Tennessee · 46 advisers
Financial Advisors in Knoxville, Tennessee
Looking for a financial advisor in Knoxville, Tennessee? Falists indexes 46 SEC-registered and state-registered investment advisers in Knoxville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 42 firms list a website you can visit directly. Firms in this directory manage up to $4.57B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
46
With website
42
Largest AUM
$4.57B
Financial planning
35
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Knoxville
Ranked by AUM · Fees, team & specialties at a glance
GSV EQUITY HOLDINGS, LLC
Knoxville, TN
AUM
$4.57B
Team
21 advisors
Clients
—
Fees
CARRIED INTEREST
888-534-4891
RATHER & KITTRELL, INC.
Knoxville, TN
AUM
$2.25B
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
865-218-8400
PATRIOT INVESTMENT MANAGEMENT GROUP INC
Knoxville, TN
AUM
$1.91B
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
865-777-2479
MARTIN & COMPANY INVESTMENT COUNSEL
Knoxville, TN
AUM
$1.65B
Team
4 advisors
Clients
0
Fees
Percentage of AUM
865-541-4747
TVAMP, LLC
Knoxville, TN
AUM
$1.19B
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
865-226-9982
PYA WALTMAN CAPITAL, LLC
Knoxville, TN
AUM
$1.01B
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
865-693-6301
PROFFITT & GOODSON INC.
Knoxville, TN
AUM
$797.7M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
865-584-1850
WMG FINANCIAL ADVISORS, LLC
Knoxville, TN
AUM
$693.8M
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(865) 290-4000
COGENTBLUE
Knoxville, TN
AUM
$606.0M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
865-309-5892
BROGAN FINANCIAL
Knoxville, TN
AUM
$577.0M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(865) 862-6800
LEADING EDGE FINANCIAL PLANNING LLC
Knoxville, TN
AUM
$521.8M
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
865-240-2292
NBZ INVESTMENT ADVISORS, LLC
Knoxville, TN
AUM
$431.2M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
865.584.1184
INSIGHT STRATEGIC WEALTH LLC
Knoxville, TN
AUM
$401.0M
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
866-467-9756
VISIONARY HORIZONS, LLC
Knoxville, TN
AUM
$396.7M
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
865-675-8496
MOON CAPITAL MANAGEMENT, LLC
Knoxville, TN
AUM
$391.5M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
865-546-1234
BLUE RIDGE WEALTH PLANNERS
Knoxville, TN
AUM
$361.7M
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; COSTS ASSOCIATED WITH THE CONTENT OF THE WORKSHOP AND/OR COURSE
865-392-4260
RIDGEPATH CAPITAL MANAGEMENT LLC
Knoxville, TN
AUM
$358.9M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(865) 240-4984
THE NALLS SHERBAKOFF GROUP, LLC
Knoxville, TN
AUM
$337.1M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-691-0898
CREEKSIDE CAPITAL, INC.
Knoxville, TN
AUM
$279.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-693-5300
VALOR FINANCIAL SERVICES, LLC
Knoxville, TN
AUM
$273.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
865-675-1200
KNOX WEALTH PARTNERS ADVISORY
Knoxville, TN
AUM
$272.9M
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(865) 291-2422
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
Knoxville, TN
AUM
$272.4M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(865) 862-5956
COUNCILMARK ASSET MANAGEMENT, LLC
Knoxville, TN
AUM
$270.8M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
865-330-2525
RETIREMENT PLANNING SERVICES
Knoxville, TN
AUM
$246.0M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(865) 220-9311
More cities in Tennessee
Common questions
- How many financial advisors are in Knoxville, Tennessee?
- 46 registered investment advisers are listed in our Knoxville directory, sourced from public SEC filings.
- What types of advisors are in Knoxville?
- 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 Knoxville?
- 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.