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Danville, California-based team brings $1.1 billion in assets to Steward Partners NEW YORK, July 1, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Consilium Wealth Management, adding $1.1 billion in assets to Steward Partners’ platform in its Legacy Division. With the addition of Partner John H. Seo and his nearly ten-member team from Consilium Wealth Management, Steward Partners deepens its rea

Latest industry recognition highlights Steward Partners' distinctive culture, client-first model, and dedication to professional growth NEW YORK, June 27, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm has been named a 2025 Excellence Awardee within the Thrivent Employer of Choice category as part of the annual InvestmentNews Awards. This recognition celebrates Steward Partners' ongoing commitment to cultivating a workplace culture

Industry Continues to Take Notice of Growing Independent Advisory Firm's Talent Roster & Extensive Capabilities NEW YORK, June 26, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, proudly announces that 11 of its financial advisors across the country have been honored with rankings on AdvisorHub's listing of "Advisors To Watch" for 2025.  The annual AdvisorHub "Advisors To Watch" listing ranks more than 1,000 advisors using

Scottsdale-based team brings $225 million to Steward Partners platform NEW YORK, June 2, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announces that Desert Sky Advisors – a private wealth advisory practice providing personalized, goals-based financial advice – has joined its platform, establishing the firm’s first office in Arizona. The addition of Desert Sky Advisors, which has locations in Scottsdale and Gilbert a

Gainesville, Georgia-based team adds $700 million in assets to the Steward Partners platform NEW YORK, May 21, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Moore's Wealth Management, adding five financial advisors and $700 million in assets to Steward Partners' roster in its Legacy Division. This new partnership expands Steward Partners' footprint in Georgia with the addition of a Gainesville office

Recognition marks the eighth appearance in nine years for the employee-owned firm NEW YORK, May 16, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm has once again earned a spot on the Greater Washington Best Places to Work list, an annual awards program presented by the Washington Business Journal. The firm continues its legacy of workplace excellence, having been recognized eight times over the past nine years across multiple categories

Firm also recognized with 25th overall ranking of 500 RIAs NEW YORK, April 23, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned independent financial services firm, has been acknowledged with a 10th ranking of firms with over $5B in assets under management (AUM) on USA TODAY’s third annual ‘Best Financial Advisory Firms 2025' list. The Best Financial Advisory Firms 2025 recognized the top registered investment advisory (RIA) firms in the United States based on re

NEW YORK, April 14, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned independent financial services firm, proudly recognizes its 23 advisor partners named to the Forbes | SHOOK 2025 Best-In-State Wealth Advisors list. Now in its seventh year, the ranking honors top advisors who have demonstrated exceptional performance and client guidance through periods of market uncertainty. The list is compiled by SHOOK Research and is based on a rigorous methodology that blends quantitat

The recognition further cements Steward Partners’ nationwide commitment to excellence NEW YORK, Jan. 22, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announces six partners named as Forbes | SHOOK 2025 Best-In-State Wealth Management Teams. The annual ranking spotlights more than 5,300 teams with $7 trillion in cumulative assets. Forbes’ ranking was determined through SHOOK Research, which compiled the list through financ

Gold and Danner's inclusion in the annual list acknowledging excellence in the financial services field reflects their professionalism and commitment to generating first-rate client outcomes NEW YORK, Dec. 18, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has been recognized in InvestmentNews' second annual 'Hot List' with the inclusion of two members of the firm's leadership team. The accol

Recognition Emphasizes Steward Partners’ Dedication to Workplace Culture, Collaboration and Client Outcomes NEW YORK, Dec. 5, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has ranked #40 on Financial Planning’s ‘Best RIAs to Work For’ list. This inaugural ranking of registered investment advisory practices is based on a variety of criteria, including being an SEC-regi

Jeff Gonyo is the Senior Divisional President of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Jeff Gonyo discusses the shift to independent advisory models, entrepreneurial freedom, and the firm’s unique equity ownership structure that fosters growth and collaboration. Also discussed: The evolving landscape for financial advisors, highlighting the

Kirstie Eustace is the Chief Human Resource Officer at Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Kirstie discusses the evolution of the HR profession, the crucial role of cultivating a strong and enduring company culture, and her personal experiences and growth within the firm. Also discussed: The transformation of HR from tactical to strategic, emphas

Chris Reaney is the Managing Director of High Water Wealth Group at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, listeners can expect an insightful discussion on Chris Reaney’s career journey from a traditional wirehouse to joining and growing with Steward Partners. The episode highlights the evolution of the financial advisory landscape and the critical importance

Janet Robinson is a Board Member for Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Janet shares her journalistic background as CEO of The New York Times Company, highlighting the commitment to quality journalism and the importance of culture and values in a growing media company. She also explains what attracted her to Steward Partners, highlighting her desire to be part o

Scott Danner is the Chief Executive Officer of Freedom Street at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this episode, Scott shares the inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact.  They also discussed: Scott’s journey of founding the firm in 2016 to address the lack of success

Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Greg and Doug discussed the key factors contributing to Steward Partners’ success, as well as customization and flexibility in creating effective marketing strategies for financial advisors. Also discussed: The focus Steward Partn

Jim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Jim reflects on Steward Partners’ exponential growth over the past decade, exploring its unique culture of partnership, and its mission-driven approach to financial advisory services.  Also discussed: Steward Partners’ rapid expansion, including the need f

The latest addition to the Steward Partners platform yields an additional $850 million in client assets NEW YORK, Nov. 21, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Mainstay Wealth Management, adding four advisors and over $850 million in assets under management to Steward Partners' roster in its Legacy Division. This new partnership further expands Steward Partners' New Jersey presence with an o

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

NEW YORK, March 26, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, congratulates Stephen Spector, Partner, Executive Managing Director, Wealth Manager with Spector, Frisch, & Reed Private Wealth Management at Steward Partners, who has been named the #5 advisor in the state of New Hampshire on the highly respected Barron's Top 1,200 Advisor List.The Barron's Top 1,200 Advisor List is a prestigious ra

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

Steward Partners' Matt Price Named to Forbes 2023 List of Top Advisors 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

Steward Partners' Joe Faber Named to CFO 5 Wealth Solutions Report Honors Wealth Management's Top CFOs NEW YORK, May 4, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, proudly announces that Joe Faber, Chief Financial Officer of Steward Partners, has been named to Wealth Solutions Report's inaugural list of the top CFOs in wealth management, the CFO 5. "We feel very fortunate to have Joe Faber heading up our f

Steward Partners Advisors Named to AH's 2023 Advisors to Watch List WASHINGTON, June 30, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, currently celebrating its tenth anniversary proudly salutes Todd Hoffman, CFP®, CPM® of Hoffman Private Wealth Group at Steward Partners, Tim Davis, CFP® of Davis Executive Wealth Management Group at Steward Partners, and Thomas Briggs of Plaza Advisory Group Inc. affilia