The Best Financial Advisors in Knoxville

Here is our List of the 10 Knoxville Financial Advisor
Patriot Investment Management Group

Patriot Investment Management Group was founded in 1993 by Brad Bower, our president and CEO. We provide professional wealth management and financial planning services to individuals, corporations, foundations, and institutions in Knoxville and the surrounding areas.  

As an SEC Registered Investment Advisory Firm, our depth of knowledge, dedication to excellence, and commitment to service uniquely positions us to meet the complex needs of our clients.  

But there’s more to Patriot than just our high skill level and deep understanding of the financial world. The values that inspired our president to found Patriot – integrity, objectivity, and transparency – continue to impact our interactions with every client at Patriot.  

We’re committed to serving you and your financial future. Our fee-only financial advisors are dedicated to providing you or your organization with personalized financial planning – without being motivated to over sell for commissions.

Planning for Success

Financial Planning is more than just investing – it is about making a game plan and organizing your financial life. We help you see the big picture by identifying your priorities and goals, developing and implementing a strategy, and making sure you stay on track.

We provide comprehensive financial planning and wealth management services, including:

  • Investment Management
  • Insurance Analysis
  • Tax Planning
  • Education & Retirement Planning
  • Estate Planning
9721 Cogdill Road Suite 101 Knoxville, TN 37932
Rather & Kittrell, Inc.

It started when two guys shared a commitment to what seemed to them like some pretty obvious ideas about money – how client relationships, trust, and guidance were more important than “selling” for short term gain. Put simply, “If we take care of our clients, our business will take care of itself.”
It struck a nerve.

Lytle Rather and Chris Kittrell launched RK in 2000. Based on the steadfast belief that “people come first,” a two-desk business has grown into a registered investment advisory firm that serves successful individuals, families, and businesses managing the transitions that inherently come with money.

RK offers wealth management, including investment management, estate planning, tax mitigation, asset protection, and charitable giving. As a fiduciary, we act on your behalf. But we’re also smart enough to know that no two situations are alike and nobody knows everything. Our estate planning advice is given in collaboration with your estate planning attorney. Our tax planning considers your long-term needs in conjunction with your accounting firm or a firm with which we have a close relationship. We coordinate an insurance plan in conjunction with insurance agents, so that you get only what you need, for less. As a completely independent firm, all our efforts are focused on your goals.

11905 Kingston Pike Knoxville, TN 37934
PYA Waltman Capital

At PYA Waltman, we take planning for your financial future, personally. Our team of expert advisors will work to help discover what is most important to you, uncover why you regard it as such, and develop a financial pathway that is directed at achieving your goals.

Our values-based team approach to financial advising and investing focuses on you first, and on your bank account second. Whether you seek professional investment consulting for your business, or personal financial counseling for yourself – PYA Waltman is a firm that will provide you with the customized guidance you have been seeking.

Why We’re Different

At PYA Waltman Capital we believe why we do what we do is significantly more important than what we do. Our team is focused on positively impacting the lives of those we serve by helping them lead more fulfilling lives. The professionals at PYA Waltman are united and focused on this mission. It’s our why that drives everything we do.

Our Services

  • Financial Planning
  • Investment Management
  • Institutional Services
  • Retirement Plan Consulting
1402 Ebenezer Road Knoxville, TN 37922
Proffitt and Goodson

As wealth and investment advisors with more than 30 years of experience, ProffittGoodson understands the complexities of wealth and what it takes to manage it for you, your family, or your institution. By keeping you informed and engaged, we help ensure that your goals and needs are being met now and in the future.

Our unique investment management strategy relies on an evidence-based approach and a core-satellite portfolio structure.

We build customized investment portfolios based on each client’s unique needs, goals, and risk profile. These personalized parameters guide an asset allocation of stocks, bonds, and other securities. This allocation is specific to your requirements for income, capital growth, and legacy plans.

Our firm is built on a true fiduciary model, one that requires investing in the best interests of our clients. From day one, we have invested portfolios designed to meet the unique objectives and exclusive demands of each of our clients.

We take a sensible and specific approach to managing generational wealth, one rooted in long-term perspective as well as short-range detail.


4800 Old Kingston Pike Suite 200 Knoxville, TN 37919
Tennessee Valley Asset Management Partners


Our team handles your financial needs with care because we consider you a part of our family. We help you maintain a disciplined approach to realizing your goals. Here’s how we do it.

Our mission is to help build, manage, and preserve the wealth of our clients, to enhance the quality of their lives.

First & Foremost: Your Foundation – Having a firm foundation is overlooked by investors too often. We address these areas to help ensure your financial future is built on solid ground.

  • Financial health
  • Emergency savings
  • Insurance

Next: Your Lifestyle – We assess your current and future financial goals. This includes your unique discretionary activities and items. We look at what matters most to you. Do you have a Live Invested plan?

  • Comfortable retirement
  • Second home
  • Travel and hobbies
  • Big-ticket purchases
  • Gifting to children or grandchildren

Finally: We help you shape your Legacy. How do you want your assets to be preserved, managed, and distributed after you pass on? Failure to plan can have dramatic and negative consequences for your loved ones.

  • Transferring wealth
  • Wills, trusts, etc. (we team up with a trusted attorney)
  • Philanthropy
  • Organizing your financial documents
6025 Brookvale Lane Suite 160 Knoxville, TN 37919
WMG Financial Advisors

About Us

WMG Financial Advisors is a fee-based firm. Unlike many firms, it does not provide its employees’ financial certifications. There is no set account minimum at WMG and clients are mostly non-high-net-worth individuals. Institutional clients of the firm include pension and profit-sharing plans, charitable organizations and insurance companies. WMG was founded in 2004. The principal owner is Dieter William Bergner.

Our Services

Services offered include portfolio management, asset selection, regular portfolio monitoring, retirement plan consulting, financial planning selection of other advisors, retirement planning, education planning and life insurance.

WMG Financial Advisors Investment Strategy

Modern Portfolio Theory is the foundation of WMG’s investing strategy. This looks to maximize a portfolio’s expected return based on a level of risk tolerance, or to minimize risk given an expected return. Long-term trading is the principal strategy used by advisors at WMG.

620 Mabry Hood Road, Suite 101 Knoxville, TN 37932
The Nalls Sherbakoff Group

We are a Knoxville, Tennessee-based registered investment advisor founded in late 2012 by Donald Nalls, CFP®. Our practice was built upon the dual pillars of Don’s two decades of financial advisory experience, as well as the honor and integrity instilled in him during his time spent with the United States Military. In 2014, Don was joined by T. Lee Sherbakoff, CPA/PFS CFP® also a US Military veteran and experienced investment professional, to form The Nalls Sherbakoff Group, LLC. Kim Spencer, CFP®, CDFA® joined the group in January 2016, complementing Don and Lee with her focus on women going through divorce and other life transitions. Combined, our team has over sixty years’ investment experience, a deep appreciation of the financial markets, and investor behavioral insight, not to mention a relentless pursuit towards excellent client service. Together, we look forward to many years helping our clients pursue financial security.

Our Core Purpose

To partner with our clients as an advocate, teammate, and counselor, putting their interests first to give them the best opportunity to reach their lifetime goals.

The Nalls Sherbakoff Group offers the following investment advisory services, which are personalized to fit your needs.

  • Portfolio Management
  • Financial Planning
  • Pension Consulting
9724 Kingston Pike Suite 704 Knoxville, TN 37922
Knox Wealth Partners Advisory

Knox Wealth Partners Advisory strives to provide financial clarity through in-depth knowledge, transparent guidance, and compassionate service to select families and business owners.

Our Qualifications

Experience. With combined experience of over 75 years, our team has been serving select families and business owners through many market cycles and economic conditions. Our partners have extensive personal and professional experience. Many KWPA advisors hold various professional designations that require vigorous ethical and experience requirement, as well as regular continuing education.

Commitment. We are dedicated to developing lasting relationships with all our clients. We commit to helping you define your primary drivers, evaluate how all the pieces of your financial landscape fit together, and provide unique solutions to manage your portfolio

Clarity. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. We take the time to educate you on all aspects of your financial well-being, and are always here to answer your questions.

Personalized Financial Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Because we are an independent firm, we have access to a wide range of financial services and unbiased research with the goal of ensuring that your wealth is strategically managed and protected.

These services include, but are not limited to:

  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Charitable Giving
10710 Murdock Drive Suite 101 Knoxville, TN 37923
CTM Financial, LLC

Our core strengths form the CTM Edge:

Seasoned experience since 1988
For decades, we have been helping clients through a wide range of personal and financial transitions, leading with structured planning and goal-setting, followed by informed guidance and implementation, wrapped in personalized care.

Deliberate investment strategy
We are grounded in the academics on how to patiently earn the market’s expected long-term returns. The industry refers to our investment strategy as passive investing or evidence-based investing. This strategy best complements our carefully planned approach to wealth management.

Structured as a fee-only Registered Investment Advisor (RIA) firm, we are compensated solely by our clients for providing them with professional advice and individualized oversight of their broad and specialized wealth interests. By refusing all commissions or other third-party incentives, we are freed from conflicting incentives typically found within the banker/brokerage industry.

Responsible fiduciary
Being an RIA firm also means we serve in a fiduciary relationship with our clients. This means our advice must exclusively serve their highest financial interests ahead of all else.

Part of fiduciary care includes ensuring the costs of investing are clearly stated and well-managed. Cost management also makes good investment sense. Plainly stated: The less you spend on investing, the more of your returns you get to keep as your own.

Team-based service
Based on your personalized, written Investment Policy Statement, we integrate your investment strategy with your overall financial plan. Our team is further strengthened by the BAM Advisor Service back-office; the broader BAM ALLIANCE network; and tax and accounting services available from our affiliated firm, Conry-Taylor & Morrow CPAs PC.

Local relationships
Our advisor services and educational emphases touch the lives of our neighbors from all walks of life as we seek to assist Knoxville families in building enduring wealth across changing times.

10107 Sherrill Boulevard Knoxville, TN 37932

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria