Our Firm
A leading independent
private financial services firm
Delivering best-in-class client service and multifaceted financial solutions
Steward Partners Global Advisory 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
Partners
Advisors
Offices
Advisor Designations
Firm Awards
Barron's Top 100 RIAs 2022
As of 6/2023