Mccay Wealth Advisory LLC is a small investment advisory firm based out of Manchester, TN, offering comprehensive wealth management services. With a total of 7 employees, including 2 dedicated investment advisors, the firm possesses a wealth of knowledge and experience in managing assets for both individual and employer 401K clients. The firm's advisors, such as Hayden Proffitt, Emily Mccay, and Brent Mccay, bring extensive expertise to the table, ensuring that clients receive personalized and informed guidance. Mccay Wealth Advisory LLC prides itself on its impressive track record, managing over $247,508,000 in assets under management. Their average assets under management per investment advisor reach an impressive $32,690,000, demonstrating their ability to handle significant portfolios. The firm's compensation structure is flexible, encompassing various types, including a percentage of assets under management, fixed fees, and hourly charges, providing clients with options tailored to their needs. The firm maintains a client-centric approach, prioritizing the financial well-being and goals of their more than 400 individual clients. With a commitment to excellence, Mccay Wealth Advisory LLC ensures that 99% of the assets they manage are under discretionary management, allowing for proactive decision-making and streamlined portfolio adjustments. With offices in Manchester, TN, Mccay Wealth Advisory LLC serves clients locally and beyond. Their expertise in employer 401Ks and individual wealth management sets them apart, enabling them to provide effective solutions and strategies for clients' financial needs. Whether it's retirement planning, investment management, or estate planning, the dedicated team at Mccay Wealth Advisory LLC is well-equipped to guide clients towards achieving their financial objectives.

HHM Wealth Advisors, LLC is a reputable investment advisory firm based out of Chattanooga, TN. With 16 dedicated professionals on their team, including 11 experienced investment advisors, HHM Wealth Advisors offers comprehensive wealth management solutions to a diverse clientele. The firm boasts an impressive average of approximately $56,800,000 in assets under management per investment advisor, aligning well with the industry average. HHM Wealth Advisors' compensation structure incorporates various types, such as a percentage of assets under management, ensuring that their interests are aligned with those of their clients. With over 640 individual clients and an impressive $918,308,000 in assets under management, the majority of their portfolio is dedicated to serving high-net-worth individuals. Although 401K and individual accounts comprise less than 30% of their assets under management, HHM Wealth Advisors has the capability to effectively manage employer funds. Demonstrating their expertise and trust, a significant 96% of the assets they manage are under discretionary authority, indicating the high level of confidence their clients have in their investment strategies. Founded in Chattanooga, TN, HHM Wealth Advisors, LLC has established a strong local presence in the community. With one office location, they are well-positioned to serve their clients' needs. The firm takes pride in its long-tenured advisors, with Andrew Cook, Travis Hutchinson, and Salvatore Geraci being among the seasoned professionals who have contributed significantly to the firm's success and client satisfaction. HHM Wealth Advisors, LLC continues to be a trusted partner in helping clients achieve their financial goals.

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.

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. 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.

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.

Evergreen Advisors, LLC, based out of Chattanooga, TN, is a small investment advisory firm that operates from a single office. With a total of 5 employees, 3 of whom provide investment advisory services, they possess a strong team dedicated to their clients' financial goals. The firm manages an average of approximately $106,900,000 in assets under management per investment advisor, which aligns with the industry average. Evergreen Advisors' compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around half of their assets under management originate from employer 401Ks or individuals, showcasing their expertise in this area. Impressively, 88% of the assets they manage are discretionary, reflecting the trust placed in the firm by their clients. With over 390 individual clients, Evergreen Advisors handles a substantial portfolio of over $320,707,000 in assets under management. The firm prides itself on its experienced registered advisors, James Place and Michael O'Donnell, who have been instrumental in providing exceptional service to clients over the years. Overall, Evergreen Advisors, LLC distinguishes itself as a trusted investment advisory firm that combines industry-average assets under management with a broad range of compensation options. With a notable focus on employer 401Ks and individuals, they have amassed a diverse client base and achieved a high level of expertise in the field.

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.

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.

Capital Square, LLC, a local investment advisory firm headquartered in Chattanooga, TN, specializes in providing comprehensive investment solutions to its clients. With a team of 10 dedicated professionals, including 9 experienced investment advisors, Capital Square offers personalized services to meet the unique needs and goals of each individual client. With an impressive average of approximately $18,800,000 in assets under management per investment advisor, Capital Square ensures a high level of expertise and attention to detail in managing its clients' investments. The firm's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, aligning their interests with their clients' long-term success. Capital Square proudly serves a diverse clientele, catering to over 480 individual clients and overseeing assets worth more than $301,390,000. Although 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to manage employer funds as well. Notably, all the assets they manage are discretionary, showcasing their clients' trust in their decision-making abilities. In addition to their investment advisory services, Capital Square also serves as an insurance broker or agent, further expanding their offerings to meet the comprehensive financial needs of their clients. With five offices spread across the region, Capital Square has established a strong local presence in Chattanooga, TN. The firm takes pride in its team of seasoned advisors, including Stacy Eaton, Notley Maddox, and Mark Massey, who have demonstrated long-standing commitment and expertise in serving their clients. Capital Square, LLC stands as a trusted partner for individuals and businesses alike, providing expert guidance and tailored solutions to help clients achieve their financial objectives and secure a prosperous future.

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.

Acumen Wealth Advisors, LLC, a local investment advisory firm based out of Chattanooga, TN, is dedicated to providing exceptional financial services to their clients. With over 100 individual clients and more than $338,531,000 in assets under management, Acumen Wealth Advisors, LLC has established a strong reputation for their expertise in wealth management. While 401K and individual accounts account for less than 30% of their assets under management, Acumen Wealth Advisors, LLC possesses the capability to effectively manage employer funds. With 90% of their assets managed on a discretionary basis, they ensure a proactive approach to investment strategies. Catering predominantly to high net worth individuals, Acumen Wealth Advisors, LLC understands the unique financial goals and needs of their clientele. Their compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with their clients'. The firm boasts a team of 16 highly qualified employees, with 10 of them dedicated to providing investment advisory services. Each investment advisor at Acumen Wealth Advisors, LLC averages approximately $33,850,000 in assets under management, showcasing their extensive experience and ability to handle substantial portfolios. Notably, Acumen Wealth Advisors, LLC is proud to have several long-tenured advisors, including Grant Allen, Amy Stone, and Marinus Veltenaar, who bring a wealth of knowledge and expertise to their clients' financial journeys. With their comprehensive financial solutions, personalized approach, and a team of seasoned professionals, Acumen Wealth Advisors, LLC remains committed to helping their clients achieve their financial objectives with confidence and clarity.