Pickler Companies

What Pickler Companies does

Pickler Companies is a privately held holding entity in Collierville, Tennessee that operates a consortium of affiliated professional services firms under the leadership of David A. Pickler. The group's core operating subsidiaries are Pickler Wealth Advisors (independent wealth management and estate planning offered through Commonwealth Financial Network, Member FINRA/SIPC), The Pickler Law Firm (estate planning, probate, family law, civil dispute resolution, and corporate law), and Pickler Accounting Advisors (tax preparation, tax planning, IRS issue resolution, bookkeeping, and business advisory, founded in 2012 with operations in Tennessee and Arkansas). Adjacent units include Pickler Events (event planning) and the American Public Education Foundation (APEF), a 501(c)(3) non-profit focused on public education and financial literacy.

The business model is a sales-led, relationship-based professional services model with customized, fee-based engagements billed annually. Wealth management operates on subscription/recurring fee economics through Commonwealth Financial Network, while legal and accounting services are delivered as professional services engagements. The target customer base is high-net-worth individuals, families, and business owners in the Memphis and Mid-South region, with cross-referrals between wealth, legal, and accounting divisions reinforcing client stickiness. Supporting the advisory motion is The Bull Network, a digital content platform (podcasts, weekly market calls, monthly video updates, and a TV-style program) that functions as a thought leadership and client communication channel.

The firm's go-to-market relies on community engagement, civic networks, and personal branding (including David Pickler's authored book 'Pillars of Purpose' and his prior role as Chairman of the Shelby County Board of Education and President of the National School Boards Association). There is no disclosed technology platform beyond a web-based service delivery layer, no API or mobile application, and no AI/ML capabilities described in the data. The firm has accumulated multiple industry recognitions (Forbes Best-In-State Wealth Advisors 2024, InvestmentNews Top Advisor 2024, Inc. 5000 2021, Memphis Business Journal Small Business of the Year 2021) but discloses no revenue, funding, or headcount data beyond a 1-10 employee range at the holding level.

Name

Pickler Companies

Legal name

Pickler Companies

Website

https://picklercompanies.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Pickler Companies is a private Collierville, Tennessee holding entity operating Pickler Wealth Advisors, The Pickler Law Firm, and Pickler Accounting Advisors, delivering integrated wealth management, legal, and tax services to high-net-worth individuals, families, and business owners in the Memphis and Mid-South region.

Ownership category

akta.pro rank

Headquarters

HQ city

Collierville

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Services: Fee-based wealth management and investment advisory services including portfolio management, retirement planning, and asset allocation. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC.
2. Legal Services: Legal fee-based services covering estate planning, probate administration, family law, civil dispute resolution, corporate law, and risk management.
3. Accounting and Tax Services: Tax preparation, tax planning, software implementation, IRS issue resolution, bookkeeping, and business advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Pickler Companies is a privately held consortium of affiliated professional service firms that delivers integrated wealth management, estate planning, legal, and tax/accounting services under one umbrella. Through subsidiaries Pickler Wealth Advisors, The Pickler Law Firm, Pickler Accounting Advisors, and Pickler Events, it provides customized financial, legal, and planning solutions primarily to high-net-worth individuals, families, and business owners in the Memphis and Mid-South region.

Product overview

Pickler Companies operates as a diversified financial services holding company comprising multiple distinct business units under unified leadership. The portfolio includes Pickler Wealth Advisors (wealth management and estate planning), Pickler Law (legal services), Pickler Accounting Advisors (tax and accounting services), Pickler Events (event planning), American Public Education Foundation (non-profit education initiative), and The Bull Network (financial media content platform). The suite is unified by David Pickler's leadership and shared commitment to client service excellence across financial, legal, and planning domains.

Differentiator

Problem solved

Functional benefit

Brands

• The Bull Network: A commitment to client communication featuring BullTalk (weekly market call), BullCast (weekly podcast), Bullets (monthly market update video), and BullTV (monthly TV show).
• Pillars of Purpose

Products and services

• Pickler Wealth Advisors Independent wealth advisory firm providing customized wealth management, retirement planning, investment advisory, and estate planning solutions for high-net-worth individuals, families, and business clients through a four-step process of discovery, recommendations, implementation, and systematic monitoring and review.
• The Pickler Law Firm Legal practice dedicated to estate planning, probate administration, family law, civil dispute resolution, corporate law, wills and trusts preparation, business formation and planning, and financial/legal/risk management strategies for asset protection and tax efficiency.
• Pickler Accounting Advisors Accounting and tax services firm offering tax preparation, tax planning, software implementation (including QuickBooks), IRS issue resolution, bookkeeping services, and business advisory services for individuals and small/mid-sized businesses.
• Pickler Events Event planning and coordination service in the Mid-South offering fairy-tale weddings, intimate networking events, and grand fund-raising galas.
• American Public Education Foundation (APEF) 501C3 non-profit foundation providing K-12 curriculum resources, financial literacy materials, workforce development resources, and animated educational videos (Miles & Captain Cashflow) to support public education and financial literacy.

Quantifiable outcome

• Named to Forbes' Best-In-State Wealth Advisors list (2024)
• +4 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Commonwealth Financial NetworkcoreChannel Partner/ Reseller/ DistributorSecurities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. This partnership enables Pickler Wealth Advisors to deliver regulated securities and investment advisory services to clients.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Kestra Financial: Independent wealth management platform supporting independent financial advisors and RIAs with compliance, technology, and product infrastructure; comparable to Pickler in enabling independent HNW advisory practices through a partner BD/RIA model.
• Hightower Advisors: National wealth management firm built through partnerships with high-quality advisor teams; comparable to Pickler in operating a relationship-driven HNW advisory practice within a registered investment adviser framework.
• Mariner Wealth Advisors: Independent national RIA providing comprehensive wealth advisory, tax, estate, and retirement plan services; comparable in integrated HNW service model and registered investment adviser positioning relative to Pickler Wealth Advisors.
• Commonwealth Financial Network: Independent broker-dealer and Registered Investment Adviser whose Hybrid RIA and Private Advisor Group models host independent wealth advisors; comparable because Pickler Wealth Advisors delivers its regulated securities and advisory services through Commonwealth.
• Cetera Financial Group: Independent broker-dealer platform serving thousands of financial professionals with wealth management and advisory infrastructure; comparable to Pickler because Pickler's regulated securities and advisory services are delivered through a similar independent BD/RIA model.
• Carson Group: National wealth management firm and partner platform supporting independent advisors with technology, compliance, and investment solutions; comparable to Pickler in delivering fee-based advisory services to HNW households through an affiliated advisor network.
• Moneta Group: Independent, employee-owned RIA offering fee-only financial planning, investment management, and tax services to HNW families; comparable to Pickler in fee-based, fiduciary wealth advisory model serving affluent households.
• Edelman Financial Engines: Large independent RIA combining financial planning, investment management, and workplace retirement plan services; comparable to Pickler in serving HNW individuals with comprehensive planning and asset management.
• Creative Planning: Large independent wealth management and financial planning firm offering integrated investment, tax, estate, and retirement services to HNW clients; comparable to Pickler in serving affluent clients with a multi-disciplinary planning approach, though at significantly greater scale.

Direct peers

• North Star Resource Group: Mid-sized independent financial services firm offering wealth management, tax, and planning services with similar regional-relationship-driven delivery; comparable to Pickler in scale and in bundling wealth, tax, and advisory services for HNW clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/PicklerCo
• Facebookfacebook.com/picklercompanies
• LinkedInlinkedin.com/company/pickler-wealth-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pickler Companies