GSV EQUITY HOLDINGS, LLC
Knoxville, TN
AUM
$4.57B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
CARRIED INTEREST
888-534-4891
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
46 advisers found
RATHER & KITTRELL, INC.
Knoxville, TN
AUM
$2.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
865-218-8400
PATRIOT INVESTMENT MANAGEMENT GROUP INC
Knoxville, TN
AUM
$1.91B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
865-777-2479
MARTIN & COMPANY INVESTMENT COUNSEL
Knoxville, TN
AUM
$1.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
865-541-4747
TVAMP, LLC
Knoxville, TN
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
865-226-9982
PYA WALTMAN CAPITAL, LLC
Knoxville, TN
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
865-693-6301
PROFFITT & GOODSON INC.
Knoxville, TN
AUM
$797.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
865-584-1850
WMG FINANCIAL ADVISORS, LLC
Knoxville, TN
AUM
$693.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(865) 290-4000
COGENTBLUE
Knoxville, TN
AUM
$606.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
865-309-5892
BROGAN FINANCIAL
Knoxville, TN
AUM
$577.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(865) 862-6800
LEADING EDGE FINANCIAL PLANNING LLC
Knoxville, TN
AUM
$521.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
865-240-2292
NBZ INVESTMENT ADVISORS, LLC
Knoxville, TN
AUM
$431.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
865.584.1184
INSIGHT STRATEGIC WEALTH LLC
Knoxville, TN
AUM
$401.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
866-467-9756
VISIONARY HORIZONS, LLC
Knoxville, TN
AUM
$396.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
865-675-8496
MOON CAPITAL MANAGEMENT, LLC
Knoxville, TN
AUM
$391.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
865-546-1234
BLUE RIDGE WEALTH PLANNERS
Knoxville, TN
AUM
$361.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; COSTS ASSOCIATED WITH THE CONTENT OF THE WORKSHOP AND/OR COURSE
865-392-4260
RIDGEPATH CAPITAL MANAGEMENT LLC
Knoxville, TN
AUM
$358.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(865) 240-4984
THE NALLS SHERBAKOFF GROUP, LLC
Knoxville, TN
AUM
$337.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-691-0898
CREEKSIDE CAPITAL, INC.
Knoxville, TN
AUM
$279.7M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-693-5300
VALOR FINANCIAL SERVICES, LLC
Knoxville, TN
AUM
$273.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
865-675-1200
KNOX WEALTH PARTNERS ADVISORY
Knoxville, TN
AUM
$272.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(865) 291-2422
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
Knoxville, TN
AUM
$272.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(865) 862-5956
COUNCILMARK ASSET MANAGEMENT, LLC
Knoxville, TN
AUM
$270.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
865-330-2525
RETIREMENT PLANNING SERVICES
Knoxville, TN
AUM
$246.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(865) 220-9311
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