Insights

High-Net-Worth Focus Patton Albertson & Miller specializes in comprehensive wealth management for high net worth clients with assets exceeding one million dollars, presenting an opportunity to offer tailored financial services and premium investment solutions tailored to affluent individuals and families.

Strong Market Presence With offices in Georgia and Tennessee and serving clients across the United States, the firm has established a broad geographic reach that can be leveraged to expand service offerings and develop strategic alliances with local financial institutions and advisors.

Mergers & Growth Recent acquisitions and mergers, including the integration of Anthony Smith Advisors, highlight the firm’s growth strategy and openness to partnership opportunities, which may facilitate cross-selling of additional financial products and advisory services.

Technology Utilization The company's use of popular fintech tools like Google Analytics, reCAPTCHA, and advanced form management indicates a digital-first approach, opening avenues for innovative digital solutions, client engagement platforms, and data-driven financial services.

Revenue Stability With annual revenues between $25 million and $50 million, Patton Albertson & Miller demonstrates financial stability that supports expanding service offerings, onboarding new high-net-worth clients, and investing in advanced technology or targeted marketing campaigns.

Patton Albertson & Miller Tech Stack

Patton Albertson & Miller uses 8 technology products and services including jQuery, Clipboard.js, jQuery UI, and more. Explore Patton Albertson & Miller's tech stack below.

  • jQuery
    Javascript Libraries
  • Clipboard.js
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • Swiffy Slider
    Javascript Libraries
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Gravity Forms
    Web Platform Extensions

Patton Albertson & Miller's Email Address Formats

Patton Albertson & Miller uses at least 2 format(s):
Patton Albertson & Miller Email FormatsExamplePercentage
First@pamwealth.comJohn@pamwealth.com
67%
First.Last@pamwealth.comJohn.Doe@pamwealth.com
33%
First.Last@pattonalbertsonmiller.comJohn.Doe@pattonalbertsonmiller.com
54%
First@pattonalbertsonmiller.comJohn@pattonalbertsonmiller.com
28%
FLast@pattonalbertsonmiller.comJDoe@pattonalbertsonmiller.com
14%
F.Last@pattonalbertsonmiller.comJ.Doe@pattonalbertsonmiller.com
4%

Frequently Asked Questions

Where is Patton Albertson & Miller's headquarters located?

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Patton Albertson & Miller's main headquarters is located at 605 Chestnut Street Suite 1010 Chattanooga, Tennessee 37450 United States. The company has employees across 1 continents, including North America.

What is Patton Albertson & Miller's phone number?

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You can contact Patton Albertson & Miller's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Patton Albertson & Miller's official website and social media links?

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Patton Albertson & Miller's official website is pattonalbertsonmiller.com and has social profiles on LinkedIn.

What is Patton Albertson & Miller's NAICS code?

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Patton Albertson & Miller's NAICS code is 52 - Finance and Insurance.

How many employees does Patton Albertson & Miller have currently?

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As of April 2026, Patton Albertson & Miller has approximately 24 employees across 1 continents, including North America. Key team members include Chief Compliance Officer And Director Of Human Resources: L. P.Chief Compliance Officer And Director Of Human Resources: D. D.Chief Compliance Officer And Director Of Human Resources: L. B.. Explore Patton Albertson & Miller's employee directory with LeadIQ.

What industry does Patton Albertson & Miller belong to?

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Patton Albertson & Miller operates in the Financial Services industry.

What technology does Patton Albertson & Miller use?

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Patton Albertson & Miller's tech stack includes jQueryClipboard.jsjQuery UISwiffy SliderreCAPTCHAGoogle Tag ManagerGoogle AnalyticsGravity Forms.

What is Patton Albertson & Miller's email format?

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Patton Albertson & Miller's email format typically follows the pattern of First@pamwealth.com. Find more Patton Albertson & Miller email formats with LeadIQ.

When was Patton Albertson & Miller founded?

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Patton Albertson & Miller was founded in 2003.

Patton Albertson & Miller

Financial ServicesTennessee, United States11-50 Employees

Patton Albertson & Miller is a fee-only registered investment advisor providing comprehensive wealth management services to high net worth clients throughout the United States.  Whether you simply need investment guidance or want a financial quarterback who can steer a team of financial and legal advisors toward a common goal, we're here to help protect your wealth from investment risk, unnecessary taxation, inexperienced heirs and other threats that may undermine your financial security or legacy.  

We provide service to our clients in five primary areas of focus: Investment Management, Estate Planning, Tax Planning, Cash Flow Management and Risk Management.  We also provide trust and fiduciary services through our sister company, Provident Trust Company, a representative office of National Advisors Trust Company.  We work primarily with individuals and families that have $1 million or more to invest.

With offices in Georgia and Tennessee, Patton Albertson & Miller serves clients throughout the United States.  From Florida to New York and Virginia to California; no matter where you live, we're available to serve your wealth management needs.

Section iconCompany Overview

Headquarters
605 Chestnut Street Suite 1010 Chattanooga, Tennessee 37450 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Patton Albertson & Miller's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Patton Albertson & Miller's revenue is estimated to be in the range of $25M$50M

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