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Steward Partners Expands into Naples, Florida with Coastal 360 Capital

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
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Discover the reasons behind choosing Steward Partners by watching our Video

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.
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Monaco Capital and Saling Simms Acquisitions, Sustaining Rapid Firm Expansion

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
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Celebrating 23 Advisors Named to 2024 Forbes Best-In-State Wealth Advisors List

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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Steward Partners Kicks Off 2024 With Over $1 Billion In New Client Assets

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
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Steward Partners Congratulates Stephen Spector for Attaining #5 Spot on Barron's

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Steward Partners Named Hybrid RIA of the Year by Wealth Solutions Report

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.
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Steward Partners Modernizes Corporate Identity

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
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Miller Family Wealth Management Joins Steward Partners

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

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Steward Partners Expands with Acquisition of Freedom Street Partners

Steward Partners Expands Business Model with Acquisition of Freedom Street Partners
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Keys To Building A Digital Identity - Greg Banasz

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
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Steward Partners Named to InvestmentNews Top Hybrid RIA

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
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Steward Partners' Matt Price Named to Forbes Top Next-Gen Wealth

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
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Steward Partners Ranked #19 on Barron's 2023 Top 100 RIA Firms List

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
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Steward Partners Welcomes Prosper Wealth Advisors

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How RIA Firms Can Manage Inorganic and Organic Growth

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

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Latimer Wealth Management Joins Steward Partners

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Steward Partners Arrives in Los Angeles County

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Steward Partners' Joe Faber Named to CFO 5

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Steward Partners Advisors Named to AH's 2023 Advisors to Watch List

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Paul Sullivan Joins Steward Partners as Head of Internal Sourcing

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Steward Partners Welcomes Vantage Point Private Wealth

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Steward Partners Welcomes Oswego Crest Financial Group

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How Equity Ownership Can Shape a Corporate Culture

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Proper Succession Planning Takes Time and Patience

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Good Digital Marketing Starts with a Strong Foundation

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Variable Annuities May Not Offer ‘Guaranteed Income’

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FAs Weigh In: Lessons Clients Should Learn from the Pandemic

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Advising Women Must Start With Confidence and Transparency

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Check the background of this financial professional on FINRA's BrokerCheck