AdvisorRanked

Best Financial Advisors in KNOXVILLE, Tennessee

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

28
Registered Firms
0.95%
Median Fee
of assets/year
$397M
Median AUM
28
Firms Listed
in our database

Top-Ranked Advisors in KNOXVILLE

#1
100

MOON CAPITAL MANAGEMENT, LLC

KNOXVILLE, TN · Since 1995

$392M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

MARTIN & COMPANY INVESTMENT COUNSEL

KNOXVILLE, TN · Since 1998

$1.7B AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

COUNCILMARK ASSET MANAGEMENT, LLC

KNOXVILLE, TN · Since 2000

$271M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100

PATRIOT INVESTMENT MANAGEMENT GROUP INC

KNOXVILLE, TN · Since 1998

$1.9B AUM16 clientsFee: 0%
FiduciaryFee-Only
#5
100

BROGAN FINANCIAL

KNOXVILLE, TN · Since 2008

$577M AUM5 clientsFee: 0%
FiduciaryFee-Only
#6
100

PYA WALTMAN CAPITAL, LLC

KNOXVILLE, TN · Since 2005

$1.0B AUM8 clientsFee: 0%
FiduciaryFee-Only
#7
100

PROVIDENCE WEALTH MANAGEMENT LLC

KNOXVILLE, TN · Since 2022

$152M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
100

INSIGHT STRATEGIC WEALTH LLC

KNOXVILLE, TN · Since 2018

$401M AUM7 clientsFee: 0%
FiduciaryFee-Only
#9
100

BLUE RIDGE WEALTH PLANNERS

KNOXVILLE, TN · Since 2022

$362M AUM14 clientsFee: 0%
FiduciaryFee-Only
#10
95

PROFFITT & GOODSON INC.

KNOXVILLE, TN · Since 1986

$798M AUM6 clientsFee: 0%
FiduciaryFee-Only
#11
95

CREEKSIDE CAPITAL, INC.

KNOXVILLE, TN · Since 2000

$280M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
95

RATHER & KITTRELL, INC.

KNOXVILLE, TN · Since 2006

$2.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#13
95

NBZ INVESTMENT ADVISORS, LLC

KNOXVILLE, TN · Since 2003

$431M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
95

CW SECURITIES, LLC

KNOXVILLE, TN · Since 2026

$113M AUM1 clientsFee: 0%
Broker-Dealer
#15
95

COSEY FINANCIAL SERVICES, INC.

KNOXVILLE, TN · Since 2021

$124M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
95

VISIONARY HORIZONS, LLC

KNOXVILLE, TN · Since 2014

$397M AUM12 clientsFee: 0%
FiduciaryFee-Only
#17
95

TVAMP, LLC

KNOXVILLE, TN · Since 2015

$1.2B AUM24 clientsFee: 0%
FiduciaryFee-Only
#18
95

THE NALLS SHERBAKOFF GROUP, LLC

KNOXVILLE, TN · Since 2016

$337M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
95

LEADING EDGE FINANCIAL PLANNING LLC

KNOXVILLE, TN · Since 2021

$522M AUM9 clientsFee: 0%
FiduciaryFee-Only
#20
95

MARSH WEALTH MANAGEMENT, LLC

KNOXVILLE, TN · Since 2024

$182M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
95

RIDGEPATH CAPITAL MANAGEMENT LLC

KNOXVILLE, TN · Since 2020

$359M AUM2 clientsFee: 0%
FiduciaryFee-Only
#22
95

WMG FINANCIAL ADVISORS, LLC

KNOXVILLE, TN · Since 2019

$694M AUM12 clientsFee: 0%
FiduciaryFee-Only
#23
95

KNOX WEALTH PARTNERS ADVISORY

KNOXVILLE, TN · Since 2017

$273M AUM7 clientsFee: 0%
FiduciaryFee-Only
#24
95

RETIREMENT PLANNING SERVICES

KNOXVILLE, TN · Since 2021

$246M AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
95

VALOR FINANCIAL SERVICES, LLC

KNOXVILLE, TN · Since 2020

$273M AUM2 clientsFee: 0%
FiduciaryFee-Only
#26
95

COGENTBLUE

KNOXVILLE, TN · Since 2022

$606M AUM4 clientsFee: 0%
FiduciaryFee-Only
#27
95

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

KNOXVILLE, TN · Since 2021

$272M AUM5 clientsFee: 0%
FiduciaryFee-Only
#28
95

GSV EQUITY HOLDINGS, LLC

KNOXVILLE, TN · Since 2022

$4.6B AUM21 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in KNOXVILLE?

The median advisory fee in KNOXVILLE, TN is 0.95% of assets under management per year, based on Form ADV filings from 28 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.