Adviser Record
States
Disclosures
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About the data
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
Firm
Assets
Employees
Disclosures
Gsv Equity Holdings, LLC
$4.57 billion
44
0
Rather & Kittrell, Inc.
$2.25 billion
32
0
Patriot Investment Management Group Inc
$1.91 billion
25
0
Martin & Company Investment Counsel
$1.65 billion
6
0
Tvamp, LLC
$1.19 billion
38
0
Pya Waltman Capital, LLC
$1.01 billion
17
0
Proffitt & Goodson Inc.
$797.7 million
9
0
Wmg Financial Advisors, LLC
$693.8 million
18
0
Cogentblue
$606.0 million
5
0
Brogan Financial
$577.0 million
31
0
Leading Edge Financial Planning LLC
$521.8 million
15
0
Nbz Investment Advisors, LLC
$431.2 million
7
0
Insight Strategic Wealth LLC
$401.0 million
7
0
Visionary Horizons, LLC
$396.7 million
12
0
Moon Capital Management, LLC
$391.5 million
6
0
Blue Ridge Wealth Planners
$361.7 million
26
0
Ridgepath Capital Management LLC
$358.9 million
5
0
The Nalls Sherbakoff Group, LLC
$337.1 million
5
0
Creekside Capital, Inc.
$279.7 million
4
0
Valor Financial Services, LLC
$273.3 million
2
0
Knox Wealth Partners Advisory
$272.9 million
7
0
Alliance Wealth Management Partners LLC
$272.4 million
13
0
Councilmark Asset Management, LLC
$270.8 million
3
0
Retirement Planning Services
$246.0 million
6
0
Marsh Wealth Management, LLC
$182.3 million
6
0
Providence Wealth Management LLC
$151.8 million
8
0
Cosey Financial Services, Inc.
$123.7 million
6
0
Cw Securities, LLC
$113.5 million
3
0
W.B. Edwards & Co.
$0
2
0