pc:stewa

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 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...

1M 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...

2M ago

Steward Partners – Weekly Recap

Steward Partners – Weekly Recap

Steward Partners is an employee-owned, advisor-centric wealth management firm that continued to advance its national growth strategy over...

2M ago

Steward Partners Caps 2025 With $3.9 Billion in New Assets and Accelerated National Build-Out

Steward Partners Caps 2025 With $3.9 Billion in New Assets and Accelerated National Build-Out

New updates have been reported about Steward Partners. Steward Partners closed 2025 with a material expansion of its...

2M ago

Steward Partners – Weekly Recap

Steward Partners – Weekly Recap

Steward Partners is an employee-owned, advisor-centric wealth management firm that continued to solidify its position as a scaled...

2M ago

Steward Partners Deepens National Standing With Seven Teams on Forbes 2026 Best-In-State List

Steward Partners Deepens National Standing With Seven Teams on Forbes 2026 Best-In-State List

New updates have been reported about Steward Partners. Steward Partners has further reinforced its position as a leading...

3M ago

Steward Partners – Weekly Recap

Steward Partners – Weekly Recap

Steward Partners is an employee-owned, advisor-centric wealth management firm that continued to advance its growth and governance agenda...

3M ago

Steward Partners Names Keith Taylor Board Chairman as Firm Extends High-Growth Run

Steward Partners Names Keith Taylor Board Chairman as Firm Extends High-Growth Run

New updates have been reported about Steward Partners. Steward Partners has elevated long-time director Keith Taylor to Chairman...

3M ago

Steward Partners – Weekly Recap

Steward Partners – Weekly Recap

Steward Partners continued to solidify its position as a fast-growing, advisor-centric wealth management firm this week, with a...

3M ago

Steward Partners CEO Relocates to Sarasota as Firm Expands Southeast Hub

Steward Partners CEO Relocates to Sarasota as Firm Expands Southeast Hub

New updates have been reported about Steward Partners (PC:STEWA) Steward Partners is elevating its presence in the Southeast...

3M ago