AdvisorGrade

Financial advisers in Chattanooga, TN

21 registered investment adviser firms in Chattanooga managing $16.6B in assets, based on public SEC Form ADV filings.

Pointer Management, LLC

Chattanooga, TN · Est. 2012

RegionalInternational
Fee-only
AUM
$2.8B
Per adviser
$558M
Advisers
5

No reported disclosures

Patten And Patten, INC.

Chattanooga, TN · Est. 1976

RegionalInternational
Fee-based
AUM
$2.2B
Per adviser
$737M
Advisers
3

No reported disclosures

Future Capital

Chattanooga, TN · Est. 2002

Regional
Fee-based
AUM
$2.0B
Per adviser
$1.0B
Advisers
2

No reported disclosures

Patton Albertson Miller Group, LLC

Chattanooga, TN · Est. 2015

Regional
Fee-based
AUM
$1.7B
Per adviser
$105M
Advisers
16

No reported disclosures

Hhm Wealth Advisors, LLC

Chattanooga, TN · Est. 2009

Local
Fee-based
AUM
$1.5B
Per adviser
$113M
Advisers
13

No reported disclosures

River Associates Investments, L.P.

Chattanooga, TN · Est. 2025

Local
Fee-based
AUM
$815M
Per adviser
$63M
Advisers
13

No reported disclosures

Am Investment Strategies, LLC

Chattanooga, TN · Est. 2012

Local
Fee-based
AUM
$738M
Per adviser
$369M
Advisers
2

The Patten Group, INC.

Chattanooga, TN · Est. 2013

LocalInternational
Fee-based
AUM
$725M
Per adviser
$104M
Advisers
7

No reported disclosures

Acumen Wealth Advisors, LLC

Chattanooga, TN · Est. 2016

Local
Fee-based
AUM
$638M
Per adviser
$53M
Advisers
12

No reported disclosures

Wealth Preservation Advisors, LLC

Chattanooga, TN · Est. 2013

Local
Fee-only
AUM
$592M
Per adviser
$296M
Advisers
2

No reported disclosures

Tsw II Capital Advisors, LLC

Chattanooga, TN · Est. 2012

LocalInternational
Fee-only
AUM
$545M
Per adviser
$78M
Advisers
7

No reported disclosures

Evergreen Advisors, LLC

Chattanooga, TN · Est. 2009

Local
Fee-based
AUM
$523M
Per adviser
$174M
Advisers
3

No reported disclosures

Guardian Wealth Management, LLC

Chattanooga, TN · Est. 2002

Local
Fee-based
AUM
$411M
Per adviser
$82M
Advisers
5

No reported disclosures

Brooks, Moore & Associates, INC.

Chattanooga, TN · Est. 1986

Local
Fee-based
AUM
$349M
Per adviser
$116M
Advisers
3

No reported disclosures

Apex Strategic Wealth, LLC

Chattanooga, TN · Est. 2020

Local
Fee-based
AUM
$292M
Per adviser
$42M
Advisers
7

No reported disclosures

Anchor Health Capital, LLC

Chattanooga, TN · Est. 2020

Local
Fee-only
AUM
$166M
Per adviser
$33M
Advisers
5

No reported disclosures

Solas Bioventures Management, LLC

Chattanooga, TN · Est. 2025

Local
Fee-only
AUM
$165M
Per adviser
$33M
Advisers
5

No reported disclosures

Campbell Asset Management, LLC

Chattanooga, TN · Est. 2016

LocalInternational
Fee-based
AUM
$146M
Per adviser
$49M
Advisers
3

No reported disclosures

Barnett & Co INC

Chattanooga, TN · Est. 1984

Local
Fee-based
AUM
$142M
Per adviser
$47M
Advisers
3

No reported disclosures

Integra Wealth

Chattanooga, TN · Est. 2026

Local
Fee-based
AUM
$116M
Per adviser
$116M
Advisers
1

No reported disclosures

Fuerst Financial Group, INC.

Chattanooga, TN · Est. 2026

Local
Fee-based
AUM
$101M
Per adviser
$50M
Advisers
2

No reported disclosures