Steward Partners

Steward Partners Steward Partners is an employee-owned, full-service independent partnership.

Steward Partners is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering co

mmitment to excellence. Securities are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.

One week from today, the 9th Annual Steward Partners Symposium begins.Partners from across the country will gather in Ho...
06/02/2026

One week from today, the 9th Annual Steward Partners Symposium begins.

Partners from across the country will gather in Hollywood, Florida, to exchange ideas, hear from industry leaders, recognize achievements, and engage in conversations that help shape the future of our firm.

The energy is building, and we look forward to an incredible week together.

Something special is just around the corner.In a few short days, Steward Partners leaders, advisors, and teams from acro...
06/01/2026

Something special is just around the corner.

In a few short days, Steward Partners leaders, advisors, and teams from across the country will gather in Hollywood, FL, for our 9th Annual Symposium - a time to connect, collaborate, celebrate our momentum, and look ahead to the future.

We can't wait to get started.

05/29/2026

Most advisors wait until something forces the conversation.

That’s usually too late.

When the business is growing, clients are engaged, and everything feels stable, it’s easy to push bigger strategic decisions further down the road.

But timing matters.

The strongest outcomes are often built before urgency exists, while flexibility, leverage, and optionality are still on your side.

The advisors thinking strategically about their next chapter are not waiting for pressure to make a move. They are planning ahead while they still have full control over what comes next.

The structure behind the business matters just as much as the business's growth.

Learn more about building for the future: https://ow.ly/lhH450Z5BlX

Recruiting in wealth management has changed.The old model was simple:Bigger deals won.Now, advisors are asking different...
05/27/2026

Recruiting in wealth management has changed.

The old model was simple:
Bigger deals won.

Now, advisors are asking different questions:
– What am I actually building?
– Is there real ownership?
– Does this structure support long-term value?

It’s no longer just about the deal.
It’s about alignment, flexibility, and what this becomes over time.
The firms pulling ahead understand that shift.

Jeff Gonyo, our Head of Wealth Management, breaks this shift down well here: https://ow.ly/KA4M50Z4ox6

M&A activity in wealth management isn’t just growing — much of it may be happening outside the numbers being reported.Ji...
05/26/2026

M&A activity in wealth management isn’t just growing — much of it may be happening outside the numbers being reported.

Jim Gold, CEO of Steward Partners, recently shared his perspective on what he calls “underground M&A,” noting that many industry deal reports only reflect transactions involving major banking firms — leaving a significant amount of independent activity unseen.

With continued momentum across the industry and multiple transactions already completed this year, the pace of strategic growth and partnership conversations shows no signs of slowing down heading into 2026.

Read more: https://ow.ly/pTm150Z4o2Q

05/25/2026

Honoring and remembering all who have served.

Our offices will be closed on Monday, May 25th, in observance of Memorial Day.

The biggest mistake advisors make in a deal?Focusing only on the number.Because the real question isn’t just:“What am I ...
05/22/2026

The biggest mistake advisors make in a deal?

Focusing only on the number.

Because the real question isn’t just:
“What am I getting today?”

It is: “What am I giving up tomorrow?”

Control.
Growth.
Future upside.
Alignment.

Some firms are built to acquire.

Others are built to partner.

That difference changes everything.

Let's talk: https://ow.ly/l98Q50Z3kV7

Steward Partners - The Next Evolution in Wealth Management.A full-service, independent partnership - built by and for to...
05/21/2026

Steward Partners - The Next Evolution in Wealth Management.

A full-service, independent partnership - built by and for today's wealth managers and their clients.

Steward Partners has been committed to the growth of our partners and our firm, and we look forward to continuing our pursuit of excellence and best-in-class service for years to come.

The future of wealth management continues to evolve, and we’re excited for what’s ahead.

Great insights from Jason Bottenfield on the Schwab Network discussing today’s market environment, investment opportunit...
05/20/2026

Great insights from Jason Bottenfield on the Schwab Network discussing today’s market environment, investment opportunities, and where he sees momentum moving next.

Despite geopolitical tensions and rising rates, Jason highlights the continued resilience of U.S. markets and explains why he sees compelling opportunities emerging in AI infrastructure. He also discusses the potential advantages of rotating into U.S. and small-cap stocks over international exposure.

A strong interview with a valuable perspective on today’s evolving market landscape.
Definitely worth checking out here: https://ow.ly/S7F150Z2uwO
Disclosures click here: https://ow.ly/O2fl50Z2uwN

We are proud to share that the Coyle Financial Group of Steward Partners has been recognized as a winner of InvestmentNe...
05/18/2026

We are proud to share that the Coyle Financial Group of Steward Partners has been recognized as a winner of InvestmentNews’ 2026 5-Star Wealth Management Teams award.

At Steward Partners, we are committed to building a culture that empowers advisors with the support, flexibility, and partnership they need to continue growing and delivering excellence to their clients. We are proud to celebrate this achievement alongside the team.

Congratulations on this well-deserved recognition.

Check the whole list here: https://ow.ly/B0Eb50Z1ip8
Disclosures here: https://ow.ly/cEYb50Z1ipa

Address

400 Atlantic Street, 10th Floor
Stamford, CT
06901

Telephone

+12029306008

Website

Alerts

Be the first to know and let us send you an email when Steward Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Steward Partners:

Shortcuts

Share

Category