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AdvisorCensus / Financial advisors / Tennessee / Knoxville, TN / LPL Financial LLC

Financial advisors in Knoxville, TN using LPL Financial LLC

3 SEC-registered investment advisory firms headquartered in the Knoxville, TN metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Knoxville, TN ยท How this list is built

FirmCityRegistrationAssets band
Knox Wealth Partners AdvisoryKnoxvilleSEC-registered investment adviser$100 million to $500 million
Tvamp, LLCKnoxvilleSEC-registered investment adviser$1 billion to $5 billion
Visionary Horizons, LLCKnoxvilleSEC-registered investment adviser$100 million to $500 million

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. LPL Financial LLC nationwide

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AdvisorCensus. Financial advisors in Knoxville, TN using LPL Financial LLC. https://advisorcensus.com/advisors/tn/knoxville/custodians/lpl-financial
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