fbpx

Top Financial Advisors in Knoxville

Knoxville, Tennessee proved to be one of the most recession proof cities in the country after 2008 and this strength shows no signs of stopping. With that, more people need reputable and qualified people to help arrange their finances. Finding the right way to manage your money in Knoxville is easier than ever thanks to the research and insight Benzinga has provided. Read more to see what financial advisors in the area may be able to help you.

Filter
  • $256,123,308
    1,243
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • $132,000,000
    830
    • Financial planning services
  • $863,130,925
    1,413
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $180,379,856
    357
    • Financial planning services
    • Pension consulting services
    • Educational seminars/workshops
  • $630,844,484
    200
    • Financial planning services
    • Pension consulting services
    • Educational seminars/workshops
  • $119,233,292
    337
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $728,221,572
    492
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • CONSULTING
  • $122,171,612
    334
    • Financial planning services
    • Pension consulting services
  • $218,653,625
    492
    • Financial planning services
    • Educational seminars/workshops
    • RADIO PROGRAM FOCUSING ON WEALTH, FINANCIAL AND GENERAL ISSUES
  • CDR# 147290
    $127,599,160
    82
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)

To determine the top financial advisors in Knoxville we poured through all SEC registered advisory firms who have an office in Knoxville. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC

CDR# 160321
$256,123,308
1,243
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
6025 BROOKVALE LANE SUITE 160
KNOXVILLE TN, 37919
865-226-9982

$256,123,308
1,243
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

KNOX WEALTH PARTNERS ADVISORY

CDR# 288580
$132,000,000
830
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
10710 MURDOCK DRIVE SUITE 101
KNOXVILLE TN, 37932
(865) 291-2422

$132,000,000
830
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

PATRIOT INVESTMENT MANAGEMENT GROUP INC

CDR# 112155
$863,130,925
1,413
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
9721 COGDILL ROAD SUITE 101
KNOXVILLE TN, 37932
865-777-2479

$863,130,925
1,413
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

THE NALLS SHERBAKOFF GROUP, LLC

CDR# 168239
$180,379,856
357
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
9724 KINGSTON PIKE SUITE 704
KNOXVILLE TN, 37922
865-691-0898

$180,379,856
357
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)

PYA WALTMAN CAPITAL, LLC

CDR# 137283
$630,844,484
200
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
2076 LAKESIDE CENTRE WAY
KNOXVILLE TN, 37922
865-693-6301

$630,844,484
200
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees

WMG FINANCIAL ADVISORS, LLC

CDR# 285824
$119,233,292
337
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
620 MABRY HOOD ROAD SUITE 101
KNOXVILLE TN, 37932
(865) 290-4000

$119,233,292
337
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

RATHER & KITTRELL, INC.

CDR# 114885
$728,221,572
492
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
11905 KINGSTON PIKE
KNOXVILLE TN, 37934
865-218-8400

$728,221,572
492
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions

VISIONARY HORIZONS, LLC

CDR# 150483
$122,171,612
334
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
620 MABRY HOOD RD SUITE 102
KNOXVILLE TN, 37932
865-675-8496

$122,171,612
334
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

BROGAN FINANCIAL, INC.

CDR# 133623
$218,653,625
492
Works with high networth individuals
  • Financial planning services
  • Educational seminars/workshops
  • RADIO PROGRAM FOCUSING ON WEALTH, FINANCIAL AND GENERAL ISSUES
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
8351 E WALKER SPRINGS LANE SUITE 101
KNOXVILLE TN, 37923
(865) 862-6800

$218,653,625
492
Works with high networth individuals
  • Financial planning services
  • Educational seminars/workshops
  • RADIO PROGRAM FOCUSING ON WEALTH, FINANCIAL AND GENERAL ISSUES
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

CTM FINANCIAL, LLC

CDR# 147290
$127,599,160
82
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
10107 SHERRILL BLVD
KNOXVILLE TN, 37932
865-777-2325

$127,599,160
82
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges