Michael Ryan Eppler
Financial advisor at &partners
Last updated 2026-10-10
Claim your profileMichael Ryan Eppler is a financial advisor at &partners, CRD 5798476. Licenses and exams on the registration: Series 66. IAPD registration began 2012-07-11.
Registration
- CRD number
- 5798476
- Registration status
- Active
- IAPD registration
- 2012-07-11
- Industry Experience
- 14 years
- Work Experience
- 14 years
- States registered
- MI, OH, TX
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2012-04 to 2016-11 · Wells Fargo Advisors, LLC · Ann Arbor, MI
- 2016-11 to 2024-04 · Wells Fargo Clearing Services, LLC · Ann Arbor, MI
- 2024-04 to Present · &partners, LLC · Nashville, TN
Current employment
- &partners · Nashville, TN
&partners
- Regulatory AUM
- $30,268,689,798
- Registered advisors
- 555
- Offices
- 248
- Clients per advisor
- 112.1 (Moderate)
- Average AUM per client
- $486.7K (Low)
- High-net-worth client ratio
- 19.0% (Moderate)
About
Michael Ryan Eppler is a CFP® financial advisor at &partners. Reported securities licenses include Series 66. The latest record indicates 14 years of industry experience and 14 years of reported work history.
&partners' firm-level Form ADV reports 555 advisors across 248 offices; approximately 112.1 clients per advisor, average assets per client of $486,682, and regulatory AUM of $30.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $10.6B across 797 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael Ryan Eppler personally.
Reported ETF positions
&partners reports 797 ETF positions worth $10.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $702M |
| IJH — iShares Core S&P Mid-Cap ETF | $643M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $420.9M |
| DFAI — Dimensional International Core Equity Market ETF | $405.6M |
| IEFA — iShares Core MSCI EAFE ETF | $331.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
&partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $141.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $54.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $11M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $11.3M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by &partners on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
- Commissions
- Performance-Based Fees
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Sells Non-Advisory Products or Services
Contact
The firm's filed contact details.
- Phone: 615-255-6431
- Website: andpartners.com
- Youtube
Official record
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