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Find Retirement Advisors for Retirement Planning in Chattanooga, Tennessee
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Chattanooga, Tennessee (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | POINTER MANAGEMENT, LLC 832 Georgia Avenue, Suite 1100 Chattanooga, TN, 37402 | $3,100,577,425 | 6 | 16 | A Percentage of AUM, Performance Based |
| 2 | PATTEN AND PATTEN, INC. 555 Walnut Street, Suite 280 Chattanooga, TN, 37402 | $1,745,525,094 | 2025 | 12 | A Percentage of AUM, Fixed Fees |
| 3 | PATTON ALBERTSON MILLER GROUP, LLC 605 Chestnut Street, Suite 1010 Chattanooga, TN, 37450 | $1,040,237,031 | 1485 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | HHM WEALTH ADVISORS, LLC 1200 Market Street, Chattanooga, TN, 37402 | $918,307,608 | 2615 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | PRONVEST, INC. 1110 Market Street, Suite 402 Chattanooga, TN, 37402 | $779,625,913 | 12398 | 21 | A Percentage of AUM, Fixed Fees |
| 6 | RIVER ASSOCIATES INVESTMENTS (TN), LLC 633 Chestnut Street, Suite 1640 Chattanooga, TN, 37450-1600 | $771,563,000 | 4 | 14 | Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL AND/OR INVESTED CAPITAL) |
| 7 | AM INVESTMENT STRATEGIES, LLC 832 Georgia Avenue, Suite 100 Chattanooga, TN, 37402 | $516,192,899 | 1190 | 5 | A Percentage of AUM, Fixed Fees |
| 8 | THE PATTEN GROUP, INC. 832 Georgia Avenue, Suite 360 Chattanooga, TN, 37402 | $450,467,120 | 1164 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | TSW II CAPITAL ADVISORS, LLC 736 Market Street, Suite 1400 Chattanooga, TN, 37402 | $438,100,000 | 7 | 8 | A Percentage of AUM, Performance Based |
| 10 | WEALTH PRESERVATION ADVISORS, LLC 715 Market Street, Suite 307 Chattanooga, TN, 37402 | $388,434,706 | 921 | 5 | A Percentage of AUM |
| 11 | ACUMEN WEALTH ADVISORS, LLC 250 Forest Avenue, Chattanooga, TN, 37405 | $338,530,770 | 225 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | EVERGREEN ADVISORS, LLC 1206 Pointe Centre Drive, Suite 160 Chattanooga, TN, 37421 | $320,706,812 | 1314 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF PLAN ASSETS) |
| 13 | GUARDIAN WEALTH MANAGEMENT, INC. 6151 Shallowford Road, Suite 102 Chattanooga, TN, 37421-7803 | $306,573,921 | 1116 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | CAPITAL SQUARE, LLC 6740 Executive Oak Ln, Chattanooga, TN, 37421 | $301,390,454 | 574 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | BROOKS, MOORE & ASSOCIATES, INC. 3905 Saint Elmo Avenue, Chattanooga, TN, 37409-1239 | $268,112,683 | 296 | 6 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Chattanooga, Tennessee
QualificationsFirm CRD# 156810
Assets Under Management $3,100,577,425
No. Of Clients6
Clients Per Financial Advisor0
POINTER MANAGEMENT, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 105414
Assets Under Management $1,745,525,094
No. Of Clients2025
Clients Per Financial Advisor169
PATTEN AND PATTEN, INC. is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2025 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 281558
Assets Under Management $1,040,237,031
No. Of Clients1485
Clients Per Financial Advisor71
PATTON ALBERTSON MILLER GROUP, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1485 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 150843
Assets Under Management $918,307,608
No. Of Clients2615
Clients Per Financial Advisor163
HHM WEALTH ADVISORS, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $918M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2615 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 119081
Assets Under Management $779,625,913
No. Of Clients12398
Clients Per Financial Advisor590
PRONVEST, INC. is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $780M assets under management, the firm specializes in crafting personalized retirement planning solutions for 12398 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 158034
Assets Under Management $771,563,000
No. Of Clients4
Clients Per Financial Advisor0
RIVER ASSOCIATES INVESTMENTS (TN), LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $772M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (PERCENTAGE OF COMMITTED CAPITAL AND/OR INVESTED CAPITAL)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 165823
Assets Under Management $516,192,899
No. Of Clients1190
Clients Per Financial Advisor238
AM INVESTMENT STRATEGIES, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $516M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1190 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 168255
Assets Under Management $450,467,120
No. Of Clients1164
Clients Per Financial Advisor106
THE PATTEN GROUP, INC. is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $450M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1164 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 157380
Assets Under Management $438,100,000
No. Of Clients7
Clients Per Financial Advisor1
TSW II CAPITAL ADVISORS, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $438M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 167518
Assets Under Management $388,434,706
No. Of Clients921
Clients Per Financial Advisor184
WEALTH PRESERVATION ADVISORS, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $388M assets under management, the firm specializes in crafting personalized retirement planning solutions for 921 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 282565
Assets Under Management $338,530,770
No. Of Clients225
Clients Per Financial Advisor14
ACUMEN WEALTH ADVISORS, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $339M assets under management, the firm specializes in crafting personalized retirement planning solutions for 225 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 149861
Assets Under Management $320,706,812
No. Of Clients1314
Clients Per Financial Advisor263
EVERGREEN ADVISORS, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1314 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (PERCENTAGE OF PLAN ASSETS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 118668
Assets Under Management $306,573,921
No. Of Clients1116
Clients Per Financial Advisor101
GUARDIAN WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $307M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1116 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 286098
Assets Under Management $301,390,454
No. Of Clients574
Clients Per Financial Advisor57
CAPITAL SQUARE, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 574 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105716
Assets Under Management $268,112,683
No. Of Clients296
Clients Per Financial Advisor49
BROOKS, MOORE & ASSOCIATES, INC. is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 296 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brentwood, Tennessee
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Looking for more choices? Use our free match service to compare retirement planners serving your area.