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 |
|---|---|---|
| Knox Wealth Partners Advisory | Knoxville, TN | $273M |
| Alliance Wealth Management Partners | Knoxville, TN | $272M |
| Councilmark Asset Management | Knoxville, TN | $271M |
| Hall Retirement Planning Services | Knoxville, TN | $246M |
| Marsh Wealth Management | Knoxville, TN | $182M |
| Providence Wealth Management | Knoxville, TN | $152M |
| Cosey Financial Services | Knoxville, TN | $124M |
| CW Securities | Knoxville, TN | $113M |
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $273M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $272M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $271M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $246M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $182M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $152M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $124M
- Headquarters
- Knoxville, TN
- Regulatory AUM
- $113M
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.