|
⚲
|
| First Horizon Advisors Inc
✚
|
|
|---|---|
| CRD # | 17117 |
| SEC # | 801-78594 |
| CIK # | 0001588539 |
| AUM | $13.6 B (2025-07-31) |
| Employees | 239 (71% Investors, 68% Brokers) |
| Phone | 800-213-3702 |
| Address | 4990 Poplar Avenue Memphis, TN 38117 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| International Business Machines Corp | 0.1 | ||
| Home Depot Inc | 0.0 | ||
| Bank of New York Mellon Corp | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,562 | 1.7 |
| (b) Individuals (high net worth individuals) | 863 | 2.0 |
| (c) Banking or thrift institutions | 0 | 6.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 51 | 3.4 |
| (h) Charitable organizations | 53 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 13 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 89 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,076 | 13.6 |
| By Discretionary | ||
| Discretionary | 8,936 | 10.1 |
| Non-Discretionary | 140 | 3.6 |
| Total | 9,076 | 13.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.6 | |
| Total | 9,076 | 13.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001588539] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stratos Wealth Partners Ltd
✚
|
OH | 14.5 |
|
Congress Asset Management Company LLP
✚
|
MA | 14.2 |
|
&Partners
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|
TN | 14.1 |
|
Independent Advisor Alliance LLC
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|
NC | 14.1 |
|
Evercore Wealth Management LLC
✚
|
NY | 13.9 |
|
Appleton Partners Inc
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|
MA | 13.5 |
|
Investment Research & Advisory Group Inc
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|
GA | 13.2 |
|
Goldman Sachs Asset Management Hong Kong Limited
✚
|
12.9 | |
|
IFP Advisors LLC
✚
|
FL | 12.5 |
|
Circle Wealth Management LLC
✚
|
NJ | 12.5 |