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- Custodian
- Cibc Mellon ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-14-1969
- Office Locations
- 128
Office Locations
About &Partners
&Partners is a Nashville-based, advisor-owned wealth management firm built to support advisor practices serving clients seeking personalized financial advice. The platform pairs flexible investment choice with on-call investment and operational specialists, including a concierge CIO and a single point of contact, and uses a modern tech stack with partners such as Fidelity and Envestnet. Securities and advisory services offered through &Partners, LLC (FINRA/SIPC).
Reported data analysis
What the numbers show
Between December 15, 2025 and June 22, 2026, reported AUM increased 114.0%, from $14.1B to $30.3B.
Across 5 reported observations, AUM increased 4287.0% between November 21, 2022 and June 22, 2026, from $690.0M to $30.3B.
Of the latest reported AUM, 96.7% is discretionary and 3.3% is non-discretionary.
The firm reports 439 advisory representatives and 62,194 clients, or 141.7 clients per representative. That equates to $486.7K in reported AUM per client.
The profile lists 128 reported office locations and 57 years in operation. The source data was last updated on June 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JOHN W ALEXANDER
Co-President, Owner
- CRD
- #2327561
- Ownership
- Less than 5%
CHYRLAN ELIZABETH COOPER
Advisor, Chief Operating Officer, COO
- CRD
- #4160240
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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AMIR AQUINO ABDELWAHED
Co-Founder, Private Wealth Advisor
- CRD
- #2652775
GRANT JEFFREY ABRAMS
Managing Director
- CRD
- #5498274
Showing 2 of 609 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,275,281,235 | $474,786 |
| Non-Discretionary | $993,408,563 | $1,860,316 |
| Total | $30,268,689,798 | $486,682 |
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Separately Managed Accounts
SMA allocation detail is available
&Partners has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
&Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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