Today we celebrate 13 years of independence!
Since July 3, 2013, we've grown to 320 advisors in 90+ offices, managing $53B+ in total client assets.
Happy anniversary to our partners and clients!
#UnstopabbleSteward
Honored as an Excellence Awardee in the 2026 InvestmentNews Awards!
Congrats to all who made this possible!
View news: https://t.co/imZKhbhCzr
Disclosures: https://t.co/801yEsPJ0a
@investmentnews
Today, we honor Juneteenth. In observance of the holiday, all Steward Partners offices will be closed today.
Offices will reopen on Monday, June 22, 2026.
We are excited to welcome Centera Private Wealth to Steward Partners in Houston, TX.
Their addition marks another meaningful step in our continued growth, and we’re proud to expand our partnership with such a strong team.
We are confident that the best is yet to come.
Three Steward Partners named to 2026 Forbes/SHOOK Top Women Wealth Advisors.
Excellence driven by our dedicated team.
Read more: https://t.co/p62LiG5tXN
Disclosures: https://t.co/SwD7gSND1G
Excited to welcome Kevin Watson, Chris Durham, David Lucas, and the team to Steward Partners in Macon, GA.
Here’s to new opportunities together.
Read the announcement: https://t.co/blIEhlkkEb
#UnstoppableSteward#WeAreGrowing#NewLocation
We are excited to share that the Lum Wealth Management Group has joined our partnership in Stuart, FL.
Please join us in welcoming the new team to Steward Partners as we continue to grow together.
#UnstoppableSteward#WeAreGrowing#NewJoin
We are happy to share that the Silcox & Avonda Wealth Management Team is now part of the Steward Partners family in Stuart, FL.
Welcome to the team—we’re excited for what’s ahead.
#UnstoppableSteward#WeAreGrowing#NewJoin
Excited to see Greg Banasz, CMO from Steward Partners, at the RIA Tech Summit.
He'll lead a panel on Marketing for RIAs.
Get your tickets here: https://t.co/7JrtXwSjFd
@ICPortfolio
Excited for the RIA Technology & Practice Management Summit!
Join @JeffGonyo, Head of Wealth Management at Steward Partners, on the panel 'M&A and Beyond.' Let’s drive long-term success!
Get your tickets here: https://t.co/fekFVR6lZR
@ICPortfolio
Be more than an advisor—become an owner at Steward Partners! Enjoy equity ownership, a stake in growth, and a true sense of belonging.
Does your firm offer this?
Let's talk: https://t.co/sXIk1CJzA0
2025 closed strongly at Steward Partners.
Welcoming 11 new advisor teams with $4B in assets and expanding with 7 new offices.
Excited for 2026!
Read more here: https://t.co/1y5ygAdLCu
#BusinessGrowth
Join Jeff Gonyo on @barronsadvisor podcast as he discusses the “sell and stay” M&A model and its impact on advisors.
Discover how it offers operational relief while keeping client connections strong.
Listen now: https://t.co/ynqP0DoZgm
Steward Partners partners with Ares Credit funds to enhance private capital flow in the RIA space. This $475 million deal boosts recruiting, M&A, and tech investments while maintaining our employee-owned model.
Read more: https://t.co/BqjD1A8BNA
Big news: Steward Partners has raised $475M in strategic capital from Ares Credit funds.
This investment fuels our next chapter of growth while keeping us 100% employee-owned and advisor-led. Now nearing $50B in client assets!
Full details: https://t.co/wWNGxUbkKB
Thrilled to be named one of the “Best RIAs to Work For” in 2025 by Financial Planning!
Our commitment shines through every team member.
Read more: https://t.co/kzCAcxCaRX.
Award Disclosures: https://t.co/OL2NOiUeiK
@finplan#TeamSuccess#IndustryRecognition
We’re excited to share that Zizmer-Jones Private Wealth Management Group has joined our partnership in Winter Park, FL.
Please join us in welcoming the Zizmer-Jones team to Steward Partners as we continue to grow together.
#UnstoppableSteward#WeAreGrowing#NewJoin
Honoring our #veterans — today and every day.
We’re deeply grateful to all who have served and continue to serve our country.
Your courage and dedication inspire us all.
#VeteransDay#ThankYouVeterans
You’ve built something great — now it’s time to scale it.
Our advisors leverage marketing, modern technology, and business development resources to accelerate organic growth.
While you focus on clients, we’ll help power what’s next.
Let's talk: https://t.co/tg8gWLwVXT