Tennessee · 9 advisers
Financial Advisors in Johnson City, Tennessee
Looking for a financial advisor in Johnson City, Tennessee? Falists indexes 9 SEC-registered and state-registered investment advisers in Johnson City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $987.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
9
With website
8
Largest AUM
$987.4M
Financial planning
9
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Johnson City
Ranked by AUM · Fees, team & specialties at a glance
BCS WEALTH MANAGEMENT, LLC
Johnson City, TN
AUM
$987.4M
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
423-283-9821
VALUES FIRST ADVISORS, INC.
Johnson City, TN
AUM
$215.4M
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-832-3847
ROAN CAPITAL PARTNERS
Johnson City, TN
AUM
$152.0M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(423) 631-5786
ALLIED INVESTMENTS
Johnson City, TN
AUM
$91.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
423-850-4050
WORTHWHILE WEALTH COUNCIL
Johnson City, TN
AUM
$74.2M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(423) 610-0099
LAKE PARK ADVISORS
Johnson City, TN
AUM
$21.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(423) 328-7365
VALOR FINANCIAL PLANNING
Johnson City, TN
AUM
$777K
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
423-268-0973
WORTHWHILE WEALTH
Johnson City, TN
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(423) 610-0099
TURGEON & CO
Johnson City, TN
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
4232025411
More cities in Tennessee
Common questions
- How many financial advisors are in Johnson City, Tennessee?
- 9 registered investment advisers are listed in our Johnson City directory, sourced from public SEC filings.
- What types of advisors are in Johnson City?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Johnson City?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.