Adviser Record

Investment advisers in Knoxville, TN

29 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in TN

FirmAssetsEmployeesDisclosures
Gsv Equity Holdings, LLC$4.57 billion440
Rather & Kittrell, Inc.$2.25 billion320
Patriot Investment Management Group Inc$1.91 billion250
Martin & Company Investment Counsel$1.65 billion60
Tvamp, LLC$1.19 billion380
Pya Waltman Capital, LLC$1.01 billion170
Proffitt & Goodson Inc.$797.7 million90
Wmg Financial Advisors, LLC$693.8 million180
Cogentblue$606.0 million50
Brogan Financial$577.0 million310
Leading Edge Financial Planning LLC$521.8 million150
Nbz Investment Advisors, LLC$431.2 million70
Insight Strategic Wealth LLC$401.0 million70
Visionary Horizons, LLC$396.7 million120
Moon Capital Management, LLC$391.5 million60
Blue Ridge Wealth Planners$361.7 million260
Ridgepath Capital Management LLC$358.9 million50
The Nalls Sherbakoff Group, LLC$337.1 million50
Creekside Capital, Inc.$279.7 million40
Valor Financial Services, LLC$273.3 million20
Knox Wealth Partners Advisory$272.9 million70
Alliance Wealth Management Partners LLC$272.4 million130
Councilmark Asset Management, LLC$270.8 million30
Retirement Planning Services$246.0 million60
Marsh Wealth Management, LLC$182.3 million60
Providence Wealth Management LLC$151.8 million80
Cosey Financial Services, Inc.$123.7 million60
Cw Securities, LLC$113.5 million30
W.B. Edwards & Co.$020