Top 10 advisors in Chattanooga
We’ve curated a list of the best financial advisors in Chattanooga, take a look at it below
Find an advisor in Chattanooga| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,100,577,425 | 16 advisors | ||
| 2 | $1,650,491,577 | 12 advisors | ||
| 3 | $1,040,237,031 | 21 advisors | ||
| 4 | $771,563,000 | 14 advisors | ||
| 5 | $725,674,094 | 21 advisors | ||
| 6 | $447,467,815 | 11 advisors | ||
| 7 | $438,100,000 | 8 advisors | ||
| 8 | $367,582,177 | 5 advisors | ||
| 9 | $354,360,026 | 5 advisors | ||
| 10 | $319,748,728 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Chattanooga, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Chattanooga. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Pointer Management, LLC
Assets under management
$3,100,577,425
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Patten And Patten, Inc.
Assets under management
$1,650,491,577
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Patton Albertson Miller Group, LLC
Assets under management
$1,040,237,031
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Consulting And Sub Advisory Services
4. River Associates Investments (tn), LLC
Assets under management
$771,563,000
Fee structure
Performance-based fees
PERCENTAGE OF COMMITTED CAPITAL AND/OR INVESTED CAPITAL
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Pronvest, Inc.
Assets under management
$725,674,094
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
6. The Patten Group, Inc.
Assets under management
$447,467,815
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Tsw Ii Capital Advisors, LLC
Assets under management
$438,100,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Wealth Preservation Advisors, LLC
Assets under management
$367,582,177
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
9. Am Investment Strategies, LLC
Assets under management
$354,360,026
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Reporting/account Administrative Services
- Not sure which one to choose?Use our smart matching tool
10. Guardian Wealth Management, Inc.
Assets under management
$319,748,728
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.