City
Wealth management firms in Knoxville, Tennessee
As of October 2, 2026, 54 wealth management firms, including broker-dealer firms, with their main office in Knoxville, Tennessee reported $15.3 billion in regulatory assets under management; the largest by assets was Rather & Kittrell, Inc., with $2.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 54
- Regulatory assets under management
- $15.3 billion
- Average per firm
- $282.7 million
- SEC-registered, of those listed
- 28 of 54 (51.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rather & Kittrell, Inc. | SEC | $2.3 billion | 3,206 |
| 2 | Patriot Investment Management Group Inc | SEC | $1.9 billion | 4,197 |
| 3 | Tvamp, LLC | SEC | $1.2 billion | 5,057 |
| 4 | Pya Waltman Capital, LLC | SEC | $1.0 billion | 1,528 |
| 5 | Proffitt & Goodson Inc. | SEC | $797.7 million | 971 |
| 6 | WMG Financial Advisors, LLC | SEC | $693.8 million | 1,654 |
| 7 | Cogentblue | SEC | $606.0 million | 418 |
| 8 | Brogan Financial | SEC | $577.0 million | 2,093 |
| 9 | Leading Edge Financial Planning LLC | SEC | $521.8 million | 1,678 |
| 10 | NBZ Investment Advisors, LLC | SEC | $431.2 million | 529 |
| 11 | Insight Strategic Wealth LLC | SEC | $401.0 million | 722 |
| 12 | Visionary Horizons, LLC | SEC | $396.7 million | 3,989 |
| 13 | Moon Capital Management, LLC | SEC | $391.5 million | 407 |
| 14 | Blue Ridge Wealth Planners | SEC | $361.7 million | 2,137 |
| 15 | Ridgepath Capital Management LLC | SEC | $358.9 million | 338 |
| 16 | The Nalls Sherbakoff Group, LLC | SEC | $337.1 million | 746 |
| 17 | Creekside Capital, Inc. | SEC | $279.7 million | 773 |
| 18 | Valor Financial Services, LLC | SEC | $273.3 million | 1,675 |
| 19 | Knox Wealth Partners Advisory | SEC | $272.9 million | 921 |
| 20 | Alliance Wealth Management Partners LLC | SEC | $272.4 million | 1,637 |
| 21 | Councilmark Asset Management, LLC | SEC | $270.8 million | 107 |
| 22 | Retirement Planning Services | SEC | $246.0 million | 510 |
| 23 | Marsh Wealth Management, LLC | SEC | $182.3 million | 565 |
| 24 | Providence Wealth Management LLC | SEC | $151.8 million | 677 |
| 25 | Kassira Wealth Management, LLC | SEC | $135.9 million | 481 |
| 26 | Cosey Financial Services, Inc. | SEC | $123.7 million | 908 |
| 27 | CW Securities, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $113.5 million | 145 |
| 28 | Provident Wealth, LLC | State | $98.5 million | 293 |
| 29 | Gulfstream Capital | State | $83.8 million | 399 |
| 30 | Aspire Private Wealth Counsel, LLC | State | $79.0 million | 201 |
| 31 | Miser Asset Management | State | $55.7 million | 183 |
| 32 | Oak Springs Wealth Management, LLC | State | $44.4 million | 153 |
| 33 | Pugh Wealth Management, LLC | State | $43.7 million | 51 |
| 34 | Trendz Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $38.7 million | 85 |
| 35 | Portfolio Audit, LLC | State | $38.3 million | 37 |
| 36 | Hillvale Wealth Management, LLC | State | $36.0 million | 166 |
| 37 | Stivers Wealth Management | State | $27.6 million | 57 |
| 38 | Kennedy Wealth Management | State | $24.1 million | 78 |
| 39 | The Mentzer Group, LLC | State | $23.6 million | 402 |
| 40 | Shell Capital Management, LLC | State | $23.1 million | 22 |
| 41 | Oppna Wealth LLC | State | $20.5 million | 137 |
| 42 | Kinetic Wealth | State | $18.9 million | 44 |
| 43 | Longest & Young, LLC | State | $18.8 million | 166 |
| 44 | Alexander Advisory Services, LLC | State | $10.3 million | 209 |
| 45 | Joyful Steward Services | State | $10.0 million | 1 |
| 46 | Shepherd's Financial LLC | State | $8.3 million | 247 |
| 47 | Strategic Wealth Investments, LLC | State | $7.2 million | 85 |
| 48 | Nomad Financial | State | $3.9 million | 5 |
| 49 | Storehouse Advisory Group | State | $1.7 million | 3 |
| 50 | Ebbert Asset Management, LP | State | $1.3 million | 11 |
| 51 | Parity Investment Management, LLC | State | $1.1 million | 1 |
| 52 | Turgeon & Co | State | $350,000 | 23 |
| 53 | True North Wealth Strategies LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 54 | W.B. Edwards & Co. | SEC | $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.