Blog

Steward Partners Recognized by Washington Journal as a 2026 Best Place to Work

May 13, 2026

Recognition marks the ninth appearance for the employee-owned firm STAMFORD, Conn., May 8, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm has been recognized in the Washington Business Journal’s Best Places to Work in Greater Washington list, solidifying itself as a standard of workplace excellence through a culture built on ownership, inclusion, and genuine investment in people. “Being named a Best Place to Work year after

Steward Partners Acquires Jazz Wealth, Expanding into Florida’s Gulf Coast

May 10, 2026

The eight-member team, based in the Tampa Bay area, brings approximately $450 million in client assets to Steward Partners’ rapidly growing M&A Channel STAMFORD, Conn., May 5, 2026 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announced today the acquisition of Jazz Wealth, adding approximately $450 million in client assets to Steward Partners’ platform in its M&A Channel. Wit

Steward Partners Congratulates 29 Financial Advisors Recognized on Forbes

May 5, 2026

STAMFORD, Conn., April 10, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned independent financial services firm, proudly recognizes its 29 advisor partners named to the Forbes | SHOOK 2026 Best-In-State Wealth Advisors list. Now in its eighth year, the ranking honors top advisors who have demonstrated exceptional performance and client guidance through periods of market uncertainty. The list is compiled by SHOOK Research and is based on a rigorous methodology that blends qua

14 Steward Partners Advisors Named to InvestmentNews' 2026

May 5, 2026

STAMFORD, Conn., April 27, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned independent financial services firm, today announced that 14 of its advisors have been named to InvestmentNews' 2026 5-Star Financial Planners list. The prestigious annual list recognizes financial professionals who have demonstrated not only strong performance, but also integrity, client-centric innovation, and a clear commitment to helping individuals and families reach their financial goals.Th

Steward Partners Kicks Off 2026 With Over $2.3 Billion in New Assets

April 6, 2026

Steward Partners’ Advisors Recognized in Barron’s 1,500 Top Advisors 2026 List

April 1, 2026

Recognition underscores Steward Partners’ commitment to attracting and empowering world-class advisory talentSTAMFORD, Conn., March 26, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, celebrates the recognition of two of its partners in the esteemed Barron’s 2026 1,500 Top Advisors list. The list highlights the top professionals from over 7,000 applicants, assessed on assets under management, revenue generated for the firm,

Three Advisors Named to Forbes Best-In-State Top Women Wealth Advisors List

February 17, 2026

Honor underscores Steward Partners’ commitment to supporting and advancing women leaders in wealth managementSTAMFORD, Conn., Feb. 11, 2026 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, today announced that three of its advisors have been recognized on the 2026 Forbes/SHOOK Best-In-State Top Women Wealth Advisors list. The annual ranking highlights leading women advisors across the country

Steward Partners Expands Footprint in Georgia with Addition of $630 Million Team

February 6, 2026

Steward Partners Closes a Landmark 2025 With Nearly $4 Billion in New Assets

January 16, 2026

Steward Partners Recognized in Forbes’ 2026 Best-In-State Rankings

January 12, 2026

Recognition spotlights the firm’s nationwide leadership, client-first approach, and employee-owned model STAMFORD, Conn., Jan. 7, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, proudly announces that seven of its partners have been named to the prestigious Forbes | SHOOK 2026 Best-In-State Wealth Management Teams. Forbes’ list, compiled by SHOOK Research, combines financial performance, industry experience, and peer and cli

Steward Partners Announces a New Board Chairman as Keith Taylor

January 5, 2026

STAMFORD, Conn., Jan. 2, 2026 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, today announced that Keith Taylor – long-standing Board of Directors member and Managing Director at The Cynosure Group – has been appointed Chairman of the Board, effective at year-end. Taylor succeeds Michael McMahon, who is retiring from his formal role as Chairman. McMahon, a respected industry veteran and

Steward Partners Secures $475 Million in Strategic Capital from Ares

December 19, 2025

STAMFORD, Conn., Dec. 19, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, today announced that it has raised $475 million in strategic capital from Ares Credit funds ("Ares"), comprising a significant expansion of its lending relationship and a non-controlling minority investment. Ares joins Steward Partners' existing institutional partners, Cynosure Group ("Cynosure") and The Pritzker Organiz

Steward Partners Named to Financial Planning's 2025 'Best RIAs to Work For' List

December 15, 2025

Honor highlights Steward Partners' accelerating growth, employee-ownership model, and commitment to an exceptional workplace experience NEW YORK, Dec. 11, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announced today that it has ranked #52 on Financial Planning's 2025 'Best RIAs to Work For' list out of 60 total firms. Now in its second year, this ranking recognizes SEC-registered RIAs

Steward Partners Celebrates Mohan Gurupackiam as a 2025 ThinkAdvisor Winner

December 15, 2025

Industry recognition underscores Steward Partners’ commitment to innovation, leadership, and advisor-first excellenceSTAMFORD, Conn., Dec. 9, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, proudly announces that Mohan Gurupackiam, the firm’s Chief Information Officer, was named ‘CTO of the Year’ in the 2025 ThinkAdvisor Luminaries Awards. The Luminaries program honors

Steward Partners Expands Footprint in Sarasota, Marking a New Chapter of Growth

December 8, 2025

Firm deepens long-standing commitment to the region as CEO Jim Gold establishes his base in Sarasota STAMFORD, Conn., Dec. 5, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, today announced the opening of its new office in Sarasota, Florida. Although the firm has supported clients in the Sarasota community for years through an established local advisor presence, the new office represents a maj

Steward Partners Leadership Recognized in InvestmentNews’ 2025 Hot List

November 12, 2025

Jim Gold, Scott Danner and Mohan Gurupackiam are among the standout industry professionals included within the annual list STAMFORD, Conn., Nov. 11, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, is proud to announce that Jim Gold, Chief Executive Officer; Scott Danner, EVP, Head of Legacy; and Mohan Gurupackiam, Chief Information Officer, have been recognized among the top industry professio

Steward Partners Celebrates Advisors Recognized in InvestmentNews’ Rising Stars

November 1, 2025

Four advisors honored among the industry’s top emerging talent on second annual list STAMFORD, Conn., Oct. 14, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announces that four of its advisors have been named to InvestmentNews’ Rising Stars list. The second annual list highlights the next generation of talent shaping the future of financial advice. “Earning a place on the I

Steward Partners Sustains Growth in Q3 2025 with Over $1.6 Billion in New Client

October 13, 2025

Momentum continues as strategic advisor additions and Legacy Channel expansion strengthen national footprint STAMFORD, Conn., Oct. 8, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, continued its strong momentum in the third quarter of 2025 by welcoming multiple new advisors and teams across its Legacy and traditional channels. Steward aggressively expanded into its Legacy Channel in the third

Steward Partners Named to AdvisorHub's Inaugural 'RIA Firms to Watch in 2026'

September 30, 2025

STAMFORD, Conn., Sept. 25, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has been named to AdvisorHub's inaugural RIA Firms to Watch in 2026 list. The new ranking highlights five RIAs with distinct business models, strong growth momentum, and the potential to influence the future direction of the industry. Founded in 2013, Steward Partners has grown to oversee $43 billion in client assets by

Steward Partners Relocates Its Corporate Headquarters to Stamford, CT

September 23, 2025

Relocation strengthens firm’s East Coast presence while maintaining a New York office to serve local partners. STAMFORD, Conn., Sept. 23, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, today announced the relocation of its corporate headquarters from New York City to Stamford, Connecticut. “New York City was the right home when we expanded Steward Partners into the region in 2014,

Steward Partners Celebrates Rob Guldner’s Recognition as Recipient of FSI’s 2025

September 20, 2025

Recognition honors Rob Guldner’s leadership in advocacy and welcomes him into FSI’s 2025 Advocacy Circle of Excellence STAMFORD, Conn., Sept. 17, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, celebrates its Chief Compliance Officer Rob Guldner for being recognized as a recipient of the 2025 Stephen R. Kareta Excellence in Advocacy Award for his extensive involvement in the Financ

Steward Partners Celebrates Six Years of Recognition on Barron’s Top 100

September 17, 2025

Rising in the rankings demonstrates the firm’s continued momentum and focus on client success. STAMFORD, Conn., Sept. 12, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has been recognized with a #9 placement on Barron’s Top 100 RIA Firms list, up from #18 in last year’s ranking. Now in its 10th year, the ranking evaluates independent advisory firms on multiple factors, incl

Steward Partners Named to InvestmentNews' Inaugural 2025 5-Star RIA Firms List

September 15, 2025

Firm honored among nation's top RIAs for driving strategic growth while delivering consistent value to clients.STAMFORD, Conn., Sept. 10, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, today announced its recognition in InvestmentNews' inaugural 5-Star RIA Firms 2025 list. The program spotlights elite RIA firms across the United States that demonstrate exceptional scale

Steward Partners Celebrates Leadership Recognition of Jim Gold and Greg Banasz

September 8, 2025

Steward Partners Expands Its Central Division with Advisor Casper Terpinski

August 29, 2025

Bringing $230 million in client assets, Terpinski joins Steward’s Park Cities Group team in Dallas, TX STAMFORD, Conn., Aug. 28, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announces that financial advisor Casper Terpinski has joined the firm’s Dallas, Texas-based Park Cities Group team, adding $230 million in client assets. With more than 40 years in the industry as both a bro

Steward Partners Earns Spot on the Inc. 5000 List of Fastest-Growing Companies

August 18, 2025

NEW YORK, Aug. 13, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, is honored to be named once again to the 2025 Inc. 5000 list. This marks the fifth time since 2018 that Steward Partners has secured a place among America's fastest-growing private companies."Being recognized on the Inc. 5000 list for the fifth time is not only a tremendous honor but also a clear reflection of the

Steward Partners Honors Advisor Partners Recognized on 2025 Forbes

August 18, 2025

NEW YORK, Aug. 13, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announces that three of its advisor partners have been named to the Forbes/SHOOK 2025 Best-In-State Next-Gen Wealth Advisors list. This annual recognition highlights outstanding financial advisors under the age of 40 across the nation who have a minimum of four years of industry experience. "I'm thrilled to congratulate our three advisors on earning this prestigious hono

Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy

August 18, 2025

NEW YORK, Aug. 12, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Longbridge Wealth Advisors, adding $481 million in assets to Steward Partners' platform in its Legacy Division. By bringing on Longbridge Wealth Advisors, Steward Partners deepens its reach in Ohio with a new foothold in North Canton. Led by partners Jack Elgin and Neven Zelich, the ten-person team includes three additional advisors and

Steward Partners Strengthens its Southeast Footprint

July 28, 2025

NEW YORK, July 22, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announces that financial advisor Mike Wood has joined the platform. Wood brings $502 million in client assets and is based in the firm's Norfolk, VA branch. Wood specializes in serving high-net-worth individuals and multi-generational families, as well as closely held business owners navigating succession planning and complex credit needs. His practice is rooted in deliv

Steward Partners Ranked as a Top RIA by Financial Advisor Magazine for 2025

July 21, 2025

Steward Partners Ranked as a Top RIA by Financial Advisor Magazine for 2025 Growing number of industry accolades reinforces Steward Partners’ prominence among leading wealth management firms NEW YORK, July 16, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm has ranked 28th on Financial Advisor Magazine’s 2025 Top RIA and RIA Discretionary and Non- Discretionary AUM Rankings. This achievement highlights Steward Partners’

Steward Partners Acquires Consilium Wealth Management

July 2, 2025

Danville, California-based team brings $1.1 billion in assets to Steward Partners NEW YORK, July 1, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Consilium Wealth Management, adding $1.1 billion in assets to Steward Partners’ platform in its Legacy Division. With the addition of Partner John H. Seo and his nearly ten-member team from Consilium Wealth Management, Steward Partners deepens its rea

Steward Partners Honored as 2025 Excellence Awardee for InvestmentNews'

July 1, 2025

Latest industry recognition highlights Steward Partners' distinctive culture, client-first model, and dedication to professional growth NEW YORK, June 27, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm has been named a 2025 Excellence Awardee within the Thrivent Employer of Choice category as part of the annual InvestmentNews Awards. This recognition celebrates Steward Partners' ongoing commitment to cultivating a workplace culture

Steward Partners with 11 Placements on AdvisorHub's 2025 'Advisors To Watch'

July 1, 2025

Industry Continues to Take Notice of Growing Independent Advisory Firm's Talent Roster & Extensive Capabilities NEW YORK, June 26, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, proudly announces that 11 of its financial advisors across the country have been honored with rankings on AdvisorHub's listing of "Advisors To Watch" for 2025. The annual AdvisorHub "Advisors To Watch" listing ranks more than 1,000 advisors using

Steward Partners Strengthens its Western Presence, Expanding into Arizona

June 3, 2025

Scottsdale-based team brings $225 million to Steward Partners platform NEW YORK, June 2, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announces that Desert Sky Advisors – a private wealth advisory practice providing personalized, goals-based financial advice – has joined its platform, establishing the firm’s first office in Arizona. The addition of Desert Sky Advisors, which has locations in Scottsdale and Gilbert a

Steward Partners Acquires Moore's Wealth Management

May 23, 2025

Gainesville, Georgia-based team adds $700 million in assets to the Steward Partners platform NEW YORK, May 21, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Moore's Wealth Management, adding five financial advisors and $700 million in assets to Steward Partners' roster in its Legacy Division. This new partnership expands Steward Partners' footprint in Georgia with the addition of a Gainesville office

Recognized on Washington Business Journal’s 2025 Best Places to Work List

May 16, 2025

Recognition marks the eighth appearance in nine years for the employee-owned firm NEW YORK, May 16, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm has once again earned a spot on the Greater Washington Best Places to Work list, an annual awards program presented by the Washington Business Journal. The firm continues its legacy of workplace excellence, having been recognized eight times over the past nine years across multiple categories

Steward Partners Ranked 10th of Firms with Over $5B in AUM

April 28, 2025

Firm also recognized with 25th overall ranking of 500 RIAs NEW YORK, April 23, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned independent financial services firm, has been acknowledged with a 10th ranking of firms with over $5B in assets under management (AUM) on USA TODAY’s third annual ‘Best Financial Advisory Firms 2025' list. The Best Financial Advisory Firms 2025 recognized the top registered investment advisory (RIA) firms in the United States based on re

Steward Partners Applauds 23 Financial Advisors Recognized on Forbes

April 16, 2025

NEW YORK, April 14, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned independent financial services firm, proudly recognizes its 23 advisor partners named to the Forbes | SHOOK 2025 Best-In-State Wealth Advisors list. Now in its seventh year, the ranking honors top advisors who have demonstrated exceptional performance and client guidance through periods of market uncertainty. The list is compiled by SHOOK Research and is based on a rigorous methodology that blends quantitat

Steward Partners' Amy Sabin Recognized on Forbes Top Women Wealth Advisors

March 6, 2025

Steward Partners Celebrates Six Partners Ranked to Forbes’ 2025 Best-In-State

January 23, 2025

The recognition further cements Steward Partners’ nationwide commitment to excellence NEW YORK, Jan. 22, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announces six partners named as Forbes | SHOOK 2025 Best-In-State Wealth Management Teams. The annual ranking spotlights more than 5,300 teams with $7 trillion in cumulative assets. Forbes’ ranking was determined through SHOOK Research, which compiled the list through financ

Jim Gold and Scott Danner Recognized in InvestmentNews' 2024 'Hot List'

December 24, 2024

Gold and Danner's inclusion in the annual list acknowledging excellence in the financial services field reflects their professionalism and commitment to generating first-rate client outcomes NEW YORK, Dec. 18, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has been recognized in InvestmentNews' second annual 'Hot List' with the inclusion of two members of the firm's leadership team. The accol

Ranks 40th in Financial Planning’s Inaugural ‘Best RIAs to Work For’ List

December 9, 2024

Recognition Emphasizes Steward Partners’ Dedication to Workplace Culture, Collaboration and Client Outcomes NEW YORK, Dec. 5, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has ranked #40 on Financial Planning’s ‘Best RIAs to Work For’ list. This inaugural ranking of registered investment advisory practices is based on a variety of criteria, including being an SEC-regi

How Hybrid RIAs Can Position Themselves for the Future and Attract Top Talent

December 3, 2024

Jeff Gonyo is the Senior Divisional President of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Jeff Gonyo discusses the shift to independent advisory models, entrepreneurial freedom, and the firm’s unique equity ownership structure that fosters growth and collaboration. Also discussed: The evolving landscape for financial advisors, highlighting the

HR’s Crucial Role of Cultivating a Strong and Enduring Company Culture

December 3, 2024

Kirstie Eustace is the Chief Human Resource Officer at Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Kirstie discusses the evolution of the HR profession, the crucial role of cultivating a strong and enduring company culture, and her personal experiences and growth within the firm. Also discussed: The transformation of HR from tactical to strategic, emphas

Reaping the Benefits of an Independent Partner With Chris Reaney

December 3, 2024

Chris Reaney is the Managing Director of High Water Wealth Group at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, listeners can expect an insightful discussion on Chris Reaney’s career journey from a traditional wirehouse to joining and growing with Steward Partners. The episode highlights the evolution of the financial advisory landscape and the critical importance

Inside the Decision To Become a Board Member of a Newly Developed Firm

December 3, 2024

Janet Robinson is a Board Member for Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Janet shares her journalistic background as CEO of The New York Times Company, highlighting the commitment to quality journalism and the importance of culture and values in a growing media company. She also explains what attracted her to Steward Partners, highlighting her desire to be part o

What Does Freedom Mean to You? With Scott Danner

December 3, 2024

Scott Danner is the Chief Executive Officer of Freedom Street at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this episode, Scott shares the inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact. They also discussed: Scott’s journey of founding the firm in 2016 to address the lack of success

Why Marketing Is Crucial for Advisors Seeking Practice Growth With Greg Banasz

December 3, 2024

Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Greg and Doug discussed the key factors contributing to Steward Partners’ success, as well as customization and flexibility in creating effective marketing strategies for financial advisors. Also discussed: The focus Steward Partn

Building the Firm of Today and the Future With Jim Gold

December 3, 2024

Jim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Jim reflects on Steward Partners’ exponential growth over the past decade, exploring its unique culture of partnership, and its mission-driven approach to financial advisory services. Also discussed: Steward Partners’ rapid expansion, including the need f

Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth

November 25, 2024

The latest addition to the Steward Partners platform yields an additional $850 million in client assets NEW YORK, Nov. 21, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Mainstay Wealth Management, adding four advisors and over $850 million in assets under management to Steward Partners' roster in its Legacy Division. This new partnership further expands Steward Partners' New Jersey presence with an o

Steward Partners Continues Florida Expansion with Palm Beach Gardens Office

November 15, 2024

New team will manage approximately $377 million in client assetsNEW YORK, Nov. 13, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announced today the introduction of G2G Wealth Management at Steward Partners to the platform, born from the addition of two financial advisors and $175 million in assets under management to the firm's previously established Miller Family Wealth branch.Florida-

Steward Partners Elevates Multiple Executives to Continue Its Rapid Growth

October 17, 2024

Gonyo Named Head of Wealth Management, Eustace Named Chief Administrative Officer, Condon Named Chief of Staff NEW YORK, Sept. 27, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, today announced the expansion of its leadership team with the promotions of Jeff Gonyo to head of wealth management, Kirstie Eustace to chief administrative officer, and Maria Condon

Steward Partners Celebrates Fifth Year as Barron's Top 100 RIA Firms List at #18

September 19, 2024

NEW YORK, Sept. 17, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has earned the #18 placement on Barron's' Top 100 RIA Firms ranking, up one position from last year's ranking. This ninth annual ranking of independent advisory firms is based on several factors, including assets under management, technology, spending, staff diversity, and succession planning among other metrics. 2024 marks th

Celebrating Advisor Partners Named to 2024 Forbes Best-In-State List

August 29, 2024

NEW YORK, Aug. 28, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announces that three of its advisor partners have been named to the Forbes/SHOOK 2024 Best-In-State Next-Gen Wealth Advisors list. The annual ranking spotlights financial advisors under 40 years of age across the country with a minimum of four years’ experience.

Honoring 14 Advisors Named to AdvisorHub's 2024 Advisors to Watch

July 19, 2024

NEW YORK, July 17, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, is proud to share that 14 of the firm's financial advisors have been recognized in AdvisorHub's 2024 Advisors to Watch list. The trade publication's annual recognition of excellence in the financial planning space acknowledges 1,000 advisors based on the scope of their practice as well as their demonstrated growt

Steward Partners Expands into Naples, Florida with Coastal 360 Capital

May 30, 2024

NEW YORK, May 28, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today a new partnership with Coastal 360 Capital Advisors, adding two advisors and over $320 million in assets under management to Steward Partners' roster. With this partnership, Steward Partners expands its footprint in Florida, opening its first office in the Naples market and adding to the Clearwater, Sarasota, and Winter Park locations. Spearheaded by Alic

Discover the reasons behind choosing Steward Partners by watching our Video

May 2, 2024

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multi-generational clients. There are many reasons top advisors and their teams have joined our partnership since its founding in 2013, and independence with infrastructure is one of them. Our partners enjoy a generous transition package including the unique opportunity to participate in the firm’s overall success through equity ownership.

Monaco Capital and Saling Simms Acquisitions, Sustaining Rapid Firm Expansion

April 26, 2024

NEW YORK, April 18, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisitions of financial advisory firms Monaco Capital and Saling Simms under Steward Partners' Freedom Street merger. The two firms will add five advisors and a combined total of $488 million in client assets to Steward Partners' roster.The acquisitions denote an expansion of the recently established legacy model at Steward Partne

Celebrating 23 Advisors Named to 2024 Forbes Best-In-State Wealth Advisors List

April 15, 2024

NEW YORK, April 11, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, congratulates its 23 advisor partners named to the Forbes 2024 List of Best-In-State Wealth Advisors. The annual ranking spotlights more than 8,500 advisors who are researched, interviewed, and assigned a ranking based on an algorithm of qualitative and quantitative criteria.

Steward Partners Kicks Off 2024 With Over $1 Billion In New Client Assets

April 12, 2024

NEW YORK, April 5, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, welcomed a fleet of new advisors and teams in the months of January and February, bringing in over $1 billion in assets under management to the firm. Recruiting efforts for the first quarter of 2024 helped the firm to launch a new office in Nashville, TN, bringing on eight new partners with the acquisition of Seven Arrows Financial, which will be affiliated with Steward

Steward Partners Congratulates Stephen Spector for Attaining #5 Spot on Barron's

April 1, 2024

NEW YORK, March 26, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, congratulates Stephen Spector, Partner, Executive Managing Director, Wealth Manager with Spector, Frisch, & Reed Private Wealth Management at Steward Partners, who has been named the #5 advisor in the state of New Hampshire on the highly respected Barron's Top 1,200 Advisor List.The Barron's Top 1,200 Advisor List is a prestigious ra

Steward Partners Named Hybrid RIA of the Year by Wealth Solutions Report

February 23, 2024

Steward Partners, a full-service, employee-owned, independent financial services firm, has been recognized as Hybrid RIA of the Year by Wealth Solutions Report in the second annual invitation-only Wealth Exemplar Awards. This honor is awarded to the top three Registered Investment Advisor (RIA) firms offering fee-based solutions alongside commissionable services through W-2 and independent financial advisors.

Steward Partners Modernizes Corporate Identity

February 22, 2024

Steward Partners Global Advisory, a full-service, employee-owned, independent financial services firm, announces that the firm will now be known simply as Steward Partners.The refined name as well as the newly debuted logo represent the final stage of a brand identity program launched to reflect the firm's ten years of growth and success.Read more here: https://ow.ly/UTfM50QALtu

Steward Partners, LLC | Comprehensive Financial Solutions for Advisors and Clients

Address:

Phone:

E-mail:

Blog

Steward Partners Recognized by Washington Journal as a 2026 Best Place to Work

Steward Partners Acquires Jazz Wealth, Expanding into Florida’s Gulf Coast

Steward Partners Congratulates 29 Financial Advisors Recognized on Forbes

14 Steward Partners Advisors Named to InvestmentNews' 2026

Steward Partners Kicks Off 2026 With Over $2.3 Billion in New Assets

Steward Partners’ Advisors Recognized in Barron’s 1,500 Top Advisors 2026 List

Three Advisors Named to Forbes Best-In-State Top Women Wealth Advisors List

Steward Partners Expands Footprint in Georgia with Addition of $630 Million Team

Steward Partners Closes a Landmark 2025 With Nearly $4 Billion in New Assets

Steward Partners Recognized in Forbes’ 2026 Best-In-State Rankings

Steward Partners Announces a New Board Chairman as Keith Taylor

Steward Partners Secures $475 Million in Strategic Capital from Ares

Steward Partners Named to Financial Planning's 2025 'Best RIAs to Work For' List

Steward Partners Celebrates Mohan Gurupackiam as a 2025 ThinkAdvisor Winner

Steward Partners Expands Footprint in Sarasota, Marking a New Chapter of Growth

Steward Partners Leadership Recognized in InvestmentNews’ 2025 Hot List

Steward Partners Celebrates Advisors Recognized in InvestmentNews’ Rising Stars

Steward Partners Sustains Growth in Q3 2025 with Over $1.6 Billion in New Client

Steward Partners Named to AdvisorHub's Inaugural 'RIA Firms to Watch in 2026'

Steward Partners Relocates Its Corporate Headquarters to Stamford, CT

Steward Partners Celebrates Rob Guldner’s Recognition as Recipient of FSI’s 2025

Steward Partners Celebrates Six Years of Recognition on Barron’s Top 100

Steward Partners Named to InvestmentNews' Inaugural 2025 5-Star RIA Firms List

Steward Partners Celebrates Leadership Recognition of Jim Gold and Greg Banasz

Steward Partners Expands Its Central Division with Advisor Casper Terpinski

Steward Partners Earns Spot on the Inc. 5000 List of Fastest-Growing Companies

Steward Partners Honors Advisor Partners Recognized on 2025 Forbes

Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy

Steward Partners Strengthens its Southeast Footprint

Steward Partners Ranked as a Top RIA by Financial Advisor Magazine for 2025

Steward Partners Acquires Consilium Wealth Management

Steward Partners Honored as 2025 Excellence Awardee for InvestmentNews'

Steward Partners with 11 Placements on AdvisorHub's 2025 'Advisors To Watch'

Steward Partners Strengthens its Western Presence, Expanding into Arizona

Steward Partners Acquires Moore's Wealth Management

Recognized on Washington Business Journal’s 2025 Best Places to Work List

Steward Partners Ranked 10th of Firms with Over $5B in AUM

Steward Partners Applauds 23 Financial Advisors Recognized on Forbes

Steward Partners' Amy Sabin Recognized on Forbes Top Women Wealth Advisors

Steward Partners Celebrates Six Partners Ranked to Forbes’ 2025 Best-In-State

Jim Gold and Scott Danner Recognized in InvestmentNews' 2024 'Hot List'

Ranks 40th in Financial Planning’s Inaugural ‘Best RIAs to Work For’ List

How Hybrid RIAs Can Position Themselves for the Future and Attract Top Talent

HR’s Crucial Role of Cultivating a Strong and Enduring Company Culture

Reaping the Benefits of an Independent Partner With Chris Reaney

Inside the Decision To Become a Board Member of a Newly Developed Firm

What Does Freedom Mean to You? With Scott Danner

Why Marketing Is Crucial for Advisors Seeking Practice Growth With Greg Banasz

Building the Firm of Today and the Future With Jim Gold

Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth

Steward Partners Continues Florida Expansion with Palm Beach Gardens Office

Steward Partners Elevates Multiple Executives to Continue Its Rapid Growth

Steward Partners Celebrates Fifth Year as Barron's Top 100 RIA Firms List at #18

Celebrating Advisor Partners Named to 2024 Forbes Best-In-State List

Honoring 14 Advisors Named to AdvisorHub's 2024 Advisors to Watch

Steward Partners Expands into Naples, Florida with Coastal 360 Capital

Discover the reasons behind choosing Steward Partners by watching our Video

Monaco Capital and Saling Simms Acquisitions, Sustaining Rapid Firm Expansion

Celebrating 23 Advisors Named to 2024 Forbes Best-In-State Wealth Advisors List

Steward Partners Kicks Off 2024 With Over $1 Billion In New Client Assets

Steward Partners Congratulates Stephen Spector for Attaining #5 Spot on Barron's

Steward Partners Named Hybrid RIA of the Year by Wealth Solutions Report

Steward Partners Modernizes Corporate Identity