&Partners RIA Tops $25 Billion in Client Assets in 18 Months
Wealth management firm &Partners has onboarded over $25 billion in client assets. This catapulted the firm into the top hybrid registered investment adviser wealth managers by size in just 18 months.
“We started this company with a commitment to creating an environment where advisers can thrive, and clients can achieve their financial dreams with confidence. And we’re doing just that,” said David Kowach, chief executive officer and co-founder of &Partners.
Kowach accentuated the firm as being not just one of the fastest growing but also one of the largest hybrid RIAs in the United States.
“We feel privileged to call the advisers we’ve onboarded partners, and we are extremely excited for the year ahead,” he added.
&Partners is employee- and adviser-owned with a broadly distributed equity base. According to the firm, shared ownership at &Partners creates alignment across home office employees, advisers, and their clients.
According to Kowach, the secret ingredient fueling the company’s success and propelling the firm’s forward momentum is the &Partners approach to ownership. “Advisers are meaningful owners of our firm, and this ownership opportunity is a key driver of our growth.”
&Partners was founded by a team of seasoned professionals with a long history in the advisory and asset management industries. &Partners’ investment platform is also paired with flexible technology that can accommodate a range of adviser preferences. According to the firm, &Partners’ operational and investment support is white glove by design.
&Partners said its growth will be capped at approximately 150 teams of advisers to help avoid the pitfalls of a “lowest common denominator approach” to decision-making by management teams too focused on scale rather than excellence. Advisers at &Partners will have the freedom to do what is right for clients, and they will be supported by a team of professionals with an “on call” mentality.
Kristi Mitchem, who founded the firm together with John Alexander and Kowach, describes the &Partners investment team as “concierge” in its orientation.
“Our clients deserve nothing less than unwavering dedication to their financial well-being,” added Alexander. “At the bigger firms, bureaucracy can get in the way of sound, common sense decision-making.”
Founded by former Wells Fargo leaders and based in Nashville, Tenn., and St. Louis, Mo., the firm offers a hybrid model that combines high payouts with equity participation, institutional support, and access to a collaborative peer network. &Partners has nearly $30 billion in client assets and over 80 adviser teams as of May 2025.
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