FIRST HORIZON ADVISORS, INC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$12.4B
Peer Group AUM Range
$11.7B - $13.0B
Sample Size
63
Firm Age (Years)
PEER GROUP AVERAGE
16
Structure
PEER GROUP AVERAGE
Limited Liability Company (31 firms)
Discretionary Accounts
PEER GROUP AVERAGE
6,943
Discretionary AUM
PEER GROUP AVERAGE
$11.0B
Non-Discretionary Accounts
PEER GROUP AVERAGE
2,097
Non-Discretionary AUM
PEER GROUP AVERAGE
$1.3B
Total Clients
PEER GROUP AVERAGE
7,027
Total AUM
PEER GROUP AVERAGE
$12.3B
Offices
PEER GROUP AVERAGE
20
Total Employees
PEER GROUP AVERAGE
127
Investment Advisors
PEER GROUP AVERAGE
92
Registered Representatives
PEER GROUP AVERAGE
67
Licensed Insurance Agents
PEER GROUP AVERAGE
51
Foreign Clients
PEER GROUP AVERAGE
31.6%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
638
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 59 Firms Yes
Hourly Charges No 55 Firms No
Subscription Fees No 63 Firms No
Fixed Fees No 38 Firms Yes
Commissions No 63 Firms No
Performance Based Fees Yes 41 Firms No
Other No 43 Firms No

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