# Newest independent RIAs in Tennessee

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
Address: https://advisoriq.com/ria/rankings/newest/tennessee/

## 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156462/; rank: 4, crd: 289069, firm: Retirement Solutions Group, city: Franklin, state: TN, value: 159620234, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289069/; rank: 5, crd: 293119, firm: Roan Capital Partners, city: Johnson City, state: TN, value: 152023601, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293119/; rank: 6, crd: 118886, firm: Quality Financial Concepts, city: Maryville, state: TN, value: 128841915, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118886/; rank: 7, crd: 318898, firm: Benson Wealth Management, Inc., city: Ooltewah, state: TN, value: 124794161, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318898/; rank: 8, crd: 277030, firm: Lotus Asset Management Limited Liability Company, city: Nashville, state: TN, value: 120506379, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277030/; rank: 9, crd: 150430, firm: Bas Capital, city: Memphis, state: TN, value: 117010925, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150430/; rank: 10, crd: 149999, firm: Integra Wealth, city: Chattanooga, state: TN, value: 116465458, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149999/; rank: 11, crd: 159192, firm: Fortitude Wealth Management, city: Murfreesboro, state: TN, value: 112500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159192/; rank: 12, crd: 300884, firm: Afton Advisors, LLC, city: Brentwood, state: TN, value: 109338019, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338250/; rank: 20, crd: 322877, firm: Fletcher Wealth Management, Inc., city: Kingsport, state: TN, value: 6202873, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322877/; rank: 21, crd: 339867, firm: Veritas Private Wealth Management, city: Franklin, state: TN, value: 5100000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339867/; rank: 22, crd: 288289, firm: Red Oak Advisors LLC, city: Memphis, state: TN, value: 4850000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288289/; rank: 23, crd: 339036, firm: Solid Rock Investment Advisory LLC, city: Cleveland, state: TN, value: 1278600, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339036/; rank: 24, crd: 339848, firm: Parity Investment Management, LLC, city: Knoxville, state: TN, value: 1090000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339848/; rank: 25, crd: 333704, firm: Aries Investments, LLC, city: Lakeland, state: TN, value: 841614, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333704/; rank: 26, crd: 339853, firm: Turgeon & Co, city: Knoxville, state: TN, value: 350000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339853/; rank: 27, crd: 338345, firm: Hodges Financial Group, city: Nashville, state: TN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338345/; rank: 27, crd: 339415, firm: Southern Capital Partners, LLC, city: Franklin, state: TN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339415/; rank: 27, crd: 339417, firm: Simple Financial Solutions LLC, city: Collierville, state: TN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339417/; rank: 27, crd: 339448, firm: Mebanewood Management LLC, city: Nashville, state: TN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339448/; rank: 27, crd: 339679, firm: Point One Private Wealth, city: Nolensville, state: TN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339679/; rank: 27, crd: 340662, firm: Nofal Insurance and Wealth, city: Brentwood, state: TN, value: 0, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341120/; rank: 27, crd: 342613, firm: Stevens Investment Counsel LLC, city: Nashville, state: TN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342613/; rank: 27, crd: 342637, firm: Eyra, city: not stated, state: TN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342637/; rank: 27, crd: 342950, firm: Stewardwell LLC, city: Franklin, state: TN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342950/; rank: 27, crd: 343058, firm: Daline Wealth Management, LLC, city: Clarksville, state: TN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343058/; rank: 27, crd: 343080, firm: W.B. Edwards & Co., city: Knoxville, state: TN, value: 0, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343859/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/tennessee/

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