Financial advisers in Knoxville, TN
28 registered investment adviser firms in Knoxville managing $20.6B in assets, based on public SEC Form ADV filings.
Gsv Equity Holdings, LLC
Knoxville, TN · Est. 2022
- AUM
- $4.6B
- Per adviser
- $218M
- Advisers
- 21
No reported disclosures
Rather & Kittrell, INC.
Knoxville, TN · Est. 2006
- AUM
- $2.3B
- Per adviser
- $132M
- Advisers
- 17
No reported disclosures
Patriot Investment Management Group INC
Knoxville, TN · Est. 1998
- AUM
- $1.9B
- Per adviser
- $119M
- Advisers
- 16
No reported disclosures
Martin & Company Investment Counsel
Knoxville, TN · Est. 1998
- AUM
- $1.7B
- Per adviser
- $413M
- Advisers
- 4
No reported disclosures
Tvamp, LLC
Knoxville, TN · Est. 2015
- AUM
- $1.2B
- Per adviser
- $49M
- Advisers
- 24
No reported disclosures
Pya Waltman Capital, LLC
Knoxville, TN · Est. 2005
- AUM
- $1.0B
- Per adviser
- $126M
- Advisers
- 8
No reported disclosures
Proffitt & Goodson INC.
Knoxville, TN · Est. 1986
- AUM
- $798M
- Per adviser
- $133M
- Advisers
- 6
No reported disclosures
Wmg Financial Advisors, LLC
Knoxville, TN · Est. 2019
- AUM
- $694M
- Per adviser
- $58M
- Advisers
- 12
No reported disclosures
Cogentblue
Knoxville, TN · Est. 2022
- AUM
- $606M
- Per adviser
- $152M
- Advisers
- 4
No reported disclosures
Brogan Financial
Knoxville, TN · Est. 2008
- AUM
- $577M
- Per adviser
- $115M
- Advisers
- 5
No reported disclosures
Leading Edge Financial Planning LLC
Knoxville, TN · Est. 2021
- AUM
- $522M
- Per adviser
- $58M
- Advisers
- 9
No reported disclosures
Nbz Investment Advisors, LLC
Knoxville, TN · Est. 2003
- AUM
- $431M
- Per adviser
- $108M
- Advisers
- 4
No reported disclosures
Insight Strategic Wealth LLC
Knoxville, TN · Est. 2018
- AUM
- $401M
- Per adviser
- $57M
- Advisers
- 7
No reported disclosures
Visionary Horizons, LLC
Knoxville, TN · Est. 2014
- AUM
- $397M
- Per adviser
- $33M
- Advisers
- 12
No reported disclosures
Moon Capital Management, LLC
Knoxville, TN · Est. 1995
- AUM
- $392M
- Per adviser
- $131M
- Advisers
- 3
No reported disclosures
Blue Ridge Wealth Planners
Knoxville, TN · Est. 2022
- AUM
- $362M
- Per adviser
- $26M
- Advisers
- 14
No reported disclosures
Ridgepath Capital Management LLC
Knoxville, TN · Est. 2020
- AUM
- $359M
- Per adviser
- $179M
- Advisers
- 2
No reported disclosures
The Nalls Sherbakoff Group, LLC
Knoxville, TN · Est. 2016
- AUM
- $337M
- Per adviser
- $169M
- Advisers
- 2
No reported disclosures
Creekside Capital, INC.
Knoxville, TN · Est. 2000
- AUM
- $280M
- Per adviser
- $140M
- Advisers
- 2
No reported disclosures
Valor Financial Services, LLC
Knoxville, TN · Est. 2020
- AUM
- $273M
- Per adviser
- $137M
- Advisers
- 2
No reported disclosures
Knox Wealth Partners Advisory
Knoxville, TN · Est. 2017
- AUM
- $273M
- Per adviser
- $39M
- Advisers
- 7
No reported disclosures
Alliance Wealth Management Partners LLC
Knoxville, TN · Est. 2021
- AUM
- $272M
- Per adviser
- $54M
- Advisers
- 5
No reported disclosures
Councilmark Asset Management, LLC
Knoxville, TN · Est. 2000
- AUM
- $271M
- Per adviser
- $90M
- Advisers
- 3
No reported disclosures
Retirement Planning Services
Knoxville, TN · Est. 2021
- AUM
- $246M
- Per adviser
- $123M
- Advisers
- 2
No reported disclosures
Marsh Wealth Management, LLC
Knoxville, TN · Est. 2024
- AUM
- $182M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Providence Wealth Management LLC
Knoxville, TN · Est. 2022
- AUM
- $152M
- Per adviser
- $51M
- Advisers
- 3
No reported disclosures
Cosey Financial Services, INC.
Knoxville, TN · Est. 2021
- AUM
- $124M
- Per adviser
- $41M
- Advisers
- 3
No reported disclosures
Cw Securities, LLC
Knoxville, TN · Est. 2026
- AUM
- $113M
- Per adviser
- $113M
- Advisers
- 1
No reported disclosures