AdvisorCensus / Financial advisors / Tennessee / Knoxville, TN / Charles Schwab
Financial advisors in Knoxville, TN using Charles Schwab
21 SEC-registered investment advisory firms headquartered in the Knoxville, TN metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Brogan Financial | Knoxville | SEC-registered investment adviser | $500 million to $1 billion |
| Cosey Financial Services, Inc. | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| Councilmark Asset Management, LLC | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| Creekside Capital, Inc. | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| CW Securities, LLC | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| Insight Strategic Wealth LLC | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| Leading Edge Financial Planning LLC | Knoxville | SEC-registered investment adviser | $500 million to $1 billion |
| Leconte Wealth Management, LLC | Maryville | SEC-registered investment adviser | $100 million to $500 million |
| Marsh Wealth Management, LLC | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| Moon Capital Management, LLC | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| NBZ Investment Advisors, LLC | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| Patriot Investment Management Group Inc | Knoxville | SEC-registered investment adviser | $1 billion to $5 billion |
| Proffitt & Goodson Inc. | Knoxville | SEC-registered investment adviser | $500 million to $1 billion |
| Providence Wealth Management LLC | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| Quality Financial Concepts | Maryville | SEC-registered investment adviser | $100 million to $500 million |
| Ridgepath Capital Management LLC | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| The Nalls Sherbakoff Group, LLC | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| Tvamp, LLC | Knoxville | SEC-registered investment adviser | $1 billion to $5 billion |
| Valor Financial Services, LLC | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| Visionary Horizons, LLC | Knoxville | SEC-registered investment adviser | $100 million to $500 million |
| WMG Financial Advisors, LLC | Knoxville | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Knoxville, TN using Charles Schwab. https://advisorcensus.com/advisors/tn/knoxville/custodians/charles-schwab https://advisorcensus.com/advisors/tn/knoxville/custodians/charles-schwab