&partners

Firm record

As recorded in SEC IAPD

Firm CRD

3767

SEC number

801-37145

Firm type

RIA

Assets under management

$30.3B as of Jun 22, 2026

Website

www.youtube.com/@AndPartnersWealthManagement ↗

Phone

615-255-6431

Address

40 Burton Hills Blvd, Nashville, TN, 37215

Advisors at this firm

440 in our index · page 4 of 9

• Michael GrossmanCRD 5945860 · Baltimore, MD
  IA RegisteredBroker
• Pamela Jean GuggenheimCRD 1579200 · Columbus, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Tyler GundersonCRD 6261740 · Boca Raton, FL
  IA RegisteredBroker
• David James GunterCRD 1944121 · Oil City, PA
  IA RegisteredBroker
• Courtney Colleen GarzaCRD 5965099 · Clayton, MO
  Broker
• Phillip Evans GilbertCRD 6376343 · Detroit Lakes, MN
  IA RegisteredBroker
• Nicholas Edward GiordanoCRD 5011347 · Midlothian, VA
  IA RegisteredBroker
• Joel Lee GlascoCRD 1158893 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Ellen GuerraCRD 6799879 · Las Vegas, NV
  IA RegisteredBroker
• Amir HadzicCRD 7170675 · Clayton, MO
  Broker
• Amanda Resha HalesCRD 5210494 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Dennis Robert HallCRD 2229485 · Florham Park, NJ
  IA RegisteredBroker
• Craig Alexander HallidayCRD 1921624 · Columbus, OH
  IA RegisteredBroker
• Michael HambrockCRD 1440868 · Terre Haute, IN
  IA RegisteredBroker
• John HamptonCRD 3253907 · Olympia, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Gerald HannahCRD 6076491 · Meridian, MS
  IA RegisteredBroker
• Carrie Magness HarrisCRD 3101888 · Nashville, TN
  Broker
• Timothy James HartlandCRD 6076888 · Wichita, KS
  IA RegisteredBroker
• Kathryn Moore HartnettCRD 5916877 · Aiken, SC
  IA RegisteredBroker
• Casey Sue HartsockCRD 2939313 · Lee's Summit, MO
  Broker
• Seth Burleigh HeislerCRD 4859264 · Wyomissing, PA
  IA RegisteredBroker
• Andrew N HenkCRD 5913662 · Fort Worth, TX
  IA RegisteredBroker
• Kristen George HenkCRD 5800241 · Fort Worth, TX
  IA RegisteredBroker
• Brad Matthew HindmanCRD 4239097 · Johnstown, PA
  IA RegisteredBroker
• Patrick Anthony HoeneCRD 6249522 · Jupiter, FL
  IA RegisteredBroker
• Jillian HoffmanCRD 4902474 · Mounds View, MN
  IA RegisteredBroker
• Christopher Jordan HookerCRD 6726494 · Saint Louis, MO
  IA RegisteredBroker
• Cody HuthCRD 7699686 · Wooster, OH
  IA RegisteredBroker
• Barry Lynn HefnerCRD 2196960 · Waco, TX
  IA RegisteredBroker
• Justin Steven HerzogCRD 4152240 · Blaine, MN
  IA RegisteredBroker
• Rose Marie HillCRD 5209253 · Wilmington, DE
  IA RegisteredBroker
• Kevin Magner IgnatiusCRD 7027366 · Warren , PA
  IA RegisteredBroker
• Charles B JamesCRD 4208929 · Sumter, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Lisa Powell JamesCRD 1436648 · Nashville, TN
  Broker
• Jeremy A JeffersCRD 6125039 · Clayton, MO
  IA RegisteredBroker
• Suken JoganiCRD 4732732 · Wilmington, DE
  IA RegisteredBroker
• Brandon Porter JohnstonCRD 3247418 · Tyler, TX
  IA RegisteredBroker
• Laura JohnstonCRD 4708770 · Tyler, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Edward JordanichCRD 4540789 · South Bend, IN
  IA RegisteredBroker
• Anthony Michael Colatta JulianoCRD 7033302 · Wilmington, DE
  IA RegisteredBroker
• Kaitlyn JandaCRD 7459779 · Conroe, TX
  IA RegisteredBroker
• Tammy JonesCRD 2076386 · Aiken, SC
  IA RegisteredBroker
• Wendell Elmore JonesCRD 2514986 · Florence, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Natalie Ann KahlCRD 3037951 · Bradley, IL
  IA RegisteredBroker
• Max KaplanCRD 7449051 · Westfield, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• David Alan KaslowCRD 2102487 · Clayton, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian James KellyCRD 2201439 · Cumberland, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• John Michael KellyCRD 815547 · Nashville, TN
  Broker
• Sasha KielCRD 2677467 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Karen Burns KightCRD 1641690 · Mooresville, NC
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.