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
Recognition
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
Partners
Advisors
Offices
Advisor Designations
Firm Awards
Barron's Top 100 RIAs 2023
As of 12/2023
For over a decade, Steward Partners has been committed to the growth of our partners and our firm. We have been honored to be recognized for this growth throughout the industry, and we look forward to continuing our pursuit of excellence and best-in-class service for years to come. Scroll through the timeline below to see highlights of how we’re leading the evolution in wealth management.
2013
July
Launched Steward Partners, LLC
September
1st Steward Partners Advisor: Theodore Schwab joins Steward Partners in Washington, DC
December
First three advisors join Steward Partners: Ted Schwab, Chris Reaney and Rick Pignone
2014
February
Launched New York City location
June
Steward Partners Board of Directors established
December
Welcomed 25th partner
2015
May
5th location launched – Bethesda, MD
December
Steward Partners crossed $1B in assets
2016
January
Steward Partners RIA Registered with SEC
November
Jim Gold featured on Kathy Ireland Worldwide Business – FOX TV
December
Steward Partners crossed $4B in assets
2017
July
Steward Partners recognized as “Best Place to Work” by Washington Business Journal (#1)
August
Steward Partners featured on the cover of Financial Planning Magazine
November
1st Steward Partners Symposium in Washington, DC
November
Washington Business Journal recognized Steward Partners as Fastest Growing Company (#13)
December
Advisor & CAM Council formed
2018
May
Steward Partners recognized as “Best Place to Work” by Washington Business Journal (#1 – 3 years in a row)
April
1st Profit Share distribution
September
INC 5000 Fastest Growing Companies recognized Steward Partners
November
Washington Business Journal recognized Steward Partners as Fastest Growing Company (#13)
2019
March
Steward Partners receives $50M minority stake from Cynosure
April
InvestmentNews named Steward Partners as “Best Place to Work” for Financial Advisors
May
Washington Business Journal recognized Steward Partners as Fastest Growing Company (3 years in a row)
August
INC 5000 Fastest Growing Companies Recognition
December
Ranked as Washington Business Journal’s “Fastest Growing to Companies” (3 years in a row)
December
Welcomed 200th Partner
2020
June
1st Affiliate Partner joined Steward Partners in St. Louis, MO
September
Steward Partners named to Inc. 5000 (3 years in a row)
September
Steward Partners recognized as a “Best Place to Work” (4 years in a row)
September
Steward Partners acquired Umpqua Investments
October
Steward Partners ranked #24 on Barron's 2020 List of Top 100 RIA Firms
December
Steward Partners crossed $100M in revenue and $15B in AUM
2021
June
Steward Partners recognized as a “Best Place to Work” (5 years in a row)
June
Steward Partners named a “Best Place to Work” (5 years in a row)
July
The Washington Post named Steward Partners Global Advisory as a “Top Workplace” in 2021
September
Steward Partners ranked #20 on Barron's 2021 List of Top 100 RIA Firms
December
Steward Partners celebrated 300 Partners
2022
June
Steward Partners launched broker/dealer operations and multi-custodial model
July
Steward Partners recognized as a “Best Place to Work” (6 years in a row)
September
Steward Partners ranked #32 on Barron’s 2022 List of Top 100 RIA Firms (3 years in a row)
November
Steward Partners secured Credit Facility with Apogem Capital
2023
February
First Pershing Advisory Team joined Steward Partners
April
USA Today Best Advisory Firms List
May
6th Annual Symposium in Nashville, TN
July
Steward Partners celebrated 10th anniversary
September
Steward Partners ranked #19 on Barron's 2023 List of Top 100 RIA Firms (4 years in a row)
October
First RIA-only advisor joined
December
Steward Partners acquires Freedom Street