&Partners

Overview

&Partners is a Broker Dealer and registered investment adviser based in Nashville, TN, registered since 1945. It reports $30.3B in assets under management across 62,194 accounts, with 703 employees. Its 612 registered representatives work across 129 branch offices in 32 states.

Reported AUM

$30.3B

Discretionary

97%

Accounts

62,194

Average account

$487K

Employees

703

Registered reps

612

Branch offices

129

Registered since

1945

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets, Performance-Based Fees and Subscription Fees

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Inter-Dealer Markers in Corporate Securities
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• 9 more

Executive officers 3 of 8

• David John Kowach Chief Executive Officer CRD 2154665
• David Warren Wiley III Co-President, President, Chief Executive Order CRD 720094
• John W Alexander Co-President CRD 2327561

5 more executive officers, with direct contact details

Registered reps 3 of 612

• Amir A Abdelwahed Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2652775
• Grant Jeffrey Abrams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5498274
• Mariam Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6433787

609 more registered reps, with emails, phones and branch locations

Location

Headquarters

40 Burton Hills Blvd Ste 350
Nashville, TN 37215

County

Davidson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Branch offices

129 in 32 states, including Columbia, SC, Arlington Heights, IL and Waco, TX

Registrations

• SEC registered, limited liability company formed in Tennessee
• Registered in 53 jurisdictions
• Website: wileybros.com

Every state, with registration dates

Similar firms near Nashville

• Sanford C. Bernstein & Co., LLCNashville, TN816 reps
• Alliancebernstein Investments, Inc.Nashville, TN302 reps
• Brentwood Capital Advisors LLCNashville, TN22 reps
• Rice Financial Products CompanyNashville, TN15 reps
• Pnfp Capital Markets, Inc.Nashville, TN15 reps