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.
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Celebrating 23 Advisors Named to 2024 Forbes Best-In-State Wealth Advisors List
April 15, 2024Steward Partners Kicks Off 2024 With Over $1 Billion In New Client Assets
April 12, 2024NEW 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
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Steward Partners Congratulates Stephen Spector for Attaining #5 Spot on Barron's
April 1, 2024Steward Partners Named Hybrid RIA of the Year by Wealth Solutions Report
February 23, 2024Steward 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.
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Steward Partners Modernizes Corporate Identity
February 22, 2024Steward 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
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Miller Family Wealth Management Joins Steward Partners
November 27, 2023First 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 with Acquisition of Freedom Street Partners
November 20, 2023Steward Partners Expands Business Model with Acquisition of Freedom Street Partners
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Keys To Building A Digital Identity - Greg Banasz
November 2, 2023It 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
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Steward Partners Named to InvestmentNews Top Hybrid RIA
October 23, 2023As 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
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Steward Partners' Matt Price Named to Forbes Top Next-Gen Wealth
October 23, 2023NEW 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
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Steward Partners Ranked #19 on Barron's 2023 Top 100 RIA Firms List
September 25, 2023Steward 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
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