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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-

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

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

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.

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

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

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.

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

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.

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, 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 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

First partner in Georgia is a former Wells Fargo team with $275 Million AUM

NEW YORK, Nov. 21, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Miller Family Wealth Management at Steward Partners, a two-person team comprised of Partner, Managing Director, Wealth Manager&am

Steward Partners Expands Business Model with Acquisition of Freedom Street Partners

It is impossible to succeed in business without a strong online presence – a statement as true for a financial advisor as it is for any other business. Many advisors who opted for independence after working in a bank or wirehouse have no idea of how to go about establishing a digital identity, because they have never had the opportunity to market themselves or to build a brand identity of their own. The following are keys for these advisors to consider. Make Your Name Memorable One of the

As it celebrates its 10(th) Anniversary, Steward ranks twenty-first out of more than 1,500 firms NEW YORK, Oct. 16, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, has placed in the #21 spot on the InvestmentNews inaugural ranking of the Top Hybrid RIA firms. Since its founding in 2013, Steward Partners has grown to include more than 200 independent advisors in 40 offices located from coast to coast with approximately $30 billi

NEW YORK, Aug. 18, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, applauds Matt Price, CFP®, CIMA®, Partner, Director, Wealth Manager, The Price Group at Steward Partners, who has been named to the Forbes 2023 List of Top Next-Gen Wealth Advisors Best-In-State for Texas. "Matt Price is an outstanding advisor and a prime example of the growing number of client-focused next-gen advisors who have found the

Steward Partners' Rapid Growth Recognized with #19 Ranking on Barron's 2023 Top 100 RIA Firms List Celebrating its 10th Anniversary, this is Steward Partners' fourth consecutive placement NEW YORK, Sept. 20, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, has been named to the #19 spot on Barron's eighth annual ranking of independent registered investment advisor (RIA) firms. Steward's considerable growth over the past year, a

How RIA Firms Can Manage Inorganic and Organic Growth Jim Gold, CEO of Steward Partners LLC, joins Jill Malandrino on Nasdaq TradeTalks to discuss how Registered Investment Advisory firms can manage inorganic and organic growth for success. Watch Video Media Contact: Michaela Morales JConnelly mmorales@jconnelly.com 973.224.7152