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Top 3 financial advisor firms in Johnson City

3 SEC-registered financial advisor firms are headquartered in Johnson City, TN, with $1.35B in combined regulatory assets under management. The largest by assets are BCS Financial ($987M), Values First Advisors ($215M) and Roan Capital Partners ($152M).

3
Financial advisor firms
$1.35B
Their combined AUM
$215M
Median firm AUM
2,143
Clients of the top 3

The 3 largest by assets

  1. 1
    BCS Financial

    RIA

    $987M

  2. 2
    Values First Advisors

    RIA

    $215M

  3. 3
    Roan Capital Partners

    RIA

    $152M

Profiles of the top 3

No. 1 · RIA

BCS Financial

BCS Financial is an investment adviser based in Johnson City, TN, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $987 million, as filed on 13 March 2026.

BCS Financial charges 0.55%–1.25% a year for its Portfolio Management Fees.

Regulatory AUM
$987M
Clients
848
Advisory staff
7
Founded
1998
Fee schedule
0.55% to 1.25% a year
Minimum account
$350,000
Custodians
Charles Schwab
Headquarters
541 Sid Martin Road, Suite A, Johnson City, TN 37615
Phone
423-283-9821
Website
bcswealth.com

No. 2 · RIA

Values First Advisors

Values First Advisors is an investment adviser based in Johnson City, TN, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $215 million, as filed on 23 July 2026.

Regulatory AUM
$215M
Clients
967
Advisory staff
9
Custodians
Folio Investments
Headquarters
801 Sunset Drive, Suite C100, Johnson City, TN 37604
Phone
877-832-3847
Website
valuesfirst.com

No. 3 · RIA

Roan Capital Partners

Roan Capital Partners is an investment adviser based in Johnson City, TN, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $152 million, as filed on 7 August 2026.

Roan Capital Partners charges 0.60%–1.20% a year for its Investment Management Services.

Regulatory AUM
$152M
Clients
328
Advisory staff
4
Fee schedule
0.60% to 1.20% a year
Custodians
Charles Schwab
Headquarters
208 Sunset DR., Suite #504, Johnson City, TN 37604
Phone
423-631-5786

Questions about financial advisors in Johnson City

How many financial advisor firms are headquartered in Johnson City?

3 SEC-registered financial advisor firms report their principal office in Johnson City, TN, managing $1.35B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Johnson City?

BCS Financial, with $987M in regulatory assets under management on its latest Form ADV. The next largest are Values First Advisors ($215M) and Roan Capital Partners ($152M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Johnson City?

The median firm manages $215M in regulatory assets. That is the midpoint of the 3 firms headquartered in Johnson City.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Johnson City?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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