Steward Partners

About Steward Partners

Representing some of the U.S.’s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Established in 2013, the company fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. With its commitment to exceptional client service and forward-thinking partnerships, the company was ranked as one of Barron’s Top 100 RIAs for the year 2024 and has won more than 20 awards. Offering services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions, the firm was responsible for approximately $39 billion in client assets as of January 2025. To learn more about Steward Partners, visit www.stewardpartners.com.

The recognition information for the Barron's Top 100 RIA's award can be found on Steward Partners’ website at https://www.stewardpartners.com/Important-Disclosures.35.htm#Barrons_Top_100_RIA_Firms_2024