Financial advisors and lenders · Tennessee

Financial advisors and lenders in Knoxville, TN

514 financial advisors in Knoxville with phone numbers, 154 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Knoxville list freeSee a sample
514
businesses
100%
have a phone number
30%
have an email address (154)
—
average Google rating
Sample

A sample of financial advisors and lenders in Knoxville

Twelve of the 514 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Commonwealth FinancialFinancial Planner—Yes(865) •••-••••Available
Blue Ridge Wealth PlannersFinancial Service; Legal Service—Yes(865) •••-••••Available
Primerica Pinckard and AssociatesFinancial Service; Legal Service—Yes(865) •••-••••Available
Robin Carroll - JMC & AssociatesInsurance Agency; Financial Service; Legal Service—Yes(865) •••-••••Available
Matthew Butler - Aflac Insurance AgentFinancial Service; Legal Service—Yes(865) •••-••••Available
Chris LawsonFinancial Service; Legal Service; Real Estate Agency—Yes(865) •••-••••Available
Jennifer Whicker - Realtor©Real Estate Agency; Financial Service; Legal Service—Yes(865) •••-••••Available
Tag ResourcesFinancial Planner—Yes(865) •••-••••Available
Swaggerty Insurance GroupFinancial Service; Legal Service—Yes(865) •••-••••Available
Asset Planning CorporationFinancial Service; Legal Service—Yes(865) •••-••••Available
Edward Jones - Financial Advisor: Matthew ValentiFinancial Service; Legal Service—Yes(865) •••-••••Available
Law Office of Allen E. SchwartzLaw Office; Financial Service; Legal Service—Yes(865) •••-••••Available

Showing 12 of 514. Data refreshed October 2026.

The market

What Knoxville's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 514 have no rating yet — prime prospects for review and reputation services.
102 (20%) have no website listed — a ready-made list for web design and SEO offers.
33% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service246
  • Financial Planner83
  • Loans Agency47
  • Insurance Agency; Financial Service; Legal Service27
  • Financial Service; Legal Service; Business Service26
  • Bank; Financial Service; Legal Service13

Area codes

  • (865)489
  • (423)4
  • (615)3
  • (866)2
  • (931)2
  • (706)2
Playbook

How to sell to financial advisors in Knoxville

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Knoxville financial advisors leads

How many financial advisors and lenders in Knoxville, TN are in the database?
514 financial advisors and lenders in Knoxville, TN, as of October 2026. 514 of them have a phone number and 154 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Knoxville list of 514 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Nashville, TNMemphis, TNChattanooga, TNFranklin, TNMurfreesboro, TNBrentwood, TNClarksville, TNJohnson City, TNAll financial advisors and lenders →

Other businesses in Knoxville

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Start calling Knoxville financial advisors today

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