At &Partners, advisors discover a newfound freedom and pride of ownership. Together we are actively shaping a firm where advisors and clients thrive. A place where there is no “they,” only “us & we.” At …

&Partners is a private investment platform exclusively focused on the hospitality, leisure, and adjacent sectors, investing in direct real estate, operating businesses, and technology companies within the …

Jun 4, 2025 · Unlike many of its competitors, &Partners is employee- and advisor-owned with a very broadly distributed equity base. Shared ownership at &Partners creates alignment across home office...

&Partners was founded by a seasoned team of executives dedicated to creating a visionary wealth management firm that places advisors and their clients at the center of everything we do.

&Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning. &Partners is a dually registered Broker-Dealer and Investment …

Advisors choose &Partners because they value empowerment. They join knowing that the firm offers them the freedom and flexibility to do what is right for clients. Turning a house of advisors into a …

We set out to build a new kind of wealth management firm, designed by experienced leaders who believed the industry needed something better. A model where advisors have true ownership and …

Oct 17, 2025 · &Partners has recruited three major teams in FL, TX, NJ. They cite the advisor-owned model and equity incentives as key draws. With the addition of the Mannen Financial Group as its …

Jul 25, 2025 · &Partners has recruited three major teams in FL, TX, NJ. They cite the advisor-owned model and equity incentives as key draws. With the addition of the Mannen Financial Group as its …

Jun 4, 2025 · &Partners is a rapidly growing wealth management firm built for advisors seeking greater ownership, flexibility, and community.