AdvisorCensus / Financial advisors / Tennessee / Knoxville, TN / Branch offices
Advisory firms with an office in Knoxville, TN, headquartered elsewhere
37 investment advisory firms with a principal office outside the Knoxville, TN metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Apella Wealth | Knoxville, TN | West Hartford, CT | SEC-registered investment adviser |
| Arete Wealth Advisors, LLC | Knoxville, TN | Chicago, IL | SEC-registered investment adviser |
| AWH Financial, LLC | Maryville, TN | Bala Cynwyd, PA | SEC-registered investment adviser |
| Corecap Advisors | Knoxville, TN | Southfield, MI | SEC-registered investment adviser |
| Corevision Financial Group | Knoxville, TN | Shelbyville, IN | SEC-registered investment adviser |
| Creative Planning | Knoxville, TN | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Knoxville, TN | Newport Beach, CA | SEC-registered investment adviser |
| Creativeone Securities, LLC | Knoxville, TN | Overland Park, KS | SEC-registered investment adviser |
| Eversource Wealth Advisors, LLC | Knoxville, TN | Birmingham, AL | SEC-registered investment adviser |
| Flagship Harbor Advisors, LLC | Maryville, TN | Boston, MA | SEC-registered investment adviser |
| Geneos Wealth Management, Inc. | Knoxville, TN | Englewood, CO | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Knoxville, TN | Alpharetta, GA | SEC-registered investment adviser |
| Gradient Advisors, LLC | Knoxville, TN | Arden Hills, MN | SEC-registered investment adviser |
| Hershey Financial Advisers, LLC | Knoxville, TN | Lancaster, PA | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Maryville, TN | Springfield, IL | SEC-registered investment adviser |
| Iams Wealth Management, LLC | Maryville, TN | Omaha, NE | SEC-registered investment adviser |
| LBMC Investment Advisors, LLC | Knoxville, TN | Brentwood, TN | SEC-registered investment adviser |
| M Holdings Securities, Inc. | Knoxville, TN | Portland, OR | SEC-registered investment adviser |
| Mariner | Knoxville, TN | Overland Park, KS | SEC-registered investment adviser |
| Modern Wealth Management, LLC | Knoxville, TN | Kansas City, MO | SEC-registered investment adviser |
| MPWM Advisory Solutions LLC | Oak Ridge, TN | Alpharetta, GA | SEC-registered investment adviser |
| Nations Financial Group, Inc. | Knoxville, TN | Cedar Rapids, IA | SEC-registered investment adviser |
| New Edge Wealth | Knoxville, TN | Stamford, CT | SEC-registered investment adviser |
| Onedigital | Knoxville, TN | Overland Park, KS | SEC-registered investment adviser |
| Packerland Brokerage Services, Inc. | Kingston Springs, TN | Green Bay, WI | SEC-registered investment adviser |
| Prospera Financial Services, Inc. | Knoxville, TN | Dallas, TX | SEC-registered investment adviser |
| Roan Capital Partners | Oak Ridge, TN | Johnson City, TN | SEC-registered investment adviser |
| S.e.e.d. Planning Group, LLC | Knoxville, TN | Binghamton, NY | SEC-registered investment adviser |
| Sagespring Wealth Partners | Knoxville, TN | Franklin, TN | SEC-registered investment adviser |
| Savant Wealth Management | Knoxville, TN | Rockford, IL | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Knoxville, TN | Jackson, TN | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Knoxville, TN | Fort Lauderdale, FL | SEC-registered investment adviser |
| The Mather Group, LLC | Knoxville, TN | Chicago, IL | SEC-registered investment adviser |
| Thoroughbred Financial Services, LLC | Knoxville, TN | Brentwood, TN | SEC-registered investment adviser |
| TLG Advisors, Inc. | Lafollette, TN | Summit, NJ | SEC-registered investment adviser |
| USI Advisors | Knoxville, TN | Glastonbury, CT | SEC-registered investment adviser |
| Wealthcare Advisory Partners LLC | Knoxville, TN | West Chester, PA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Knoxville, TN, headquartered elsewhere. https://advisorcensus.com/advisors/tn/knoxville/branch-offices https://advisorcensus.com/advisors/tn/knoxville/branch-offices