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.

Silverleafe Capital Partners, LLC is a small investment advisory firm based out of Memphis, TN. With one office location, they provide comprehensive investment advisory services to their clients. The firm boasts a total of five dedicated employees, four of whom specialize in offering investment advisory services. On average, each investment advisor at Silverleafe Capital Partners manages approximately $77,790,000 in assets under management, which aligns with the industry average. Their compensation structure is diverse, comprising various types such as a percentage of assets under management, fixed fees, and performance-based fees. While less than 30% of their assets under management are represented by 401K and individual accounts, Silverleafe Capital Partners does possess the capability to manage employer funds. An impressive 89% of the assets they oversee are discretionary, showcasing the trust and confidence placed in their expertise. The firm primarily serves high net worth individuals, with over 100 individual clients entrusting them with a substantial sum of over $311,174,000 in assets under management. Silverleafe Capital Partners takes pride in its experienced team, including seasoned advisors such as Bo Rhea, James Cousins, and John Russell, who have been with the firm for an extended period. Silverleafe Capital Partners, LLC combines their knowledge, experience, and commitment to provide personalized investment advisory services to their clients, ensuring that their financial goals and objectives are met efficiently and effectively.

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.

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.

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.

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.

First Horizon Advisors, Inc, a reputable regional investment advisory firm, is based out of Memphis, TN. With a vast client base of over 6,180 individuals, they currently manage an impressive $11,300,952,000 in assets. Operating through their extensive network of 70 offices, First Horizon Advisors also offers insurance brokerage services. While 401K and individual accounts make up less than 30% of their assets under management, First Horizon Advisors possesses the expertise to handle employer funds. A notable 76% of the assets they manage are discretionary, reflecting their ability to make autonomous investment decisions on behalf of their clients. The firm's compensation structure encompasses various methods, including a percentage of assets under management and fixed fees. Their dedicated team comprises a total of 224 employees, with 170 of them specializing in investment advisory services. On average, each investment advisor manages approximately $66,480,000 in assets, which aligns with the industry average. First Horizon Advisors prides itself on the tenure and experience of its advisors. Among their longest-serving professionals are Lonnie Liston, Yvette Bryan, and Lisa Cook, who contribute their extensive knowledge and expertise to the firm's success. With a strong track record of client satisfaction and a comprehensive suite of services, First Horizon Advisors, Inc stands as a trusted partner for individuals and organizations seeking professional investment advisory and insurance brokerage services in the Memphis, TN area.

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.

Cardinal Wealth Advisory, LLC is a highly regarded investment advisory firm based out of Memphis, TN. With a dedicated team of three employees, including two experienced investment advisors, they specialize in providing comprehensive wealth management services. Backed by their extensive expertise, the firm consistently manages an impressive average of approximately $39,530,000 in assets under management per investment advisor. Cardinal Wealth Advisory, LLC caters to a diverse clientele, boasting over 40 individual clients and expertly managing assets valued at over $125,389,000. Their primary focus lies in serving high-net-worth individuals, demonstrating their proficiency in handling substantial portfolios and complex financial needs. With a compensation structure designed to align their interests with their clients, Cardinal Wealth Advisory, LLC offers various options such as a percentage of assets under management and performance-based fees. This approach ensures that their success is directly tied to the success of their clients' investments. Moreover, Cardinal Wealth Advisory, LLC extends their services beyond investment advisory, acting as a reliable insurance broker or agent. This additional offering demonstrates their commitment to providing holistic financial solutions that protect and grow their clients' wealth. Led by seasoned professionals, Daniel Keel III and Wilson Barton, who are among the firm's longest-tenured registered advisors, Cardinal Wealth Advisory, LLC has established a strong reputation for delivering personalized and trustworthy guidance. With their main office located in Memphis, TN, the firm is well-positioned to serve clients locally and nationwide, consistently demonstrating their dedication to excellence in wealth management.

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.

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.