EVERGREEN ADVISORS, LLC - Financial Advisor in Tennessee, Chattanooga

Tel: 423-933-1814 1206 Pointe Centre Drive Suite 160 Chattanooga, Tennessee 37421

About EVERGREEN ADVISORS, LLC

EVERGREEN ADVISORS, LLC is a Chattanooga, Tennessee based financial advisory firm with nearly $397,341,149 in assets under management and provides investment advisory services for 1360 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

149861

Firm SEC#:

801-70106

Assets Under Management:

$397,341,149

No. of Clients:

1360

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (GENERAL INVESTMENT CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF PLAN ASSETS)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Tennessee?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Tennessee, Chattanooga

FirmCRD#:156810

SEC#:801-73887

No. of Advisors:16

No. of Clients:6

AUM:$3,036,041,800

FirmCRD#:105414

SEC#:801-11499

No. of Advisors:11

No. of Clients:2086

AUM:$1,933,601,275

FirmCRD#:281558

SEC#:801-106877

No. of Advisors:24

No. of Clients:1545

AUM:$1,330,802,460

FirmCRD#:150843

SEC#:801-70419

No. of Advisors:17

No. of Clients:2899

AUM:$1,067,726,190

FirmCRD#:119081

SEC#:801-60964

No. of Advisors:24

No. of Clients:12768

AUM:$962,529,153

FirmCRD#:158034

SEC#:801-73852

No. of Advisors:18

No. of Clients:4

AUM:$775,451,000

FirmCRD#:165823

SEC#:801-77283

No. of Advisors:5

No. of Clients:1357

AUM:$709,903,352

FirmCRD#:168255

SEC#:801-78354

No. of Advisors:10

No. of Clients:1267

AUM:$531,271,525

FirmCRD#:167518

SEC#:801-77997

No. of Advisors:3

No. of Clients:1009

AUM:$479,695,015

FirmCRD#:157380

SEC#:801-73369

No. of Advisors:8

No. of Clients:8

AUM:$446,500,000

FirmCRD#:282565

SEC#:801-107192

No. of Advisors:17

No. of Clients:247

AUM:$427,313,547

FirmCRD#:118668

SEC#:801-61330

No. of Advisors:10

No. of Clients:1152

AUM:$343,098,000

FirmCRD#:105716

SEC#:801-26708

No. of Advisors:6

No. of Clients:319

AUM:$285,520,661

FirmCRD#:308569

SEC#:801-118732

No. of Advisors:8

No. of Clients:1331

AUM:$227,271,694

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

POINTER MANAGEMENT, LLC

156810

801-73887

$3,036,041,800

PATTEN AND PATTEN, INC.

105414

801-11499

2086

$1,933,601,275

PATTON ALBERTSON MILLER GROUP, LLC

281558

801-106877

1545

$1,330,802,460

HHM WEALTH ADVISORS, LLC

150843

801-70419

2899

$1,067,726,190

FUTURE CAPITAL

119081

801-60964

12768

$962,529,153

RIVER ASSOCIATES INVESTMENTS (TN), LLC

158034

801-73852

$775,451,000

AM INVESTMENT STRATEGIES, LLC

165823

801-77283

1357

$709,903,352

THE PATTEN GROUP, INC.

168255

801-78354

1267

$531,271,525

WEALTH PRESERVATION ADVISORS, LLC

167518

801-77997

1009

$479,695,015

TSW II CAPITAL ADVISORS, LLC

157380

801-73369

$446,500,000

ACUMEN WEALTH ADVISORS, LLC

282565

801-107192

247

$427,313,547

GUARDIAN WEALTH MANAGEMENT, LLC

118668

801-61330

1152

$343,098,000

BROOKS, MOORE & ASSOCIATES, INC.

105716

801-26708

319

$285,520,661

APEX STRATEGIC WEALTH, LLC

308569

801-118732

1331

$227,271,694

Explore More Financial Advisor Firms in Chattanooga, Tennessee >>