City
Wealth management firms in Chattanooga, Tennessee
As of October 2, 2026, 31 wealth management firms, including broker-dealer firms, with their main office in Chattanooga, Tennessee reported $10.6 billion in regulatory assets under management; the largest by assets was Patten and Patten, Inc., with $2.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 31
- Regulatory assets under management
- $10.6 billion
- Average per firm
- $342.5 million
- SEC-registered, of those listed
- 16 of 31 (51.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Patten and Patten, Inc. | SEC | $2.2 billion | 2,156 |
| 2 | Patton Albertson Miller Group, LLC | SEC | $1.7 billion | 1,630 |
| 3 | HHM Wealth Advisors, LLC | SEC | $1.5 billion | 3,383 |
| 4 | Am Investment Strategies, LLC | SEC | $738.4 million | 1,388 |
| 5 | The Patten Group, Inc. | SEC | $725.1 million | 1,398 |
| 6 | Acumen Wealth Advisors, LLC | SEC | $638.5 million | 303 |
| 7 | Wealth Preservation Advisors, LLC | SEC | $591.6 million | 988 |
| 8 | Evergreen Advisors, LLC | SEC | $522.8 million | 1,440 |
| 9 | Guardian Wealth Management, LLC | SEC | $411.1 million | 1,213 |
| 10 | Brooks, Moore & Associates, Inc. | SEC | $348.9 million | 348 |
| 11 | Apex Strategic Wealth, LLC | SEC | $292.1 million | 1,328 |
| 12 | Campbell Asset Management, LLC | SEC | $146.0 million | 416 |
| 13 | Barnett & Co Inc | SEC | $142.0 million | 263 |
| 14 | Integra Wealth | SEC | $116.5 million | 411 |
| 15 | Fuerst Financial Group, Inc. | SEC | $100.9 million | 542 |
| 16 | Apogee Wealth Partners, LLC | State | $93.8 million | 276 |
| 17 | Stone Bridge Asset Management, LLC | State | $84.1 million | 586 |
| 18 | Rooks Wealth Advisors, LLC | State | $69.0 million | 119 |
| 19 | Imagine Financial Security LLC | State | $56.4 million | 160 |
| 20 | Rich Dewitt Wealth Management LLC | State | $51.5 million | 123 |
| 21 | Lattice Wealth Advisors | State | $47.6 million | 329 |
| 22 | Glean Financial, Inc. | State | $20.4 million | 221 |
| 23 | Tarragon Capital, LLC | State | $15.3 million | 46 |
| 24 | Capital Advisors Wealth Management, LLC | State | $14.4 million | 87 |
| 25 | Bigham Wealth Advisory LLC | State | $13.7 million | 141 |
| 26 | Southbridge Capital Partners LLC | State | $8.2 million | 29 |
| 27 | Koplan & Associates | State | $3.6 million | 52 |
| 28 | Pantheon Investments | State | $3.0 million | 1 |
| 29 | Mountaintop Wealth | State | $1.3 million | 34 |
| 30 | Mann Financial Consulting Services | State | $1.1 million | 132 |
| 31 | Round Table Advisors, LLC | SEC | $0 | 0 |
Wealth management firms in Tennessee, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.