&Partners
Nashville, TN·SEC-registered · CRD #3767
&Partners is an SEC-registered investment advisory firm in Nashville, TN managing $30B across 63k client accounts, with 439 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$30B
Client accounts
63k
Advisory staff
439
Fee model
Fee-based
How &Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about &Partners
How much does &Partners manage?
Per its most recent SEC Form ADV filing (06/22/2026), &Partners reports $30B in regulatory assets under management across roughly 63k client accounts.
How does &Partners charge?
&Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Fixed fees, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is &Partners a fiduciary?
Yes. &Partners is registered with the U.S. Securities and Exchange Commission (CRD #3767), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is &Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks &Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Nashville, TN
Profile compiled from &Partners's public SEC Form ADV filing (CRD #3767, filed 06/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of &Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with &Partners? Claim this profile.