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 non‑wealth and high‑net‑worth individuals, retirement plans, charitable organizations, foundations and universities, and—according to its disclosures—also services sovereign wealth fund clients. The firm provides both investment advisory and brokerage services (it is dually registered as an RIA and a broker‑dealer), along with financial planning, ERISA 3(21) consulting, retirement plan participant management, and investment banking and underwriting activities. The firm uses the Envestnet platform and NFS clearing arrangements to deliver discretionary and non‑discretionary portfolio management, offering a blend of proprietary models and third‑party manager (TPA) solutions; its brochure states it employs fundamental, technical and quantitative analysis and may include alternative and complex products in client portfolios. AP’s materials disclose that certain proprietary strategies and alternative investment products carry an additional layer of fees and that trading and implementation can be handled by Envestnet, TPAs, or the client’s FA depending on program selection. What is notable relative to many large enterprises is AP’s combination of roles and revenue sources: it operates as both broker‑dealer and RIA, is registered as a municipal advisor with the MSRB, engages in commissionable and principal transactions (including payment‑for‑order‑flow arrangements), and lists subscription fees among its fee types—features the brochure highlights and that are uncommon for peers. The brochure also discloses potential conflicts tied to proprietary products and fee layering (including indirect owner income for many FAs), and describes specific supervision and disclosure practices the firm uses to address those conflicts.

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.

You can also browse &PARTNERS's office locations.