Company lists · Data refreshed November 2026

Top 25 Wealth advisors based in Chattanooga, United States

RevenueBase identified 49 company matches for wealth advisors associated with Chattanooga, United States as of November 2026 and tracks 313 professional contacts across them, including 158 with verified work emails. Across the United States, New York is the largest hub for this category (1,159 companies); Chattanooga has 49.

This list covers company matches for wealth advisors associated with Chattanooga, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
49Companies
313Contacts tracked
158Verified emails
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The 25 largest wealth advisors based in Chattanooga, United States

Ranked by team size
Top 25 of 49 company matches for wealth advisors based in Chattanooga, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 202611-5029 contacts →

Exact match

“At HHM Wealth Advisors, we are committed to enriching the lives of our clients by delivering unsurpassed client satisfaction and a full range of personalized wealth management…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 202611-5027 contacts →

Exact match

“Future Capital is an SEC-registered investment adviser in Chattanooga, Tennessee.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 202611-5019 contacts →

Exact match

“Our mission is simple.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 202611-5016 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-1012 contacts →

Exact match

“Magnolia Trust Company™ administers trusts for high-net-worth families.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-1011 contacts →

Exact match

“The Patten Group, Inc.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Clarity Family Office provides high quality ideas, planning and services for business owners, corporate executives, and high-net-worth families.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 202611-509 contacts →

Exact match

“The goal of any wealth plan should be to put you in the best possible position to enjoy life to the fullest.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-109 contacts →

Exact match

“When the stakes are high, organizations rely on Oaklyn Consulting to assist them in their most impactful decisions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 202611-508 contacts →

Exact match

“ProNvest is an independent investment advisory firm that helps participants reach their retirement goals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-108 contacts →

Exact match

“We're a team of highly credentialed and capable financial planners serving clients throughout the Southeast.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-107 contacts →

Exact match

“BD Planning Partners offers Comprehensive Financial Planning Services to clients looking to take their finances to the next level.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-106 contacts →

Exact match

“Decosimo Corporate Finance, LLC, member FINRA, SIPC, provides sell-side and buy-side advisory services, debt and equity capital sourcing, business valuations, and executive…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-106 contacts →

Exact match

“We are different.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 202651-2006 contacts →

Exact match

“At CROFT & FROST, we believe you deserve a guide to help navigate the financial uncertainty that constantly attacks your businesses and family.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-106 contacts →

Exact match

“At Barnett & Company, we regard the management of our clients’ investment accounts as an ongoing process of consulting.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Stone Bridge Asset Management is a Registered Investment Advisor.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Campbell Asset Management, LLC is a private, Fee-Only Registered Investment Adviser firm with expertise in financial planning and investment management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Evergreen Advisors is an independent wealth management and financial planning firm located in Chattanooga, Tennessee.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Bridge Financial Planning provides fee-only financial planning & investing to today's professionals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 202611-504 contacts →

Exact match

“Our mission is to develop relationships with individuals, families, and businesses by providing holistic financial and accounting services that meet each client’s unique goals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Cox Wealth Management, LLC is a Tax and Accounting firm located in Chattanooga, Tennessee, providing a full range of Services, including Employee Benefit and Tax planning advice…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Apogee Wealth Partners is a financial planning and investment management firm founded to help individuals and organizations reach their financial apogee.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Your wealth manager, CPA, insurance agent, and estate attorney do not talk to each other.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchChattanooga, TN, United StatesHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Brooks, Moore & Associates, Inc.(BMA) is a registered investment advisory firm founded in 1986.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 49 wealth advisors based in Chattanooga, United States

See the full list, filter by size, metro and specialty, and access 158 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth advisors based in Chattanooga, United States at a glance

As of Nov 6, 2026
50.5%Verified-email coverage
6.4Average contacts per company
1-10Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
11
51-200
2

Email recency for this list is measured across the whole United States list rather than for Chattanooga, so it is reported there. Company counts and contact totals on this page are exact for Chattanooga, over 49 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Chattanooga, United States whose business descriptions match “wealth advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 158 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Wealth advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth advisors are there based in Chattanooga, United States?

RevenueBase identified 49 company matches for wealth advisors associated with Chattanooga, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

HHM Wealth Advisors, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most wealth advisors?

New York leads the United States with 1,159 company records, followed by Atlanta (467) and Houston (443). Chattanooga has 49.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 158 professional contacts with verified work emails tracked across these 49 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.