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Steward Partners, LLC | Comprehensive Financial Solutions for Advisors and Clients
Press & Media
Steward Partners in the Headlines
Firm News and Recognition
Steward Partners Welcomes Zelniker Dorfman Private Wealth in Strategic Partnership, Expanding Its Reach in the Northeast and Florida
June 9, 2026
Steward Partners Acquires Wisdom Rock Financial Advisory Group, Adding Over $500 Million in Assets to Its M&A Channel
May 6, 2026
Steward Acquires $500M Ameriprise Practice
May 6, 2026
With M&A on record pace, Steward Partners scoops up Jazz Wealth RIA
May 5, 2026
Steward Partners Acquires Jazz Wealth, Expanding into Florida’s Gulf Coast
May 5, 2026
Scaling With Culture: Practice Management Lessons from Steward Partners
April 8, 2026
4 Ways to Put 'Success' in Succession Planning
April 7, 2026
Steward Partners Kicks Off 2026 With Over $2.3 Billion in New Assets, Fueling Coast-to-Coast Momentum
April 1, 2026
The Greatest Risk In Succession Planning
March 31, 2026
Steward Partners Expands Footprint in Georgia with Addition of $630 Million Team
February 5, 2026
Steward Partners Closes a Landmark 2025 With Nearly $4 Billion in New Assets, Propelling Growth and Continued National Expansion
January 14, 2026
Steward Partners Announces a New Board Chairman as Keith Taylor Assumes Leadership Role
January 02, 2026
The Case for a Curated Tech Stack
January 9, 2026
Steward Partners Secures $475 Million in Strategic Capital from Ares
December 19, 2025
Steward Partners Expands Footprint in Sarasota, Marking a New Chapter of Growth in the Southeast
December 5, 2025
Steward Partners Sustains Growth in Q3 2025 with Over $1.6 Billion in New Client Assets
October 8, 2025
Steward Partners Relocates Its Corporate Headquarters to Stamford, CT
September 23, 2025
Steward Partners Celebrates Leadership Recognition of Jim Gold and Greg Banasz in 2025 WealthManagement.com Industry Awards
September 5, 2025
Steward Partners Expands Its Central Division with the Addition of Veteran Advisor Casper Terpinski
August 28, 2025
Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy Division
August 12, 2025
Steward Partners Strengthens its Southeast Footprint with the Addition of Advisor Mike Wood
July 22, 2025
Steward Partners Targets $500M–$2B RIAs Amid Resurgence of Mid-sized Sellers
July 21, 2025
Steward Partners Acquires Bay Area Firm With $1.1 Billion of Client Assets
July 2, 2025
Steward Partners Acquires Consilium Wealth Management, Fueling the Continued Rapid Expansion of Its Legacy Division
July 1, 2025
Advisors Can't Afford Not To Adopt AI
June 5, 2025
Steward Partners Strengthens its Western Presence, Expanding into Arizona with the Addition of Desert Sky Advisors
June 2, 2025
Steward Partners Acquires Moore's Wealth Management, Advancing the Accelerated Growth of Its Legacy Division
May 21, 2025
Steward Partners Adds $700M-Georgia-Based Moore’s Wealth
May 20, 2025
3 Ways to Position Your Practice for Sustained Success
May 12, 2025
Strategic Partnerships Are the 2025 Catalyst for RIA Growth
April 11, 2025
How Advisors are Approaching Digital Marketing in 2025
January 28, 2025
Steward Partners Expands West Coast Presence with Formation of New Hybrid Branch, the Lindsey-Trost Group
Dec 11, 2024
West Coast Teams Combine Forces to Form $712M Steward Partners
Dec 10, 2024
Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth Trajectory
November 21, 2024
Steward Partners Continues Florida Expansion with Palm Beach Gardens Office, Formation of G2G Wealth Management
November 13, 2024
Steward Partners Elevates Multiple Executives to Continue Its Rapid Growth
September 27, 2024
Steward Promotes Recruiting Chief to Lead Wealth Management
September 25, 2024
M&A Madness: Jim Gold Reveals the High-Stakes Battle for Financial Advisors
September 22, 2024
Steward Partners Celebrates Fifth Consecutive Year of Excellence with #18 Ranking on Prestigious Barron's Top 100 RIA Firms List
September 17, 2024
Selection CriteriaSteward Partners Celebrates Advisor Partners Named to 2024 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List
August 28, 2024
Selection CriteriaStrategies for Boosting Growth and Talent in Hybrid RIAs
Jun 13, 2024
Expect M&A, hybrid RIA growth to continue through second half, says Steward Partners CEO
June 12, 2024
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