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| &Partners
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|---|---|
| CRD # | 3767 |
| SEC # | 801-37145 |
| CIK # | 0001965246, 0001731169, 0001577648, 0001677559, 0001540229, 0000107136, 0001050068 |
| AUM | $14.1 B (2025-06-20) |
| Employees | 475 (57% Investors, 68% Brokers) |
| Phone | 615-255-6431 |
| Address | 40 Burton Hills Blvd Nashville, TN 37215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22,670 | 5.4 |
| (b) Individuals (high net worth individuals) | 4,279 | 4.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 815 | 0.4 |
| (h) Charitable organizations | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 114 | 0.2 |
| (n) Other | 4,307 | 3.6 |
| Total | 32,200 | 14.1 |
| By Discretionary | ||
| Discretionary | 32,045 | 14.0 |
| Non-Discretionary | 155 | 0.2 |
| Total | 32,200 | 14.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.1 | |
| Total | 32,200 | 14.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000107136] | |
| 13F-HR | [0001050068] | |
| 3 | [0001540229] | |
| 4 | [0001540229] | |
| D | [0001577648] | |
| D | [0001677559] | |
| 13F-HR | [0001731169] | |
| 13F-HR | [0001965246] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Park Avenue Securities LLC
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|
NY | 15.0 |
|
Principal Securities Inc
✚
|
IA | 14.8 |
|
Federated Global Investment Management Corp
✚
|
NY | 14.8 |
|
Stratos Wealth Partners Ltd
✚
|
OH | 14.5 |
|
Congress Asset Management Company LLP
✚
|
MA | 14.2 |
|
Independent Advisor Alliance LLC
✚
|
NC | 14.1 |
|
Evercore Wealth Management LLC
✚
|
NY | 13.9 |
|
First Horizon Advisors Inc
✚
|
TN | 13.6 |
|
Appleton Partners Inc
✚
|
MA | 13.5 |
|
Investment Research & Advisory Group Inc
✚
|
GA | 13.2 |