&
&PARTNERS
SEC RegisteredThe Power of &
NASHVILLE, TNhttps://andpartners.com615-255-6431
Assets Under Management
$25B+
Employees
703
Office Locations
42 offices
Total Accounts
62194
About the firm
We're building a new kind of wealth management firm — one built by advisors, for advisors. Designed for clients who seek the benefit of advice done well. A place where advisors have ownership, clients come first, and everything we do is driven by one mission: to change lives for the better.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies
Areas of expertise
Wealth ManagementFinancial AdvisoryInvestment SolutionsAdvisor OwnershipClient-centric AdviceFintechFinancial Planning
Services
Wealth management and financial advisory services, including investment solutions, a concierge CIO, operational support with a single point of contact, and access to fintech and new technology resources.
Who they serve
Clients who seek the benefit of advice done well, with unique stories and distinct financial needs; and financial advisors seeking ownership, flexibility, and resources to grow their practices.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 42,060 | $9.3B |
| High Net Worth Individuals | 11,803 | $11.4B |
| Charitable Organizations | 1,887 | $862M |
| State/Municipal Entities | 22 | — |
0 total clients reported on Form ADV.
Leadership
David Warren Iii Wiley Iii
CO-PRESIDENT
John W Alexander
CO-PRESIDENT
David John Kowach
CEO
Office locations
42 offices in 18 states
TN
NASHVILLEHQ
NV
HENDERSON
SC
FLORENCE
NV
LAS VEGAS
MI
ELK RAPIDS
MO
MOBERLY
MO
MARSHALL
CO
EDWARDS
SC
GREER
OH
NAPOLEON
SC
COLUMBIA
IN
EVANSVILLE
NM
FARMINGTON
TX
FORT WORTH
TX
MIDLAND
TX
BEE CAVE
MO
Lee's SUMMIT
SC
CLEMSON
MO
NEW HAVEN
KS
OVERLAND PARK
TX
CONROE
SC
MYRTLE BEACH
FL
INVERNESS
SC
MANNING
IL
CARBONDALE
SC
COLUMBIA
MI
ANN ARBOR
PA
INDIANA
IN
TERRA HAUTE
IL
BUFFALO GROVE
VA
VIRGINIA BEACH
SC
SUMTER
NJ
WESTFIELD
VA
GLEN ALLEN
TX
ODESSA
MO
CLAYTON
MN
BLOOMINGTON
NJ
BASKING RIDGE
WA
OLYMPIA
TX
TYLER
TX
PALESTINE
MO
WASHINGTON
Advisors at this firm
Showing 100 of 495
Amir Aquino Abdelwahed
Investment Adviser Representative
Grant Jeffrey Abrams
Investment Adviser Representative
Robert Shane Adrian
Investment Adviser Representative
Brian T Alexander
Investment Adviser Representative
John W Alexander
Investment Adviser Representative
Abigail Kathleen Allen
Investment Adviser Representative
Beth Ann Anderson
Investment Adviser Representative
James Gray Anderson
Investment Adviser Representative
Nicholas John Androvich
Investment Adviser Representative
Claudia Paola Angeles Ponce
Investment Adviser Representative
Jody Angellotti
Investment Adviser Representative
Samuel Michael Annaian
Investment Adviser Representative
Demos Argyros
Investment Adviser Representative
Rachael Asbury
Investment Adviser Representative
Elliott Price Ashe
Investment Adviser Representative
Fredrik Axsater
Investment Adviser Representative
Janeen Renee Babas
Investment Adviser Representative
Nancy Bach
Investment Adviser Representative
Cecile Baggenstos
Investment Adviser Representative
Patricia Whelan Barrett
Investment Adviser Representative
Karen L Bauman
Investment Adviser Representative
Jennifer M Bell
Investment Adviser Representative
Michelle Kelsay Bishop
Investment Adviser Representative
Chenyi Wei Booth
Investment Adviser Representative
Christopher Joseph Boushelle
Investment Adviser Representative
Virginia Bowie
Investment Adviser Representative
Dawn Boyer
Investment Adviser Representative
Katherine Ballentine Boylston
Investment Adviser Representative
Kevin James Braddock
Investment Adviser Representative
Lisa Braden
Investment Adviser Representative
Bonnie Bravo
Investment Adviser Representative
Kristine Marie Brice
Investment Adviser Representative
Kristina Louise Britt
Investment Adviser Representative
Susan Brown
Investment Adviser Representative
Matthew Lee Bruton
Investment Adviser Representative
Edward Eric Butler
Investment Adviser Representative
Damon Winston Byrd
Investment Adviser Representative
Erik Baas
Investment Adviser Representative
Ryan Wayne Barber
Investment Adviser Representative
George Heyward Barnes
Investment Adviser Representative
Karen Barnes
Investment Adviser Representative
Megan Anne Camille Barnes
Investment Adviser Representative
Bradley Lammert Bauer
Investment Adviser Representative
Ryan Begley
Investment Adviser Representative
Charles Michael Bennett
Investment Adviser Representative
Wesley Ryan Beumer
Investment Adviser Representative
Barbara Jean Blacklock
Investment Adviser Representative
Dean Blissit
Investment Adviser Representative
Grace Borden
Investment Adviser Representative
Bobbie Lee Bostick
Investment Adviser Representative
Nicholas D Bova
Investment Adviser Representative
Clinton Ammon Bowen
Investment Adviser Representative
Randolph Lee Bradshaw
Investment Adviser Representative
Jose A Bravo
Investment Adviser Representative
Lisa Ann Breslin
Investment Adviser Representative
Cynthia Ann Briggs
Investment Adviser Representative
Mitchell Cottingham Briggs
Investment Adviser Representative
Mary Claire Bronton
Investment Adviser Representative
Douglas Nease Bruner III
Investment Adviser Representative
Andrew Peirce Buchta
Investment Adviser Representative
Kathryn Ann Buchta
Investment Adviser Representative
Brian Lee Cain
Investment Adviser Representative
Malory Caltagirone
Investment Adviser Representative
Patrick Nicolaus Carroll
Investment Adviser Representative
Morgan M Castner
Investment Adviser Representative
Dennis Champa
Investment Adviser Representative
Jonathan Nathaniel Chasen
Investment Adviser Representative
Bradley Clark
Investment Adviser Representative
Shaune Gwin Colwell
Investment Adviser Representative
Thomas Matthew Cordes
Investment Adviser Representative
Leroy Payne Creech
Investment Adviser Representative
Christina Crites
Investment Adviser Representative
John David Crowley
Investment Adviser Representative
Shana Curtis
Investment Adviser Representative
Peter Hutchins Cahill
Investment Adviser Representative
Patrick Kennedy Callaghan
Investment Adviser Representative
Thomas Alexander Campbell IV
Investment Adviser Representative
Thomas Alexander Campbell V
Investment Adviser Representative
Cristina Marie Capone
Investment Adviser Representative
Pasquale Capone
Investment Adviser Representative
Cara Castagno
Investment Adviser Representative
Alexander Raphael Cohen
Investment Adviser Representative
Thomas Van Coke
Investment Adviser Representative
Camden Marshall Collins
Investment Adviser Representative
Charles Michael Collins
Investment Adviser Representative
Christian Todd Compton
Investment Adviser Representative
Aaron James Connolly
Investment Adviser Representative
Ann Adair Connolly
Investment Adviser Representative
Clarissa Lee Coombs
Investment Adviser Representative
Kaleb Bryant Cowart
Investment Adviser Representative
Ashlee Craiger
Investment Adviser Representative
Brandon Harrison Craiger
Investment Adviser Representative
Melanie Carol Cromartie
Investment Adviser Representative
Gavin Cross
Investment Adviser Representative
Corbin Philip Curley
Investment Adviser Representative
Edward John Curley
Investment Adviser Representative
Jodie Daniel
Investment Adviser Representative
Kristie Lynn Daniel
Investment Adviser Representative
Brenley Elizabeth Davis
Investment Adviser Representative
Gabriel Davis
Investment Adviser Representative
Regulatory & compliance
CRD number
#3767
SEC Number
801-37145
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
andpartners.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. &PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.