&Partners

Broker-DealerFINRA Member

Total AUM

$30.3B

Discretionary

$29.3B

97% of AUM

Accounts

62,194

Employees

703

Advisory reps

637

Brokerage reps

504

Firm details

Headquarters: Nashville, Tennessee
CRD number: 3767
Registered since: October 25, 1990
Website: www.andpartners.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance Based Fees, Other
Client types: HNWI37.68%
Individuals30.81%
Other21.12%
Corporations / Businesses7.5%
Pension & Profit Sharing Plans2.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

&Partners is an independent Registered Investment Adviser organized as an LLC that acts as a multi-service wealth manager and capital allocator for both individual & family and institutional clients. The firm is registered with the SEC (registration year 1990) and operates a range of business lines that include broker-dealer activities, insurance brokerage, and registered municipal advisor work. Advisory offerings span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and investor education through periodicals and seminars. Fee structures are varied — the firm charges traditional AUM fees as well as hourly, subscription, fixed, commission, and performance-based fees. AdvisorHub named the firm one of "50 RIA Firms to Watch" in 2026.