Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

The Patten Group, Inc. financial advisors in Chattanooga, TN

Every SEC-registered investment adviser representative at a The Patten Group, Inc. office in Chattanooga, A to Z.

The short answer

7 registered advisors work at The Patten Group, Inc. in Chattanooga, out of 7 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

The Patten Group, Inc. advisors in Chattanooga, A to Z

Every The Patten Group, Inc. advisor →

The Patten Group, Inc. advisors in every city and state →The Patten Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Chattanooga

All Chattanooga advisors →

UBS Financial Services Inc. 43Raymond James & Associates, Inc. 26Ameriprise Financial Services, LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 23LPL Financial LLC 22Raymond James Financial Services Advisors, Inc. 20Osaic Wealth, Inc. 16MML Investors Services, LLC 14Morgan Stanley 14Edward Jones 13Acumen Wealth Advisors, LLC 11Hhm Wealth Advisors, LLC 11

Questions

How many financial advisors does The Patten Group, Inc. have in Chattanooga?

7 investment adviser representatives are registered at The Patten Group, Inc. offices in Chattanooga, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is The Patten Group, Inc. one of the largest advisor employers in Chattanooga?

The Patten Group, Inc. ranks number 17 in Chattanooga by registered advisors; UBS Financial Services Inc. has the most, with 43.

How do I check a The Patten Group, Inc. advisor in Chattanooga?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Patten Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.