Top Financial Advisors in Knoxville, Tennessee
Finding the right financial advisor in Knoxville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Knoxville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Knoxville, TN.
Find the Best Financial Advisor Firms in Knoxville:
PATRIOT INVESTMENT MANAGEMENT GROUP INC
CRD#: 112155
Address: 9721 Cogdill Road Suite 101, Knoxville, TN 37932
Clients: 1,585
Average Clients per Advisor: 93
AUM: $ 1.4B
RATHER & KITTRELL, INC.
CRD#: 114885
Address: 11905 Kingston Pike, Knoxville, TN 37934
Clients: 739
Average Clients per Advisor: 49
AUM: $ 1.2B
PYA WALTMAN CAPITAL, LLC
CRD#: 137283
Address: 1402 Ebenezer Road, Knoxville, TN 37922
Clients: 191
Average Clients per Advisor: 31
AUM: $ 864M
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
CRD#: 160321
Address: 6025 Brookvale Lane Suite 160, Knoxville, TN 37919
Clients: 2,220
Average Clients per Advisor: 138
AUM: $ 577M
PROFFITT & GOODSON INC.
CRD#: 105278
Address: 4800 Old Kingston Pike, Ste 200, Knoxville, TN 37919-6424
Clients: 112
Average Clients per Advisor: 22
AUM: $ 531M
WMG FINANCIAL ADVISORS, LLC
CRD#: 285824
Address: 620 Mabry Hood Road Suite 101, Knoxville, TN 37932
Clients: 710
Average Clients per Advisor: 59
AUM: $ 464M
How We Chose the Top Financial Advisors in Knoxville, Tennessee
To create this list of top financial advisor firms in Knoxville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Knoxville has to offer.
Search Financial Advisors in Knoxville, Tennessee
Joshua A Carter
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jacob Travis Harper
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Christopher Edward Ahler
Registered Affiliation(s):VISIONARY HORIZONS, LLC
Andy Dustin Johnson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Kristie Marie Kughler
Registered Affiliation(s):KNOX WEALTH PARTNERS ADVISORY
Jonathan David Houghton
Registered Affiliation(s):PFS INVESTMENTS INC.
Elizabeth Ann Cunningham
Registered Affiliation(s):PFS INVESTMENTS INC.
Alfred Duane Doty
Registered Affiliation(s):PFS INVESTMENTS INC.
Patrick John Young
Registered Affiliation(s):LONGEST & YOUNG, LLC
Bavy Uriah Lopez
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Kyle Stephen Walker
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Charles Martin
Registered Affiliation(s):CREATIVE PLANNING
Cheryl Jenkins-nelson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Chaunda Linnea Jetton
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mary Leeanne Adkins
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jeremy Marshall Nelson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
William Gordon Savage
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Joshua S Shamblin
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Sharon C Jennings
Registered Affiliation(s):GENEOS WEALTH MANAGEMENT, INC.
Gina Renee Johnston
Registered Affiliation(s):LPL FINANCIAL LLC
John Cline Evans
Registered Affiliation(s):OSAIC WEALTH, INC.
Scott Edward Shoemaker
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
James Richard Dickerson
Registered Affiliation(s):EDWARD JONES
James Douglas Horn
Registered Affiliation(s):QUALITY FINANCIAL CONCEPTS
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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