← Directory
&PARTNERS
CRD 3767File 801-37145
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$30.27B
Top 10% of cohort (national)
Discretionary AUM
$29.28B
Non-discretionary $993.4M
Clients
56,507
62,194 accounts
Employees
703
Top 10% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 25, 1990
- Principal office
- 40 BURTON HILLS BLVD, SUITE 350, NASHVILLE, TN, 37215
- Phone
- 615-255-6431
- Website
- https://WWW.ANDPARTNERS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.27B
- Discretionary AUM
- $29.28B
- Non-discretionary AUM
- $993.4M
- Discretionary accounts
- 61,660
- Non-discretionary accounts
- 534
- Total accounts
- 62,194
- AUM per client
- $536K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 735 | $2.27B |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 22 | $12.4M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 11,803 | $11.41B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 1,887 | $862.1M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 42,060 | $9.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — TRANS FEE, SERVICE CHARGES; 12B-1; MMKT TRLS; BDSP; PROMO, LEND
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C3
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 62,194 | 56,507 | decreased by5,687 |
| Apr 1, 2026 | Employees | 475 | 703 | increased by228 |
| Apr 1, 2026 | Clients | 32,200 | 62,194 | increased by29,994 |
| Apr 1, 2026 | AUM | $14,146,591,395 | $30,268,689,798 | increased by$16,122,098,403 |
| Apr 1, 2026 | Accounts | 32,200 | 62,194 | increased by29,994 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 52 | 475 | increased by423 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,612 | 32,200 | increased by30,588 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $689,963,741 | $14,146,591,395 | increased by$13,456,627,654 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,612 | 32,200 | increased by30,588 |
| Apr 1, 2022 | Employees | 55 | 52 | decreased by3 |
| Apr 1, 2022 | Clients | 1,051 | 1,612 | increased by561 |
| Apr 1, 2022 | AUM | $482,231,413 | $689,963,741 | increased by$207,732,328 |
| Apr 1, 2022 | Accounts | 1,051 | 1,612 | increased by561 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.