Adviser Record

Investment advisers in Chattanooga, TN

21 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in TN

FirmAssetsEmployeesDisclosures
Pointer Management, LLC$2.79 billion160
Patten and Patten, Inc.$2.21 billion130
Future Capital$2.02 billion300
Patton Albertson Miller Group, LLC$1.68 billion230
Hhm Wealth Advisors, LLC$1.47 billion200
River Associates Investments, L.P.$815.5 million180
Am Investment Strategies, LLC$738.4 million52
The Patten Group, Inc.$725.1 million110
Acumen Wealth Advisors, LLC$638.5 million170
Wealth Preservation Advisors, LLC$591.6 million30
Tsw Ii Capital Advisors, LLC$544.5 million70
Evergreen Advisors, LLC$522.8 million60
Guardian Wealth Management, LLC$411.1 million110
Brooks, Moore & Associates, Inc.$348.9 million50
Apex Strategic Wealth, LLC$292.1 million80
Anchor Health Capital, LLC$166.0 million80
Solas Bioventures Management, LLC$165.0 million60
Campbell Asset Management, LLC$146.0 million40
Barnett & Co Inc$142.0 million50
Integra Wealth$116.5 million20
Fuerst Financial Group, Inc.$100.9 million20