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
Andrew Julian Venable
Registered Affiliation(s):MORGAN STANLEY
John Mack Majors
Registered Affiliation(s):SAGEVIEW ADVISORY GROUP, LLC
William Todd Stamper
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Robert L Sheets
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Brian Charles Stivers
Registered Affiliation(s):CORECAP ADVISORS
William James Buehler
Registered Affiliation(s):LPL FINANCIAL LLC
Melissa Marjorie Johnson
Registered Affiliation(s):MORGAN STANLEY
Jeffrey Lee Francis
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Douglas Anthony Webster
Registered Affiliation(s):SAGEVIEW ADVISORY GROUP, LLC
Kimberly J Whitted
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Taylor Worden
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Mark Stephen Durfee
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
Kenneth Earl Hayes
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jefferson Lee Cross
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jonathan Morris Matthews
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Monte Brant Miller
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Stephanie Burleson Hawkins
Registered Affiliation(s):FIRST HORIZON ADVISORS, INC.
Don Gary Morris
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
James Anthony Powers
Registered Affiliation(s):TRENDZ ADVISORS
Bob Ray Cross
Registered Affiliation(s):USI ADVISORS
David Gwin Brooke
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Edward Jones
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Donnie Benjamin Iverson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thor Eric Victorson
Registered Affiliation(s):FIRST HORIZON ADVISORS, INC.
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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