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Financial Advisors in Oak Ridge, TN: 2026 rankings

108 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Oak Ridge: Rather & Kittrell Capital Management, RFA Score 72/100; 5.0★ from 137 Google reviews.

  2. 5

    Most-reviewed: First Choice Lending Services, LLC, 1,040 Google reviews at 5.0★, the most of 108 ranked; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

108 Oak Ridge financial advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 108 rated firms.

Top 10 financial advisors in Oak Ridge at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Oak Ridge at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Rather & Kittrell Capital Management725.0★ (137)Knoxville, 11 mi away—Top score
2Dano Deck: Primerica - Financial Services695.0★ (52)Knoxville, 11 mi away——
3First Command Financial Advisor - Thomas Benavides695.0★ (50)Knoxville, 11 mi away——
4Campbell Financial Group684.7★ (37)Knoxville, 8 mi away——
5First Choice Lending Services, LLC675.0★ (1,040)Knoxville, 10 mi awayEveningsMost reviews
6Old Glory Capital675.0★ (8)Oak Ridge——
7Edward Jones - Financial Advisor: Joshua D Hornberger675.0★ (24)Knoxville, 12 mi away——
8Mullins Wealth Management674.6★ (9)Oak Ridge——
9Oak River Wealth Advisors, Inc.665.0★ (22)Knoxville, 11 mi away——
10SageSpring Wealth Partners - Financial Advisors664.8★ (24)Knoxville, 11 mi away——

All 108 financial advisors in Oak Ridge, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Campbell Financial Group

    Based in Knoxville, 8 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 37 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    2202 Award Winning Way Ste 104, Knoxville, TN 37932
    View profile for Campbell Financial Group(865) 470-8584

  6. #6 Old Glory Capital

    Based in Oak Ridge

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed 9:30 AM–4:30 PM · Thu 9 AM–4:30 PM · Fri–Sun closed
    Address
    108 Tulsa Rd, Oak Ridge, TN 37830
    View profile for Old Glory Capital(865) 275-7075

  11. #11 Marsh Wealth Management

    Based in Knoxville, 13 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri–Sun closed
    Address
    504 Ebenezer Rd SW, Knoxville, TN 37923
    View profile for Marsh Wealth Management(865) 622-2162

  16. #16 Sojourn Wealth Management

    Based in Knoxville, 12 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    9041 Executive Park Dr NW #115, Knoxville, TN 37923
    View profile for Sojourn Wealth Management(865) 312-9659

  18. #18 Benge Retirement Group

    Based in Knoxville, 12 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat–Sun closed
    Address
    320 N Cedar Bluff Rd Ste 340, Knoxville, TN 37923
    View profile for Benge Retirement Group(865) 919-7879

  19. #19 EverSource Knoxville

    Based in Knoxville, 15 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 24 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1326 Dowell Springs Blvd, Knoxville, TN 37909
    View profile for EverSource Knoxville(865) 302-9200

  20. #20 Blue Ridge Wealth Planners

    Based in Knoxville, 10 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.5★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 17 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    9725 Cogdill Rd Ste 101, Knoxville, TN 37932
    View profile for Blue Ridge Wealth Planners(865) 392-4260

  22. #22 OneDigital

    Based in Knoxville, 11 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10641 Deerbrook Dr STE 100, Knoxville, TN 37922
    View profile for OneDigital(865) 690-1155

  23. #23 Integrity Wealth Services

    Based in Knoxville, 12 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    9724 Kingston Pike #1402, Knoxville, TN 37922
    View profile for Integrity Wealth Services(865) 342-7766

  24. #24 Empowered to Retire

    Based in Farragut, 11 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    12744 Kingston Pike #202, Farragut, TN 37934
    View profile for Empowered to Retire(865) 440-4577

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 108 ranked financial advisors here; the rest are on their profiles.

financial advisors in Oak Ridge, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Miser Wealth Partners, LLC644.4★ (13)11 mi
27Paradigm Wealth Partners645.0★ (14)15 mi
28Polaris Wealth Advisors645.0★ (10)12 mi
29Edward Jones - Financial Advisor: Arlis K Steel645.0★ (12)14 mi
30Scott Beasley645.0★ (8)12 mi
31Edelman Financial Engines644.9★ (13)16 mi
32Fidelity Investments643.6★ (42)10 mi
33Edward Jones - Financial Advisor: Jeff Tubb645.0★ (7)11 mi
34Bank of America (with Drive-thru ATM)643.0★ (59)In Oak Ridge
35Cosey Financial Services Inc645.0★ (7)11 mi
36First Horizon Bank - Knoxville, TN - S Gay St644.4★ (36)20 mi
37Erisa Services Inc633.9★ (14)11 mi
38Thierry Sommer & Associates635.0★ (7)12 mi
39Edward Jones - Financial Advisor: Brandon Hawk635.0★ (6)11 mi
40VJH Concierge Financial Planning West Knoxville634.5★ (8)11 mi
41Paragon Peak Financial Advisors635.0★ (7)12 mi
42Edward Jones - Financial Advisor: Jennifer M Dickey, ChFC®|AAMS®|CRPC™634.4★ (7)11 mi
43Northwestern Mutual - Knoxville634.4★ (7)11 mi
44Patriot Investment Management633.8★ (8)10 mi
45First Command635.0★ (5)11 mi
46Prosperity Partners Wealth Management635.0★ (6)12 mi
47Savant Wealth Management635.0★ (6)13 mi
48Edward Jones - Financial Advisor: Jim Dickerson, CFP®|CKA®634.6★ (5)11 mi
49Goals Based Financial Planners635.0★ (3)9 mi
50Carrie Savage: Primerica - Financial Services625.0★ (4)11 mi

Also serving Oak Ridge

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Oak Ridge
BusinessGoogle ratingDistance
Core Capital Planners - Ameriprise Financial Services, LLC5.0★ (2)12 mi
Cumberland Wealth ManagementIn Oak Ridge
David C Kirkwood - Financial Advisor, Ameriprise Financial Services, LLCIn Oak Ridge
David Roessner - Regions Financial AdvisorIn Oak Ridge
Edward Jones - Financial Advisor: Brandon NewmanIn Oak Ridge
Edward Jones - Financial Advisor: Briana L Sprunger, CRPC™5.0★ (2)In Oak Ridge
Edward Jones - Financial Advisor: Chris ShamblinIn Oak Ridge
Edward Jones - Financial Advisor: Cory J Gerlach5.0★ (2)11 mi
Edward Jones - Financial Advisor: Delauna PackIn Oak Ridge
Edward Jones - Financial Advisor: Jennifer M SkilesIn Oak Ridge
Edward Jones - Financial Advisor: Justin R WillisIn Oak Ridge
Edward Jones - Financial Advisor: Karl D Flatau, CRPC™In Oak Ridge
Edward Jones - Financial Advisor: Ramsey Walsh, CRPC™In Oak Ridge
Edward Jones - Financial Advisor: Robert E Patrick, CRPC™In Oak Ridge
Head Investment Partners5.0★ (2)8 mi
Insight Strategic Wealth5.0★ (2)10 mi
Kyle Keeton - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)10 mi
Modern Wealth Management - Knoxville5.0★ (2)10 mi
Pinkstaff, Simpson & Headrick, P.C.5.0★ (2)13 mi
Shipley KenIn Oak Ridge

How we ranked Oak Ridge financial advisors

We scored 108 Oak Ridge financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Oak Ridge data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Oak Ridge: frequently asked questions

Which financial advisor has the highest RFA Score in Oak Ridge?

By RFA Score, the highest-ranked financial advisor in Oak Ridge, TN is Rather & Kittrell Capital Management with an RFA Score of 72/100. It has 5.0★ from 137 Google reviews. Dano Deck: Primerica - Financial Services (#2) and First Command Financial Advisor - Thomas Benavides (#3) follow. We ranked 108 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Oak Ridge?

RankedFinancialAdvisors ranks 108 financial advisors serving Oak Ridge, TN. 3 of them are based in Oak Ridge; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Oak Ridge work on weekends?

5 of 108 ranked financial advisors post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oak Ridge financial advisors have?

The median Google rating among 108 rated financial advisors in Oak Ridge is 5.0★, with a median of 9 reviews. First Choice Lending Services, LLC has the most, 1,040 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Oak Ridge count in this ranking?

Yes, if they are within 25 mi of the Oak Ridge city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Oak Ridge ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Oak Ridge a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Oak Ridge

  1. November 2026: RFA Scores recalculated for 108 financial advisors serving Oak Ridge.

More financial advisors and Oak Ridge pages