A complete list of active advisors currently associated with &PARTNERS
Warmer can help you find a great advisor at &PARTNERS or one who fits your needs even better.
&Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable foundations, universities, private businesses and, unusually for a firm of its size, sovereign wealth funds and banking/thrift institutions. It provides both investment advisory and broker-dealer services and offers portfolio management alongside financial and tax planning, estate/trust and family office administration consulting, ERISA 3(21) support and retirement-plan education and participant management. The firm’s advisory programs operate on discretionary and non-discretionary bases and use the Envestnet platform for portfolio construction and trading, while also offering a Third-Party Advisor (TPA) program and proprietary strategy models that can carry an additional management layer. Because AP is dually registered, its financial advisors may act in either an IAR or RR capacity depending on the account, and the firm discloses a mix of fee arrangements (asset-based fees, newly listed subscription and hourly consulting options, and in some programs transaction-based commissions). Noteworthy distinctions include AP’s broker-dealer and municipal-advisor activities (MSRB registration and occasional underwriting), periodic paid research and market commentary prepared by related persons, and routine publication of newsletters and seminar programs — activities that are relatively uncommon among peers. The brochure also discloses structural features that affect economics and potential conflicts (a bank-deposit sweep program that generates revenue for the firm and indirect ownership stakes for many advisors, payment-for-order-flow/revenue-sharing arrangements, and situations where AP may act as principal), with the firm citing disclosures, supervisory reviews and a Code of Ethics as mitigation measures.
To learn more about the advisors currently working at &PARTNERS, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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