City
Wealth management firms in Johnson City, Tennessee
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Johnson City, Tennessee reported $1.6 billion in regulatory assets under management; the largest by assets was BCS Wealth Management, LLC, with $987.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $172.4 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | BCS Wealth Management, LLC | SEC | $987.4 million | 1,862 |
| 2 | Values First Advisors, Inc. | SEC | $215.4 million | 1,455 |
| 3 | Roan Capital Partners | SEC | $152.0 million | 563 |
| 4 | Allied Investments | State | $91.9 million | 271 |
| 5 | Worthwhile Wealth Council | State | $74.2 million | 376 |
| 6 | Lake Park Advisors | State | $21.7 million | 131 |
| 7 | Grogan Advisory Services, LLC | State | $8.6 million | 65 |
| 8 | Valor Financial Planning | State | $777,437 | 43 |
| 9 | Worthwhile Wealth | State | $0 | 0 |
Wealth management firms in Tennessee, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.