Steward Partners

Steward Partners is a full-service, employee-owned, independent financial services firm established in 2013. The company specializes in comprehensive wealth management, private banking, institutional consulting, and business solutions for families, businesses, and multigenerational investors. By maintaining an independent partnership model, Steward Partners provides tailored advisory services that compete with major industry players like Mercer Advisors, Janney, and D.A. Davidson. The firm’s service architecture is designed to support complex financial goals through a client-centric approach that emphasizes transparency and long-term value creation.

Operating with 500-1,000 employees across 47 locations, the firm has scaled significantly since its inception. The organization prioritizes a transparent, collaborative culture to drive operational excellence and client retention across its diverse service portfolio. Meet Steward Partners's team to learn about the leadership driving this growth and the firm's commitment to professional development within the financial sector. The team leverages deep industry expertise to navigate volatile market conditions, ensuring that clients receive high-touch, personalized guidance that distinguishes the firm from traditional brokerage models.

With annual revenue reaching $309.3M, Steward Partners maintains a robust market presence supported by strategic debt and private equity funding, including significant capital injections from partners like The Pritzker Organization and Ares. The firm continues to expand its footprint in the competitive investment banking and wealth advisory landscape, consistently appearing on industry growth lists. Explore financial highlights for detailed metrics regarding the firm's capital structure, funding history, and recent performance in the U.S. financial services market.