RIA Intel›Advisers›Tennessee›ADVIPARTNER, LLC

ADVIPARTNER, LLC

Advisory

KINGSPORT, TN

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in TN

#332

of 380 advisers by AUM

Average account

$517K

across 108 accounts

AUM per adviser

$56M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$56M

Discretionary %

100%

Clients

108

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$56M

Discretionary AUM$56M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients108

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

108 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

BEEMAN & JOHNSON ASSET PLANNING

OAK RIDGE, TN

$56M

+18.6% 1Y

MISER ASSET MANAGEMENT, LLC

KNOXVILLE, TN

$56M

LOOKOUT MOUNTAIN CAPITAL, INC.

LOOKOUT MOUNTAIN, TN

$56M

+2.9% 1Y

TAYLOR FINANCIAL MANAGEMENT, LLC

$56M

DAVID CARL JONES INVESTMENTS, L.L.C.

$55M

-3.9% 1Y

IMAGINE FINANCIAL SECURITY LLC

CHATTANOOGA, TN

$56M

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