Greater Knoxville Book of Lists |

The Book of Lists is your resource to stay ahead of the competition. Get in-depth information on the largest and most influential businesses in East Tennessee. Purchase a one-time download of the 2022 Book of Lists or click the Subscribe button to purchase one year of unlimited access, unlimited downloads of all our business lists as they are updated in real-time. Create a list of sales contacts and general mailings lists, sort by company or geography, and import data directly to your desktop. Start your download now. Any questions, contact Hayley Choy at 865-342-6494 or


Product Details

Registered Investment Advisory Firms

Ranked by assets under local management

Product Records Price Cart
file download. (Top 18 records)
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Top Knoxville-area Registered Investment Advisory Firms ranked by assets under local management. Includes complete contact information. Data in Excel format suitable for easy download.

Fields included in the REGISTERED INVESTMENT ADVISORY FIRMS product:

NOTE: Some records may not contain data for every field listed below.

  • Company name
  • Address
  • City
  • State
  • Zip code
  • Telephone
  • Website
  • Corporate e-mail
  • Year Founded Locally
  • Brokerage Used
  • Total Local Employees
  • No. Advisory Employees (emps. at this office that perform investment advisory functions, incl. research)
  • No. Local Registered Reps.
  • No. Local Chartered Financial Analysts
  • No. Local Offices
  • Local Locations (city)
  • Investment advisory: Assets under local mgmt. (excl. insurance products)
  • Discretionary Assets
  • Non-discretionary Assets
  • No. Accounts
  • Min. Account Size
  • Avg. Account Size
  • Individual
  • Corporate
  • Charity
  • Fee-based
  • Commission
  • Other
  • Top Local Executive
  • Top Local Executive: (First name, Middle name, Last name, Title)
PDF file download.
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