&PARTNERS

Broker-DealerFINRA MemberEst. 1990

Total AUM

$30.3B

Discretionary

$29.3B

97% of AUM

Accounts

62,194

Employees

703

Advisory reps

553

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 and operating since the firm’s 1990 SEC registration. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering a mix of portfolio management and financial planning services across private and institutional mandate types. Its advisory capabilities extend to pension consulting, selection of sub‑advisers, publication of investment commentary, and client education through seminars and workshops. In addition to its advisory business, &Partners maintains broker‑dealer and insurance broker functions and is registered as a municipal advisor. Fee arrangements are flexible and include percentage-of-AUM fees as well as hourly, subscription, fixed, commission and performance-based structures. AdvisorHub named &Partners one of “50 RIA Firms to Watch” in 2026.