Top 10 fastest-growing RIAs in Tennessee (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	&Partners NASHVILLE	$1.17B → $30.27B	25.8× 19.3× typical	174 → 439	+141	Organic or recruited	Pershing	98.7
2	Key Capital Management, Inc. HENDERSONVILLE	$205.8M → $393M	1.91× 1.4× typical	5 → 9	+3	Organic or recruited	Schwab	93.4
3	Valtrion Capital Management, LLC FRANKLIN	$102.6M → $287.3M	2.8× 2.1× typical	4 → 6	+1	Organic	Schwab	90.9
4	Tvamp, LLC KNOXVILLE	$677M → $1.19B	1.75× 1.3× typical	19 → 24	+2	Organic or recruited	LPL Financial	86.5
5	Visionary Horizons, LLC KNOXVILLE	$252.6M → $396.7M	1.57× 1.2× typical	9 → 12	+3	Organic or recruited	Schwab	83.4
6	Aj Advisors NASHVILLE	$247M → $393.9M	1.59× 1.2× typical	2 → 3	+1	Organic	Schwab	83.1
7	Leading Edge Financial Planning LLC KNOXVILLE	$273.7M → $521.8M	1.91× 1.4× typical	8 → 9	+1	Organic or recruited	Schwab	82.9
8	Commerce Advisors, LLC MEMPHIS	$227.5M → $337.9M	1.49× 1.1× typical	2 → 4	+1	Organic	Fidelity	80.6
9	Rather & Kittrell, Inc. KNOXVILLE	$1.49B → $2.25B	1.51× 1.1× typical	16 → 17	+1	Organic	Fidelity	73.5
10	Blue Ridge Wealth Planners KNOXVILLE	$201.2M → $361.7M	1.8× 1.3× typical	7 → 14	0	Organic	Fidelity	72.2

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Tennessee.

How we ranked