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&Partners celebrates 2026 Forbes Best-in-State Women Wealth Advisors

Three women advisor-founders named to the 2026 Forbes list

February 5, 2026

ST. LOUIS, February 05, 2026 — &Partners announced that three women advisor-founders affiliated with the firm have been named to the 2026 Forbes Best-in-State Women Wealth Advisors list. The annual ranking highlights women advisors nationwide who demonstrate strong leadership, client service, and professional excellence in wealth management.

The honored &Partners advisors are:

“This recognition reflects the depth of experience, care, and leadership these women bring to their clients and to the broader advisor community,” said Kristi Mitchem, cofounder of &Partners. “We are proud to work alongside founders who are building enduring, independent practices while setting a high standard for excellence in our industry.”

The Forbes Best-in-State Women Wealth Advisors list is developed by SHOOK Research and evaluates candidates based on qualitative and quantitative criteria, including industry experience, client relationships, compliance records, assets under management, and revenue. Investment performance is not a criterion.

&Partners is committed to supporting advisor-led firms that 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-women-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 105 practices with approximately $51 billion in prehire assets as of December 31, 2025, &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 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.

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; data compiled by SHOOK Research LLC based on the time period from 6/30/2024 to 6/30/2025 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State 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