","value":106974102,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285736/"},{"rank":15,"crd":334134,"firm":"Springlake Financial Partners","city":"Franklin","state":"TN","value":104756929,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334134/"},{"rank":16,"crd":339280,"firm":"Dorian Investment Advisory LLC","city":"Memphis","state":"TN","value":102628570,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339280/"},{"rank":17,"crd":149172,"firm":"Fuerst Financial Group, Inc.","city":"Chattanooga","state":"TN","value":100887398,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149172/"},{"rank":18,"crd":340063,"firm":"Chamberlain Lane Capital, LLC","city":"Nashville","state":"TN","value":100000010,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340063/"},{"rank":19,"crd":338250,"firm":"First Family Wealth","city":"Murfreesboro","state":"TN","value":87790520,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338250/"},{"rank":20,"crd":322877,"firm":"Fletcher Wealth Management, 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Wealth","city":"Brentwood","state":"TN","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340662/"},{"rank":27,"crd":341019,"firm":"Worthwhile Wealth","city":"Johnson City","state":"TN","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341019/"},{"rank":27,"crd":341025,"firm":"Roi Financial Planning","city":"Clarksville","state":"TN","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341025/"},{"rank":27,"crd":341120,"firm":"David Zbonski, LLC","city":"Maryville","state":"TN","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341120/"},{"rank":27,"crd":342613,"firm":"Stevens Investment Counsel 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Edwards & Co.","city":"Knoxville","state":"TN","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343080/"},{"rank":27,"crd":343113,"firm":"Intentional Wealth Planning","city":"Brentwood","state":"TN","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343113/"},{"rank":27,"crd":343400,"firm":"Eagle Mountain Financial LLC","city":"Brentwood","state":"TN","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343400/"},{"rank":27,"crd":343452,"firm":"Maple Grove Wealth","city":"Franklin","state":"TN","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343452/"},{"rank":27,"crd":343810,"firm":"Wheatfield Wealth Management, LLC","city":"Nashville","state":"TN","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343810/"},{"rank":27,"crd":343835,"firm":"Raven Point Wealth Management, LLC","city":"Brentwood","state":"TN","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343835/"},{"rank":27,"crd":343859,"firm":"Round Table Advisors, LLC","city":"Chattanooga","state":"TN","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343859/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Newest independent RIAs, nationally","url":"https://advisoriq.com/ria/rankings/newest/"},{"title":"RIA market data for Tennessee","url":"https://advisoriq.com/ria/states/tennessee/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/newest/tennessee/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/newest/tennessee/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}