Verified · Chattanooga
Trusted Financial Advisors in Chattanooga, TN
Trust matters when you're inviting a pro into your home or business. These financial advisors in Chattanooga have earned it through hundreds of verified reviews.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Chattanooga, TN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Guardian Investment Advisors, LLC with a 4.9-star rating from 129 Google reviews and an RNM Score of 95/100. Also in the top tier: Cody Sims - Private Wealth Advisor, Ameriprise Financial Services, LLC and Elevate Financial Planning & Wealth Management. The average rating across all listed financial advisors in Chattanooga is 4.9 stars from 27 reviews per business on average.
Financial advisors in Chattanooga typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Poole Wealth Management
Poole Wealth Management stands out as the top-ranked advisor due to its consistently high client satisfaction and comprehensive financial planning services.
Most Reviewed
Guardian Investment and Accounting
A high review count is important because it reflects broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Chattanooga, verify credentials, fee structures, and client reviews to ensure alignment with your financial goals. Consider scheduling initial consultations with multiple firms to compare approaches and find the best fit.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
27
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
4.9 stars from 129 reviews makes this a top-rated local choice.
1825 Gunbarrel Rd Suite 300, Chattanooga, TN 37421, USATrusted by 69 clients with an exceptional 4.9-star Google rating.
412 Georgia Ave UNIT 210, Chattanooga, TN 37403, USATop-rated 5.0★ financial advisor in Chattanooga with 46 glowing Google reviews.
1200 Premier Dr #225, Chattanooga, TN 37421, USAFinancial Advisors Rankings in Chattanooga, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Guardian Investment Advisors, LLC1825 Gunbarrel Rd Suite 300, Chattanooga, TN 37421, USA | 4.9★ | 129 |
| #2 | Cody Sims - Private Wealth Advisor, Ameriprise Financial Services, LLC412 Georgia Ave UNIT 210, Chattanooga, TN 37403, USA | 4.9★ | 69 |
| #3 | Elevate Financial Planning & Wealth Management1200 Premier Dr #225, Chattanooga, TN 37421, USA | 5.0★ | 46 |
| #4 | George Financial1200 Premier Dr #200, Chattanooga, TN 37421, USA | 4.7★ | 35 |
| #5 | Poole Wealth Management810 Signal Mountain Rd, Chattanooga, TN 37405, USA | 5.0★ | 36 |
| #6 | Evergreen Advisors1206 Pointe Centre Dr Suite 160, Chattanooga, TN 37421, USA | 5.0★ | 21 |
| #7 | Imagine Financial Security1100 Market St suite 600, Chattanooga, TN 37402, USA | 5.0★ | 17 |
| #8 | George Wealth Management8 Patten Pkwy, Chattanooga, TN 37402, USA | 5.0★ | 3 |
| #9 | Guardian Investment and Accounting7522 E Brainerd Rd Suite A, Chattanooga, TN 37421, USA | 5.0★ | 12 |
| #10 | Franklin Wealth Management - Financial Advisor in Chattanooga4700 Hixson Pike, Hixson, TN 37343, USA | 5.0★ | 32 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Chattanooga
Rated 4.7 stars from 35 Google reviews, this Chattanooga financial advisor is highly trusted.
1200 Premier Dr #200, Chattanooga, TN 37421, USA
Rated 5.0 stars from 36 reviews, this Chattanooga financial advisor is highly trusted.
810 Signal Mountain Rd, Chattanooga, TN 37405, USA
Praised by 21 clients with a perfect 5.0-star rating on Google.
1206 Pointe Centre Dr Suite 160, Chattanooga, TN 37421, USA
Exceptional 5.0-star rating from 17 Google reviews for financial advising in Chattanooga.
1100 Market St suite 600, Chattanooga, TN 37402, USA
Rated 5.0 stars from 3 Google reviews, this local advisor is highly regarded.
8 Patten Pkwy, Chattanooga, TN 37402, USA
Exceptional 5.0-star rating from 12 Google reviews for financial advice in Chattanooga.
7522 E Brainerd Rd Suite A, Chattanooga, TN 37421, USA
Top-rated Chattanooga financial advisor with a perfect 5.0★ from 32 reviews.
4700 Hixson Pike, Hixson, TN 37343, USA
4.8 stars from 18 reviews, reflecting strong client trust in Chattanooga.
4289 Bonny Oaks Dr, Chattanooga, TN 37406, USA
Exceptional 5.0-star rating from 13 reviews for a Chattanooga financial advisor.
2115 Chapman Rd #125, Chattanooga, TN 37421, USA
Rated 4.7 stars from 12 Google reviews, a trusted local financial advisor.
345 Frazier Ave Suite 203, Chattanooga, TN 37405, USA
Trusted by dozens of clients with a perfect 5.0-star rating in Chattanooga.
7110 E Brainerd Rd, Chattanooga, TN 37421, USA
Holds a perfect 5.0-star rating across three Google reviews.
537 Market St UNIT 105, Chattanooga, TN 37402, USA
Exceptional 5.0-star rating from three Google reviews in Chattanooga.
1181 King St, Chattanooga, TN 37403, USA
Top-rated Chattanooga financial advisor with a perfect 5.0-star score from 9 reviews.
101 W 21st St, Chattanooga, TN 37408, USA
Top-rated 5.0★ financial advisor in Chattanooga with 3 glowing client reviews.
1300 Broad St #303, Chattanooga, TN 37402, USA
A local financial advisor with 3.7 stars from three Google reviews.
6151 Shallowford Rd #102, Chattanooga, TN 37421, USA
Exceptional 5.0-star rating from two Google reviews in Chattanooga.
6031 Shallowford Rd Suite 109, Chattanooga, TN 37421, USA
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Financial Advisors in Chattanooga, TN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Guardian Investment Advisors, LLC | 95/100 | 4.9 ★ | 129 |
| 2 | Cody Sims - Private Wealth Advisor, Ameriprise Financial Services, LLC | 91/100 | 4.9 ★ | 69 |
| 3 | Elevate Financial Planning & Wealth Management | 91/100 | 5.0 ★ | 46 |
| 4 | George Financial | 84/100 | 4.7 ★ | 35 |
| 5 | Poole Wealth Management | 90/100 | 5.0 ★ | 36 |
| 6 | Evergreen Advisors | 87/100 | 5.0 ★ | 21 |
| 7 | Imagine Financial Security | 86/100 | 5.0 ★ | 17 |
| 8 | George Wealth Management | 78/100 | 5.0 ★ | 3 |
| 9 | Guardian Investment and Accounting | 84/100 | 5.0 ★ | 12 |
| 10 | Franklin Wealth Management - Financial Advisor in Chattanooga | 89/100 | 5.0 ★ | 32 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Chattanooga
What is a fiduciary financial advisor and why does it matter in Chattanooga?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Chattanooga, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Chattanooga?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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