Steward Partners Adds $2.33 Billion in Q1 Assets, Extends National Footprint

New updates have been reported about Steward Partners.

Steward Partners opened 2026 with five major advisory teams joining its platform, bringing roughly $2.33 billion in client assets and reinforcing its national expansion strategy. The newly affiliated groups – Lum Wealth Management and Silcox & Avonda in Stuart, Florida, Watson & Durham in Macon, Georgia, Centura in Humble, Texas, and Scharf & Selden in Westport, Connecticut – mark one of the firm’s most geographically diverse and asset-rich first quarters.

Leadership frames this recruiting wave as validation of Steward Partners’ employee-owned, independence-plus-infrastructure model and its OneSteward M&A and succession framework. The firm, which added about $3.87 billion in new client assets and seven offices in Q4 2025 and oversaw nearly $50 billion as of December 2025, is targeting further growth via advisor lift-outs and deals in both existing and new markets.

Executives highlight operational scale, technology investment, and flexible affiliation options as key to attracting teams from larger incumbents seeking equity, control, and a defined partnership path. Recent external recognition, including a move to No. 9 on Barron’s 2025 Top 100 RIA Firms list from No. 18 the prior year and an InvestmentNews 2025 Thrivent Employer of Choice award, supports the firm’s positioning in the competitive RIA and hybrid wealth space.

Multiple Steward Partners advisors and ensembles have also been named to Forbes | SHOOK Best-In-State lists, reinforcing the firm’s claim of strong client-service standards across its network. Management signals that the Q1 additions are the leading edge of a robust 2026 pipeline, with active discussions underway across regions for both team recruitment and strategic acquisitions.

For executives and stakeholders, the near-term implications are higher revenue potential from increased advisory assets, greater fixed-cost leverage across the platform, and enhanced brand visibility in key growth markets. Looking ahead, Steward Partners’ performance will hinge on continued successful integration of incoming teams, disciplined M&A execution, and the ability to sustain its culture and partner economics as scale accelerates.