# THOMASPARTNERS, INC.

THOMASPARTNERS, INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 104966
- Type: SEC-registered investment adviser
- SEC file number: 801-22189
- Location: ONE INTERNATIONAL PLACE, 34TH FLOOR, BOSTON, MA, 02110-2600
- Phone: 781-431-1430
- Latest filing: 2018-02-15
- Regulatory AUM: $14.6B
- Discretionary AUM: $14.6B
- Non-discretionary AUM: $14.9M
- Clients: 33
- Accounts: 43,468

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Kevin Nelson | CHAIRMAN, CEO; SENIOR VICE PRESIDENT AND CHIEF INVESTMENT STRATEGIST | Amarillo, TX |
| Thomas Ruffner Nelson | CHAIRMAN, CEO; PRESIDENT; PRESIDENT, CEO | Birmingham, AL |
| Thomas E Nelson | CHAIRMAN, CEO; PRESIDENT; PRESIDENT, CEO | — |
| MUELLER GERALD ROBERT | CHIEF FINANCIAL OFFICER; TREASURER; TREASURER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| RYDER DAVID ROSS | STOCKHOLDER | — |
| MCMAHON WILLIAM PATRICK | PRESIDENT, COO, CIO; SENIOR VICE PRESIDENT AND CHIEF INVESTMENT OFFICER; VICE PRESIDENT (+1 more) | — |
| SWANSON ANN MARIE | CHIEF COMPLIANCE OFFICER | — |
| DUFFY ALYSSA | CHIEF LEGAL OFFICER; DIRECTOR - LEGAL COUNSEL | — |
| WALKER ROGER SHOREY | CHAIRMAN; PRESIDENT | — |
| MUELLER GERALD R | TREASURER; VICE-PRESIDENT | — |
| OLSON ROBERT L | PRESIDENT | — |
| QUINN WILLIAM F | SENIOR VICE PRESIDENT AND TREASURER; TREASURER AND DIRECTOR | — |
| RYDER DAVID R | STOCKHOLDER | — |
| GILLESPIE MICHAEL EDWARD | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| DORSKY THOMAS HENRY | CHIEF OPERATIONS OFFICER; VICE PRESIDENT AND CHIEF OPERATIONS OFFICER | — |
| MURSTEIN BRIAN | CHIEF COMPLIANCE OFFICER; TREASURER & CHIEF COMPLIANCE OFFICER | — |
| MCDONOUGH MARC WILLIAM | VICE PRESIDENT AND CHIEF OPERATING OFFICER | — |
| BRATT RHETT CHARLES | CHIEF FINANCIAL OFFICER | — |
| OLSON BRYAN LARRY | PRESIDENT; SENIOR VICE PRESIDENT AND DIRECTOR | — |
| BATES MARLENE MARIE-LAURE | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND DIRECTOR | — |
| WURSTER RICHARD A | CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104966/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104966/similar
- Related entities: https://search.stillhousedata.com/firm/104966/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104966

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.