C & J Wealth Advisors, a local investment advisory firm based in Knoxville, TN, is committed to providing exceptional financial guidance and wealth management services. With a knowledge cutoff in 2021, C & J Wealth Advisors had established a strong presence, serving more than 220 individual clients and managing assets worth over $233,503,000. While their focus is primarily on high net worth individuals, the firm also possesses the expertise to manage employer funds. With 98% of their assets managed on a discretionary basis, C & J Wealth Advisors ensures that their clients' investment portfolios align with their long-term financial goals. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, tailored to meet the unique needs of each client. The firm takes pride in their team of six highly skilled employees, all of whom provide top-notch investment advisory services. The average assets under management per investment advisor amount to approximately $38,920,000, showcasing their ability to handle substantial portfolios with professionalism and expertise. C & J Wealth Advisors boasts a group of seasoned advisors, including Jeffrey King, Robert Smith, and Jennifer Huskey, who have been with the firm for an extended period, contributing their extensive knowledge and experience to benefit their clients. With a strong commitment to personalized service, C & J Wealth Advisors continues to guide their clients through various financial challenges, striving to maximize their wealth and secure their financial future.

Visionary Horizons, LLC is a leading investment advisory firm located in Knoxville, TN. With over 390 individual clients and an impressive $176,353,000 in assets under management, they have established themselves as a trusted partner in wealth management. The company operates from five offices, providing comprehensive financial services to a diverse range of clients. Specializing in employer 401Ks and individual investment portfolios, Visionary Horizons, LLC possesses extensive experience in these areas, enabling them to deliver tailored solutions that meet their clients' unique needs. All of the assets they manage are discretionary, ensuring a high level of personalized attention and expertise. The firm's compensation structure is flexible, encompassing various types, such as a percentage of assets under management, fixed fees, and hourly charges. This allows clients to choose the fee structure that aligns with their preferences and financial goals. With a dedicated team of ten employees, all of whom are experienced investment advisors, Visionary Horizons, LLC ensures the highest level of professionalism and expertise in their services. On average, each investment advisor oversees approximately $17,640,000 in assets under management, demonstrating their commitment to maintaining a manageable client-advisor ratio. Visionary Horizons, LLC takes pride in its long-standing advisors, including Joseph Ellis, Christopher Ahler, and Roger Kiger, who have played integral roles in the firm's success and are known for their extensive industry knowledge and dedication to client satisfaction. As a registered representative of a broker-dealer and insurance broker or agent, Visionary Horizons, LLC offers a comprehensive suite of financial services, guiding clients towards their financial goals and helping them navigate the complexities of the investment landscape with confidence and peace of mind.

Rather & Kittrell, Inc., headquartered in Knoxville, TN, is a prominent local investment advisory firm with a rich history of serving clients in the financial industry. With over 740 individual clients, the company manages an impressive portfolio valued at more than $1,204,470,000. Boasting two offices, Rather & Kittrell, Inc. caters to a diverse range of clients, providing personalized investment solutions tailored to their specific needs. While 401K and individual accounts make up a smaller portion of their assets under management, Rather & Kittrell, Inc. possesses the expertise and capability to efficiently handle employer funds. Notably, approximately 62% of the assets they oversee are managed with discretionary authority, showcasing their trustworthiness and competence in decision-making. The firm adopts a flexible compensation structure, offering various options to accommodate clients' preferences. This includes a percentage-based fee structure tied to the assets under management, hourly charges, fixed fees, and commissions, ensuring transparency and aligning their interests with those of their clients. With a dedicated team of 25 professionals, 15 of whom are investment advisors, Rather & Kittrell, Inc. combines experience and expertise to deliver exceptional financial guidance. Each investment advisor manages an average of approximately $80,300,000 in assets, which aligns with industry standards. Among the firm's esteemed advisors are James Hunt, Christian Kittrell, and Paul Hall, who have contributed their skills and knowledge over many years. Rather & Kittrell, Inc. distinguishes itself through its commitment to providing top-tier investment advisory services, serving as a trusted partner for clients seeking reliable financial strategies tailored to their unique circumstances.

Leading Edge Financial Planning LLC, based out of Knoxville, TN, is a reputable investment advisory firm that caters to a diverse clientele. With over 170 individual clients, they oversee an impressive $192,974,000 in assets under management. This local firm has firmly established itself in the industry with seven offices across the region, offering convenient accessibility to their clients. With an in-depth understanding of employer 401Ks and individual investments, Leading Edge Financial Planning LLC has gained significant expertise in this domain. Notably, their portfolio management is entirely discretionary, allowing clients to entrust the firm with full authority to make investment decisions on their behalf. The compensation structure of Leading Edge Financial Planning LLC is versatile, incorporating various models such as a percentage of assets under management. This approach ensures that the firm's interests are closely aligned with the success of their clients' portfolios. With a total of ten dedicated employees, seven of whom are seasoned investment advisors, Leading Edge Financial Planning LLC possesses a robust team capable of delivering exceptional services. Each investment advisor manages an average of $27,570,000 in assets, reflecting their proficiency in providing tailored financial guidance. The firm prides itself on its longstanding advisors, including Jason Reagan, Charles Mattingly, and Kevin Gormley, who have played integral roles in the success of Leading Edge Financial Planning LLC. Their extensive experience and commitment to delivering excellence have solidified the firm's reputation as a trusted partner for financial planning and investment management.

Providence Wealth Management LLC is a small investment advisory firm headquartered in Knoxville, TN, boasting a single office location. With a team of seven dedicated professionals, two of whom specialize in providing investment advisory services, Providence Wealth Management LLC is committed to delivering exceptional financial guidance to its clients. Drawing on their extensive knowledge and expertise, the firm manages an average of $48,100,000 in assets per investment advisor, aligning with industry standards. Their comprehensive compensation structure incorporates various models, including a percentage of assets under management, hourly charges, and fixed fees. Impressively, Providence Wealth Management LLC has successfully cultivated a diverse client base, with approximately half of their assets under management stemming from employer 401Ks and individual investors. They possess substantial experience in navigating this particular landscape. An astounding 97% of the assets they manage are granted discretionary authority, enabling the firm to make autonomous investment decisions on behalf of their clients. Providence Wealth Management LLC takes pride in their extensive client network, comprising over 270 individuals, and collectively managing assets valued at more than $96,196,000. Notably, Paul Cochran and Garrett Crawford hold the distinction of being two of the firm's longest-serving registered advisors, lending their considerable expertise to the company's continued success. With a steadfast commitment to delivering personalized financial solutions and a strong track record of achieving client objectives, Providence Wealth Management LLC stands as a trusted partner in wealth management, providing invaluable guidance to individuals and businesses alike.

Brogan Financial is a reputable local investment advisory firm based in Knoxville, TN. With 19 dedicated employees, including 5 experienced investment advisors, the company offers a range of financial services to individuals and businesses. Their collective expertise helps clients effectively manage and grow their wealth. On average, each investment advisor at Brogan Financial handles approximately $49,460,000 in assets under management, which aligns with the industry average. They employ a diverse compensation structure, including a percentage of assets under management and performance-based fees, ensuring their interests are aligned with their clients' financial goals. Brogan Financial boasts an impressive client base, serving over 540 individuals with a total of $380,576,000 in assets under management. Their exceptional experience in managing employer 401Ks and individual accounts contributes to their strong presence in this area. Notably, 96% of the assets they manage are discretionary, highlighting their clients' trust in their decision-making capabilities. The firm operates from a single office in Knoxville, TN, and is deeply rooted in the local community. Brogan Financial takes pride in their team of advisors, including seasoned professionals like Peter Saganski, James Kraeske, and James Brogan, who have been with the company for a significant period of time. Their commitment to providing personalized financial advice has earned them a loyal clientele. Brogan Financial's solid track record, comprehensive services, and experienced team make them a trusted partner for individuals and businesses seeking expert financial guidance in Knoxville, TN, and beyond.

Leconte Wealth Management, LLC is a well-established investment advisory firm headquartered in Maryville, TN. With a solid presence in the local market, the company operates from a single office and boasts a team of nine dedicated professionals. Among them, five specialize in providing comprehensive investment advisory services to a diverse clientele. These experienced advisors collectively manage an impressive average of approximately $41,700,000 in assets under management per advisor. Leconte Wealth Management's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored solutions for their clients. Although their assets under management are primarily allocated to high-net-worth individuals, the firm also possesses the expertise and capacity to effectively manage employer funds, even though 401K and individual accounts represent less than 30% of their assets under management. Operating under a discretionary model, Leconte Wealth Management assumes full responsibility for making investment decisions on behalf of their clients. Their portfolio comprises over 190 individual clients, accumulating a remarkable $208,517,000 in assets under management. The firm takes pride in its long-standing relationships, with advisors such as Jonathan Dockery, Hoy Grimm, and Kevin Painter contributing to the company's reputation for trusted financial guidance and wealth preservation. With a client-centered approach, a highly qualified team, and a track record of success, Leconte Wealth Management, LLC continues to serve as a reliable partner for individuals seeking expert financial advice and effective asset management strategies.

Insight Strategic Wealth LLC is a small investment advisory firm based out of Knoxville, TN. With a total of three employees, their team is dedicated to providing exceptional investment advisory services. On average, each investment advisor manages approximately $64,190,000 in assets, which aligns with the industry average. Their compensation structure is diverse, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees. With over 90 individual clients, Insight Strategic Wealth LLC oversees a substantial amount of assets under management, totaling over $179,487,000. The majority of these assets belong to high-net-worth individuals. Although 401K and individual accounts represent less than 30% of their assets under management, Insight Strategic Wealth LLC possesses the expertise to effectively manage employer funds. Notably, 99% of the assets they oversee are discretionary, highlighting their ability to make informed decisions and implement strategies that align with their clients' goals. Headquartered in Knoxville, TN, Insight Strategic Wealth LLC operates from a single office location. The firm boasts a team of experienced advisors, with notable individuals like Michael Reynolds, Jaime Conry, and Patricia Taylor having the longest tenure. Their extensive industry knowledge and commitment to delivering personalized financial advice have solidified Insight Strategic Wealth LLC as a trusted partner for their clients' investment needs.

Patriot Investment Management Group Inc is a local investment advisory firm based out of Knoxville, TN. With a total of 26 employees, they operate from five offices, serving a diverse clientele. Seventeen of their experienced professionals provide investment advisory services, focusing on delivering personalized strategies tailored to each client's financial goals. With an average of $83,230,000 in assets under management per investment advisor, Patriot Investment Management Group Inc maintains a competitive position within the industry. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with client needs. While less than 30% of their assets under management are allocated to 401K and individual accounts, Patriot Investment Management Group Inc possesses the expertise to handle employer funds, expanding their reach in the investment landscape. The firm prides itself on managing 100% of their assets on a discretionary basis, allowing for nimble decision-making and swift execution. The success of Patriot Investment Management Group Inc is evident in their extensive client base, which boasts over 1,590 individual clients with a combined $1,414,834,000 in assets under management. The firm's reputation for excellence is further bolstered by the presence of seasoned advisors like Charles Harr, Laura Bolton, and Bradley Bower, who have long been pillars of the organization, contributing their expertise to the firm's continued growth and success.

NBZ Investment Advisors, LLC, based out of Knoxville, TN, is a small investment advisory firm catering to high net worth individuals. With over 100 individual clients, they oversee an impressive $266,359,000 in assets under management. Despite 401K and individual accounts making up less than 30% of their portfolio, NBZ Investment Advisors, LLC possesses the expertise to effectively manage employer funds. As a discretionary asset manager, they have complete authority in handling 100% of the assets they oversee. The firm operates from a single office and employs a team of seven professionals, four of whom provide specialized investment advisory services. The average assets under management per investment advisor stands at approximately $66,590,000, which is in line with the industry average. NBZ Investment Advisors, LLC offers a range of compensation structures, including a percentage of assets under management, fixed fees, and hourly charges, providing flexibility to suit client preferences. Lucinda Segers, Bradley Haston, and Richard Zivi are some of the longest-tenured advisors at NBZ Investment Advisors, LLC, contributing their extensive experience and expertise to the firm's success. With a client-centric approach, the firm strives to provide personalized investment solutions tailored to each individual's financial goals and risk tolerance. NBZ Investment Advisors, LLC's dedication to excellence, commitment to managing significant assets, and a talented team of professionals make them a trusted choice for high net worth individuals seeking comprehensive investment advisory services in the Knoxville area and beyond.

Asset Planning Corporation is a local investment advisory firm headquartered in Knoxville, TN, with two offices. With a team of eight professionals, including six dedicated to investment advisory services, they provide comprehensive financial solutions to their clients. On average, each investment advisor at Asset Planning Corporation oversees approximately $53,140,000 in assets under management, which aligns with the industry average. The firm's compensation structure offers various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet clients' needs. While less than 30% of their assets under management are comprised of 401K and individual accounts, Asset Planning Corporation possesses the capability to effectively manage employer funds. An impressive 97% of the assets they handle are managed on a discretionary basis, reflecting the trust and confidence their clients place in their expertise. Asset Planning Corporation predominantly caters to high net worth individuals, serving over 170 individual clients with a total of more than $318,826,000 in assets under management. The firm takes pride in its experienced team, with notable long-tenured advisors like Joseph Ottaviano, Suzanne Hornick, and Paul Fain contributing their expertise and guidance. With a client-centric approach, Asset Planning Corporation strives to provide personalized and effective investment strategies that align with each client's financial goals. By leveraging their in-depth market knowledge and extensive experience, the firm aims to empower their clients to make informed decisions and achieve long-term financial success.