&Partners announces 21 advisors named 2026 Forbes Best-in-State Wealth Advisors

ST. LOUIS, April 07, 2026 — &Partners announced today that 21 financial advisors partnered with the firm have been named to the 2026 Forbes Best-in-State Wealth Advisors list.

Advisors nationwide are recognized annually by Forbes for their professional leadership, strong client relationships, and a disciplined approach to advice delivered over time. In an environment where planning is increasingly complex — spanning tax strategies, liquidity events, and multigenerational goals — we believe this recognition underscores the value of thoughtful client-first guidance. “We are proud to see so many advisors across our &Partners practices recognized this year,” said John Alexander, a founding partner of &Partners. “I believe their work reflects what great advice looks like — helping clients make thoughtful decisions over time with care and consistency.”

The Forbes Best-In-State Wealth Advisors list is developed by SHOOK Research and evaluates advisors using qualitative and quantitative criteria, which may include industry experience, interviews, compliance records, assets under management, revenue, and other factors. Investment performance is not a criterion.

&Partners is committed to supporting advisors who prioritize long-term client outcomes, independence, and thoughtful growth. The firm continues to invest in platforms, resources, and community designed to help advisors build and sustain successful practices on their own terms.

The full list of 2026 honorees is available at: https://www.forbes.com/lists/best-in-state-wealth-advisors/

About &Partners

&Partners is a rapidly growing, advisor-owned wealth management firm built for advisors seeking greater ownership, flexibility, and community. Founded by former Wells Fargo leaders and based in Nashville, Tennessee, and St. Louis, Missouri, the firm offers a hybrid model that combines competitive payouts with equity participation, institutional support, and access to a collaborative peer network. Having quickly grown to 112 practices with approximately $52 billion in prehire assets as of March 10, 2026, &Partners provides a platform where advisors can build lasting businesses on their terms without sacrificing service, scale, or culture. Clearing and custody services are provided by National Financial Services LLC, a Fidelity company. Our mission is to change financial lives for the better by providing highly personalized advice that seeks to avoid missteps and optimize opportunities. To learn more, visit andpartners.com. 

&Partners does not render legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences

&Partners is the enterprise trade/marketing name for Ampersand Partners LLC, a Delaware limited liability company, and its subsidiary, &Partners, LLC, a Tennessee limited liability company registered with the U.S. Securities and Exchange Commission as a broker-dealer and investment adviser. Securities and investment advisory services offered through &Partners, LLC, member FINRA and SIPC.

The 2026 Forbes Best-in-State Wealth Advisors: Awarded April 2026; data compiled by SHOOK Research LLC based on the period from 6/30/24 to 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research LLC. Investment performance is not a criterion. A self-completed survey was used for rating. This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.

Media contacts: Trevor Wade, &Partners, trevor.wade@andpartners.com, and Kate Ennis, DAI Partners PR, (301) 580-6726