Top 10 advisors in Knoxville
We’ve curated a list of the best financial advisors in Knoxville, take a look at it below
Find an advisor in Knoxville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,445,415,961 | 7 advisors | ||
| 2 | $1,409,456,245 | 26 advisors | ||
| 3 | $568,585,277 | 16 advisors | ||
| 4 | $366,343,326 | 19 advisors | ||
| 5 | $317,132,571 | 18 advisors | ||
| 6 | $313,671,735 | 6 advisors | ||
| 7 | $309,938,729 | 8 advisors | ||
| 8 | $276,450,183 | 4 advisors | ||
| 9 | $237,399,247 | 3 advisors | ||
| 10 | $228,802,405 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Knoxville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Knoxville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Martin & Company Investment Counsel
Assets under management
$1,445,415,961
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Patriot Investment Management Group Inc
Assets under management
$1,409,456,245
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REFERRAL FEES (ACTING AS A SOLICITOR TO OTHER INVESTMENT ADVISER
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Tennessee Valley Asset Management Partners, LLC
Assets under management
$568,585,277
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICIATION FEES FROM OTHER INVESTMENT ADVISORY FIRMS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
4. Brogan Financial
Assets under management
$366,343,326
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Radio Program Focusing On Wealth, Financial And General Issues
5. Wmg Financial Advisors, LLC
Assets under management
$317,132,571
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
6. Moon Capital Management, LLC
Assets under management
$313,671,735
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Asset Planning Corporation
Assets under management
$309,938,729
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
8. Ridgepath Capital Management LLC
Assets under management
$276,450,183
Fee structure
A percentage of assets under your management
Hourly charges
SELECTION OF OTHER ADVISORS FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Tax Preparation And Planning
9. Councilmark Asset Management, LLC
Assets under management
$237,399,247
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. C & J Wealth Advisors
Assets under management
$228,802,405
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Your first meeting is free.