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.

More than a decade ago, Jim Gold, CEO of Steward Partners, had a simple vision: build a firm that puts advisors first.A ...
06/17/2026

More than a decade ago, Jim Gold, CEO of Steward Partners, had a simple vision: build a firm that puts advisors first.

A platform with institutional-quality resources, a culture advisors could believe in, true partnership through equity ownership, and the freedom to focus on clients, not bureaucracy.

That vision became Steward Partners.

Today, with over $50 billion in total client assets, complete transformative M&A transactions, and continuing to invest in the future of advisor ownership, the foundation Jim laid from day one remains unchanged.

Our growth story isn't about chasing trends. It's about staying committed to a model built around people, partnership, and long-term success.

Read more about Steward's journey, what's driving our momentum, and where we're headed next: https://ow.ly/KRwP50ZcOom

A warm welcome to Integrity Financial Services as they join Steward Partners in Richland, WA.Their decision to partner w...
06/16/2026

A warm welcome to Integrity Financial Services as they join Steward Partners in Richland, WA.

Their decision to partner with Steward reflects a shared commitment to delivering an exceptional client experience, fostering entrepreneurial growth, and building for the future.

As our national partnership continues to expand, we are honored to welcome teams that align with our values and vision. We look forward to supporting Integrity Financial Services' continued success and all that we will achieve together.

Our 9th Annual Steward Partners Symposium ended last night, and we would like to thank all our partners for attending th...
06/12/2026

Our 9th Annual Steward Partners Symposium ended last night, and we would like to thank all our partners for attending this magnificent event and keeping the Steward UNSTOPPABLE culture alive.

Your support and partnership were key to the success of our event, and we appreciate your participation.

A special thanks to our symposium sponsors for making this a spectacular event for our guests.

06/12/2026

We closed our 9th Annual Steward Partners Symposium with another impactful day of learning, insight, and connection.

Ryan Hodapp, Vice President of Sales at American Beacon, joined Daniel Maguire, Research Analyst, for an engaging fireside chat on embodied AI—from robotaxis to delivery drones and beyond.

Bob Stein, Deputy Chief Economist at First Trust Advisors, L.P., followed with a compelling discussion on the U.S. political and economic outlook.

Late in the morning, experts from SMArtX Advisory Solutions and Allspring Global Investments explored the critical intersection of sophisticated investment strategies and the technology required to implement them seamlessly.

The evening concluded at the Sport of Kings Theatre with dinner, followed by our Awards & Jersey Presentation. We also welcomed back Mike DelGuidice for a special performance.

A huge thank you to our partners, speakers, and organizers for making this event an UNSTOPPABLE success!

That’s a wrap on Day 3!Our 9th Annual Steward Partners Symposium in Hollywood, FL continues to exceed expectations, fuel...
06/11/2026

That’s a wrap on Day 3!

Our 9th Annual Steward Partners Symposium in Hollywood, FL continues to exceed expectations, fueling our unstoppable momentum with powerful sessions, fresh perspectives, and invaluable networking.

Thank you to today’s incredible speakers and panelists for inspiring us with their expertise and driving meaningful conversations that empower us all to lead confidently and purposefully.

06/11/2026

A big shout-out to our incredible Sponsors for their contributions on Day 2 of the 9th Annual Steward Partners Symposium!

We kicked off the morning with Robert O'Neil, a Decorated Combat Veteran, New York Times Best-Selling Author, and Keynote Speaker, who delivered a powerful message: The Mission That Changed The World.

Next, Christopher Zook, Chairman and Chief Investment Officer at CAZ Investments, led an insightful session titled "Using Alternatives to Advance Client Results."

Still in the morning, we enjoyed a dynamic fireside chat with Dr. Jeremy Siegel, Senior Economist.

In the afternoon, we enjoyed an evolving presentation with Ilias Benjelloun, Managing Director at Macquarie Asset Management. He shared valuable perspectives on Private Infrastructure in Focus: Capitalizing on Megatrends in Disruptive Times.

Jag Singh, Vice President, Strategy Specialist Group at CIM, led a session on Navigating the Real Estate Landscape: Current Trends and Opportunity Zone Strategies.

We wrapped up the day with an engaging presentation by Dr. Kevin Elko, Career Enhancement Consultant and Author on Connecting with Student Athletes: NIL and the Opportunity for Wealth Management.

That’s a wrap on Day 2!Our 9th Annual Steward Partners Symposium in Hollywood, FL, delivered impactful insights, inspiri...
06/11/2026

That’s a wrap on Day 2!

Our 9th Annual Steward Partners Symposium in Hollywood, FL, delivered impactful insights, inspiring conversations, and unstoppable energy.

Huge thank you to today’s speakers for sharing their expertise and helping make this event one to remember.

06/11/2026

That’s a wrap on Day 2!

Our 9th Annual Steward Partners Symposium in Hollywood, FL, delivered impactful insights, inspiring conversations, and unstoppable energy.

Huge thank you to today’s speakers for sharing their expertise and helping make this event one to remember.

Zelniker Dorfman Private Wealth joins Steward Partners, bringing $2.4 billion in total client assets and expanding our p...
06/10/2026

Zelniker Dorfman Private Wealth joins Steward Partners, bringing $2.4 billion in total client assets and expanding our presence across the Northeast and Florida.

Led by Scott Zelniker and Peter Dorfman, the team brings decades of experience serving business owners, multi-generational families, athletes, entertainers, and next-generation wealth clients through a highly specialized and relationship-driven approach.

After years of evaluating the evolving wealth management landscape, the team chose Steward Partners for its hybrid model, employee-ownership structure, long-term vision, and commitment to investing in advisors and their growth.

This partnership represents continued momentum for Steward Partners as we expand our partnership and align with sophisticated teams building for the future of wealth management.

Read the full announcement to learn more: https://ow.ly/8SZK50Z9Yy8

06/10/2026

It has begun!

On day one of our 9th Annual Steward Partners Symposium, following the All Steward Session, our partners gathered for our Welcome Reception and Dinner in Hollywood, FL.

Our theme, UNSTOPPABLE, is once again coming to life as we kick off the event with connection, inspiration, and momentum.

Welcome, everyone!

Address

400 Atlantic Street, 10th Floor
Stamford, CT
06901

Telephone

+12029306008

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