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Top RIA Firms in Knoxville, Tennessee
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Knoxville, Tennessee. This hub covers 27 matching firms with $20.5B in total reported AUM and median AUM of $396.7M.
Firms
27
Matching current profiles
Total AUM
$20.5B
Reported regulatory AUM
Median AUM
$396.7M
Across firms with AUM
Largest firm
$4.6B
Gsv Equity Holdings, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Gsv Equity Holdings, LLC CRD 322865 · Limited Liability Company | KNOXVILLE, TN | $4.6B Mar 2026 | -$1.3B-22.7% | +$3.8B+530.8% | — | +$3.9B+549.1% | +5 employees+12.8% over 3Y | +10 accounts+200.0% over 3Y |
| 2. Rather & Kittrell, INC. CRD 114885 · Corporation | KNOXVILLE, TN | $2.3B Mar 2026 | +$397.1M+21.4% | +$980.9M+77.2% | +$1.2B+113.0% | +$2.1B+1412.3% | +5 employees+18.5% over 3Y | +756 accounts+30.9% over 3Y |
| 3. Patriot Investment Management Group INC CRD 112155 · Corporation | KNOXVILLE, TN | $1.9B Mar 2026 | +$220.0M+13.0% | +$296.1M+18.4% | +$573.6M+43.0% | +$1.4B+314.9% | -3 employees-10.7% over 3Y | -622 accounts-12.9% over 3Y |
| 4. Martin & Company Investment Counsel CRD 108718 · Corporation | KNOXVILLE, TN | $1.7B May 2026 | +$159.4M+10.7% | +$205.1M+14.2% | +$77.5M+4.9% | +$149.8M+10.0% | -1 employees-14.3% over 3Y | +136 accounts+109.7% over 3Y |
| 5. Tvamp, LLC CRD 160321 · Limited Liability Company | KNOXVILLE, TN | $1.2B Mar 2026 | +$184.6M+18.4% | +$553.0M+87.5% | +$700.2M+144.4% | +$1.1B+1028.7% | +23 employees+153.3% over 3Y | +1,519 accounts+42.9% over 3Y |
| 6. Pya Waltman Capital, LLC CRD 137283 · Limited Liability Company | KNOXVILLE, TN | $1.0B Mar 2026 | -$24.6M-2.4% | +$141.9M+16.4% | +$251.4M+33.3% | +$466.5M+86.5% | +3 employees+21.4% over 3Y | +402 accounts+35.7% over 3Y |
| 7. Proffitt & Goodson INC. CRD 105278 · Corporation | KNOXVILLE, TN | $797.7M Apr 2026 | +$117.6M+17.3% | +$266.3M+50.1% | +$233.7M+41.4% | +$601.8M+307.1% | +1 employees+12.5% over 3Y | +144 accounts+17.4% over 3Y |
| 8. Wmg Financial Advisors, LLC CRD 285824 · Limited Liability Company | KNOXVILLE, TN | $693.8M May 2026 | +$78.9M+12.8% | +$229.4M+49.4% | +$350.4M+102.0% | +$574.6M+481.9% | 0 employees+0.0% over 3Y | +323 accounts+24.3% over 3Y |
| 9. Cogentblue CRD 312899 · Limited Liability Company | KNOXVILLE, TN | $606.0M May 2026 | +$40.0M+7.1% | +$500.1M+472.3% | — | +$505.5M+502.9% | +3 employees+150.0% over 3Y | +36 accounts+9.4% over 3Y |
| 10. Brogan Financial CRD 133623 · Corporation | KNOXVILLE, TN | $577.0M Mar 2026 | +$43.7M+8.2% | +$196.5M+51.6% | +$274.2M+90.6% | +$475.5M+468.2% | +12 employees+63.2% over 3Y | +311 accounts+17.5% over 3Y |
| 11. Leading Edge Financial Planning LLC CRD 277149 · Limited Liability Company | KNOXVILLE, TN | $521.8M Apr 2026 | +$161.6M+44.9% | +$328.8M+170.4% | +$386.6M+285.9% | +$386.6M+285.9% | +5 employees+50.0% over 3Y | +684 accounts+68.8% over 3Y |
| 12. Nbz Investment Advisors, LLC CRD 123902 · Limited Liability Company | KNOXVILLE, TN | $431.2M Mar 2026 | +$60.4M+16.3% | +$129.8M+43.1% | +$166.4M+62.9% | +$334.4M+345.5% | +1 employees+16.7% over 3Y | +126 accounts+31.3% over 3Y |
| 13. Insight Strategic Wealth LLC CRD 147290 · Limited Liability Company | KNOXVILLE, TN | $401.0M Mar 2026 | +$144.1M+56.1% | +$210.7M+110.7% | +$229.8M+134.3% | +$284.1M+243.1% | +4 employees+133.3% over 3Y | +283 accounts+64.5% over 3Y |
| 14. Visionary Horizons, LLC CRD 150483 · Limited Liability Company | KNOXVILLE, TN | $396.7M May 2026 | +$105.3M+36.1% | +$220.4M+125.0% | +$240.8M+154.4% | +$293.9M+286.0% | +2 employees+20.0% over 3Y | +3,030 accounts+316.0% over 3Y |
| 15. Moon Capital Management, LLC CRD 107612 · Limited Liability Company | KNOXVILLE, TN | $391.5M May 2026 | -$3.7M-0.9% | +$77.8M+24.8% | +$189.0M+93.3% | +$258.3M+193.8% | 0 employees+0.0% over 3Y | +203 accounts+99.5% over 3Y |
| 16. Blue Ridge Wealth Planners CRD 285347 · Limited Liability Company | KNOXVILLE, TN | $361.7M Mar 2026 | +$160.4M+79.7% | +$212.2M+142.0% | — | +$244.2M+207.8% | +4 employees+18.2% over 3Y | +419 accounts+24.4% over 3Y |
| 17. Ridgepath Capital Management LLC CRD 283343 · Limited Liability Company | KNOXVILLE, TN | $358.9M Feb 2026 | +$27.2M+8.2% | +$113.4M+46.2% | +$240.7M+203.6% | +$240.7M+203.6% | +1 employees+25.0% over 3Y | +118 accounts+53.6% over 3Y |
| 18. The Nalls Sherbakoff Group, LLC CRD 168239 · Limited Liability Company | KNOXVILLE, TN | $337.1M Mar 2026 | +$82.6M+32.5% | +$98.6M+41.3% | +$125.5M+59.3% | +$211.3M+168.1% | +1 employees+25.0% over 3Y | -77 accounts-9.4% over 3Y |
| 19. Creekside Capital, INC. CRD 108972 · Corporation | KNOXVILLE, TN | $279.7M Feb 2026 | +$58.6M+26.5% | +$52.8M+23.3% | +$96.0M+52.2% | +$183.3M+190.1% | 0 employees+0.0% over 3Y | +578 accounts+296.4% over 3Y |
| 20. Valor Financial Services, LLC CRD 309377 · Limited Liability Company | KNOXVILLE, TN | $273.3M Jan 2026 | +$60.5M+28.4% | +$78.5M+40.3% | +$169.3M+162.8% | +$169.3M+162.8% | 0 employees+0.0% over 3Y | +328 accounts+24.4% over 3Y |
| 21. Knox Wealth Partners Advisory CRD 288580 · Limited Liability Company | KNOXVILLE, TN | $272.9M Mar 2026 | +$41.6M+18.0% | +$127.5M+87.8% | +$86.9M+46.7% | — | 0 employees+0.0% over 3Y | +319 accounts+53.0% over 3Y |
| 22. Alliance Wealth Management Partners LLC CRD 313195 · Limited Liability Company | KNOXVILLE, TN | $272.4M Mar 2026 | +$37.8M+16.1% | +$113.6M+71.6% | — | — | +2 employees+18.2% over 3Y | +993 accounts+154.2% over 3Y |
| 23. Councilmark Asset Management, LLC CRD 111748 · Limited Liability Company | KNOXVILLE, TN | $270.8M Mar 2026 | +$21.6M+8.7% | +$33.4M+14.1% | +$99.0M+57.6% | +$145.7M+116.5% | 0 employees+0.0% over 3Y | +5 accounts+4.9% over 3Y |
| 24. Retirement Planning Services CRD 289847 · Limited Liability Company | KNOXVILLE, TN | $246.0M Mar 2026 | +$49.4M+25.1% | +$98.0M+66.3% | +$135.8M+123.2% | +$135.8M+123.2% | +1 employees+20.0% over 3Y | +68 accounts+15.4% over 3Y |
| 25. Marsh Wealth Management, LLC CRD 282111 · Limited Liability Company | KNOXVILLE, TN | $182.3M Mar 2026 | +$13.9M+8.2% | — | — | +$43.8M+31.6% | 0 employees+0.0% over 1Y | +7 accounts+1.3% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.