&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 8 of 9

• Jeffrey Michael SmithCRD 2013441 · Wyomissing, PA
  IA RegisteredBroker
• John Riley SmithCRD 3159362 · Charlottesville, VA
  IA RegisteredBroker
• Margie Lynn SmithCRD 2940072 · Meridian, MS
  IA RegisteredBroker
• Scott Alan SpangCRD 2432221 · Ridgeway, SC
  IA RegisteredBroker
• Elizabeth Vasquez SpillerCRD 7154721 · Houston, TX
  IA RegisteredBroker
• Dave Lyndon SpurrierCRD 2532261 · Longview , TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Lyndon SpurrierCRD 6965264 · Longview , TX
  IA RegisteredBroker
• Allen P StaleyCRD 2754444 · Clayton, MO
  Broker
• Michael Cary StalneckerCRD 6110653 · Clayton, MO
  IA RegisteredBroker
• Richard StanfelCRD 5823232 · Lake Forest , IL
  IA RegisteredBroker
• James Dellard StanfordCRD 2282401 · Fort Worth, TX
  IA RegisteredBroker
• Dino StanisicCRD 3077997 · Boston, MA
  IA RegisteredBroker
• Tracey Lynn StefaniskoCRD 4526739 · Wilmington, DE
  IA RegisteredBroker
• Alyson Mencio StevensCRD 5451096 · Nashville, TN
  IA RegisteredBroker
• Mark StevensCRD 6262943 · Clayton, MO
  Broker
• John StewartCRD 4945627 · Jackson, MI
  IA RegisteredBroker
• Tamara Lynne StewartCRD 7378489 · Cottage Grove, OR
  IA RegisteredBroker
• Mark D StoreyCRD 4803809 · Saint Louis, MO
  Broker
• Gregory Neal StrnadelCRD 1944553 · Tyler, TX
  IA RegisteredBroker
• Perry Forrest StubbsCRD 6141886 · Clayton, MO
  IA RegisteredBroker
• Chin-Hui SuCRD 4476646 · Northbrook, IL
  IA RegisteredBroker
• Sterling SwaimCRD 4432960 · Winston Salem, NC
  IA RegisteredBroker
• Jill SwankCRD 5542791 · Littleton, CO
  IA RegisteredBroker
• Logan Perry SwartzentruberCRD 7174497 · Wooster, OH
  IA RegisteredBroker
• Robert J SamsonCRD 2635851 · Deerfield, IL
  IA RegisteredBroker
• James Francis SandbotheCRD 4003544 · Farmington, NM
  IA RegisteredBroker
• Megan Ann SandbotheCRD 5222904 · Farmington, NM
  IA RegisteredBroker
• Deborah Marie SanteCRD 1618685 · Swansea, IL
  IA RegisteredBroker
• Gabriel Gershon SareliCRD 7874740 · Carbondale, IL
  IA RegisteredBroker
• Chad Dustin ShaddoxCRD 4540332 · Overland Park, KS
  IA RegisteredBroker
• Thomas James ShelderCRD 5939391 · Elk Rapids, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Marla Bramall SherrodCRD 4824599 · Conroe, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Kristen SoutherlandCRD 2731547 · Clayton, MO
  Broker
• Michael Joseph StanleyCRD 5338940 · Edison, NJ
  IA RegisteredBroker
• James Patrick StilesCRD 3200658 · New Haven, MO
  IA RegisteredBroker
• Cason StrnadelCRD 8107631 · Tyler, TX
  IA RegisteredBroker
• Katie Lynn TacinelliCRD 5813298 · Basking Ridge, NJ
  IA RegisteredBroker
• Janet TalisCRD 5433481 · Mendham, NJ
  IA RegisteredBroker
• David Michael TarantiniCRD 5396695 · Luzerne, PA
  IA RegisteredBroker
• Anastasia Olegovna TashlitskyCRD 6458187 · Lake Forest , IL
  IA RegisteredBroker
• Catherine Hughes TaylorCRD 6237321 · Glen Allen, VA
  IA RegisteredBroker
• Chad Edward TedersCRD 2764679 · Bloomington , IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Warren TerryCRD 4281503 · Clayton, MO
  IA RegisteredBroker
• Andrea Sistrunk ThompsonCRD 2519579 · Fort Worth, TX
  Broker
• David Sanford ThompsonCRD 1970913 · High Point, NC
  IA RegisteredBroker
• Reeves Joshua ThompsonCRD 6065065 · High Point, NC
  IA RegisteredBroker
• Lance Triplett ToweryCRD 4232036 · Sumter, SC
  IA RegisteredBroker
• Jason TschudyCRD 3246794 · Saint Louis, MO
  IA RegisteredBroker
• Christy Ruth TurnerCRD 2728233 · Boston, MA
  IA RegisteredBroker
• Aaron Jacob TaitCRD 6101157 · Detroit Lakes, MN
  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.