Find Top Financial Advisors Near Chattanooga, Tennessee
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THE PATTEN GROUP, INC.
Chattanooga, Tennessee
The Patten Group, Inc., a reputable local investment advisory firm, operates from its headquarters in Chattanooga, TN. With a single office, the firm employs a total of 11 dedicated professionals, six of whom provide comprehensive investment advisory services. Their expertise and commitment contribute to their average assets under management per investment advisor, which stands at approximately $75,080,000—a figure that aligns with industry standards.
The Patten Group, Inc. offers a flexible compensation structure that includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are allocated to 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. Impressively, 99% of the assets they oversee are under discretionary management, reflecting the trust their clients place in their expertise.
Catering primarily to high-net-worth individuals, The Patten Group, Inc. proudly serves a diverse clientele of over 230 individual clients. These valued clients entrust the firm with managing assets exceeding an impressive $450,467,000. Notably, the firm boasts a team of experienced advisors, including James Hill, Adrienne Zingrich, and Ashlee Patten, who have contributed to the firm's success through their long tenures and expertise.
With a client-centric approach and a track record of excellence, The Patten Group, Inc. stands out as a respected investment advisory firm in Chattanooga, TN, offering comprehensive services to high-net-worth individuals and employer funds alike.
EUDAIMONIA ADVISORS LLC
Winchester, Tennessee
Eudaimonia Advisors LLC, a local investment advisory firm headquartered in Winchester, TN, is dedicated to providing exceptional financial guidance and management to its clients. With over 590 individual clients and an impressive $293,078,000 in assets under management, they have established a strong reputation in the industry.
Their expertise lies in handling employer 401Ks and individual investments, representing approximately half of their assets under management. Eudaimonia Advisors LLC boasts a team with extensive experience in this area, ensuring their clients receive expert advice tailored to their unique financial goals.
With six offices strategically located, Eudaimonia Advisors LLC ensures accessibility and convenience for their clients. Their team of 15 employees includes six dedicated investment advisors who deliver personalized solutions and strive to exceed client expectations.
Eudaimonia Advisors LLC offers a flexible compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. This variety of options allows clients to choose the arrangement that best aligns with their needs and preferences.
Furthermore, Eudaimonia Advisors LLC takes pride in its investment advisory services being entirely discretionary. This means that clients can rely on their team's expertise and decision-making capabilities to manage their assets without constant approval or involvement.
The firm's success is also attributed to the dedication and longevity of key advisors such as James Fife, Anna Schoor, and Jeannan Brewer, who have been instrumental in the firm's growth and client satisfaction.
Overall, Eudaimonia Advisors LLC sets itself apart through its client-centric approach, extensive industry knowledge, and commitment to helping individuals achieve their financial aspirations.
BELLWETHER INVESTMENT GROUP, LLC
Hixson, Tennessee
Bellwether Investment Group, LLC is a distinguished investment advisory firm located in Hixson, Tennessee. With three offices strategically positioned, Bellwether Investment Group, LLC caters to a diverse clientele. Their team of four dedicated professionals solely focuses on providing exceptional investment advisory services.
On average, each investment advisor at Bellwether Investment Group, LLC oversees approximately $29,690,000 in assets under management, reflecting their commitment to delivering personalized attention to their clients. With over 210 individual clients, the firm is entrusted with an impressive $118,755,000 in assets.
While 401K and individual accounts constitute less than 30% of their assets under management, Bellwether Investment Group, LLC possesses the capability to effectively manage employer funds, ensuring comprehensive financial solutions.
92% of the assets managed by Bellwether Investment Group, LLC are under discretionary management, showcasing their expertise in guiding clients' investments with a high degree of autonomy. The firm's compensation structure is designed to accommodate different needs and includes options such as a percentage of assets under management, fixed fees, and hourly charges.
Several of the firm's advisors have demonstrated long tenures, contributing to their wealth of experience. Notable individuals among them are Connie West, Martin Summitt, and John Lindsey, who bring extensive knowledge and insight to their clients' investment strategies.
In addition to investment advisory services, Bellwether Investment Group, LLC also offers insurance brokerage services, further enhancing their comprehensive approach to wealth management. With their commitment to excellence and client-centric approach, Bellwether Investment Group, LLC stands as a trusted partner in helping individuals and businesses achieve their financial goals.
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
Lookout Mountain, Tennessee
Templeton & Phillips Capital Management, LLC, headquartered in Lookout Mountain, TN, is a reputable investment advisory firm operating with a dedicated team of professionals. With a single office, they are focused on providing expert financial guidance to individuals and businesses. Templeton & Phillips Capital Management, LLC boasts a team of three highly skilled employees, two of whom specialize in offering personalized investment advisory services.
Drawing upon their extensive industry knowledge, Templeton & Phillips Capital Management, LLC manages an impressive average of approximately $88,860,000 in assets under management per investment advisor. This figure aligns with the industry average and showcases their competence in overseeing substantial portfolios.
The firm adopts a comprehensive compensation structure that encompasses various models, including a percentage of assets under management and performance-based fees. By employing these multiple compensation approaches, Templeton & Phillips Capital Management, LLC ensures their interests are aligned with their clients, striving for optimal performance and delivering tangible results.
Impressively, a significant 79% of the assets managed by Templeton & Phillips Capital Management, LLC are handled on a discretionary basis. This demonstrates the trust clients place in their expertise and their ability to make informed investment decisions on their behalf.
As a testament to their success, Templeton & Phillips Capital Management, LLC proudly serves a diverse base of individual clients, exceeding zero, with a total of over $177,714,000 in assets under management. With their client-centric approach and commitment to achieving financial growth, Templeton & Phillips Capital Management, LLC continues to solidify its position as a leading investment advisory firm in the industry.
APEX STRATEGIC WEALTH, LLC
Chattanooga, Tennessee
Apex Strategic Wealth, LLC is a leading investment advisory firm based out of Chattanooga, TN. With over 520 individual clients and an impressive $146,220,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office location and offers a range of services, including insurance brokering and agent assistance.
Distinguishing themselves in the market, Apex Strategic Wealth has gained extensive experience in managing employer 401Ks and individual assets, comprising approximately half of their total assets under management. The firm prides itself on their discretionary management approach, ensuring that 100% of the assets they oversee are handled with expert care and strategic decision-making.
Apex Strategic Wealth's compensation structure is designed to cater to the diverse needs of their clients. They offer multiple options, such as a percentage-based fee structure, hourly charges, and fixed fees, allowing clients to choose the arrangement that best aligns with their financial goals.
With a team of eight dedicated employees, including six experienced investment advisors, Apex Strategic Wealth delivers personalized and comprehensive advisory services. Each investment advisor manages an average of $24,370,000 in assets, reflecting the firm's commitment to providing individualized attention and tailored strategies to their clients.
Notably, Apex Strategic Wealth boasts a roster of highly tenured advisors. Key members of the firm, such as Christopher Taylor, Josiah Mcdaniel, and John Garmany, have been instrumental in the firm's success and have earned a reputation for their expertise and client satisfaction.
Apex Strategic Wealth, LLC continues to thrive as a local powerhouse in the investment advisory landscape, ensuring their clients' financial well-being and helping them navigate the complexities of wealth management.
BROOKS, MOORE & ASSOCIATES, INC.
Chattanooga, Tennessee
Brooks, Moore & Associates, Inc., headquartered in Chattanooga, TN, is a distinguished small investment advisory firm serving a diverse clientele. With over 70 individual clients and an impressive $268,113,000 in assets under management, they offer comprehensive financial solutions tailored to meet each client's unique needs.
As a leading investment advisory firm, Brooks, Moore & Associates, Inc. prides itself on its ability to manage a wide range of portfolios, including employer funds, 401Ks, and individual accounts, representing nearly 30% of their assets under management. Remarkably, 96% of the assets they oversee are discretionary, showcasing their expertise in providing strategic investment guidance.
The firm primarily caters to high net worth individuals, employing a compensation structure that includes various models such as a percentage of assets under management and fixed fees. This flexibility allows them to align their interests with those of their clients while providing personalized and exceptional service.
Comprising a dedicated team of six professionals, including three investment advisors, Brooks, Moore & Associates, Inc. maintains an average of approximately $89,370,000 in assets under management per advisor. This figure is in line with the industry average, demonstrating their competence and proficiency in managing substantial portfolios.
Richard Moore and Jay Brooks, two of the firm's longest tenured registered advisors, contribute their extensive experience and expertise to deliver superior investment advisory services. Their commitment to excellence has established Brooks, Moore & Associates, Inc. as a trusted partner for individuals seeking sound financial guidance and long-term success.
INNOVATIVE ADVISORY PARTNERS, LLC
Hixson, Tennessee
Innovative Advisory Partners, LLC is a highly reputable investment advisory firm based in Hixson, TN. With a team of eight dedicated professionals, including six experienced investment advisors, they provide exceptional financial guidance to a diverse clientele. The firm boasts an impressive average of approximately $2,400,000 in assets under management per investment advisor, reflecting their expertise in managing substantial portfolios.
With over 230 individual clients and an impressive $170,000,000 in assets under management, Innovative Advisory Partners, LLC has built a strong foundation of trust and reliability within the industry. While their primary focus lies in serving high-net-worth individuals, they also possess the capability to effectively manage employer funds, offering comprehensive financial solutions to meet varying needs.
Innovative Advisory Partners, LLC adopts a flexible compensation structure, which includes a percentage of assets under management. This model aligns their interests with their clients, ensuring a personalized approach and a commitment to achieving optimal results.
With a sole office in Hixson, TN, Innovative Advisory Partners, LLC has established deep roots within the local community. Joe Franklin and Samuel Payne, two of the firm's longest-tenured registered advisors, exemplify the company's dedication to expertise and continuity. Their unwavering commitment to providing innovative investment strategies and exceptional client service sets them apart in the industry.
Innovative Advisory Partners, LLC is known for its discretionary management style, ensuring clients' assets are expertly handled with full trust and confidence. As a leading local investment advisory firm, they continue to empower their clients to make informed financial decisions, navigate the complexities of the market, and achieve their long-term goals.
TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
Signal Mountain, Tennessee
Tyner Capital Management Investment Counsel, Inc. is a small investment advisory firm headquartered in Signal Mountain, TN, with two offices. With over a decade of experience, the firm is led by Paul Tyner, one of the longest tenured registered advisors, who has been with the company since 2012. The firm currently has a total of two employees, with one dedicated to providing investment advisory services.
Tyner Capital Management Investment Counsel, Inc. manages a substantial portfolio of assets, averaging approximately $76,680,000 per investment advisor, which falls within the industry average. The firm's compensation structure is diverse and includes various types such as a percentage of assets under management, hourly charges, and fixed fees.
Catering primarily to high net worth individuals, Tyner Capital Management Investment Counsel, Inc. boasts over 30 individual clients, with a total of over $187,991,000 in assets under management. While the majority of their managed assets serve high net worth individuals, they also possess the capability to oversee employer funds, although 401K and individual accounts comprise less than 30% of their total assets under management.
As a discretionary investment advisory firm, Tyner Capital Management Investment Counsel, Inc. has full authority to make investment decisions on behalf of their clients. With their extensive industry experience and personalized approach, the firm strives to deliver tailored investment strategies and comprehensive financial guidance to help clients achieve their long-term financial goals.
CAMPBELL ASSET MANAGEMENT, LLC
Chattanooga, Tennessee
Campbell Asset Management, LLC is a reputable investment advisory firm headquartered in Chattanooga, TN. With a single office, the company is dedicated to providing exceptional investment advisory services. Led by a team of three skilled professionals, Campbell Asset Management, LLC possesses extensive expertise in managing assets and delivering valuable financial advice.
On average, each investment advisor at Campbell Asset Management, LLC oversees a substantial $30,480,000 in assets under management. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. Notably, a significant portion of their assets under management is derived from employer 401Ks and individual clients, highlighting their strong presence and proficiency in this area.
Campbell Asset Management, LLC exercises discretionary control over an impressive 99% of the assets they manage, ensuring effective decision-making aligned with client objectives. With an extensive client base of over 110 individuals, they currently manage a total of $91,449,000 in assets under their careful stewardship. The firm prides itself on its enduring relationships with clients, fostered through the expertise and dedication of their long-serving advisors.
Among their highly experienced team, Ashley Heck, James Campbell, and Ernest Gross stand out as some of the longest tenured advisors at Campbell Asset Management, LLC. Their unwavering commitment to delivering exceptional investment advisory services has contributed to the firm's solid reputation and continued success in the financial industry.
PATTON ALBERTSON MILLER GROUP, LLC
Chattanooga, Tennessee
Patton Albertson Miller Group, LLC is a reputable investment advisory firm headquartered in Chattanooga, TN, with a solid presence in the financial industry. With over 220 individual clients and a remarkable $1,040,237,000 in assets under management, they have established themselves as a trusted partner for individuals seeking professional financial guidance.
Committed to excellence, Patton Albertson Miller Group, LLC operates from three well-equipped offices strategically located in Chattanooga. While they have a diverse client base, it is worth noting that 401K and individual accounts comprise less than 30% of their substantial assets under management. Nevertheless, the firm possesses the expertise and capacity to effectively manage employer funds, offering comprehensive solutions tailored to their clients' unique needs.
With 100% of the assets they manage being discretionary, Patton Albertson Miller Group, LLC ensures that their team of experienced advisors possesses the autonomy to make informed investment decisions on behalf of their clients. The majority of their clientele consists of high-net-worth individuals, who benefit from the firm's comprehensive suite of services.
The firm's compensation structure is designed to accommodate different client preferences and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. With a total of 23 employees, 13 of whom specialize in investment advisory services, Patton Albertson Miller Group, LLC maintains an optimal client-to-advisor ratio. On average, each investment advisor manages approximately $80,020,000 in assets, reflecting the firm's industry-standard performance.
Notably, Patton Albertson Miller Group, LLC boasts a team of highly experienced advisors, including James Patton, Frederick Supan, and Rachel Ayres, who have been with the firm for an extensive period, contributing to its continued success and client satisfaction.
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PATTON ALBERTSON MILLER GROUP, LLC
Chattanooga, Tennessee
Patton Albertson Miller Group, LLC is a reputable investment advisory firm headquartered in Chattanooga, TN, with a solid presence in the financial industry. With over 220 individual clients and a remarkable $1,040,237,000 in assets under management, they have established themselves as a trusted partner for individuals seeking professional financial guidance.
Committed to excellence, Patton Albertson Miller Group, LLC operates from three well-equipped offices strategically located in Chattanooga. While they have a diverse client base, it is worth noting that 401K and individual accounts comprise less than 30% of their substantial assets under management. Nevertheless, the firm possesses the expertise and capacity to effectively manage employer funds, offering comprehensive solutions tailored to their clients' unique needs.
With 100% of the assets they manage being discretionary, Patton Albertson Miller Group, LLC ensures that their team of experienced advisors possesses the autonomy to make informed investment decisions on behalf of their clients. The majority of their clientele consists of high-net-worth individuals, who benefit from the firm's comprehensive suite of services.
The firm's compensation structure is designed to accommodate different client preferences and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. With a total of 23 employees, 13 of whom specialize in investment advisory services, Patton Albertson Miller Group, LLC maintains an optimal client-to-advisor ratio. On average, each investment advisor manages approximately $80,020,000 in assets, reflecting the firm's industry-standard performance.
Notably, Patton Albertson Miller Group, LLC boasts a team of highly experienced advisors, including James Patton, Frederick Supan, and Rachel Ayres, who have been with the firm for an extensive period, contributing to its continued success and client satisfaction.
STARR-MATHEWS FINANCIAL, LLC
Calhoun, Georgia
Starr-Mathews Financial, LLC is a prominent local investment advisory firm headquartered in Calhoun, GA, operating from two well-established offices. With a team of six dedicated professionals, Starr-Mathews Financial, LLC offers comprehensive investment advisory services to their valued clients. Their exceptional expertise and commitment to delivering top-notch service have enabled them to manage an impressive average of $18,900,000 in assets under management per investment advisor.
The firm's compensation structure is diverse, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. While the majority of their assets under management consist of discretionary assets, less than 30% are allocated to 401K and individual accounts. However, they possess the expertise and capabilities to efficiently manage employer funds.
Starr-Mathews Financial, LLC primarily caters to high-net-worth individuals, overseeing a substantial client base of over 60 individuals who entrust them with more than $113,374,000 in assets under management. Notably, the firm prides itself on its longstanding advisors, with James Mathews, Lisa McCanless, and Jason Holland serving as pillars of expertise and stability within the organization.
As a reputable investment advisory firm, Starr-Mathews Financial, LLC is committed to providing personalized financial guidance and strategies tailored to meet the unique goals and needs of each client. Their unwavering dedication to excellence has established them as a trusted partner in wealth management within the Calhoun, GA community and beyond.
EUDAIMONIA PARTNERS, LLC
Winchester, Tennessee
Eudaimonia Partners, LLC, a prominent local investment advisory firm headquartered in Winchester, TN, is committed to providing comprehensive financial solutions to its diverse client base. With a total of 33 skilled professionals, including 20 experienced investment advisors, the company offers expert guidance and personalized services.
Eudaimonia Partners manages an impressive $784,583,000 in assets under management (AUM) for over 1,440 individual clients. Their robust compensation structure encompasses various types, such as a percentage of AUM and performance-based fees, ensuring alignment with client goals and incentivizing superior performance.
Notably, Eudaimonia Partners has established a solid reputation in managing employer 401Ks and individual assets, which collectively constitute approximately half of their AUM. Their extensive experience in this area has contributed to their exceptional understanding of the unique needs and challenges faced by clients in the retirement planning space.
With 16 conveniently located offices, Eudaimonia Partners maintains a strong local presence, fostering close relationships with their clients and enabling them to deliver personalized, responsive service. The firm takes pride in its team of dedicated professionals, including long-tenured advisors like Keith Spelmon, Seth Waltman, and John Goodson, who bring a wealth of experience and expertise to the table.
Eudaimonia Partners, LLC strives to provide comprehensive financial planning, wealth management, and investment advisory services to help their clients achieve their financial goals and attain a state of lasting prosperity and fulfillment.