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Data / Investment advisers / Tennessee / Chattanooga

Investment advisers in Chattanooga, TN: 25 firms, $17 billion in AUM

25 investment advisers have their main office in Chattanooga, Tennessee: 22 SEC registered and 3 exempt reporting. The registered advisers report $17 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Pointer Management, LLC with $2.8 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 25Advisers
  • 22SEC registered
  • 3Exempt reporting
  • $17 billionTotal AUM
  • 21Advisers over $100 million
  • 9Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Pointer Management, LLCChattanooga$2.79 billion6161(423) 266-3544adviserinfo.sec.gov
Future CapitalChattanooga$2.42 billion17,09330Not listed(888) 871-5711futurecapital.comadviserinfo.sec.gov
Patten and Patten, Inc.Chattanooga$2.21 billion2,15613Not listed(423) 756-3480patteninc.comadviserinfo.sec.gov
Patton Albertson Miller Group, LLCChattanooga$1.68 billion1,63023Not listed(423) 414-2100focusfinancialpartners.comadviserinfo.sec.gov
HHM Wealth Advisors, LLCChattanooga$1.47 billion3,38320Not listed(423) 826-1670adviserinfo.sec.gov
River Associates Investments, L.P.Chattanooga$815.5 million2182(423) 755-0888riverassociates.comadviserinfo.sec.gov
Am Investment Strategies, LLCChattanooga$738.4 million1,3885Not listed(423) 486-1888adviserinfo.sec.gov
The Patten Group, Inc.Chattanooga$725.1 million1,39811Not listed(423) 531-0360adviserinfo.sec.gov
Acumen Wealth Advisors, LLCChattanooga$638.5 million303171(423) 825-4796adviserinfo.sec.gov
Wealth Preservation Advisors, LLCChattanooga$591.6 million9883Not listed(423) 486-9400adviserinfo.sec.gov
TSW II Capital Advisors, LLCChattanooga$544.5 million979(423) 267-1430tsw3ventures.comadviserinfo.sec.gov
Evergreen Advisors, LLCChattanooga$522.8 million1,4406Not listed(423) 933-1814evergreenadvisors.comadviserinfo.sec.gov
Guardian Wealth Management, LLCChattanooga$411.1 million1,21311Not listed(423) 510-0409adviserinfo.sec.gov
Brooks, Moore & Associates, Inc.Chattanooga$348.9 million3485Not listed(423) 756-8628brooksmoore.netadviserinfo.sec.gov
Apex Strategic Wealth, LLCChattanooga$292.1 million1,3288Not listed(423) 602-5390adviserinfo.sec.gov
Anchor Health Capital, LLCChattanooga$166 million989(423) 708-2178anchorhealthcapital.comadviserinfo.sec.gov
Solas Bioventures Management, LLCChattanooga$165 million12612(423) 243-3460solasbio.comadviserinfo.sec.gov
Campbell Asset Management, LLCChattanooga$146 million4164Not listed(423) 265-7931campbellassetmanagement.comadviserinfo.sec.gov
Barnett & Co IncChattanooga$142 million2635Not listed(423) 756-0125barnettandcompany.comadviserinfo.sec.gov
Integra WealthChattanooga$116.5 million4112Not listed(423) 664-0344integrawealth.comadviserinfo.sec.gov
Fuerst Financial Group, Inc.Chattanooga$100.9 million5422Not listed(423) 899-8555fuerstfinancialgroup.comadviserinfo.sec.gov
Dynamo Management Company, LLCChattanoogaNot listedNot listedNot listed13(423) 421-4463dynamo.vcadviserinfo.sec.gov
Contemporary Healthcare Capital, LLCChattanoogaNot listedNot listedNot listed1(423) 424-1800contemporarycapital.comadviserinfo.sec.gov
West Brow Capital Management, LLCChattanoogaNot listedNot listedNot listed1(203) 856-6729adviserinfo.sec.gov
Round Table Advisors, LLCChattanoogaNot listed013Not listed(423) 510-8889adviserinfo.sec.gov

Advisers in Chattanooga that manage private funds

9 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Dynamo Management Company, LLCChattanoogaTN13Not listedNot listed13Not listed$269.8 millionNot listedadviserinfo.sec.gov
Solas Bioventures Management, LLCChattanoogaTN12Not listedNot listed12Not listed$165 million$165 millionadviserinfo.sec.gov
TSW II Capital Advisors, LLCChattanoogaTN99Not listedNot listedNot listed$583.5 million$544.5 millionadviserinfo.sec.gov
Anchor Health Capital, LLCChattanoogaTN9Not listedNot listedNot listed9$166 million$166 millionadviserinfo.sec.gov
River Associates Investments, L.P.ChattanoogaTN2Not listed2Not listedNot listed$815.5 million$815.5 millionadviserinfo.sec.gov
Pointer Management, LLCChattanoogaTN11Not listedNot listedNot listed$2.65 billion$2.79 billionadviserinfo.sec.gov
Acumen Wealth Advisors, LLCChattanoogaTN1Not listedNot listedNot listed1$9.4 million$638.5 millionadviserinfo.sec.gov
Contemporary Healthcare Capital, LLCChattanoogaTN1Not listedNot listedNot listed1$36.6 millionNot listedadviserinfo.sec.gov
West Brow Capital Management, LLCChattanoogaTN11Not listedNot listedNot listed$49.4 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Chattanooga

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Round Table Advisors, LLCChattanoogaTNSeptember 14, 2026Not listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.