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.

Creekside Capital, Inc., a small investment advisory firm headquartered in Knoxville, TN, boasts an impressive track record in managing assets for high net worth individuals. With over 160 individual clients, they oversee a substantial $190,907,000 in assets under management. The firm's expertise extends beyond individual and 401K accounts, as they possess the capability to manage employer funds. Creekside Capital, Inc. prides itself on offering a diverse compensation structure, accommodating clients' preferences. They provide various options such as a percentage-based fee tied to assets under management, as well as hourly charges. This flexible approach ensures that clients can choose the most suitable compensation model for their unique needs. With a total of four employees, Creekside Capital, Inc. maintains a highly efficient team. Two of their staff members specialize in providing expert investment advisory services. Each investment advisor oversees an average of approximately $95,450,000 in assets under management, aligning with the industry's average. Martin Mcbrearty and Rachel Hacker stand as two of the longest-tenured registered advisors within the firm. Their extensive experience and commitment to client success contribute to Creekside Capital, Inc.'s reputation as a trusted and reliable financial partner. In summary, Creekside Capital, Inc. distinguishes itself as a reputable investment advisory firm based in Knoxville, TN. Through personalized and diverse compensation options, they cater to their clients' preferences while managing a significant portfolio of assets for high net worth individuals. With a dedicated team and experienced advisors like Martin Mcbrearty and Rachel Hacker, the firm is well-positioned to provide exceptional financial guidance and achieve long-term client success.

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.

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.

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.

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.

Blue Ridge Wealth Planners, based out of Knoxville, TN, is a prominent local investment advisory firm with a solid track record of success. With over 600 individual clients and an impressive $149,449,000 in assets under management, they have established themselves as a trusted partner in wealth planning. With two offices, Blue Ridge Wealth Planners is well-positioned to serve a diverse range of clients in the Knoxville area. Their expertise lies in managing employer 401Ks and individual portfolios, accounting for over 80% of their assets under management. With 100% of their assets being discretionary, clients can rely on their comprehensive expertise and decision-making. Blue Ridge Wealth Planners boasts a highly qualified team, with 22 dedicated employees, including 9 investment advisors. Each advisor manages an average of approximately $16,610,000 in assets, ensuring personalized attention and exceptional service. The firm's compensation structure offers flexibility, including a percentage of assets under management, enabling them to align their interests with those of their clients. This approach fosters a relationship built on trust and ensures that the team is fully committed to achieving clients' financial goals. Among the experienced advisors at Blue Ridge Wealth Planners, notable names include Robert Fugate, Bradley Fugate, and John Vandergriff. Their extensive industry knowledge and tenure within the firm further contribute to the exceptional guidance and expertise provided to clients. Overall, Blue Ridge Wealth Planners is dedicated to providing comprehensive wealth planning solutions, guiding clients towards financial success and peace of mind.

Knox Wealth Partners Advisory, headquartered in Knoxville, TN, is a reputable investment advisory firm with two offices. With a team of seven skilled professionals, Knox Wealth Partners Advisory offers comprehensive investment advisory services. Each investment advisor manages an average of $20,760,000 in assets under management. Their compensation structure is diverse, encompassing a percentage of assets under management, hourly charges, and fixed fees. Distinguished by their expertise in employer 401Ks and individual accounts, Knox Wealth Partners Advisory manages approximately half of their assets under management in these areas. Their extensive experience in this domain ensures clients receive tailored advice and solutions. Moreover, the firm exercises full discretionary authority over the entirety of the assets they manage, allowing for efficient and proactive decision-making. With a robust client base, Knox Wealth Partners Advisory serves over 430 individual clients, overseeing an impressive $145,332,000 in assets under management. The firm takes pride in the longevity of their advisors, with notable professionals like Kimberly Barry, Charles Farmer, and Kristen Tucker contributing their wealth of knowledge and expertise. These seasoned advisors bring stability and continuity to the firm's operations, fostering long-standing relationships with clients based on trust and exceptional service. Whether clients seek guidance for retirement planning, wealth preservation, or portfolio diversification, Knox Wealth Partners Advisory offers comprehensive investment advisory services rooted in their commitment to understanding individual needs and providing tailored solutions. As a local firm, they are deeply embedded in the Knoxville community, serving as a trusted partner for clients on their financial journeys.

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.

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.

Pya Waltman Capital, LLC, based out of Knoxville, TN, is a reputable local investment advisory firm catering to over 190 individual clients. With assets under management surpassing $864,023,000, Pya Waltman Capital prides itself on its commitment to delivering personalized financial solutions. Boasting a team of 14 skilled professionals, including six dedicated investment advisors, the firm ensures clients receive comprehensive expertise and guidance in managing their assets effectively. At Pya Waltman Capital, the majority of the assets managed, accounting for 45%, are under discretionary management. This approach allows the firm to tailor investment strategies to meet individual client goals and preferences, fostering a strong sense of trust and transparency. The compensation structure offered by Pya Waltman Capital is flexible, featuring options such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This variety ensures that clients can select the payment method that best aligns with their needs. With an average of approximately $144,000,000 in assets under management per investment advisor, Pya Waltman Capital surpasses industry standards in terms of efficiency and client attention. The firm's success is bolstered by the expertise and dedication of its long-tenured advisors, including Melissa Ballard, Jack Waltman, and Eric Foster. They have played instrumental roles in shaping the firm's strong reputation for delivering exceptional investment advisory services. Overall, Pya Waltman Capital, LLC stands as a trusted partner for individuals seeking comprehensive and personalized financial solutions in the Knoxville, TN area. Through their expert guidance, the firm strives to help clients navigate the complexities of the financial landscape and achieve their long-term financial goals.