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Steward Partners Investment Solutions

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uuid0002qgp

Namestring
Steward Partners Investment Solutions
Legal namestring
Steward Partners Investment Solutions, LLC
Websiteurl
https://www.stewardpartners.com
Company typeenum
Private
Founded yearint
2013
Descriptiontext

Steward Partners Investment Solutions is an employee-owned, independent financial services firm founded in July 2013 that delivers wealth management, investment advisory, brokerage, institutional consulting, and insurance planning services to high-net-worth families, institutional investors, and multigenerational clients. The firm operates a hybrid RIA/broker-dealer architecture: Steward Partners Investment Advisory, LLC (SPIA) is the SEC-registered investment adviser providing fee-based fiduciary services, and Steward Partners Investment Solutions, LLC (SPIS) is the affiliated FINRA-member broker-dealer offering commissionable products. Both entities are housed under Steward Partners Global Advisory, LLC as the parent.

The platform runs on a multi-custodial architecture spanning Charles Schwab, Raymond James, Pershing, Goldman Sachs, and Fidelity, allowing advisors to custody client assets at the client's prior custodian and reducing friction for breakaway advisors. Product breadth spans core wealth management (managed accounts, portfolio construction, financial planning, trust and estate services), institutional consulting (asset allocation, research, reporting), insurance planning (life, annuities, long-term care), and a Personal Concierge tier for ultra-wealthy families that integrates legal, tax, estate, and lifestyle services. The technology stack includes AI integration for advisor workflows — meeting preparation, communications automation, and structured data analysis — led by CIO Mohan Gurupackiam, who was named 2025 ThinkAdvisor Luminaries CTO of the Year.

The business model combines recurring fee-based advisory revenue (subscription-style AUM fees) with transaction-based brokerage commissions, supported by a Legacy Division M&A channel that acquires $500M-$2B RIAs and full wirehouse breakaway teams. The firm recruits advisors via an employee-owned partnership model offering equity stakes and multi-custodial flexibility, monetizing both through fee revenue on integrated AUM and through advisory-team acquisition premium economics. As of January 2026, the firm operates 81 US offices with 645 partners and 301 advisors, approximately $50 billion in client AUM (December 2025), and a Barron's Top 100 RIA ranking of #9 (up from #18 in 2024). The firm has raised institutional capital from Cynosure Group ($50M, 2019), the Pritzker Organization ($100M, 2021), and Ares Credit ($475M, December 2025), with corporate headquarters relocated from New York City to Stamford, Connecticut in September 2025.

Short descriptiontext

Steward Partners is an employee-owned independent financial services firm offering wealth management, investment advisory, brokerage, and institutional consulting to high-net-worth families, institutional investors, and multigenerational clients via a hybrid RIA/broker-dealer model across 81 US offices.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
501–1,000
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, investment advisory, financial planning, asset management, institutional consulting
Industry2 codes
1Broker-Dealer Affiliated Wealth Advisory
CodeFSAEABABPrimaryYes
2Directed Trust & Trust Advisory Services
CodeFSAAANAKPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code2 codes
  • Investment Advice6282
  • Security Brokers, Dealers & Flotation Companies6211
Product category
Wealth Management
GTM motion3 records

Each record includes

Type, Description, Source

Revenue model2 records
1Investment Advisory Services
TypeSubscription Recurring
Description

Fee-based investment advisory services through SEC-registered investment adviser, providing comprehensive wealth planning and investment strategy implementation

stewardpartners.com
2Brokerage Services
TypeTransaction Fee
Description

Securities brokerage through affiliated broker-dealer SPIS, offering commissionable products including insurance and investment solutions

stewardpartners.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Pricing details1 tier
1Fee-based advisory services with fiduciary responsibility
ModelHybridBilling cadenceAnnual
Notes

Investment independence and no conflicts of interest, with completely transparent compensation and fees

stewardpartners.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Steward Partners Investment Solutions is a full-service, employee-owned independent financial services firm delivering wealth management, investment strategy implementation, professional asset management, institutional consulting, and business solutions to family, institutional, and multi-generational investors. The firm operates through a hybrid RIA/broker-dealer model with a multi-custodial platform (Charles Schwab, Raymond James, Pershing, Goldman Sachs, and Fidelity) and an affiliated Legacy Division for M&A-driven advisor and team acquisitions.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • Ranked #9 on Barron's Top 100 RIA Firms 2025, up from #18 in 2024
+1 more record
Product overview1 text field

Steward Partners Investment Solutions is a full-service independent financial services firm offering a unified platform of wealth management services. The core offering includes comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions for family, institutional, and multigenerational investors. The platform operates through a multi-custodial model supporting client accounts at Charles Schwab, Raymond James, Pershing, Goldman Sachs, and Fidelity. Additional services include advisory services (managed accounts, financial plan reviews, due-diligence reports), insurance planning (life insurance, annuities, long-term care), and Personal Concierge services for ultra-wealthy families. The Legacy Division supports acquisition-driven growth through its M&A channel.

Product and service8 records
1Wealth Management Services
Categorycore product
2Advisory Services
Categorycore product
3Institutional Consulting
Categorycore product
4Insurance Planning
Categorycore product
5Personal Concierge Service
Categorycore product
6Registered Investment Advisor Services
Categorycore product
7Multi-Custodial Platform
Categoryplatform
8Legacy Division
Categorycore product
Scale indicator6 records

Each record includes

Type, Value, Description, Source

Partnership5 partners
1Charles Schwab
Strategic tierCoreTypeTechnology or Integration
Description

Multi-custodial platform partnership with Charles Schwab for client account custody and administration.

2Raymond James
Strategic tierCoreTypeTechnology or Integration
Description

Multi-custodial platform partnership with Raymond James for client account custody and administration.

3Pershing
Strategic tierCoreTypeTechnology or Integration
Description

Multi-custodial platform partnership with Pershing (Bank of New York Mellon) for client account custody and administration.

4Goldman Sachs
Strategic tierSupportingTypeTechnology or Integration
Description

Custody and trading services partnership with Goldman Sachs through Folio institutional platform.

5Fidelity
Strategic tierSupportingTypeTechnology or Integration
Description

Custody services partnership with Fidelity for client account administration.

Recent move8 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Market position
Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat6 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration5 records

Each record includes

Title, Type, Description, Source

AI capability4 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature2 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles17 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries6 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds1 record

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors7 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Steward Partners Investment Solutions

Wealth Managementstewardpartners.com

Steward Partners is an employee-owned independent financial services firm offering wealth management, investment advisory, brokerage, and institutional consulting to high-net-worth families, institutional investors, and multigenerational clients via a hybrid RIA/broker-dealer model across 81 US offices.

What Steward Partners Investment Solutions does

Steward Partners Investment Solutions is an employee-owned, independent financial services firm founded in July 2013 that delivers wealth management, investment advisory, brokerage, institutional consulting, and insurance planning services to high-net-worth families, institutional investors, and multigenerational clients. The firm operates a hybrid RIA/broker-dealer architecture: Steward Partners Investment Advisory, LLC (SPIA) is the SEC-registered investment adviser providing fee-based fiduciary services, and Steward Partners Investment Solutions, LLC (SPIS) is the affiliated FINRA-member broker-dealer offering commissionable products. Both entities are housed under Steward Partners Global Advisory, LLC as the parent.

The platform runs on a multi-custodial architecture spanning Charles Schwab, Raymond James, Pershing, Goldman Sachs, and Fidelity, allowing advisors to custody client assets at the client's prior custodian and reducing friction for breakaway advisors. Product breadth spans core wealth management (managed accounts, portfolio construction, financial planning, trust and estate services), institutional consulting (asset allocation, research, reporting), insurance planning (life, annuities, long-term care), and a Personal Concierge tier for ultra-wealthy families that integrates legal, tax, estate, and lifestyle services. The technology stack includes AI integration for advisor workflows — meeting preparation, communications automation, and structured data analysis — led by CIO Mohan Gurupackiam, who was named 2025 ThinkAdvisor Luminaries CTO of the Year.

The business model combines recurring fee-based advisory revenue (subscription-style AUM fees) with transaction-based brokerage commissions, supported by a Legacy Division M&A channel that acquires $500M-$2B RIAs and full wirehouse breakaway teams. The firm recruits advisors via an employee-owned partnership model offering equity stakes and multi-custodial flexibility, monetizing both through fee revenue on integrated AUM and through advisory-team acquisition premium economics. As of January 2026, the firm operates 81 US offices with 645 partners and 301 advisors, approximately $50 billion in client AUM (December 2025), and a Barron's Top 100 RIA ranking of #9 (up from #18 in 2024). The firm has raised institutional capital from Cynosure Group ($50M, 2019), the Pritzker Organization ($100M, 2021), and Ares Credit ($475M, December 2025), with corporate headquarters relocated from New York City to Stamford, Connecticut in September 2025.

Steward Partners Investment Solutions firmographics

Firmographics
Name
Steward Partners Investment Solutions
Legal name
Steward Partners Investment Solutions, LLC
Website
https://www.stewardpartners.com
Company type
Private
Founded year
2013
Operating status
Operating
Headcount range
501–1,000 employees
Short description
Steward Partners is an employee-owned independent financial services firm offering wealth management, investment advisory, brokerage, and institutional consulting to high-net-worth families, institutional investors, and multigenerational clients via a hybrid RIA/broker-dealer model across 81 US offices.
Ownership category
akta.pro rank

Steward Partners Investment Solutions industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
akta.pro primary industry
Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
akta.pro secondary industry
Directed Trust & Trust Advisory Services (FSAAANAK)

Keywords

  • Wealth management services
  • Investment advisory
  • Financial planning
  • Asset management
  • Institutional consulting

Where Steward Partners Investment Solutions is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Offices3 records

Markets served

Steward Partners Investment Solutions business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

  1. Investment Advisory Services: Fee-based investment advisory services through SEC-registered investment adviser, providing comprehensive wealth planning and investment strategy implementation
  2. Brokerage Services: Securities brokerage through affiliated broker-dealer SPIS, offering commissionable products including insurance and investment solutions

Pricing tiers

ModelBillingPrice
HybridAnnualFee-based advisory services with fiduciary responsibility

Go-to-market motion3 records

Distribution channels2 records

Marketing channels4 records

Steward Partners Investment Solutions product offering

Product offering

Core offering

Steward Partners Investment Solutions is a full-service, employee-owned independent financial services firm delivering wealth management, investment strategy implementation, professional asset management, institutional consulting, and business solutions to family, institutional, and multi-generational investors. The firm operates through a hybrid RIA/broker-dealer model with a multi-custodial platform (Charles Schwab, Raymond James, Pershing, Goldman Sachs, and Fidelity) and an affiliated Legacy Division for M&A-driven advisor and team acquisitions.

Product overview

Steward Partners Investment Solutions is a full-service independent financial services firm offering a unified platform of wealth management services. The core offering includes comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions for family, institutional, and multigenerational investors. The platform operates through a multi-custodial model supporting client accounts at Charles Schwab, Raymond James, Pershing, Goldman Sachs, and Fidelity. Additional services include advisory services (managed accounts, financial plan reviews, due-diligence reports), insurance planning (life insurance, annuities, long-term care), and Personal Concierge services for ultra-wealthy families. The Legacy Division supports acquisition-driven growth through its M&A channel.

Differentiator

Problem solved

Functional benefit

Products and services

  • Wealth Management Services
  • Advisory Services
  • Institutional Consulting
  • Insurance Planning
  • Personal Concierge Service
  • Registered Investment Advisor Services
  • Multi-Custodial Platform
  • Legacy Division

Quantifiable outcome

  • Ranked #9 on Barron's Top 100 RIA Firms 2025, up from #18 in 2024
  • +1 more outcomes

Companies that use Steward Partners Investment Solutions

Customer profile

Named customers3 records

Segments1 record

Ideal customer profiles3 records

Steward Partners Investment Solutions technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature2 records

Steward Partners Investment Solutions partnerships and signals

Strategic signal

Partnerships

Five partnerships are on record, tiered core and supporting.

  • Charles SchwabcoreTechnology or IntegrationMulti-custodial platform partnership with Charles Schwab for client account custody and administration.
  • Raymond JamescoreTechnology or IntegrationMulti-custodial platform partnership with Raymond James for client account custody and administration.
  • PershingcoreTechnology or IntegrationMulti-custodial platform partnership with Pershing (Bank of New York Mellon) for client account custody and administration.
  • Goldman SachssupportingTechnology or IntegrationCustody and trading services partnership with Goldman Sachs through Folio institutional platform.
  • FidelitysupportingTechnology or IntegrationCustody services partnership with Fidelity for client account administration.

Scale indicators6 records

Recent moves8 records

Expansion highlights6 records

Steward Partners Investment Solutions competitors and assessment

Company assessment

Market position

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

Steward Partners Investment Solutions social profiles

Digital presence

Steward Partners Investment Solutions financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Steward Partners Investment Solutions leadership team

Management profile

Number of profiles

Profiles17 records

Steward Partners Investment Solutions subsidiaries and ownership

Company hierarchy

Subsidiaries6 records

Steward Partners Investment Solutions funding detail

Funding detail

Funding overview

Funding rounds1 record

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Steward Partners Investment Solutions M&A and investment

M&A and investment

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Steward Partners Investment Solutions

What does Steward Partners Investment Solutions do?

Steward Partners Investment Solutions is a full-service, employee-owned independent financial services firm delivering wealth management, investment strategy implementation, professional asset management, institutional consulting, and business solutions to family, institutional, and multi-generational investors. The firm operates through a hybrid RIA/broker-dealer model with a multi-custodial platform (Charles Schwab, Raymond James, Pershing, Goldman Sachs, and Fidelity) and an affiliated Legacy Division for M&A-driven advisor and team acquisitions.

Is Steward Partners Investment Solutions a public or private company?

Steward Partners Investment Solutions is a private company. It is classified as management employee owned and is currently operating.

When was Steward Partners Investment Solutions founded?

Steward Partners Investment Solutions was founded in 2013. It employs 501 to 1,000 people.

Where is Steward Partners Investment Solutions based?

Steward Partners Investment Solutions is headquartered in New York, United States, in the North America region.

How does Steward Partners Investment Solutions make money?

Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are brokerage Services.

Does Steward Partners Investment Solutions have an API?

No public API is recorded for Steward Partners Investment Solutions.

What industry is Steward Partners Investment Solutions in?

Steward Partners Investment Solutions's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAANAK, Directed Trust & Trust Advisory Services. Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
PR NewswireSteward Partners Celebrates Three Executives Named as Finalists in The 2026 Wealth Management Industry AwardsSteward Partners announced that CEO Jim Gold, CCO Rob Guldner, and M&A leader Scott Danner were named finalists in the 2026 Wealth Management Industry Awards. The recognition spans leadership, compliance, and M&A, with a record 1,392 nominations submitted by over 500 companies. The firm was also ranked #10 in Barron's Top 100 RIAs for 2026.YahooSteward Partners Adds $950M Georgia-Based RIA Run By Former PilotSteward Partners acquired Marietta, Ga.-based American Financial Advisors, which manages nearly $1 billion in client assets. The deal adds $950 million in client assets to Steward's portfolio, which has grown under CEO Jim Gold. Steward has nine more deals in the pipeline, with firm sizes larger than recent years.PR NewswireSteward Partners Completes Credit Facility Refinancing and Expansion to Fuel Next Phase of GrowthSteward Partners completed refinancing and expansion of its senior credit facility, led by Blackstone Credit & Insurance with participation from new lenders. The firm's assets grew from $24 billion to $57 billion since the initial facility four years ago. The new capacity supports additional recruiting, acquisitions, and growth initiatives.Wealth ManagementSteward Partners Managing Growth By Ending 1099 ModelSteward Partners is ending its independent contractor (1099) model for incoming advisors to prioritize its W-2 channel and support expansion through M&A. The firm aims to reach $50 billion in assets under management by year-end, driven by a robust deal pipeline and recent acquisitions such as Freedom Street Partners. This strategic shift aligns with an industry trend where major firms like Signature Estate & Investment Advisors and Mariner Wealth Advisors are also transitioning toward W-2 models.AdvisorhubSteward Partners Shifts Into a Higher GearSteward Partners has grown its client assets from $30 billion to nearly $50 billion in roughly two years, driven by completing approximately 12 M&A deals including a $3.5 billion transaction. The firm is now executing a strategic framework to scale from $50 billion to $100 billion in assets, leveraging its acquisition capabilities and equity partnership model.Defense WorldJPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE Shares Acquired by Bond & Devick Financial Network Inc.Bond & Devick Financial Network Inc. increased its stake in the JPMorgan Small & Mid Cap Enhanced Equity ETF by 6.7% during the fourth quarter, acquiring an additional 11,261 shares to hold 178,387 shares worth approximately $11.5 million. Several other institutional investors, including Royal Bank of Canada, MAI Capital Management, Global Retirement Partners LLC, Steward Partners Investment Advisory LLC, and Northwestern Mutual Wealth Management Co., also adjusted their positions in the ETF during recent quarters. The JPMorgan Market Expansion Enhanced Equity ETF (JMEE) is an actively managed exchange-traded fund tracking the S&P 1000 index with $2.19 billion in assets under management.Defense WorldArlington Financial Advisors LLC Has $8.04 Million Stock Position in JPMorgan Core Plus Bond ETF $JCPBArlington Financial Advisors LLC reduced its holdings in the JPMorgan Core Plus Bond ETF by 75.9% during the fourth quarter, selling 533,822 shares and leaving it with approximately 169,772 shares worth $8.04 million. Several other institutional investors, including Creative Planning, JPMorgan Chase & Co., Coldstream Capital Management Inc., Global Retirement Partners LLC, and Steward Partners Investment Advisory LLC, also adjusted their positions in the ETF during the second quarter. The JPMorgan Core Plus Bond ETF additionally cut its monthly dividend to $0.1859 per share, representing a 4.8% annualized yield.Pulse 2.0Steward Partners Adds $630 Million Macon Team to Expand In GeorgiaSteward Partners added a three-partner advisory team in Macon, Georgia, overseeing about $630 million in client assets. The team, led by David Lucas, Kevin Watson, and Chris Durham, joined on February 4, 2026, to support the firm's expansion in Central Georgia. The move aligns with Steward's strategy of recruiting established wealth management teams seeking independence and equity ownership.InvestmentnewsAdvisor moves: Steward Partners snags $630M team from StifelSteward Partners has recruited a three-advisor team from Stifel in Macon, Georgia, bringing approximately $630 million in client assets to expand its Southeast footprint. Additionally, Ashton Thomas Private Wealth added an advisor with $200 million in assets from Raymond James, while Cetera recruited a team from Commonwealth Financial Network following the latter's acquisition by LPL.Pulse 2.0Steward Partners: $475 Million Raised From Ares In Strategic Capital DealSteward Partners raised $475 million from Ares Credit funds in a strategic capital deal, combining an expanded lending relationship with a non-controlling minority investment. The Stamford-based firm, founded in 2013, has grown from under $100 million in assets to nearly $50 billion as of December 2025. Financial terms were not disclosed.