&Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN. Its latest Form ADV filing, dated March 30, 2026, reports $30.3B in regulatory assets under management, 703 employees, 122 offices, and 62,194 accounts.
Assets Under Management
$30.3B
Employees
703
Offices
122 offices
Total Clients
62,194
Primary office
NASHVILLE, TN
40 BURTON HILLS BLVD, SUITE 350, NASHVILLE, TN, United States
Top client segmentIndividuals represent 67.6% of total clients.
Top client categories% of clientsClients
1
Individuals
67.6%
42,060
2
HNWI
19.0%
11,803
3
Irrevocable Trusts/Estates
9.1%
5,687
4
Pension Plans
3.0%
1,887
5
Corporations
1.2%
735
Additional categories (<0.1%)
Charitable22 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$30.3Bas of March 30, 2026
Discretionary96.7%
$29.3B
97% of total RAUM96.7%
Non-discretionary3.3%
$993M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$30.3B
Total Accounts62,194
10Y AUM Change+$30.0B (+12637.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees703
Clients per Employee88:1
10Y Employee Change+638 (+981.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.