&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 6 of 9

• Justin Robert MishacoffCRD 3258688 · Oakdale, MN
  IA RegisteredBroker
• Kristi Lynne MitchemCRD 2931323 · Nashville, TN
  Broker
• Richard MorgensternCRD 722704 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph Chase MossCRD 341458 · Nashville, TN
  Broker
• Joyce Mary MurphyCRD 5495975 · Oakdale, MN
  IA RegisteredBroker
• Terry Christine MajeskiCRD 2321898 · Pittsford, NY
  IA RegisteredBroker
• Nicholas MartenCRD 7781357 · Washington, DC
  IA RegisteredBroker
• Ryan MccrackenCRD 7902351 · Napoleon, OH
  IA RegisteredBroker
• Mitchell Pace MercerCRD 7989573 · Thomasville, GA
  IA RegisteredBroker
• Trevor MerkleyCRD 7339503 · Northbrook, IL
  IA RegisteredBroker
• Jackson Hunter-Edward MorrowCRD 7538781 · Bellingham, WA
  IA RegisteredBroker
• Heather NadeauCRD 7607423 · Charlottesville, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sarah Ann NavarreCRD 4794379 · Virginia Beach, VA
  IA RegisteredBroker
• Charles NelsonCRD 1395473 · Nashville, TN
  IA RegisteredBroker
• Debra Ella NicholasCRD 2613945 · Longview , TX
  IA RegisteredBroker
• David Lewis NickelCRD 1791672 · Kilmarnock, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Mayes NoblesCRD 820776 · Houston, TX
  IA RegisteredBroker
• Peter Joseph NotoCRD 1560542 · Pittsford, NY
  IA RegisteredBroker
• Peter V NotoCRD 6100707 · Pittsford, NY
  IA RegisteredBroker
• Norman Jack NuismerCRD 1140274 · Nashville, TN
  IA RegisteredBroker
• Richard Scott NelsonCRD 5014790 · Nashville, TN
  Broker
• Nicholas Matthew NemecCRD 7069770 · Lake Suzy, FL
  IA RegisteredBroker
• Gidon NeumanCRD 8082469 · Northbrook, IL
  Broker
• Paul James OblonCRD 2455464 · Naperville, IL
  IA RegisteredBroker
• Tiffany OlasonCRD 3137989 · Tyler, TX
  IA RegisteredBroker
• Stephen Andrew OsborneCRD 4747847 · Fort Worth, TX
  IA RegisteredBroker
• Sara M OverslaughCRD 4815121 · Pittsford, NY
  IA RegisteredBroker
• Louise OzolinsCRD 3226320 · Lake Forest , IL
  IA RegisteredBroker
• Jorge Diddier Palacios MurphyCRD 5419924 · Naperville, IL
  IA RegisteredBroker
• Matthew PalusakCRD 3100596 · Florham Park, NJ
  IA RegisteredBroker
• Brandon Thomas ParsonsCRD 5904557 · Cottage Grove, OR
  IA RegisteredBroker
• Matthew A ParsonsCRD 4010140 · Cottage Grove, OR
  IA RegisteredBroker
• William PaschalCRD 2327724 · Aiken, SC
  IA RegisteredBroker
• Diane M PattersonCRD 1913103 · Edinburg, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Lisa Marie PauloskyCRD 4262326 · Naperville, IL
  IA RegisteredBroker
• Michael Roy PerryCRD 2727453 · Bellingham, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Danielle Lynn PetersCRD 7565849 · Jackson, MI
  Broker
• Michael Joseph PetixCRD 1106851 · Pittsford, NY
  IA RegisteredBroker
• Clyde Martin PilkingtonCRD 705307 · Clayton, MO
  IA RegisteredBroker
• Tyler Joseph PolsonCRD 4585092 · Torrance, CA
  IA RegisteredBroker
• Stuart Miller PorterfieldCRD 2350505 · Richmond, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Alben Zane PortnoyCRD 824774 · Westfield, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Deanna Cheryl PostCRD 4165101 · High Point, NC
  IA RegisteredBroker
• Andrei Constantin PradaCRD 5973872 · Houston, TX
  IA RegisteredBroker
• Edward Ewing PrewittCRD 4399416 · Fayetteville, AR
  IA RegisteredBroker
  Disclosure event(s) on record
• Lisa Dorothy Probanski-BonitoCRD 7591780 · Luzerne, PA
  IA RegisteredBroker
• Keri Ann ProffittCRD 2605436 · Clayton, MO
  Broker
• James Edward PylesCRD 4706937 · Bellingham, WA
  IA RegisteredBroker
• Zemetria PayneCRD 6204340 · Memphis, TN
  IA RegisteredBroker
• Gabriel Joseph PollockCRD 5470995 · Napoleon, OH
  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.