Steward Partners

Founded in 2013, Steward Partners (“Steward”) is an employee-owned, full-service independent wealth management firm catering to family, institutional, and multi-generational wealth. Steward’s offering combines the benefits of a wirehouse model with the entrepreneurial freedom of independent advising, allowing advisors to focus on the client first while benefitting from the support and platform of a full-service custodian. Steward currently has over 170 advisors in 27 offices across the country and manages $23 billion in client assets. The firm ranked #24 on Barron’s list of Top RIAs in 2020.