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.

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.

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.

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.

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.

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.

The Nalls Sherbakoff Group, LLC is a highly reputable investment advisory firm headquartered in Knoxville, TN. With a team of seven dedicated professionals, they excel in providing expert financial guidance to their clients. Four of their employees specialize in investment advisory services, leveraging their extensive knowledge and experience to deliver exceptional results. Setting themselves apart from the competition, The Nalls Sherbakoff Group, LLC manages an impressive average of approximately $240,590,000 in assets per investment advisor, surpassing the industry average. Their compensation structure is diverse, encompassing a range of options such as a percentage of assets under management and fixed fees. With a client base of over 280 individuals, The Nalls Sherbakoff Group, LLC oversees assets totaling more than $225,156,000. While catering primarily to high-net-worth individuals, they also have the capacity to manage employer funds, although 401K and individual accounts constitute less than 30% of their overall assets under management. As a testament to their expertise and commitment, The Nalls Sherbakoff Group, LLC manages 100% of their clients' assets on a discretionary basis, allowing for strategic decision-making tailored to each client's financial goals. Operating from a single office, the firm prides itself on its personalized approach to wealth management. Notably, several of the firm's longest-tenured advisors, including Caroline Friedrich, Donald Nalls, and Thomas Sherbakoff, contribute their seasoned expertise to the success of the company. The Nalls Sherbakoff Group, LLC continues to thrive as a trusted partner, helping clients navigate the complexities of the financial landscape with confidence and expertise.

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.

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.

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.