Summit Asset Management LLC, based out of Memphis, TN, is a highly regarded local investment advisory firm with a reputation for excellence. With over 350 individual clients and a remarkable $682,103,000 in assets under management, they are trusted by clients to handle their financial portfolios effectively. While Summit Asset Management LLC primarily caters to high net worth individuals, they also possess the capability to manage employer funds. A notable feature of their business is that 89% of the assets they manage are discretionary, highlighting their expertise in making sound investment decisions on behalf of their clients. The firm operates out of two offices, employing a total of nine professionals. Among them, six dedicated investment advisors provide personalized advisory services to their esteemed clientele. Their average assets under management per investment advisor stands at approximately $113,680,000, which aligns with the industry average. Summit Asset Management LLC offers a diverse compensation structure to accommodate the unique needs of their clients. This structure includes charging a percentage of assets under management as well as hourly fees, ensuring transparency and flexibility in their billing practices. The firm takes pride in its experienced team, boasting several long-tenured advisors such as John Laughlin, Samuel Thompson, and Lance Hollingsworth. Their commitment to providing exceptional service and achieving financial goals has helped solidify their standing in the industry. In summary, Summit Asset Management LLC is a highly reputable investment advisory firm in Memphis, TN. With their comprehensive range of services, track record of success, and focus on client satisfaction, they continue to be a trusted partner for individuals and employers seeking professional asset management solutions.

Vishria Bird Financial Group, LLC, a local investment advisory firm based out of Memphis, TN, prides itself on providing exceptional financial services to its clients. With a team of eight dedicated professionals, including seven experienced investment advisors, the company offers comprehensive investment advisory services. Vishria Bird Financial Group manages an impressive $37,780,000 in assets under management per investment advisor, reflecting their expertise in delivering effective investment strategies. Their compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees, ensuring a mutually aligned approach to success. With over 190 individual clients, the firm oversees a substantial $398,740,000 in assets under management. Primarily catering to high net worth individuals, Vishria Bird Financial Group effectively safeguards and grows their clients' wealth. While the majority of the assets managed are discretionary, the company also possesses the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Vishria Bird Financial Group operates from a single office, and among their esteemed team, Harish Vishria and Robert Bird stand out as the longest-tenured registered advisors. Their combined expertise and dedication further strengthen the firm's ability to provide personalized and strategic financial guidance to its valued clients. With a proven track record, Vishria Bird Financial Group, LLC is committed to helping clients achieve their financial goals while providing a trustworthy and reliable partnership in the dynamic world of investment advisory services.

Dorian Eason Asset Management, LLC, based out of Memphis, TN, is a small yet highly esteemed investment advisory firm. With a team of three dedicated professionals, they specialize in providing top-notch investment advisory services. The firm's exceptional performance is evident in their impressive average of approximately $131,370,000 in assets under management per investment advisor, surpassing the industry average. Dorian Eason Asset Management, LLC prides itself on its commitment to personalized financial solutions. They serve a diverse client base of over 110 individuals, effectively managing assets totaling over $366,181,000. Remarkably, 98% of the assets they oversee are discretionary, showcasing their clients' trust in their expertise. The firm's compensation structure is designed to align their interests with their clients'. It includes various types of fees, such as a percentage of assets under management. This ensures that the firm's success is directly tied to the performance and growth of their clients' portfolios. Established in Memphis, TN, Dorian Eason Asset Management, LLC operates from a single office. With a focus on fostering long-term relationships, the firm boasts experienced registered advisors. Notably, Paul Dorian and Robert Eason stand as two of the most tenured advisors within the company, contributing to its exceptional reputation and success. Dorian Eason Asset Management, LLC is an industry leader, known for its exceptional investment advisory services, impressive assets under management, and commitment to client satisfaction.

Private Wealth Management, Inc., a small investment advisory firm based out of Memphis, TN, is dedicated to providing comprehensive wealth management services. With a focus on high net worth individuals, they have established themselves as a trusted partner in financial planning and investment strategies. Boasting a sizable client base, Private Wealth Management, Inc. manages over $793,087,000 in assets, demonstrating their expertise in handling substantial portfolios. With a team of four highly skilled professionals, Private Wealth Management, Inc. offers a range of services tailored to meet the unique needs of their clients. Their areas of expertise extend beyond traditional financial planning to encompass accounting services as well. As an accountant or accounting firm, they offer valuable insights and guidance to ensure clients have a holistic understanding of their financial situation. Private Wealth Management, Inc.'s compensation structure reflects their commitment to client success. They employ various fee structures, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This flexible approach ensures that clients receive personalized and cost-effective solutions that align with their financial goals. Within the firm, Joseph Horner and Scott Robbins stand out as the longest tenured registered advisors. Their experience and knowledge contribute to Private Wealth Management, Inc.'s reputation for excellence. Collectively, the team manages an average of approximately $198,270,000 in assets per investment advisor, significantly surpassing industry standards. Private Wealth Management, Inc. prides itself on delivering exceptional service and building long-lasting relationships with their clients. Through their expertise, dedication, and personalized approach, they continue to be a leading choice for individuals seeking comprehensive wealth management solutions.

Frazee Investment Consulting, Inc. is a well-established investment advisory firm located in Memphis, TN. With a single office, the company offers comprehensive investment solutions to a diverse clientele. Employing a team of three dedicated professionals, Frazee Investment Consulting, Inc. prides itself on delivering exceptional investment advisory services. Led by seasoned experts Robert Frazee and Mark Sorgenfrei, the firm maintains an average of $82,810,000 in assets under management per investment advisor, aligning with industry standards. They cater to a wide range of clients, primarily high net worth individuals, managing a substantial portfolio of over $165,628,000 across more than 70 individual accounts. Frazee Investment Consulting, Inc. implements a flexible compensation structure, offering various types of fees, including a percentage of assets under management and fixed fees. While they focus primarily on managing individual accounts, their capabilities extend to handling employer funds, demonstrating their expertise in serving both individual and institutional clients. Notably, all assets under the firm's management are handled on a discretionary basis, providing clients with a hands-off investment experience. This approach allows Frazee Investment Consulting, Inc. to tailor investment strategies to each client's specific goals and risk tolerance. With a solid reputation and a commitment to delivering personalized service, Frazee Investment Consulting, Inc. remains a trusted partner for individuals seeking professional investment advice in the Memphis area.

Sentry, LLC is a highly regarded investment advisory firm headquartered in Memphis, TN, and boasts a strong presence in the financial industry. With a single office, the firm is comprised of a team of three dedicated professionals, two of whom specialize in providing expert investment advisory services. Their collective expertise and commitment have led to exceptional results for their clientele. With an impressive average of $905,510,000 in assets under management per investment advisor, Sentry, LLC surpasses industry standards. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management, fixed fees, and performance-based fees. Notably, 48% of the assets they manage are discretionary, indicative of the trust and autonomy clients place in their capabilities. The firm predominantly manages assets for high net worth individuals, catering to their distinct financial goals and needs. With a robust client base, Sentry, LLC currently oversees the management of over $1,811,012,000 in assets for more than 20 individual clients. This remarkable figure underscores their success in attracting and retaining high-profile clientele. Among the esteemed registered advisors at Sentry, LLC, Joseph Morrison and Andrew Hursey have stood the test of time, contributing their extensive experience and expertise to the firm's stellar reputation. Their enduring presence ensures continuity and stability within the organization, further enhancing client confidence. Overall, Sentry, LLC has solidified its position as a trusted and accomplished investment advisory firm, excelling in asset management, client satisfaction, and wealth preservation. Their unwavering commitment to delivering exceptional results sets them apart within the financial services industry.

Red Door Wealth Management, LLC is a distinguished investment advisory firm headquartered in Memphis, TN. With its roots deeply embedded in the local community, Red Door operates from a single office location. The firm boasts a dedicated team of 13 skilled professionals, 8 of whom specialize in providing comprehensive investment advisory services. Setting them apart from their peers, Red Door maintains an impressive average of approximately $180,460,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and performance-based fees. While Red Door Wealth Management serves a diverse client base, with less than 30% of their assets under management comprising 401K and individual accounts, they possess the capability to manage employer funds. Notably, a significant 80% of the assets they oversee are handled on a discretionary basis. Catering predominantly to high-net-worth individuals, Red Door manages a substantial portfolio for over 390 individual clients, amounting to an impressive $1,443,693,000 in assets under management. The firm's longevity is reinforced by the presence of seasoned advisors, including William Allen, William Hiatt, and John Phillips, who have contributed their expertise to the company for an extended period. With its unwavering commitment to personalized service and sound investment strategies, Red Door Wealth Management, LLC has firmly established itself as a trusted partner in helping clients achieve their financial goals.

Blong Financial, a small investment advisory firm based in Memphis, TN, offers top-tier financial services to a diverse range of clients. With a team of two highly skilled professionals, they specialize in providing expert investment advice and managing substantial assets. The firm boasts an impressive average of $145,590,000 in assets under management per investment advisor, surpassing industry standards. Blong Financial's compensation structure is designed to align their interests with their clients'. It includes various types of fees, such as a percentage of assets under management and performance-based fees. With over 380 individual clients, they have successfully amassed over $139,519,000 in assets under management. Their portfolio predominantly consists of high net worth individuals, although they also cater to 401K and individual accounts, which collectively account for less than 30% of their managed assets. With 93% of the assets they oversee being discretionary, Blong Financial has earned the trust of their clients by expertly navigating the financial landscape on their behalf. Operating from a single office, the firm has established itself as a reliable and respected presence in the Memphis area. Dennis Long and Robert Curry, two of the firm's most experienced registered advisors, contribute their extensive knowledge and expertise to support the firm's commitment to excellence. Blong Financial distinguishes itself by consistently exceeding industry standards, making them a sought-after choice for individuals and businesses seeking superior investment advisory services. Through their personalized approach and unwavering dedication to their clients' financial success, Blong Financial has cemented their position as a trusted partner in wealth management.

Duncan Williams Asset Management, LLC, based out of Memphis, TN, is a prominent local investment advisory firm with over 440 individual clients and a remarkable $632,026,000 in assets under management. With one office location, the firm serves a diverse range of clients seeking expert guidance in their investment decisions. While 401K and individual accounts make up less than 30% of their assets under management, Duncan Williams Asset Management, LLC possesses the capability to effectively manage employer funds. Impressively, 93% of the assets they manage are discretionary, showcasing their expertise in providing tailored investment solutions that align with their clients' goals and risk preferences. The firm offers a flexible compensation structure, including various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients have choices that suit their unique needs. Duncan Williams Asset Management, LLC boasts a dedicated team of 11 employees, with 9 of them specializing in investment advisory services. Each investment advisor manages an average of approximately $70,230,000 in assets, which aligns with the industry average. The firm takes pride in its experienced staff, including renowned advisors Robert Atkins, Patrick O'Connor, and David Scully, who have provided exceptional service to clients over the years. With a proven track record of delivering sound investment strategies and managing substantial assets, Duncan Williams Asset Management, LLC has solidified its position as a trusted and reliable partner for clients seeking professional wealth management services in the Memphis area.

Waddell & Associates, LLC is a reputable investment advisory firm headquartered in Memphis, TN, and boasting three offices in strategic locations. With a team of 21 dedicated professionals, 12 of whom specialize in investment advisory services, the firm provides expert financial guidance to its diverse clientele. Their average assets under management per investment advisor are approximately $94,420,000, in line with industry standards. Waddell & Associates, LLC offers a flexible compensation structure, allowing clients to choose from various options such as a percentage of assets under management, hourly charges, and fixed fees. While their focus primarily revolves around managing assets for high net worth individuals, the firm is also adept at handling employer funds, even though 401K and individual accounts represent less than 30% of their total assets under management. An impressive 91% of the assets they oversee are under their discretionary management. The firm takes pride in their extensive client base, with over 690 individual clients entrusting them with assets totaling more than $1,133,020,000. At Waddell & Associates, LLC, longevity and experience are valued, as demonstrated by their team of seasoned advisors. Noteworthy among them are Tara Meeks, David Waddell, and Perry Green, who have each made significant contributions to the firm's success. Waddell & Associates, LLC stands out as a local investment advisory firm that combines a client-centric approach with a wealth of expertise. Their dedication to providing exceptional financial guidance has established them as a trusted partner for individuals seeking sound investment strategies and comprehensive wealth management solutions.

FCG Investment Company is a renowned local investment advisory firm based in Germantown, TN. With a strong presence in the industry, they have established themselves as a trusted partner for over 100 individual clients. Currently, FCG manages an impressive $442,027,000 in assets, showcasing their expertise and ability to navigate the complex financial landscape. While FCG primarily focuses on managing discretionary assets, they also possess the necessary capability to handle employer funds, ensuring a comprehensive approach to investment management. This versatility allows them to cater to a diverse range of clients and meet their specific needs. With a team of 11 dedicated employees, FCG Investment Company delivers exceptional investment advisory services. Each advisor brings a wealth of knowledge and experience, contributing to the firm's success and client satisfaction. Notable among the firm's seasoned advisors are Angela Ross, Kenneth Riffle, and Joe Meals, who have been with the company for a significant period, solidifying their expertise and rapport with clients. FCG's compensation structure is designed to align their interests with their clients', with various types of remuneration, including a percentage of assets under management. This ensures that FCG remains committed to achieving optimal results for their clients while fostering a long-term partnership built on trust and mutual success. With their robust portfolio management capabilities, strong track record, and a client-centric approach, FCG Investment Company continues to thrive as a leading investment advisory firm in Germantown, TN, providing comprehensive financial solutions to their discerning clientele.

Highland Capital Management, LLC, based out of Memphis, TN, is a reputable local investment advisory firm. With 20 dedicated employees, 11 of whom specialize in providing investment advisory services, the company offers expert guidance to a diverse client base of over 180 individuals. With a robust compensation structure that includes a percentage of assets under management, Highland Capital Management ensures its advisors are incentivized to deliver superior results. The firm boasts an impressive average of approximately $108,120,000 in assets under management per investment advisor, aligning with the industry standard. Highland Capital Management manages a substantial portfolio, with over $3,100,659,000 in assets under its discretionary management, demonstrating their expertise in handling clients' financial assets. Highland Capital Management has established a strong presence in the industry with three well-equipped offices in Memphis. The company's commitment to excellence is reflected in the tenure of its experienced advisors, including Mark Cronin, Steven Wishnia, and David Thompson, who have played pivotal roles in the firm's growth and reputation. As a trusted investment advisory firm, Highland Capital Management prides itself on its personalized approach, providing tailored financial strategies to meet the unique needs and goals of each client. With a solid track record and dedication to client satisfaction, Highland Capital Management remains a top choice for individuals seeking expert guidance and comprehensive wealth management solutions.