Best Financial Advisors in Knoxville, TN

24 firms listed · all 24 in Knoxville · 19 rated 4.5+

Data verified October 21, 2026

The Trust Company of Tennessee

The Trust Company of Tennessee

(4)
  • Management
“I highly recommend The Trust Company of Tennessee!!!”
BBB Rating: A+
In Business Since 1990
4823 Old Kingston Pike STE 100, Knoxville, TN
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Novinger Ball & Zivi

Novinger Ball & Zivi

(2)
“I've been very impressed with their professionalism and knowledge.”
BBB Rating: A+
In Business Since 1979
6322 Deane Hill Dr, Knoxville, TN
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Sagespring Wealth Partners - Financial Advisors

Sagespring Wealth Partners - Financial Advisors

(23)
  • Questions
  • Team
  • Confidence
“My wife and I have a small buisness, and they have helped with everything from, Investing and Finacial Advice, Taxes, and they even have a Lawyer on staff.”
CFP Certified
In Business Since 2012
136 Concord Rd, Knoxville, TN
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Andrew B. Ellis, Cpa, Cfa, CFP

Andrew B. Ellis, Cpa, Cfa, CFP

(42)
  • Small Business
  • Questions
  • Interests
“But I can now happily say, he is an important part of our long term investment goal and has facilitated our end game and expedited our hopes and dreams into reality!”
9025 Grey Pointe Dr, Knoxville, TN
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Campbell Financial Group

Campbell Financial Group

(21)
  • Confident
  • Retire
  • Future
“If you are looking for a place to invest your money take time to come visit !!”
In Business Since 2006
2202 Award Winning Way, Knoxville, TN
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Financial Partners of TN

Financial Partners of TN

(12)
  • Knowledge
  • Strategy
  • Portfolios
“John and the Financial Partners of TN, LLC team do a great job of listening to your needs and concerns and developing investment strategies that work for you.”
Transparent Fees & Pricing
In Business Since 2004
500 Clyde St NW, Knoxville, TN
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The 24 firms listed for Knoxville, TN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Knoxville, TN

All 24 firms we list here are in Knoxville itself. We have 62 firms in Knoxville on file; this page shows the highest-rated 24. The firms on this page are rated from 3.8 to 5.0 across 210 reviews; 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (92%) and quality (77%). The services the firms on this page list most often on their websites are wealth management (4), business services (2), financial planning (2), investment management (2) and our associates (2). 2 list staff certifications (CFP) and 3 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 47 years. 1 offers payment plans; 1 offers a free initial consultation and 3 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 16 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Knoxville take financial planning bookings online?

4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Lawhorn CPA Group

Lawhorn CPA Group

(4)
“Great Company!!!”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 1999
6312 Kingston Pike Suite 100, Knoxville, TN
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Brogan Financial

Brogan Financial

(1)
“Jim Brogan is excellent for retirement planning!”
BBB Rating: A+
In Business Since 2003
2160 Lakeside Centre Wy #102, Knoxville, TN
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Miser Wealth Partners

Miser Wealth Partners

(11)
  • Accounting
  • Retirement
  • Trust
“We were looking for someone that was knowledgeable and a professional who would treat us with loving kindness and would put our financial needs first and foremost before his own.”
In Business Since 2019
12802 Kingston Pike Suite 102, Knoxville, TN
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Blue Ridge Wealth Planners

Blue Ridge Wealth Planners

(8)
  • Questions
  • Goals
  • Retirement
“That means they are bound to put their clients interest above their own.”
Remote Consultations Available
In Business Since 2015
9725 Cogdill Rd STE 101, Knoxville, TN
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Mark S. Durfee and Associates

Mark S. Durfee and Associates

(1)
“Calming.”
Family Business
In Business Since 2001
7121 Afton Dr, Knoxville, TN
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Thierry Sommer & Associates

Thierry Sommer & Associates

(5)
  • Investment
  • Watch
“Incredible people that are very caring and watches out for your money so that you don't have to.”
Transparent Fees & Pricing
In Business Since 2007
9724 Kingston Pike STE 102, Knoxville, TN
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Patriot Investment Management

Patriot Investment Management

(5)
“We have been using Patriot for almost 15 years to manage our company Simple IRA plan.”
In Business Since 2006
9721 Cogdill Rd, Knoxville, TN
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Prosperity Partners Wealth Management

Prosperity Partners Wealth Management

(4)
“Prosperity Partners answer the phone, know who you are and are willing to do all that is necessary, in order for you to feel comfortable with your portfolio and where it is going.”
CFP Certified
In Business Since 2017
306 Prosperity Drive Suite 101 & Suite 103, 306 Prosperity Dr STE 101, Knoxville, TN
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Tax Assist

Tax Assist

(6)
“Jon has done our taxes for personal and business for 20+ years and helped with mom in law when she needed to get her estate in order to go to assisted living.”
Family Business
Transparent Fees & Pricing
In Business Since 2020
5321 Western Ave, Knoxville, TN
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Rather & Kittrell Capital Management

Rather & Kittrell Capital Management

Transparent Fees & Pricing
In Business Since 2003
11905 Kingston Pike, Knoxville, TN
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Meridian Trust & Investment Company

Meridian Trust & Investment Company

(3)
“Emilyn Bellingrath went above and beyond to answer everyone of my questions.”
In Business Since 2000
109 S Northshore Dr #400, Knoxville, TN
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Pinkstaff, Simpson & Headrick

Pinkstaff, Simpson & Headrick

(1)
“Truly professional experience and they are always available to help out in any way needed.”
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards
Free Initial Consultation
8858 Cedar Springs Ln #5000, Knoxville, TN
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Paradigm Wealth Partners

Paradigm Wealth Partners

(7)
  • Goals
  • Company
  • Interest
“These 5 stars are well deserved, I've been a client with this company for several years and cannot express how comfortable I feel knowing that they have my every interest in mind.”
In Business Since 2015
2099 Thunderhead Rd STE 201, Knoxville, TN
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The Nalls Sherbakoff Group

The Nalls Sherbakoff Group

(1)
“I highly recommend this group for their knowledge, caring and professionalism.”
In Business Since 2014
9724 Kingston Pike Suite 704, Knoxville, TN
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Wealth and Retirement Strategies

Wealth and Retirement Strategies

(1)
“We are excited to have Steve manage our retirement plans and appreciate his wealth of knowledge !”
Family Business
In Business Since 2006
9724 Kingston Pike Suite 305B, Knoxville, TN
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Tvamp

Tvamp

(1)
“We have made the adjustments and life goes on but to think of the thousands of hours / dollars wasted not doing this earlier is frustrating to say the least.”
Transparent Fees & Pricing
In Business Since 2011
6025 Brookvale Ln #160, Knoxville, TN
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Head Investment Partners

Head Investment Partners

(1)
“Head Investment Partners has handled my retirement for a few years now and I have zero complaints.”
In Business Since 2016
2280 Valley Vista Rd A, Knoxville, TN
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Asset Planning Corporation

Asset Planning Corporation

(4)
  • Team
“Phenomenal team that my wife and I have used for several years.”
In Business Since 1999
234 S Peters Rd #102, Knoxville, TN
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HomeWealth Management AdvisorsTennesseeKnoxville, TN

Retirement Planning and Investment Management Services in Knoxville, TN Cost Estimates

Minimum cost
$1213
Maximum cost
$10306
National Average
$3638
Avg Per Hour Rates
$364
$2425
$6669
Typical price range is based on 257 cost profiles
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Average Cost $3638
Minimum cost $1213
Maximum cost $10306
Avg Per Hour Rates $364

Typical range $2425 to $6669 is based on 257 cost profiles.

Why these companies made our list

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