Pickler Wealth Advisors Surpasses $700 Million in Assets Under Advisement
- Nicole Ellis
- 6 days ago
- 1 min read
We are proud to share a meaningful milestone in our firm’s growth. On January 10, 2026, our Assets Under Advisement surpassed $700 million* for the first time in company history.
Reaching this mark is about more than a number. It represents the enduring relationships we’ve built with individuals and families, and the responsibility we carry as a trusted partner across generations. We’re grateful for the confidence our clients place in us, and we’re honored to help them navigate life’s financial decisions with clarity and purpose.
“Surpassing $700 million is a powerful reminder that trust is earned over time, one relationship, one conversation, and one family at a time,” said David Pickler, President and CEO. “We are deeply grateful to our clients and proud of our team’s commitment to disciplined planning, responsive service, and long-term stewardship. Our focus remains the same: helping clients protect what they’ve built and pursue what matters most.”
At Pickler Wealth Advisors, we remain committed to strategic guidance, transparent communication, and service rooted in genuine care. Whether you’re planning for retirement, preparing for a business transition, supporting the next generation, or building a lasting legacy, we’re honored to be in your corner with the experience and dedication to helping you move forward with confidence.
As we mark this achievement, we remain steadfast in our commitment to client service excellence and to the communities we serve. From all of us at Pickler Wealth Advisors, thank you for helping make this milestone possible. We are honored to continue the journey with you!
*as of January 2026
