Investment adviser firms in KNOXVILLE, Tennessee
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
29 firms · Source months shown: August 2026
- ALLIANCE WEALTH MANAGEMENT PARTNERS LLCCRD 313195 · KNOXVILLE, TN$272,404,421.00Regulatory AUM · August 2026
- BROGAN FINANCIAL, INC.CRD 133623 · KNOXVILLE, TN$577,039,484.00Regulatory AUM · August 2026
- COGENTBLUE WEALTH ADVISORS, LLCCRD 312899 · KNOXVILLE, TN$606,032,219.00Regulatory AUM · August 2026
- COSEY FINANCIAL SERVICES, INC.CRD 140175 · KNOXVILLE, TN$123,677,943.00Regulatory AUM · August 2026
- COUNCILMARK ASSET MANAGEMENT, LLCCRD 111748 · KNOXVILLE, TN$270,798,846.00Regulatory AUM · August 2026
- CW SECURITIES, LLCCRD 124496 · KNOXVILLE, TN$113,478,500.00Regulatory AUM · August 2026
- GSV EQUITY HOLDINGS, LLCCRD 322865 · KNOXVILLE, TN$4,573,471,744.00Regulatory AUM · August 2026
- HALL RETIREMENT PLANNING SERVICES, LLCCRD 289847 · KNOXVILLE, TN$245,979,415.00Regulatory AUM · August 2026
- INSIGHT STRATEGIC WEALTH LLCCRD 147290 · KNOXVILLE, TN$400,962,959.00Regulatory AUM · August 2026
- KNOX WEALTH PARTNERS ADVISORY, LLCCRD 288580 · KNOXVILLE, TN$272,877,382.00Regulatory AUM · August 2026
- LEADING EDGE FINANCIAL PLANNING LLCCRD 277149 · KNOXVILLE, TN$521,784,881.00Regulatory AUM · August 2026
- MARSH WEALTH MANAGEMENT, LLCCRD 282111 · KNOXVILLE, TN$182,304,196.00Regulatory AUM · August 2026
- MARTIN & COMPANY, INCCRD 108718 · KNOXVILLE, TN$1,650,533,110.00Regulatory AUM · August 2026
- MCBREARTY CAPITAL MANAGEMENT INCCRD 108972 · KNOXVILLE, TN$279,700,170.00Regulatory AUM · August 2026
- MOON CAPITAL MANAGEMENT LLCCRD 107612 · KNOXVILLE, TN$391,505,956.00Regulatory AUM · August 2026
- NBZ INVESTMENT ADVISORS, LLCCRD 123902 · KNOXVILLE, TN$431,161,080.00Regulatory AUM · August 2026
- PATRIOT INVESTMENT MANAGEMENT GROUP INCCRD 112155 · KNOXVILLE, TN$1,906,856,227.00Regulatory AUM · August 2026
- PROFFITT & GOODSON INC.CRD 105278 · KNOXVILLE, TN$797,724,935.00Regulatory AUM · August 2026
- PROVIDENCE WEALTH MANAGEMENT LLCCRD 144902 · KNOXVILLE, TN$151,831,467.00Regulatory AUM · August 2026
- PYA WALTMAN CAPITAL, LLCCRD 137283 · KNOXVILLE, TN$1,005,970,630.00Regulatory AUM · August 2026
- RATHER & KITTRELL, INC.CRD 114885 · KNOXVILLE, TN$2,252,296,454.00Regulatory AUM · August 2026
- RETIREMENT FINANCIAL SOLUTIONS, LLCCRD 285347 · KNOXVILLE, TN$361,659,979.00Regulatory AUM · August 2026
- RIDGEPATH CAPITAL MANAGEMENT LLCCRD 283343 · KNOXVILLE, TN$358,850,039.00Regulatory AUM · August 2026
- TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLCCRD 160321 · KNOXVILLE, TN$1,185,099,837.00Regulatory AUM · August 2026
- THE NALLS SHERBAKOFF GROUP, LLCCRD 168239 · KNOXVILLE, TN$337,080,829.00Regulatory AUM · August 2026
- VALOR FINANCIAL SERVICES, LLCCRD 309377 · KNOXVILLE, TN$273,274,393.00Regulatory AUM · August 2026
- VISIONARY HORIZONS, LLCCRD 150483 · KNOXVILLE, TN$396,706,692.00Regulatory AUM · August 2026
- W.B. EDWARDS LLCCRD 343080 · KNOXVILLE, TNNot availableRegulatory AUM · August 2026
- WMG FINANCIAL ADVISORS, LLCCRD 285824 · KNOXVILLE, TN$693,797,657.00Regulatory AUM · August 2026