#1Rather & Kittrell, Inc.
RATHER & KITTRELL, INC.
Serves this area from Farragut, TN (9 mi)
Retirement Plan Advisors in Oak Ridge, TN
The top-ranked retirement plan advisors serving Oak Ridge, TN are Rather & Kittrell, Inc., Patriot Investment Management Group Inc and Insight Strategic Wealth LLC. We list 15 retirement plan advisors serving Oak Ridge, TN. 15 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Oak Ridge, TN (Anderson County). 15 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Oak Ridge
#2Patriot Investment Management Group Inc
PATRIOT INVESTMENT MANAGEMENT GROUP INCServes this area from Knoxville, TN (9 mi)#3Insight Strategic Wealth LLC
INSIGHT STRATEGIC WEALTH LLCServes this area from Knoxville, TN (10 mi)#4Visionary Horizons, LLC
VISIONARY HORIZONS, LLCServes this area from Knoxville, TN (10 mi)#5Wmg Financial Advisors, LLC
WMG FINANCIAL ADVISORS, LLCServes this area from Knoxville, TN (10 mi)#6Cosey Financial Services, Inc.
COSEY FINANCIAL SERVICES, INC.Serves this area from TN#7The Nalls Sherbakoff Group, LLC
THE NALLS SHERBAKOFF GROUP, LLCServes this area from Knoxville, TN (11 mi)#8Cw Securities, LLC
CW SECURITIES, LLCServes this area from TN#9Creekside Capital, Inc.
MCBREARTY CAPITAL MANAGEMENT INCServes this area from TN#10Pya Waltman Capital, LLC
PYA WALTMAN CAPITAL, LLCServes this area from TN
5 more providers serving this area
- Tvamp, LLC, Knoxville, TN (16 mi)
- Alliance Wealth Management Partners LLC, Knoxville, TN (16 mi)
- Nbz Investment Advisors, LLC, Knoxville, TN (16 mi)
- Cogentblue, Knoxville, TN (17 mi)
- Proffitt & Goodson Inc., Knoxville, TN (17 mi)
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Frequently asked questions
How many retirement plan advisors serve Oak Ridge?
We list 15 retirement plan advisors serving Oak Ridge, TN: 0 based there and 15 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Oak Ridge?
The top-ranked retirement plan advisors serving Oak Ridge, TN are Rather & Kittrell, Inc., Patriot Investment Management Group Inc, Insight Strategic Wealth LLC, Visionary Horizons, LLC and Wmg Financial Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Oak Ridge are verified against official records?
10 of the top 10 match an active official record: Rather & Kittrell, Inc. (U.S. Securities and Exchange Commission), Patriot Investment Management Group Inc (U.S. Securities and Exchange Commission), Insight Strategic Wealth LLC (U.S. Securities and Exchange Commission), Visionary Horizons, LLC (U.S. Securities and Exchange Commission) and Wmg Financial Advisors, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .