Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Knoxville is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Knoxville & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Knoxville, Tennessee, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Knoxville, Tennessee, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Knoxville, Tennessee have an average of 12 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
GSV EQUITY HOLDINGS, LLC 2035 Lakeside Centre Way, Suite 200, Knoxville, TN, 37922 | 322865 | $5,280,060,732 | 13 | Other (CARRIED INTEREST) |
MARTIN & COMPANY INVESTMENT COUNSEL Two Centre Square, Suite 200, 625 South Gay St Knoxville, TN, 37902-1669 | 108718 | $1,445,415,961 | 124 | A Percentage of AUM |
PATRIOT INVESTMENT MANAGEMENT GROUP INC 9721 Cogdill Road, Suite 101 Knoxville, TN, 37932 | 112155 | $1,414,833,902 | 4962 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES (ACTING AS A SOLICITOR TO OTHER INVESTMENT ADVISER) |
RATHER & KITTRELL, INC. 11905 Kingston Pike, Knoxville, TN, 37934 | 114885 | $1,204,469,809 | 2662 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
PYA WALTMAN CAPITAL, LLC 1402 Ebenezer Road, Knoxville, TN, 37922 | 137283 | $864,023,350 | 1126 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC 6025 Brookvale Lane, Suite 160 Knoxville, TN, 37919 | 160321 | $576,969,412 | 3864 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICIATION FEES FROM OTHER INVESTMENT ADVISORY FIRMS) |
PROFFITT & GOODSON INC. 4800 Old Kingston Pike, Ste 200, Knoxville, TN, 37919-6424 | 105278 | $531,407,488 | 827 | A Percentage of AUM, Hourly charges, Other (A PERCENTAGE OF PLAN ASSETS) |
WMG FINANCIAL ADVISORS, LLC 620 Mabry Hood Road, Suite 101 Knoxville, TN, 37932 | 285824 | $464,434,150 | 1331 | A Percentage of AUM, Hourly charges, Fixed Fees |
BROGAN FINANCIAL 8351 E Walker Springs Lane, Suite 101 Knoxville, TN, 37923 | 133623 | $380,575,683 | 1782 | A Percentage of AUM, Hourly charges, Fixed Fees |
ASSET PLANNING CORPORATION 234 S. Peters Rd., Suite 102 Knoxville, TN, 37923 | 7890 | $318,825,568 | 869 | A Percentage of AUM, Hourly charges, Fixed Fees |
MOON CAPITAL MANAGEMENT, LLC 900 South Gay Street, Suite 2103 Knoxville, TN, 37902 | 107612 | $313,671,735 | 204 | A Percentage of AUM |
NBZ INVESTMENT ADVISORS, LLC 6322 Deane Hill Drive, Knoxville, TN, 37919 | 123902 | $266,359,343 | 421 | A Percentage of AUM, Hourly charges, Fixed Fees |
COUNCILMARK ASSET MANAGEMENT, LLC 2607 Kingston Pike, Tyson Place, Suite 180 Knoxville, TN, 37919 | 111748 | $237,399,247 | 102 | A Percentage of AUM, Fixed Fees |
RIDGEPATH CAPITAL MANAGEMENT LLC 9202 S. Northshore, Suite 301 Knoxville, TN, 37922 | 283343 | $234,169,038 | 261 | A Percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISORS FEES) |
C & J WEALTH ADVISORS 9717 Cogdill Road, Suite 202 Knoxville, TN, 37932 | 133293 | $233,502,775 | 955 | A Percentage of AUM, Hourly charges, Fixed Fees |
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