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Steward Partners

Asset Management

An employee-owned, independent financial services firm and registered investment advisor that provides comprehensive wealth management solutions for families, businesses, and multigenerational investors. The firm operates a partner-led model offering services including wealth planning, private banking, institutional consulting, and business solutions, and manages nearly $50 billion in client assets.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―

Estimated Valuation―

Total Amount Raised$475M

Total Amount Raised$475M

Total Funding Rounds1

Total Funding Rounds1

Latest Funding Amount$475M

Latest Funding Amount$475M

Latest Funding RoundInvestment

Latest Funding RoundInvestment

Post-Money Valuation―

Post-Money Valuation―

Funding Round

Dec 19, 2025

Investment

$475.00M

―

Investors

The Pritzker Organization

Investment

Ares Credit funds

Investment

Investment

Related News and Analysis

Steward Partners Builds Momentum With New Acquisitions and Workplace Honors

Steward Partners Builds Momentum With New Acquisitions and Workplace Honors

Steward Partners delivered a busy week highlighted by strategic acquisitions and continued recognition for its workplace culture and...

23d ago

Steward Partners Adds to Industry Momentum With 2026 Best Places to Work Honor

Steward Partners Adds to Industry Momentum With 2026 Best Places to Work Honor

New updates have been reported about Steward Partners. Steward Partners has been named one of the Washington Business...

24d ago

Steward Partners Buys Wisdom Rock, Adds $500 Million to M&A Platform and Expands in Rochester

Steward Partners Buys Wisdom Rock, Adds $500 Million to M&A Platform and Expands in Rochester

New updates have been reported about Steward Partners. Steward Partners has acquired Wisdom Rock Financial Advisory Group, bringing...

26d ago

Steward Partners Acquires Jazz Wealth, Adding $450 Million and Expanding Florida Gulf Coast Presence

Steward Partners Acquires Jazz Wealth, Adding $450 Million and Expanding Florida Gulf Coast Presence

New updates have been reported about Steward Partners. Steward Partners has acquired Tampa Bay–based Jazz Wealth, bringing roughly...

27d ago

Steward Partners Deepens Advisor Bench With 14 InvestmentNews 5-Star Planners

Steward Partners Deepens Advisor Bench With 14 InvestmentNews 5-Star Planners

New updates have been reported about Steward Partners. Steward Partners has strengthened its competitive position in wealth management...

1M ago

Steward Partners Deepens Advisor Bench With 29 Forbes Best-In-State Honorees and New Senior Hires

Steward Partners Deepens Advisor Bench With 29 Forbes Best-In-State Honorees and New Senior Hires

New updates have been reported about Steward Partners. Steward Partners is leveraging advisor recognition to reinforce its competitive...

2M ago

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

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...

2M ago

Steward Partners Advisors Earn Barron’s Honors as Firm Climbs RIA Rankings

Steward Partners Advisors Earn Barron’s Honors as Firm Climbs RIA Rankings

New updates have been reported about Steward Partners. Steward Partners strengthened its position in the U.S. wealth management...

2M ago

Steward Partners Elevates Brand With New Forbes Honors and Rising RIA Ranking

New updates have been reported about Steward Partners. Steward Partners is leveraging new industry recognition to reinforce its...

4M ago

Steward Partners Adds $630 Million Macon Team as Growth, Rankings Strengthen National RIA Position

Steward Partners Adds $630 Million Macon Team as Growth, Rankings Strengthen National RIA Position

New updates have been reported about Steward Partners. Steward Partners has expanded its Southeast footprint by recruiting a...

4M ago