&Partners

Broker-DealerFINRA MemberEst. 1990

Total AUM

$30.3B

Discretionary

$29.3B

97% of AUM

Accounts

62,194

Employees

703

Advisory reps

597

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 SEC-registered wealth manager organized as a limited liability company and operating since 1990. The firm serves both individual/family and institutional clients and describes itself as a capital allocator, blending in-house advisory work with third-party manager selection. Its fee arrangements are broad and include percentage-of-AUM, hourly and fixed fees, subscription arrangements, commissions and performance-based fees. Beyond investment management and financial planning, the firm maintains broker-dealer and insurance broker capabilities and is registered as a municipal advisor. It also runs education and publication programs and provides pension consulting and manager-selection services. AdvisorHub named the firm to its "50 RIA Firms to Watch" list in 2026.