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


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








Advisor Designations


Firm Awards


Barron's Top 100 RIAs 2023

As of 12/2023