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January 14, 2026 09:02 ET | Source: AndPartners

&Partners Wraps Breakout Year, Reinforcing Advisor-Owned Model as Momentum Builds Into 2026

&Partners Wraps Breakout Year, Reinforcing Advisor-Owned Model as Momentum Builds Into 2026
June 04, 2025 11:30 ET | Source: AndPartners

AndPartners Tops $25B in Client Assets to Start 2025: An ambitious start for a new wealth management firm aimed at changing the industry for the better

&Partners has onboarded over $25 billion in client assets, catapulting the firm into the top hybrid RIA wealth managers by size in just 18 months.