Pickler Wealth Advisors is an award-winning independent wealth advisory firm. We have been recognized as an industry leader in the state of Tennessee and in the nation by the likes of Barron’s* and the Financial Times**. When you are considering an advisory firm, there are objective criteria you can take into account that are the same elements considered by these top industry analysts. How much weight you place on each criteria is up to you, but consider your prospective advisor’s credentials, time in the industry, and quality of practice including regulatory record, education, and assets under management.
But more than hard facts, measurements, and criteria, consider the people with whom you might work. David Pickler has built his personal and professional life on the principles of community service, civic leadership, and philanthropic investment. He has been a long-time advocate of public education and has dedicated much of his life to its improvement. His non-profit foundation, the American Public Education Foundation, focuses on financial literacy, workforce development, and innovation. In 2019, David was recognized by Invest in Others, a nonprofit “dedicated to supporting and empowering financial advisors who invest in others,” with the Catalyst Award. This accolade is given to an advisor who “has made an outstanding impact on a community through leadership contributions to a nonprofit organization.”
*2011-2012 Barron’s Top 1000: To compile this annual list, Barron’s uses data provided by advisors and takes a number of criteria into account for this state-by-state ranking, including assets under management; revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. According to Barron’s, generally 3000 qualified advisors are considered each year, with 30% of those advisors recognized as a Barron’s top financial advisor. Some states may include more advisors than others, in proportion to state populations. 15 Tennessee advisors made the list both years. The state specific ranking is the same list organized and filtered by advisors located in that state. Investment performance is not a criterion. This award is not indicative of the wealth manager’s future performance. Your experience may vary.
**FT 400: To compile the 2016 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 985 qualified applications were received; 400 advisors were selected, representing 40.6 percent of applicants. Not indicative of advisor’s future performance. Your experience may vary. For the full methodology, please visit ft.com
Five Star Wealth Manager: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 690 Memphis wealth managers were considered for the award; 143 (21 percent of candidates) were named 2015 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.