&Partners Adds Upstate New York Father-Son Team From Wells Fargo

Company Overview - &Partners, a hybrid broker/dealer based in St. Louis, was launched by David Kowach, the former president and CEO of Wells Fargo Advisors [1] - The firm has over 100 advisor practices with $50 billion in pre-hire assets and $350 million in revenue [4] Recent Developments - &Partners has added Curley Wealth Management, a practice based in Oneonta, N.Y., with approximately $500 million in pre-hire assets under management [1] - Curley Wealth Management is led by Ed and Corbin Curley, who have extensive experience in the financial services industry, particularly with Wells Fargo [2] Leadership and Vision - Kowach co-founded &Partners in 2023 with Kristi Mitchem and John Alexander, aiming to recreate a boutique brokerage culture with enhanced technology and service [3] - The firm emphasizes a robust investment platform and white-glove service [3] Growth Metrics - The company has recruited about 44 teams in 2025 from various firms, including Wells Fargo and Merrill Lynch [4] - Revenue has increased by 179% year-over-year, and assets under management have doubled since the end of 2024 [4] - Approximately 40% of the advisor teams at &Partners are led by women [4]