The Next Evolution in Wealth Management

A Full-Service,
Independent Partnership

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

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

Recognition

For Advisors

A Best-Of-All-Worlds Model: Full-Service Independence with Equity Upside

For Clients

Multifaceted Financial Solutions Delivered with an Exceptional Client Experience

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


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

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.