Chattanooga, TN
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Find Top Financial Advisors in Chattanooga, Tennessee

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 - May 17, 2024

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.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
POINTER MANAGEMENT, LLC
832 Georgia Avenue, Suite 1100, Chattanooga, TN 37402
16 6 $3,100,577,425
A Percentage of AUM, Performance Based
PATTEN AND PATTEN, INC.
555 Walnut Street, Suite 280, Chattanooga, TN 37402
12 2025 $1,745,525,094
A Percentage of AUM, Fixed Fees
PATTON ALBERTSON MILLER GROUP, LLC
605 Chestnut Street, Suite 1010, Chattanooga, TN 37450
21 1485 $1,040,237,031
A Percentage of AUM, Hourly charges, Fixed Fees
HHM WEALTH ADVISORS, LLC
1200 Market Street, Chattanooga, TN 37402
16 2615 $918,307,608
A Percentage of AUM, Hourly charges, Fixed Fees
PRONVEST, INC.
1110 Market Street, Suite 402, Chattanooga, TN 37402
21 12398 $779,625,913
A Percentage of AUM, Fixed Fees
RIVER ASSOCIATES INVESTMENTS (TN), LLC
633 Chestnut Street, Suite 1640, Chattanooga, TN 37450-1600
14 4 $771,563,000
Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL AND/OR INVESTED CAPITAL)
AM INVESTMENT STRATEGIES, LLC
832 Georgia Avenue, Suite 100, Chattanooga, TN 37402
5 1190 $516,192,899
A Percentage of AUM, Fixed Fees
THE PATTEN GROUP, INC.
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
11 1164 $450,467,120
A Percentage of AUM, Hourly charges, Fixed Fees
TSW II CAPITAL ADVISORS, LLC
736 Market Street, Suite 1400, Chattanooga, TN 37402
8 7 $438,100,000
A Percentage of AUM, Performance Based
WEALTH PRESERVATION ADVISORS, LLC
715 Market Street, Suite 307, Chattanooga, TN 37402
5 921 $388,434,706
A Percentage of AUM
ACUMEN WEALTH ADVISORS, LLC
250 Forest Avenue, Chattanooga, TN 37405
16 225 $338,530,770
A Percentage of AUM, Hourly charges, Fixed Fees
EVERGREEN ADVISORS, LLC
1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421
5 1314 $320,706,812
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF PLAN ASSETS)
GUARDIAN WEALTH MANAGEMENT, INC.
6151 Shallowford Road, Suite 102, Chattanooga, TN 37421-7803
11 1116 $306,573,921
A Percentage of AUM, Hourly charges, Fixed Fees
CAPITAL SQUARE, LLC
6740 Executive Oak Ln, Chattanooga, TN 37421
10 574 $301,390,454
A Percentage of AUM, Hourly charges, Fixed Fees
BROOKS, MOORE & ASSOCIATES, INC.
3905 Saint Elmo Avenue, Chattanooga, TN 37409-1239
6 296 $268,112,683
A Percentage of AUM, Fixed Fees

    Frequently Asked Questions

    To find a list of registered financial advisors in Tennessee, you can utilize our Tennessee advisor directory as the majority of advisors listed there provide a range of services, such as retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and financial goals. Additionally, you may use the WiserAdvisor free match tool to connect with 2-3 registered and vetted financial advisors matched to your specific financial needs and objectives.

    To check if a financial advisor in Tennessee has any disciplinary actions or complaints filed against them, you can use the Financial Industry Regulatory Authority's (FINRA) BrokerCheck tool. This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The detailed information provided through BrokerCheck includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. We recommend using this guide to know how to use BrokerCheck to evaluate a financial advisor’s credentials.

    During the initial consultation with a potential financial advisor in Tennessee, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.

    The cost of hiring a financial advisor in Tennessee varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    When choosing a financial advisor in Tennessee, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.

    By working with an advisor who specializes in providing wealth management services, you can receive assistance in achieving your financial goals through personalized and comprehensive financial planning. The advisor can work closely with you to set clear objectives and devise a tailored financial plan encompassing investment management, tax planning, and risk management strategies. They also will regularly review and adjust the plan to accommodate changing circumstances and market conditions. To further explore how financial advisors listed on our directory for the state of Tennessee can support you, learn more about the different types of financial advisors and their areas of expertise.

    Yes, Tennessee residents have access to a range of retirement planning strategies and/or options. They can participate in employer-sponsored plans like 401(k)s or 403(b)s, Roth IRAs, and state pension plans. Additionally, Tennessee residents can benefit from Social Security benefits, annuities, Health Savings Accounts (HSAs), and diverse investment accounts to further enrich retirement plans. If you are seeking to learn more about how a financial advisor can help in tailoring retirement strategies that align with your personal circumstances and state-specific regulations to secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    To determine the ideal retirement age and the timeline for your financial situation in Tennessee, several factors should be considered. Begin by assessing your current financial health, including savings, investments, and any employer-sponsored retirement plans. You also want to consider your anticipated Social Security benefits, desired lifestyle in retirement and expenses, and factors regarding your health and family longevity. To learn more about how to ensure your retirement is aligned with your financial capabilities and aspirations, learn more about the 6 important factors to assess your retirement readiness.

    When choosing a financial advisor in Tennessee, you should consider factors including qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Tennessee State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisor’s credentials.

    When working with a financial advisor in Tennessee you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore what a financial advisor can do for you.

    A retirement planning advisor in Tennessee can provide valuable guidance on optimizing your Social Security benefits by analyzing your unique financial situation. They can help you determine the most advantageous age to start claiming benefits based on factors such as your expected lifespan, other sources of income, and individual goals. They'll consider how working during retirement and potential tax implications might impact your benefits. Through careful analysis and personalized strategies, they can assist you in making informed decisions that maximize your Social Security benefits over the long term. To learn more about how you can further benefit from the help of a retirement planner, explore why you should hire a retirement advisor.

    Yes, a financial advisor can help you create a comprehensive retirement income plan that considers your investments, pensions, and various income sources, tailored to Tennessee's specific financial landscape. They'll analyze your current financial situation, assess your retirement goals, and provide strategies to optimize income generation, manage taxes, and ensure long-term financial security, all while adhering to state-specific regulations and considerations.

    How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.