Company lists · Data refreshed September 2026

Top 15 Financial advisory outsourcing companies based in Knoxville, United States

RevenueBase identified 29 financial advisory outsourcing companies headquartered in Knoxville, United States as of September 2026 and tracks 195 professional contacts across them, including 120 with verified work emails. Across the United States, New York is the largest hub for this category (393 companies); Knoxville has 29.

This list covers financial advisory outsourcing companies headquartered in Knoxville, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
29Companies
195Contacts tracked
120Verified emails
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The 15 largest financial advisory outsourcing companies based in Knoxville, United States

Ranked by team size
Top 15 of 29 financial advisory outsourcing companies based in Knoxville, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory outsourcing companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceKnoxville, TN, United StatesHQ checked Sep 28, 202611-5047 contacts →

Strong evidence

“Rather & Kittrell Capital Management is a Knoxville fiduciary financial advisory firm offering wealth management and retirement plan services for life's major transitions.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 202611-5033 contacts →

Partial evidence

“TVAMP helps clients get their financial life in order & make smart financial decisions.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 202611-5018 contacts →

Partial evidence

“PYA Waltman Capital provides comprehensive financial planning for busy professionals and families.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 202611-5015 contacts →

Partial evidence

“Meridian Trust & Investment Company, LLC, is a financial counseling firm focused on preserving clients' assets and controlling risk.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceKnoxville, TN, United StatesHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“Winchester Consulting LLC offers a wide range of customizable accounting solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 20261-109 contacts →

Partial evidence

“We are ProffittGoodson, offering caring and professional investment advice and financial plans for over 35 years.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“Advisory services are offered through Alliance Wealth Management Partners LLC dba Core Benefits & Investments (“Core”).”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“For more than 20 years Moon Capital Management has helped individuals, families and institutions meet their financial goals by providing a full range of investment management and…”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“We are a Knoxville, Tennessee-based registered investment advisor founded in late 2012 and comprised of Donald Nalls, CFP®, T.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“We have worked to become THE objective, comprehensive financial planning firm in the Southeast.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Head Investment Partners is an Independent, Private Wealth Management Firm specializing in Risk-Focused Investment Management and Financial Planning for Individuals, Families…”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceKnoxville, TN, United StatesHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceKnoxville, TN, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Founded in 1992 by Brian Stivers, Stivers Wealth Management has proudly served individuals, families, and business owners for over three decades.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“RidgePath Capital Management was founded on the belief that accomplished households and institutions require a level of service not readily available in the financial industry at…”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Our team has many years of experience in the financial planning and asset management industry, and is dedicated to listening, discussing, and working with you to achieve your…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 15 of 29 financial advisory outsourcing companies based in Knoxville, United States

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Financial advisory outsourcing companies based in Knoxville, United States at a glance

As of Sep 28, 2026
61.5%Verified-email coverage
6.7Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
9

Email recency for this list is measured across the whole United States list rather than for Knoxville, so it is reported there. Company counts and contact totals on this page are exact for Knoxville, over 29 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial advisory outsourcing companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Knoxville, United States whose own description of what they do matches “financial advisory outsourcing companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial advisory outsourcing companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial advisory outsourcing companies, and records with no verified work email. Companies headquartered outside Knoxville are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 120 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial advisory outsourcing companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial advisory outsourcing companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial advisory outsourcing companies are there based in Knoxville, United States?

RevenueBase identified 29 financial advisory outsourcing companies headquartered in Knoxville, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Rather & Kittrell, headquartered in Knoxville, tops this list with the largest team on record.

Which city in the United States has the most financial advisory outsourcing companies?

New York leads the United States with 393 headquartered companies, followed by Atlanta (189) and Houston (185). Knoxville has 29.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 120 verified decision-maker contacts tracked across these 29 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.