Company lists · Data refreshed September 2026

Top 20 Retirement planning companies based in Knoxville, United States

Name: Retirement planning companies based in Knoxville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 37 companies tracked

RevenueBase identified 37 company matches for retirement planning companies associated with Knoxville, United States as of September 2026 and tracks 264 professional contacts across them, including 151 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Knoxville has 37.

This list covers company matches for retirement planning companies associated with Knoxville, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

37Companies

264Contacts tracked

151Verified emails

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The 20 largest retirement planning companies based in Knoxville, United States

Ranked by team size

Top 20 of 37 company matches for retirement planning companies based in Knoxville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Rather & Kittrell	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	11-50	47 contacts →
	Exact match “Rather & Kittrell Capital Management is a Knoxville fiduciary financial advisory firm offering wealth management and retirement plan services for life's major transitions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	TVAMP	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	11-50	33 contacts →
	Exact match “TVAMP helps clients get their financial life in order & make smart financial decisions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	TAG Resources, LLC	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	51-200	25 contacts →
	Exact match “TAG Resources, LLC (“TAG”) is a leading U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Brogan Financial, INC	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	11-50	24 contacts →
	Exact match “Brogan Financial is a leading retirement and legacy planning services firm in Knoxville, TN.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	PYA Waltman Capital, LLC	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	11-50	18 contacts →
	Exact match “PYA Waltman Capital provides comprehensive financial planning for busy professionals and families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Meridian Trust & Investment Company, LLC	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “Meridian Trust & Investment Company, LLC, is a financial counseling firm focused on preserving clients' assets and controlling risk.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Blue Ridge Wealth Planners	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “Our mission is to empower retirees and pre-retirees in East Tennessee and beyond to life fulfilling and financially confident lifestyles.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Proffitt & Goodson, INC	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “We are ProffittGoodson, offering caring and professional investment advice and financial plans for over 35 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Core Benefits & Investments, LLC	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Advisory services are offered through Alliance Wealth Management Partners LLC dba Core Benefits & Investments (“Core”).” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Valor Financial Services	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Financial services Wealth Management” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Moon Capital Management	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	The Nalls Sherbakoff Group, LLC	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “We are a Knoxville, Tennessee-based registered investment advisor founded in late 2012 and comprised of Donald Nalls, CFP®, T.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Slate, Disharoon, Parrish & Associates, LLC	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “We have worked to become THE objective, comprehensive financial planning firm in the Southeast.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Ridgebrooke TAX & Retirement Planning	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “RidgeBrooke Retirement Planning, LLC is a financial planning firm that focuses on tax-smart, holistic retirement planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Lightbridge Wealth Management	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “To us, clients are like an extension of our family, so going that extra mile for a client is just the right thing to do.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Executive Benefits Of America	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Our firm specializes in helping individuals develop sound retirement strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Guidance Advisors, INC	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Specializing in wealth management, retirement plan consulting, and financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Creekside Capital, INC	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Stivers Wealth Management	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Founded in 1992 by Brian Stivers, Stivers Wealth Management has proudly served individuals, families, and business owners for over three decades.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Crestpoint Wealth Management	Exact match	Knoxville, TN, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “retirement planning companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 20 of 37 retirement planning companies based in Knoxville, United States

See the full list, filter by size, metro and specialty, and access 151 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning companies based in Knoxville, United States at a glance

As of Sep 19, 2026

57.2%Verified-email coverage

7.1Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 37 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Knoxville, United States whose business descriptions match “retirement planning companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 151 professional contacts with verified work emails across the full matched dataset. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Retirement planning companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning companies are there based in Knoxville, United States?

RevenueBase identified 37 company matches for retirement planning companies associated with Knoxville, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Rather & Kittrell tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most retirement planning companies?

New York leads the United States with 242 company records, followed by Houston (179) and Atlanta (157). Knoxville has 37.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 151 professional contacts with verified work emails tracked across these 37 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 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 SmartSearch, 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.