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Top RIA Firms in Chattanooga, Tennessee
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Chattanooga, Tennessee. This hub covers 19 matching firms with $16.4B in total reported AUM and median AUM of $591.6M.
Firms
19
Matching current profiles
Total AUM
$16.4B
Reported regulatory AUM
Median AUM
$591.6M
Across firms with AUM
Largest firm
$2.8B
Pointer Management, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Pointer Management, LLC CRD 156810 · Limited Liability Company | CHATTANOOGA, TN | $2.8B Mar 2026 | +$196.9M+7.6% | -$309.7M-10.0% | -$1.3B-31.3% | +$115.2M+4.3% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 2. Patten And Patten, INC. CRD 105414 · Corporation | CHATTANOOGA, TN | $2.2B Mar 2026 | +$277.2M+14.3% | +$465.3M+26.7% | +$397.0M+21.9% | +$1.2B+120.3% | -1 employees-7.1% over 3Y | +131 accounts+6.5% over 3Y |
| 3. Future Capital CRD 119081 · Limited Liability Company | CHATTANOOGA, TN | $2.0B Mar 2026 | +$1.1B+109.4% | +$1.2B+151.5% | +$694.1M+52.5% | +$1.5B+301.4% | +9 employees+42.9% over 3Y | +3,973 accounts+34.4% over 3Y |
| 4. Patton Albertson Miller Group, LLC CRD 281558 · Limited Liability Company | CHATTANOOGA, TN | $1.7B Mar 2026 | +$347.0M+26.1% | +$493.5M+41.7% | +$856.1M+104.2% | +$1.2B+245.9% | +1 employees+4.5% over 3Y | +225 accounts+16.0% over 3Y |
| 5. Hhm Wealth Advisors, LLC CRD 150843 · Limited Liability Company | CHATTANOOGA, TN | $1.5B Mar 2026 | +$404.3M+37.9% | +$553.7M+60.3% | +$822.5M+126.6% | +$1.3B+667.2% | +4 employees+25.0% over 3Y | +768 accounts+29.4% over 3Y |
| 6. River Associates Investments, L.p. CRD 295692 · Limited Partnership | CHATTANOOGA, TN | $815.5M Mar 2026 | — | — | — | +$35.0M+4.5% | 0 employees+0.0% over Total | -2 accounts-50.0% over Total |
| 7. Am Investment Strategies, LLC CRD 165823 · Limited Liability Company | CHATTANOOGA, TN | $738.4M Feb 2026 | +$28.5M+4.0% | +$222.2M+43.1% | +$288.8M+64.2% | — | 0 employees+0.0% over 3Y | +198 accounts+16.6% over 3Y |
| 8. The Patten Group, INC. CRD 168255 · Corporation | CHATTANOOGA, TN | $725.1M Mar 2026 | +$193.9M+36.5% | +$213.6M+41.7% | +$319.6M+78.8% | — | -2 employees-15.4% over 3Y | +257 accounts+22.5% over 3Y |
| 9. Acumen Wealth Advisors, LLC CRD 282565 · Limited Liability Company | CHATTANOOGA, TN | $638.5M Mar 2026 | +$211.2M+49.4% | +$284.3M+80.3% | +$362.3M+131.2% | — | +1 employees+6.3% over 3Y | +101 accounts+50.0% over 3Y |
| 10. Wealth Preservation Advisors, LLC CRD 167518 · Limited Liability Company | CHATTANOOGA, TN | $591.6M Mar 2026 | +$111.9M+23.3% | +$192.2M+48.1% | +$300.6M+103.3% | — | -2 employees-40.0% over 3Y | +163 accounts+19.8% over 3Y |
| 11. Tsw II Capital Advisors, LLC CRD 157380 · Limited Liability Company | CHATTANOOGA, TN | $544.5M Mar 2026 | +$98.0M+21.9% | -$7.5M-1.4% | +$276.6M+103.2% | +$212.5M+64.0% | 0 employees+0.0% over 3Y | +4 accounts+80.0% over 3Y |
| 12. Evergreen Advisors, LLC CRD 149861 · Limited Liability Company | CHATTANOOGA, TN | $522.8M Mar 2026 | +$57.9M+12.5% | +$202.1M+63.0% | +$216.9M+70.9% | +$416.3M+390.7% | +1 employees+20.0% over 3Y | +126 accounts+9.6% over 3Y |
| 13. Guardian Wealth Management, LLC CRD 118668 · Limited Liability Company | CHATTANOOGA, TN | $411.1M Mar 2026 | +$68.0M+19.8% | +$67.0M+19.5% | +$142.7M+53.2% | +$262.3M+176.3% | +2 employees+22.2% over 3Y | +154 accounts+14.5% over 3Y |
| 14. Brooks, Moore & Associates, INC. CRD 105716 · Corporation | CHATTANOOGA, TN | $348.9M Mar 2026 | +$34.5M+11.0% | +$52.4M+17.7% | +$98.3M+39.2% | +$185.5M+113.6% | -1 employees-16.7% over 3Y | +69 accounts+24.7% over 3Y |
| 15. Apex Strategic Wealth, LLC CRD 308569 · Limited Liability Company | CHATTANOOGA, TN | $292.1M Feb 2026 | +$64.9M+28.5% | +$119.0M+68.7% | +$154.8M+112.8% | +$154.8M+112.8% | 0 employees+0.0% over 3Y | +201 accounts+17.8% over 3Y |
| 16. Anchor Health Capital, LLC CRD 309949 · Limited Liability Company | CHATTANOOGA, TN | $166.0M Mar 2026 | +$6.5M+4.1% | -$22.3M-11.8% | +$48.4M+41.1% | +$53.5M+47.5% | -2 employees-20.0% over 3Y | -5 accounts-35.7% over 3Y |
| 17. Solas Bioventures Management, LLC CRD 322344 · Limited Liability Company | CHATTANOOGA, TN | $165.0M Apr 2026 | — | — | — | -$12.7M-7.2% | 0 employees+0.0% over Total | -1 accounts-7.7% over Total |
| 18. Campbell Asset Management, LLC CRD 125052 · Limited Liability Company | CHATTANOOGA, TN | $146.0M Mar 2026 | +$36.9M+33.8% | +$51.0M+53.7% | +$14.1M+10.7% | +$45.0M+44.6% | 0 employees+0.0% over 3Y | +49 accounts+13.4% over 3Y |
| 19. Barnett & CO INC CRD 105867 · Corporation | CHATTANOOGA, TN | $142.0M Jan 2026 | -$32.9M-18.8% | -$9.5M-6.3% | -$80.4M-36.1% | -$106.1M-42.8% | +2 employees+66.7% over 3Y | -42 accounts-13.8% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.