&
&PARTNERS
SEC RegisteredNASHVILLE, TNhttps://andpartners.com615-255-6431
Assets Under Management
$25B+
Employees
703
Office Locations
42 offices
Total Accounts
62194
About the firm
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
Who they serve
| 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 183
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
Erik Baas
Investment Adviser Representative
Karen Barnes
Investment Adviser Representative
Megan Anne Camille Barnes
Investment Adviser Representative
Ryan Begley
Investment Adviser Representative
Charles Michael Bennett
Investment Adviser Representative
Barbara Jean Blacklock
Investment Adviser Representative
Dean Blissit
Investment Adviser Representative
Bobbie Lee Bostick
Investment Adviser Representative
Nicholas D Bova
Investment Adviser Representative
Clinton Ammon Bowen
Investment Adviser Representative
Jose A Bravo
Investment Adviser Representative
Lisa Ann Breslin
Investment Adviser Representative
Cynthia Ann Briggs
Investment Adviser Representative
Mary Claire Bronton
Investment Adviser Representative
Andrew Peirce Buchta
Investment Adviser Representative
Kathryn Ann Buchta
Investment Adviser Representative
Peter Hutchins Cahill
Investment Adviser Representative
Patrick Kennedy Callaghan
Investment Adviser Representative
Thomas Alexander Campbell
Investment Adviser Representative
Thomas Alexander Campbell
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
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
Ashlee Craiger
Investment Adviser Representative
Corbin Philip Curley
Investment Adviser Representative
Edward John Curley
Investment Adviser Representative
Christopher Lowen Mueller Davis
Investment Adviser Representative
Mark A Dawson
Investment Adviser Representative
Peter N Derensis
Investment Adviser Representative
Stephanie Ann Derzanovich
Investment Adviser Representative
Mark Raymond Dick
Investment Adviser Representative
Peter Leonard Disanza
Investment Adviser Representative
Steven Daniel Doyle
Investment Adviser Representative
Debra A. Dragich
Investment Adviser Representative
Scott Edward Drysch
Investment Adviser Representative
Reece Eddy
Investment Adviser Representative
Willard Leo Foley
Investment Adviser Representative
Craig Alan Foreman
Investment Adviser Representative
Todd Jay Geller
Investment Adviser Representative
Bradley Scott Gempeler
Investment Adviser Representative
Vincent Frank Gerardi
Investment Adviser Representative
Mark Allan Gilbert
Investment Adviser Representative
Ana C Gomez
Investment Adviser Representative
Shawn Gordon
Investment Adviser Representative
Mark Ira Gronner
Investment Adviser Representative
Jo L Grooms
Investment Adviser Representative
Tyler Gunderson
Investment Adviser Representative
Alysha Rae Haezaert-House
Investment Adviser Representative
Amanda Resha Hales
Investment Adviser Representative
Craig Alexander Halliday
Investment Adviser Representative
Robert Paul Hartland
Investment Adviser Representative
Barry Lynn Hefner
Investment Adviser Representative
Andrew N Henk
Investment Adviser Representative
Kristen George Henk
Investment Adviser Representative
Patrick Anthony Hoene
Investment Adviser Representative
Jillian Hoffman
Investment Adviser Representative
Kaitlyn Janda
Investment Adviser Representative
Jeremy A Jeffers
Investment Adviser Representative
Brandon Porter Johnston
Investment Adviser Representative
Laura Johnston
Investment Adviser Representative
Anthony Michael Colatta Juliano
Investment Adviser Representative
Natalie Ann Kahl
Investment Adviser Representative
Joel Howard Kaplan
Investment Adviser Representative
Irene Kapusciarz
Investment Adviser Representative
David Alan Kaslow
Investment Adviser Representative
Sasha Kiel
Investment Adviser Representative
Gerald Kirschner
Investment Adviser Representative
Matthew Adam Klatsky
Investment Adviser Representative
David Kluger
Investment Adviser Representative
Brian James Kotowski
Investment Adviser Representative
Brett Laboube
Investment Adviser Representative
David James Labourdette
Investment Adviser Representative
David M Labourdette
Investment Adviser Representative
Kevin Labourdette
Investment Adviser Representative
Gregory Lee Lamonica
Investment Adviser Representative
Andrew Bruce Lang
Investment Adviser Representative
Dominick Anthony Lapenna
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.