🤫 Directory · consent-first

Near 37902. Knoxville.

24 financial advisors & firms and 0 insurance agents verified near Knoxville, TN — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 37902

Moon Capital Management, LLC0 mi

RIA firm · Knoxville, TN 37902 · Registered investment adviser · $392M AUM

CRD 107612 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Martin & Company Investment Counsel0 mi

RIA firm · Knoxville, TN 37902 · Registered investment adviser · $1.7B AUM

CRD 108718 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Alexander Advisory Services, LLC0 mi

RIA firm · Knoxville, TN 37902 · Registered investment adviser · $10M AUM

CRD 304392 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Nomad Financial0.2 mi

RIA firm · Knoxville, TN 37929 · Registered investment adviser · $4M AUM

CRD 322552 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Proffitt & Goodson INC.5.6 mi

RIA firm · Knoxville, TN 37919 · Registered investment adviser · $798M AUM

CRD 105278 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Councilmark Asset Management, LLC5.6 mi

RIA firm · Knoxville, TN 37919 · Registered investment adviser · $271M AUM

CRD 111748 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Nbz Investment Advisors, LLC5.6 mi

RIA firm · Knoxville, TN 37919 · Registered investment adviser · $431M AUM

CRD 123902 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Trendz Advisors5.6 mi

RIA firm · Knoxville, TN 37919 · Registered investment adviser · $39M AUM

CRD 139528 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Mentzer Group, LLC5.6 mi

RIA firm · Knoxville, TN 37919 · Registered investment adviser · $24M AUM

CRD 147644 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Tvamp, LLC5.6 mi

RIA firm · Knoxville, TN 37919 · Registered investment adviser · $1.2B AUM

CRD 160321 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gulfstream Capital5.6 mi

RIA firm · Knoxville, TN 37919 · Registered investment adviser · $84M AUM

CRD 165832 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Alliance Wealth Management Partners LLC5.6 mi

RIA firm · Knoxville, TN 37919 · Registered investment adviser · $272M AUM

CRD 313195 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hillvale Wealth Management, LLC5.6 mi

RIA firm · Knoxville, TN 37919 · Registered investment adviser · $36M AUM

CRD 332049 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Oppna Wealth LLC5.6 mi

RIA firm · Knoxville, TN 37919 · Registered investment adviser · $20M AUM

CRD 336397 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Leading Edge Financial Planning LLC5.9 mi

RIA firm · Knoxville, TN 37909 · Registered investment adviser · $522M AUM

CRD 277149 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Retirement Planning Services5.9 mi

RIA firm · Knoxville, TN 37909 · Registered investment adviser · $246M AUM

CRD 289847 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cogentblue5.9 mi

RIA firm · Knoxville, TN 37909 · Registered investment adviser · $606M AUM

CRD 312899 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Shepherd's Financial LLC5.9 mi

RIA firm · Knoxville, TN 37909 · Registered investment adviser · $8M AUM

CRD 335206 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Creekside Capital, INC.9.3 mi

RIA firm · Knoxville, TN 37923 · Registered investment adviser · $280M AUM

CRD 108972 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kennedy Wealth Management9.3 mi

RIA firm · Knoxville, TN 37923 · Registered investment adviser · $24M AUM

CRD 117558 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

CW Securities, LLC9.3 mi

RIA firm · Knoxville, TN 37923 · Registered investment adviser · $113M AUM

CRD 124496 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Shell Capital Management, LLC9.3 mi

RIA firm · Knoxville, TN 37923 · Registered investment adviser · $23M AUM

CRD 136509 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Marsh Wealth Management, LLC9.3 mi

RIA firm · Knoxville, TN 37923 · Registered investment adviser · $182M AUM

CRD 282111 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Aspire Private Wealth Counsel, LLC9.3 mi

RIA firm · Knoxville, TN 37923 · Registered investment adviser · $79M AUM

CRD 282582 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to Knoxville, TN.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 37902. Knoxville.

24 financial advisors & firms and 0 insurance agents verified near Knoxville, TN — every one cited to the regulator, claimable and removable by the person named.

Find your person