← Tributary

&PARTNERS

NASHVILLE, TN · CRD 3767 · IAPD ↗ · andpartners.com · 615-255-6431

$30.27BRegulatory AUM
439Advisory reps
703Employees
0Clients
1-10Planning clients
0Private funds
51States
18Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — &PARTNERS added office(s): 50 -> 122 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — &PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2026 — &PARTNERS reported RAUM up 114% ($14.15B -> $30.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — &PARTNERS grew from 272 to 439 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — &PARTNERS reported RAUM up 1106% ($1.17B -> $14.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — &PARTNERS grew from 174 to 272 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
August 2024 — &PARTNERS added office(s): 29 -> 50 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
August 2024 — &PARTNERS grew from 87 to 174 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
June 2024 — &PARTNERS added office(s): 20 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — &PARTNERS added office(s): 10 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — &PARTNERS crossed $1B in regulatory AUM ($663.8M -> $1.17B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2024 — &PARTNERS grew from 71 to 87 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
March 2024 — &PARTNERS added office(s): 6 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
83
March 2024 — &PARTNERS grew from 35 to 71 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.