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44 minutes ago

Steward Partners Reports $2.3 Billion Asset Growth, Driving National Expansion Plans Steward Partners starts 2026 strong, acquiring $2.3 billion in new assets from major advisory teams across the U.S., marking a significant expansion.

Steward Partners Reports $2.3 Billion Asset Growth, Driving National Expansion Plans #United_States #Wealth_Management #Stamford #Financial_Services #Steward_Partners

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6 days ago

Steward Partners' Advisors Shine in Barron's Top 1,500 Advisors List for 2026 Two advisors from Steward Partners have been highlighted in Barron's prestigious Top 1,500 Advisors list for 2026, marking a significant milestone for the firm.

Steward Partners' Advisors Shine in Barron's Top 1,500 Advisors List for 2026 #USA #Stamford #Steward_Partners #Top_Advisors #Barron's

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1 month ago

Steward Partners Honors Three Exceptional Advisors Named in Forbes Women Wealth Advisors List Steward Partners has proudly announced that three of its advisors have been recognized by Forbes in the prestigious Best-In-State Top Women Wealth Advisors list for 2026, celebrating their excellence.

Steward Partners Honors Three Exceptional Advisors Named in Forbes Women Wealth Advisors List #United_States #Forbes #Stamford #Steward_Partners #Women_Advisors

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1 month ago

Steward Partners Welcomes New Wealth Management Team in Georgia Steward Partners has announced the acquisition of a wealth management team in Macon, Georgia, boosting their service offerings in the region.

Steward Partners Welcomes New Wealth Management Team in Georgia #United_States #Wealth_Management #Financial_Services #Macon #Steward_Partners

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2 months ago

Steward Partners' Momentous 2025: Nearly $4 Billion in New Assets Fuels Growth and Expansion In a remarkable year, Steward Partners added nearly $4 billion in client assets, driving nationwide expansion and providing enhanced support for advisors.

Steward Partners' Momentous 2025: Nearly $4 Billion in New Assets Fuels Growth and Expansion #USA #Wealth_Management #Stamford #financial_advisors #Steward_Partners

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2 months ago

Steward Partners Earns Multiple Honors in Forbes' 2026 Best-In-State Rankings Steward Partners stands out as seven of its teams earn prestigious spots in Forbes' 2026 Best-In-State Wealth Management Rankings, showcasing excellence.

Steward Partners Earns Multiple Honors in Forbes' 2026 Best-In-State Rankings #United_States #Forbes #Wealth_Management #Stamford #Steward_Partners

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2 months ago

Keith Taylor Takes the Helm at Steward Partners as New Chairman of the Board Steward Partners appoints Keith Taylor as the new Board Chairman, succeeding Michael McMahon. This leadership change marks a new chapter for the firm as it continues its national expansion.

Keith Taylor Takes the Helm at Steward Partners as New Chairman of the Board #United_States #Stamford #Steward_Partners #Keith_Taylor #Michael_McMahon

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3 months ago

Steward Partners Attracts $475 Million Strategic Investment from Ares Management Steward Partners has secured a significant $475 million investment from Ares Management, further strengthening its position in the financial services industry while preserving its employee-owned ethos.

Steward Partners Attracts $475 Million Strategic Investment from Ares Management #United_States #Investment #Stamford #Steward_Partners #Ares_Management

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3 months ago

Steward Partners Achieves Recognition as One of the Best RIAs to Work For Again Steward Partners is honored to be named one of Financial Planning's 'Best RIAs to Work For' for the second consecutive year, ranking 52nd on the list, showcasing their commitment to employee satisfaction.

Steward Partners Achieves Recognition as One of the Best RIAs to Work For Again #United_States #New_York #Financial_Services #Steward_Partners #Employee-Owned

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3 months ago

Steward Partners Honors Mohan Gurupackiam as 2025 ThinkAdvisor Luminaries Award Winner Steward Partners proudly celebrates Mohan Gurupackiam's recognition as 'CTO of the Year' at the 2025 ThinkAdvisor Luminaries Awards, showcasing innovation and leadership in wealth management.

Steward Partners Honors Mohan Gurupackiam as 2025 ThinkAdvisor Luminaries Award Winner #USA #Stamford #Steward_Partners #ThinkAdvisor #Mohan_Gurupackiam

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3 months ago

Steward Partners Sets Up New Office in Sarasota for Growth in Southeast Expansion Steward Partners has officially opened a new office in Sarasota, Florida, marking a significant step forward in its commitment to client service in the Southeast.

Steward Partners Sets Up New Office in Sarasota for Growth in Southeast Expansion #United_States #Wealth_Management #Sarasota #Steward_Partners

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4 months ago

Steward Partners Celebrates Its Leaders on 2025 InvestmentNews Hot List Steward Partners proudly announces its leadership's recognition on InvestmentNews' 2025 Hot List, marking significant achievements in wealth management.

Steward Partners Celebrates Its Leaders on 2025 InvestmentNews Hot List #United_States #Wealth_Management #Stamford #InvestmentNews #Steward_Partners

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5 months ago

Steward Partners Achieves Remarkable Growth with $1.6 Billion in New Client Assets in Q3 2025 In Q3 2025, Steward Partners welcomed over $1.6 billion in new client assets, driven by strategic expansions and advisor additions, showcasing its industry momentum.

Steward Partners Achieves Remarkable Growth with $1.6 Billion in New Client Assets in Q3 2025 #United_States #Wealth_Management #Stamford #Financial_Services #Steward_Partners

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6 months ago

Steward Partners Makes Waves as One of the RIA Firms to Watch in 2026 Big Leagues Steward Partners, a pioneering financial services firm, grabs a spot on AdvisorHub's inaugural 'RIA Firms to Watch in 2026' list, showcasing growth and innovation.

Steward Partners Makes Waves as One of the RIA Firms to Watch in 2026 Big Leagues #USA #Stamford #RIA_Firms #Steward_Partners #AdvisorHub

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6 months ago

Steward Partners Shifts Headquarters to Stamford, CT to Enhance Growth Strategies Steward Partners relocates its headquarters to Stamford, CT. This strategic move enhances accessibility and operational efficiency while maintaining a New York office.

Steward Partners Shifts Headquarters to Stamford, CT to Enhance Growth Strategies #USA #Wealth_Management #Stamford #Steward_Partners

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6 months ago

Celebrating Rob Guldner's Achievement: A Testament to Advocacy in Finance Rob Guldner of Steward Partners receives the prestigious 2025 Stephen R. Kareta Excellence in Advocacy Award, honoring his contributions to financial services advocacy.

Celebrating Rob Guldner's Achievement: A Testament to Advocacy in Finance #United_States #Stamford #Steward_Partners #Rob_Guldner #FSI_Award

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6 months ago

Steward Partners Marks Six Years of Recognition with Top 10 Ranking on Barron's RIA Firms List Steward Partners celebrates its sixth consecutive year on Barron's Top 100 RIA Firms list, now ranking at #9. Discover the factors behind their success.

Steward Partners Marks Six Years of Recognition with Top 10 Ranking on Barron's RIA Firms List #United_States #Stamford #RIA_Firms #Steward_Partners #Barron's

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6 months ago

Steward Partners Achieves Recognition in the InvestmentNews 2025 5-Star RIA Firms List for Excellence Steward Partners has been recognized in InvestmentNews' inaugural 5-Star RIA Firms 2025 list, highlighting its commitment to exceptional wealth management solutions.

Steward Partners Achieves Recognition in the InvestmentNews 2025 5-Star RIA Firms List for Excellence #United_States #Stamford #RIA_Firms #InvestmentNews #Steward_Partners

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6 months ago

Steward Partners Honors Jim Gold and Greg Banasz at 2025 WealthManagement.com Awards Steward Partners proudly announces the recognition of Jim Gold and Greg Banasz in the 2025 WealthManagement.com Industry Awards for their outstanding leadership in wealth management. This accolade highlights their commitment to excellence.

Steward Partners Honors Jim Gold and Greg Banasz at 2025 WealthManagement.com Awards #United_States #Stamford #Steward_Partners #Jim_Gold #Greg_Banasz

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7 months ago

Casper Terpinski Joins Steward Partners to Bolster Wealth Management Team in Texas Steward Partners welcomes seasoned advisor Casper Terpinski to their Park Cities Group in Dallas, enhancing their wealth management capabilities with $230 million in client assets.

Casper Terpinski Joins Steward Partners to Bolster Wealth Management Team in Texas #United_States #Dallas #Steward_Partners #Casper_Terpinski #Park_Cities_Group

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7 months ago

Steward Partners Secures Place on Inc. 5000 for Fifth Year in a Row Steward Partners, an independent financial firm, celebrates its fifth consecutive appearance on the Inc. 5000 list, showcasing significant growth and commitment to excellence.

Steward Partners Secures Place on Inc. 5000 for Fifth Year in a Row #USA #New_York #Financial_Services #Inc._5000 #Steward_Partners

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7 months ago

Steward Partners Celebrates Three Advisors as Top Young Wealth Advisors on Forbes 2025 List Steward Partners proudly recognizes three of its advisors featured on the prestigious 2025 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors list. Discover their achievements.

Steward Partners Celebrates Three Advisors as Top Young Wealth Advisors on Forbes 2025 List #United_States #New_York #Wealth_Advisors #Steward_Partners #Forbes_Next-Gen

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8 months ago

Steward Partners Expands Its Influence in the Southeast with Advisor Mike Wood's Arrival Steward Partners welcomes advisor Mike Wood, bringing $502 million in assets, to enhance its footprint in the Southeast from Norfolk, VA.

Steward Partners Expands Its Influence in the Southeast with Advisor Mike Wood's Arrival #USA #Wealth_Management #Steward_Partners #Mike_Wood #Norfolk,_VA

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8 months ago

Steward Partners Achieves Recognition Among Top RIAs by Financial Advisor Magazine for 2025 Steward Partners has earned 28th place in Financial Advisor Magazine's 2025 Top RIA list, showcasing significant growth and a client-focused approach.

Steward Partners Achieves Recognition Among Top RIAs by Financial Advisor Magazine for 2025 #United_States #New_York #Steward_Partners #Financial_Advisor #RIA_Rankings

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9 months ago

Steward Partners Expands Its Legacy Division with Consilium Wealth Management Acquisition Steward Partners enhances its Legacy Division through the acquisition of Consilium Wealth Management, adding $1.1 billion in assets and expanding its reach in Northern California.

Steward Partners Expands Its Legacy Division with Consilium Wealth Management Acquisition #United_States #New_York #Financial_Services #Steward_Partners #Consilium_Wealth

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9 months ago

Steward Partners Recognized as Excellence Awardee for 2025 by InvestmentNews Steward Partners has been recognized as a 2025 Excellence Awardee by InvestmentNews, reflecting its employee-first culture and commitment to growth.

Steward Partners Recognized as Excellence Awardee for 2025 by InvestmentNews #USA #New_York #InvestmentNews #Steward_Partners #Thrivent

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9 months ago

Steward Partners Celebrates 11 Advisors Honored in AdvisorHub's 2025 Rankings Steward Partners proudly announces that 11 of its advisors have made it to AdvisorHub's 'Advisors To Watch' rankings, showcasing their exceptional skills and dedication.

Steward Partners Celebrates 11 Advisors Honored in AdvisorHub's 2025 Rankings #New_York #Wealth_Management #Steward_Partners #Advisors_To_Watch

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9 months ago

Steward Partners Expands to Arizona with New Advisor Team Acquisition Steward Partners, a leading financial services firm, is expanding its reach in Arizona by incorporating Desert Sky Advisors, enhancing its commitment to client-centered wealth management.

Steward Partners Expands to Arizona with New Advisor Team Acquisition #United_States #Scottsdale #Financial_Services #Steward_Partners #Desert_Sky_Advisors

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10 months ago

Steward Partners Expands Legacy Division with Moore's Wealth Management Acquisition Steward Partners enhances its Legacy Division with the acquisition of Moore's Wealth Management, adding valuable assets and expertise in Georgia. This strategic move marks a significant growth milestone for the firm.

Steward Partners Expands Legacy Division with Moore's Wealth Management Acquisition #USA #Gainesville #Financial_Services #Steward_Partners #Moore's_Wealth

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10 months ago

Steward Partners Celebrated for Excellence in Workplace Culture by Washington Business Journal 2025 Steward Partners, an employee-owned financial services firm, has been recognized in the Washington Business Journal's 2025 Best Places to Work list, highlighting its strong workplace culture.

Steward Partners Celebrated for Excellence in Workplace Culture by Washington Business Journal 2025 #United_States #Best_Places_to_Work #Washington_D.C. #Steward_Partners #Washington_Business_Journal