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Find Top Financial Advisors in Chattanooga, Tennessee

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Chattanooga, Tennessee, the fourth largest city in Tennessee, is stoked by history and southern charm. Considered a crucial railway hub during the Civil War, Chattanooga remains a transit city to the south till this day. The cost of living is 3% lower than the national average, leaving more money in your pocket to play with. Why not create a solid financial plan and secure your financial future with all the added benefits of living in a low cost city? The Chattanooga area has over 1000 financial advisors to choose from and it could be a bit overwhelming to find a trusting advisor. That's where WiserAdvisor comes in. Our mission is to help people like you find an advisor to work with who has your specific financial needs in mind.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Chattanooga, Tennessee.

Finding the Top Financial Advisor in Chattanooga, Tennessee
Last Updated - 26-Sep-2022

WiserAdvisor's network of vetted financial advisors are from large Fortune 500 companies to small independent financial firms to suit each individual's comfort levels. Each and every advisor is pre-screened for industry experience, disclosures, and registrations with SEC and FINRA. Collectively, our pre-screened advisors serve thousands of happy clients, manage billions of dollars and provide financial freedom and security for families and individuals like you.


Please note that the list of financial advisors mentioned below do not include all the financial advisors in our network, as some have not been listed online as per their corporate compliance restrictions. More vetted fiduciary financial advisors near you may be available when you use our free advisor match tool to compare 2 to 3 financial advisors near you in Chattanooga, Tennessee.


The financial advisors below offer several financial services such as wealth management, retirement planning, portfolio management, estate planning and much more.

Qualified Financial Advisors in Chattanooga, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
Bob Robbins
ROBBINS CAPITAL MANAGEMENT INC.
936 Mountain Creek Road, U219,
Chattanooga, TN 37405
48 Not Specified $200,000 Fee-Only

Information on Qualified Financial Advisors in Chattanooga

Qualifications CRD# 1269785
Firm CRD# 134137
Series 63, 65

Compensation/Fee Fee-Only


Office Location 936 Mountain Creek Road, U219,
Chattanooga,
TN
37405
Phone Number 423-991-8555

Chattanooga, TN. Fascinated with the stock market and economy since age 14. Baylor High School. Dartmouth College A.B. (B.A.), First Lieutenant US Army Artillery Forward Observer (FO) and Fire Direction Officer in Vietnam Combat. Longest continuously serving FO in the Americal Division (one-sixth of Vietnam) during entire Vietnam War. M.B.A. Amos Tuck at Dartmouth. 48 years' professional investment experience, including Chief Investment Strategist of SunTrust Robinson-Humphrey and special guest of Louis Rukeyser on Wall Street Week.

About Robbins Capital Management Inc.

Robbins Capital Management focuses on investment management of stocks and bonds to maximize wealth gains and minimize inherent risk. Very Highly-Ranked Returns -- 13.2% net average annually propelling $100,000 invested 29.4 years ago 20-fold to $2,050,000 2/24/21 -- single manager, S&P 500 oriented, long only, no margin, net of all costs, which averaged about 2.0% annually, so gross returns were about 15.0% average annually. Unheard-Of Cash Raising among long-only investment advisors and mutual funds -- RCM has raised >25% cash equivalents an average of twice annually -- aimed at preserving capital, comforting investors in bear markets, and attracting prospects eager to invest in equities but seeking lower than S&P 500 declines. Strict Sell Disciplines to reduce declines and reduce taxes -- Cut losses short; Let gains run. Minimizing Taxes -- over 5-year periods all gains are usually taxed as long-term capital gains. Productive Strategy -- Ride the coattails of the smartest investors who pay billions of dollars for the best information on stocks. They start powerful uptrends and downtrends, and RCM aims to detect those trends early enough -- especially via chart and strategic analysis. Broad, Soundly Based System -- stocks are selected based on fundamental, technical (chart), and quantitative analysis. While scanning the spectrum of information, RCM aims to identify and capitalize on the most critical factors. This very broad system should intuitively reduce downside risk and increase reward. Agility --- Because RCMs assets are small, it can buy and sell stocks without moving the price noticeably. No Biases, e.g., against foreign stocks -- RCM evenly considers hundreds of foreign stocks which are excluded from consideration by most money managers, as well as excluded from the S&P 500 and the broader Russell indices. Studies over many decades show that investing 25% of portfolios in large-cap foreign stocks increased reward while reducing risk. Varied Management -- RCM has two main services --1) Regular S&P 500 oriented, aimed at exceeding the S&P 500 Total Return, and 2) Conservative, characterized mainly by less stock market exposure, especially during market declines, and aimed at capturing at least the substantial majority of the S&P 500s Total Return. Both approaches attempt to minimize volatility. General: RCM has provided stock and bond portfolio management to individuals, limited partnerships, retirement plans, trusts, and a health charity with investment management of stocks, exchange traded funds (ETFs), closed and open end mutual funds, and bonds. RCM does not provide financial planning but does examine risk and suitability of each client. Existing accounts are managed at Morgan Stanley and Wells Fargo, but others may be feasible.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Top Financial Advisor Firms in Chattanooga, Tennessee (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Patten And Patten, Inc.
555 Walnut Street , Suite 280,
Chattanooga, TN 37402
$2,107,276,631 1959 A percentage of AUM
Fixed fees
Patton Albertson Miller Group, Llc
605 Chestnut Street , Suite 1010,
Chattanooga, TN 37450
$1,184,309,204 1405 A percentage of AUM
Hourly charges
Fixed fees
Hhm Wealth Advisors, Llc
1200 Market Street,
Chattanooga, TN 37402
$864,982,195 2401 A percentage of AUM
Fixed fees
Pronvest, Inc.
1110 Market Street , Suite 402,
Chattanooga, TN 37402
$801,403,695 11548 A percentage of AUM
Fixed fees
Southport Capital
100 W. Mlk Blvd. Suite 300 , Suite 300,
Chattanooga, TN 37402-2936
$729,563,934 3003 A percentage of AUM
Hourly charges
Fixed fees
Am Investment Strategies, Llc
832 Georgia Avenue , Suite 100,
Chattanooga, TN 37402
$630,197,962 1128 A percentage of AUM
Fixed fees
The Patten Group, Inc.
832 Georgia Avenue , Suite 360,
Chattanooga, TN 37402
$511,583,841 1141 A percentage of AUM
Hourly charges
Fixed fees
Wealth Preservation Advisors, Llc
832 Georgia Avenue , Suite 300,
Chattanooga, TN 37402
$399,434,733 825 A percentage of AUM
Evergreen Advisors, Llc
1206 Pointe Centre Drive , Suite 160,
Chattanooga, TN 37421
$368,469,659 1228 A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF PLAN ASSETS)
Acumen Wealth Advisors, Llc
250 Forest Avenue,
Chattanooga, TN 37405
$354,125,304 202 A percentage of AUM
Hourly charges
Fixed fees
Guardian Wealth Management, Inc.
6151 Shallowford Road , Suite 102,
Chattanooga, TN 37421
$344,109,696 1059 A percentage of AUM
Hourly charges
Fixed fees
Capital Square, Llc
6740 Executive Oak Ln,
Chattanooga, TN 37421
$305,314,646 628 A percentage of AUM
Hourly charges
Fixed fees
Apex Strategic Wealth, Llc
3800 St. Elmo Ave. , Suite 305,
Chattanooga, TN 37409
$173,126,830 1127 A percentage of AUM
Hourly charges
Fixed fees
Barnett & Co Inc
1300 Broad Street , Suite 303,
Chattanooga, TN 37402-4476
$157,224,136 308 A percentage of AUM
Fixed fees
Campbell Asset Management, Llc
301 Forest Avenue,
Chattanooga, TN 37405-3922
$95,001,679 367 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Chattanooga, Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Ashley Raymond
    Inquire with Ashley
    6111 Shallowford Rd, Ste 101, Chattanooga, TN  37421 423-424-3321
    Brent M Faulk
    Inquire with Brent
    820 Broad Street, 1st Floor, Chattanooga, TN  37402 423-752-4745
    William Buster Stuart
    Inquire with William
    6111 Shallowford Rd, Ste 101, Chattanooga, TN  37421 423-648-4400
    Dustin Morgan
    Inquire with Dustin
    7047 Lee Hwy, Ste 309, Chattanooga, TN  37421 423-875-0140
    Oracle Wealth Management
    Inquire with Oracle
    6111 Shallowford Rd, Ste 101, Chattanooga, TN  37421 423-424-3301
    Gerry Flynn
    Inquire with Gerry
    7047 Lee Hwy, Ste 309, Chattanooga, TN  37421 423-424-3335
    Damon Riggs
    Inquire with Damon
    1206 Pointe Centre Dr, Ste 140, Chattanooga, TN  37421 423-648-0782
    Riggs & Associates
    Inquire with Riggs
    1206 Pointe Centre Dr, Ste 140, Chattanooga, TN  37421 423-648-0782
    Kyle Luthy
    Inquire with Kyle
    1206 Pointe Centre Dr, Ste 140, Chattanooga, TN  37421 423-648-0782
    Jody B Riggs
    Inquire with Jody
    1206 Pointe Centre Dr, Ste 140, Chattanooga, TN  37421 423-648-0782
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