&partners

&partners (CRD# 3767) is a financial advisory firm headquartered in Nashville, TN. They manage $1,173,060,409 in 3,051 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,173
    MILLION
  • Total Number of Accounts
    3,051
    ACCOUNTS
  • Average Account Value
    $384,484
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at &partners
Showing 51 - 60 of 114 top financial advisors.
51
Marla B. Sherrod
CRD#: 4824599
200 River Pointe Ste 310, Conroe, TX 77304

Marla Sherrod (CRD# 4824599) is an Investment Advisor Representative working at &partners in Conroe, TX and has over 19 years of experience in the finance industry.

52
Victor C. Silvestri
CRD#: 1595542
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Victor Silvestri (CRD# 1595542) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 20 years of experience in the finance industry.

53
Alyson M. Stevens
CRD#: 5451096
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Alyson Stevens (CRD# 5451096) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 16 years of experience in the finance industry.

54
James P. Stiles
CRD#: 3200658
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

James Stiles (CRD# 3200658) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 24 years of experience in the finance industry.

55
Kyle J. Thorpe
CRD#: 6197428
1130 Lake Cook Road, Suite 270, Buffalo Grove, IL 60089

Kyle Thorpe (CRD# 6197428) is an Investment Advisor Representative working at &partners in Buffalo Grove, IL and has over 7 years of experience in the finance industry.

56
Caroline J. Toniolo
CRD#: 6930766
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

Caroline Toniolo (CRD# 6930766) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 5 years of experience in the finance industry.

57
David W. Wiley Iii
CRD#: 720094
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

David Wiley Iii (CRD# 720094) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 43 years of experience in the finance industry.

58
John W. Alexander
CRD#: 2327561
13215 Bee Cave Parkway Building A, Suite 245, Bee Cave, TX 78738

John Alexander (CRD# 2327561) is an Investment Advisor Representative working at &partners in Bee Cave, TX and has over 30 years of experience in the finance industry.

59
Rachael Asbury
CRD#: 6908601
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

Rachael Asbury (CRD# 6908601) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 5 years of experience in the finance industry.

60
Barbara J. Blacklock
CRD#: 724734
2250 Reed Station Parkway, Unit 104, Carbondale, IL 62901

Barbara Blacklock (CRD# 724734) is an Investment Advisor Representative working at &partners in Carbondale, IL and has over 40 years of experience in the finance industry.

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