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.

Lifecourse Capital, Inc. is a small investment advisory firm based out of Madison, AL, offering comprehensive financial services to individuals and employers. With its main office in Madison, Lifecourse Capital, Inc. operates with a team of four dedicated professionals, three of whom specialize in providing investment advisory services. Backed by their extensive expertise, Lifecourse Capital, Inc. manages an impressive average of approximately $36,440,000 in assets per investment advisor. The firm's compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible options to suit clients' needs. Focusing on managing employer 401K plans and individual portfolios, Lifecourse Capital, Inc. oversees over 80% of its assets under management from these sources. With a reputation for excellence in 401K plan management, the firm is well-equipped to guide both employers and employees towards optimal financial outcomes. Notably, all the assets Lifecourse Capital, Inc. manages are discretionary, ensuring full control and strategic decision-making for the benefit of their clients. In addition to investment advisory services, Lifecourse Capital, Inc. offers a range of valuable financial solutions. This includes acting as a registered representative of a broker-dealer, as well as serving as an insurance broker or agent. The firm boasts an extensive client base, serving more than 390 individuals with over $109,309,000 in assets under management. Lifecourse Capital, Inc. takes pride in its team's longevity, with advisors like Allen Sandlin, Stephen Williams, and David Williams providing invaluable experience and knowledge to the firm's operations.

Ashdon Investment Management, LLC is a small investment advisory firm based out of Tullahoma, TN, with two offices. With a total of five dedicated employees, three of them specialize in providing comprehensive investment advisory services. The firm boasts an impressive average of approximately $110,330,000 in assets under management per investment advisor, which aligns closely with the industry average. Ashdon Investment Management, LLC offers a diverse compensation structure, including a percentage of assets under management and fixed fees. Notably, they exercise discretionary control over 7% of the assets they manage, reflecting their expertise and trustworthiness. Primarily catering to high-net-worth individuals, the firm manages a substantial portfolio of assets. With over 40 individual clients, they oversee an impressive sum of over $330,978,000 in assets under management. This reflects the confidence placed in their services by discerning investors. Among the firm's accomplished staff, David Pruitt and Jennifer English stand out as the longest-tenured registered advisors. Their experience and expertise contribute to the firm's reputation for delivering reliable investment advice and personalized service. Ashdon Investment Management, LLC exemplifies dedication to their clients' financial success and growth. By combining a team of skilled professionals, a solid compensation structure, and a focus on high-net-worth individuals, they strive to provide exceptional investment management services in Tullahoma, TN, 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.

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.

Oak Tree Financial Services, LLC is a reputable and experienced investment advisory firm based out of Huntsville, Alabama. With a team of four dedicated professionals, they specialize in providing comprehensive investment advisory services to individuals and employer 401Ks. Each investment advisor at Oak Tree Financial Services, LLC manages an average of $21,910,000 in assets under management, showcasing their expertise in handling substantial portfolios. They offer a variety of compensation structures, including a percentage of assets under management and performance-based fees, ensuring their interests are aligned with their clients' success. With over 240 individual clients and a remarkable $111,916,000 in assets under management, Oak Tree Financial Services, LLC has established itself as a trusted partner for wealth management. Their strong presence in the employer 401K sector highlights their deep knowledge and experience in this area. The firm's investment approach is characterized by their discretion over 100% of the assets they manage, providing clients with peace of mind and confidence in their financial decisions. Oak Tree Financial Services, LLC takes pride in their personalized approach to investment advisory, tailoring strategies to individual client goals and risk tolerances. Located in Huntsville, Alabama, Oak Tree Financial Services, LLC operates from a single office, fostering close relationships with their clients and maintaining a client-centric focus. The firm boasts a team of seasoned advisors, including Jonathan Hornsby, Richard Gregory, and Ronnie Moody, who have contributed significantly to its long-standing success. Overall, Oak Tree Financial Services, LLC is a small yet formidable investment advisory firm that offers tailored solutions, deep industry expertise, and a commitment to helping clients achieve their financial goals.

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.