&Partners

Broker-DealerFINRA MemberEst. 1990

Total AUM

$30.3B

Discretionary

$29.3B

97% of AUM

Accounts

62,194

Employees

703

Advisory reps

569

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 SEC-registered since 1990. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that places client capital with external managers as part of its advisory mix. Its operational footprint includes broker-dealer and insurance brokerage activities and it is also a registered municipal advisor. Advisory services extend beyond portfolio management for individuals and institutions to financial planning, pension consulting, manager selection, and investor education through publications and seminars. The firm employs a range of fee arrangements (percentage of AUM, hourly, subscription, fixed, commissions, and performance-based fees). It does not identify as an active ESG investor. &Partners was named one of “50 RIA Firms to Watch” by AdvisorHub in 2026.