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 * Contact

 * For Clients
    * How We Serve You
    * Find an Advisor

 * People
    * Leadership Team
    * Wealth Managers
    * Board of Directors

 * News
    * Press & Media
    * Recognition
    * Insights

 * For Advisors
 * Careers
 * Client Login
    * Raymond James
    * Pershing
    * Goldman Sachs

 
 
 
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The Next Evolution in Wealth Management


A FULL-SERVICE,
INDEPENDENT PARTNERSHIP

Built By and For Today's Wealth Managers and Their Clients

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Our Firm


A LEADING INDEPENDENT
PRIVATE FINANCIAL SERVICES FIRM

Delivering best-in-class client service and multifaceted financial solutions

Steward Partners is an employee-owned, full-service independent partnership
catering to family, institutional, and multigenerational investors. Our partners
specialize in comprehensive wealth planning, investment strategy implementation,
professional asset management, institutional consulting, and business solutions.
We serve a select number of clients and pride ourselves on delivering
personalized service with an unwavering commitment to excellence.

Press and Media


AS SEEN IN

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Recognition

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For Advisors


A BEST-OF-ALL-WORLDS MODEL: FULL-SERVICE INDEPENDENCE WITH EQUITY UPSIDE

Why Steward Partners?

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For Clients


MULTIFACETED FINANCIAL SOLUTIONS DELIVERED WITH AN EXCEPTIONAL CLIENT EXPERIENCE

Services and Solutions

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Our Culture


WE'RE NOT JUST PARTNERS, WE'RE FAMILY.

Through our evolution, we’ve intentionally anchored the firm to the core
foundations and values that we were founded on while continually looking
forward, acting as the tip of the spear leading the charge to independence.

At a Glance


STEWARD PARTNERS
BY THE NUMBERS

553


PARTNERS

250


ADVISORS

60


OFFICES

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125+


ADVISOR DESIGNATIONS

26


FIRM AWARDS

#18


BARRON'S TOP 100 RIAS 2024

As of 6/2024


STEWARD THROUGH THE YEARS

For over a decade, Steward Partners has been committed to the growth of our
partners and our firm. We have been honored to be recognized for this growth
throughout the industry, and we look forward to continuing our pursuit of
excellence and best-in-class service for years to come. Scroll through the
timeline below to see highlights of how we’re leading the evolution in wealth
management.


2013


JULY

Launched Steward Partners, LLC


SEPTEMBER

1st Steward Partners Advisor: Theodore Schwab joins Steward Partners in
Washington, DC


DECEMBER

First three advisors join Steward Partners: Ted Schwab, Chris Reaney and Rick
Pignone


2014


FEBRUARY

Launched New York City location


JUNE

Steward Partners Board of Directors established


DECEMBER

Welcomed 25th partner


2015


MAY

5th location launched – Bethesda, MD


DECEMBER

Steward Partners crossed $1B in assets


2016


JANUARY

Steward Partners RIA Registered with SEC


NOVEMBER

Jim Gold featured on Kathy Ireland Worldwide Business – FOX TV


DECEMBER

Steward Partners crossed $4B in assets


2017


JULY

Steward Partners recognized as “Best Place to Work” by Washington Business
Journal (#1)


AUGUST

Steward Partners featured on the cover of Financial Planning Magazine


NOVEMBER

1st Steward Partners Symposium in Washington, DC


NOVEMBER

Washington Business Journal recognized Steward Partners as Fastest Growing
Company (#13)


DECEMBER

Advisor & CAM Council formed


2018


MAY

Steward Partners recognized as “Best Place to Work” by Washington Business
Journal (#1 – 3 years in a row)


APRIL

1st Profit Share distribution


SEPTEMBER

INC 5000 Fastest Growing Companies recognized Steward Partners


NOVEMBER

Washington Business Journal recognized Steward Partners as Fastest Growing
Company (#13)


2019


MARCH

Steward Partners receives $50M minority stake from Cynosure


APRIL

InvestmentNews named Steward Partners as “Best Place to Work” for Financial
Advisors


MAY

Washington Business Journal recognized Steward Partners as Fastest Growing
Company (3 years in a row)


AUGUST

INC 5000 Fastest Growing Companies Recognition


DECEMBER

Ranked as Washington Business Journal’s “Fastest Growing to Companies” (3 years
in a row)


DECEMBER

Welcomed 200th Partner


2020


JUNE

1st Affiliate Partner joined Steward Partners in St. Louis, MO


SEPTEMBER

Steward Partners named to Inc. 5000 (3 years in a row)


SEPTEMBER

Steward Partners recognized as a “Best Place to Work” (4 years in a row)


SEPTEMBER

Steward Partners acquired Umpqua Investments


OCTOBER

Steward Partners ranked #24 on Barron's 2020 List of Top 100 RIA Firms


DECEMBER

Steward Partners crossed $100M in revenue and $15B in AUM


2021


JUNE

Steward Partners recognized as a “Best Place to Work” (5 years in a row)


JUNE

Steward Partners named a “Best Place to Work” (5 years in a row)


JULY

The Washington Post named Steward Partners Global Advisory as a “Top Workplace”
in 2021


SEPTEMBER

Steward Partners ranked #20 on Barron's 2021 List of Top 100 RIA Firms


DECEMBER

Steward Partners celebrated 300 Partners


2022


JUNE

Steward Partners launched broker/dealer operations and multi-custodial model


JULY

Steward Partners recognized as a “Best Place to Work” (6 years in a row)


SEPTEMBER

Steward Partners ranked #32 on Barron’s 2022 List of Top 100 RIA Firms (3 years
in a row)


NOVEMBER

Steward Partners secured Credit Facility with Apogem Capital


2023


FEBRUARY

First Pershing Advisory Team joined Steward Partners


APRIL

USA Today Best Advisory Firms List


MAY

6th Annual Symposium in Nashville, TN


JULY

Steward Partners celebrated 10th anniversary


SEPTEMBER

Steward Partners ranked #19 on Barron's 2023 List of Top 100 RIA Firms (4 years
in a row)


OCTOBER

First RIA-only advisor joined


DECEMBER

Steward Partners acquires Freedom Street

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As a result of Hurricane Milton, some of our Florida office locations, along
with our partners located in that region, are experiencing power outages and
disruptions to cell service. If you are unable to reach your Advisor or their
team and need to discuss your account, you can call Steward Partners directly at
1-844-645-1505.


GET IN TOUCH

Toll Free: (866) 694-7769
Main Office: (212) 364-0364
Office Fax: (212) 867-5922
stewardpartners@stewardpartners.com


HEADQUARTERS

2 Grand Central Tower
140 East 45th Street, 36th Floor
New York, NY 10017

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Securities are offered through Steward Partners Investment Solutions, LLC
("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory
services are offered through Steward Partners Investment Advisory, LLC ("SPIA"),
an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global
Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Regulatory Information & Disclosures | Important Disclosures

© 2023 Steward Partners Global Advisory, LLC. All Rights Reserved.



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