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
Kevin Patrick Denning
Registered Affiliation(s):EDWARD JONES
Christopher Sean Brown
Registered Affiliation(s):ROOT FINANCIAL PARTNERS
Andrew Brett Ellis
Registered Affiliation(s):PATRIOT INVESTMENT MANAGEMENT GROUP INC
Matthew Valenti
Registered Affiliation(s):EDWARD JONES
Craig Wayne Bales
Registered Affiliation(s):EDWARD JONES
Cynthia Elaine Harless
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Roch Earl Monnig
Registered Affiliation(s):PYA WALTMAN CAPITAL, LLC
Gregory Scott Sexton
Registered Affiliation(s):MORGAN STANLEY
Gary Jay Morris
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Carol Elaine Biladeau
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joshua Paul Moles
Registered Affiliation(s):EDWARD JONES
Maddeysen Paige Puckett
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Timothy Noel Champ
Registered Affiliation(s):EDWARD JONES
Jordan Michelle Ramsey
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Jeffrey Alan Tubb
Registered Affiliation(s):EDWARD JONES
Jennifer M Dickey
Registered Affiliation(s):EDWARD JONES
Cory James Gerlach
Registered Affiliation(s):EDWARD JONES
Brandon Hawk
Registered Affiliation(s):EDWARD JONES
Robert E Patrick
Registered Affiliation(s):EDWARD JONES
Joshua David Hornberger
Registered Affiliation(s):EDWARD JONES
Timothy Robert Massie
Registered Affiliation(s):EDWARD JONES
Priscilla Colleen Birt
Registered Affiliation(s):THE MATHER GROUP, LLC
Shara Saunsaucie White
Registered Affiliation(s):EDWARD JONES
Tolita Freeman
Registered Affiliation(s):EDWARD JONES
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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