Firms by city
Registered investment advisers in Knoxville, TN
28 SEC-registered advisers headquartered in Knoxville, listed by regulatory assets under management as reported on Form ADV.
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28 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| GSV Equity Holdings | Knoxville, TN | $4.58B |
| Rather & Kittrell | Knoxville, TN | $2.25B |
| Patriot Investment Management Group | Knoxville, TN | $1.91B |
| Martin & Company | Knoxville, TN | $1.65B |
| Tennessee Valley Asset Management Partners | Knoxville, TN | $1.19B |
| PYA Waltman Capital | Knoxville, TN | $1.01B |
| Proffitt & Goodson | Knoxville, TN | $798M |
| WMG Financial Advisors | Knoxville, TN | $694M |
| CogentBlue Wealth Advisors | Knoxville, TN | $606M |
| Brogan Financial | Knoxville, TN | $577M |
| Leading Edge Financial Planning | Knoxville, TN | $522M |
| NBZ Investment Advisors | Knoxville, TN | $431M |
| Insight Strategic Wealth | Knoxville, TN | $401M |
| Visionary Horizons | Knoxville, TN | $397M |
| Moon Capital Management | Knoxville, TN | $392M |
| Retirement Financial Solutions | Knoxville, TN | $362M |
| RidgePath Capital Management | Knoxville, TN | $359M |
| The Nalls Sherbakoff Group | Knoxville, TN | $337M |
| McBrearty Capital Management | Knoxville, TN | $280M |
| Valor Financial Services | Knoxville, TN | $273M |
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $4.58B
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $2.25B
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $1.91B
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $1.65B
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $1.19B
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $1.01B
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $798M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $694M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $606M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $577M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $522M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $431M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $401M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $397M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $392M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $362M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $359M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $337M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $280M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $273M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Knoxville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Tennessee.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.