Steward Partners, LLC, located at 1776 I Street NW, Suite 700, Washington, DC 20006, is your dedicated partner for navigating the complexities of wealth management.
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The Evolution of Wealth Management is Here
An Independent Partnership Designed for Today’s Financial Landscape
Steward Partners stands as a leading independent private financial services firm committed to delivering exceptional client service and comprehensive financial solutions. We are an employee-owned, full-service partnership built to serve families, institutions, and multigenerational investors. Our expertise encompasses comprehensive wealth planning, strategic investment implementation, professional asset management, institutional consulting, and tailored business solutions. We are selective in our clientele, ensuring we can provide personalized service and an unwavering commitment to excellence for each partner and client.
Recognized and Respected
Steward Partners in the Media
Steward Partners has been featured in prominent industry publications, reflecting our standing and expertise in wealth management:
- Alt text: AdvisorHub logo, financial industry news and insights
- Alt text: Barron’s logo, leading financial magazine
- Alt text: Financial Advisor IQ logo, resources for financial advisors
- Alt text: InvestmentNews logo, news for financial advisors
- Alt text: Yahoo Finance logo, financial news and market data
- Alt text: Advisorpedia logo, encyclopedia for financial advisors
- Alt text: WealthManagement.com logo, wealth management industry news
- Alt text: Seeking Alpha logo, platform for investment research
- Alt text: Markets Insider logo, business and financial news
- Alt text: Kitces.com logo, financial planning and advisor resources
Awards and Accolades
Our dedication to excellence has been recognized through numerous prestigious awards:
- Alt text: 2024 Best RIAs to Work For award logo
- Alt text: Barron’s Top 100 RIA Firms 2024 award logo
- Alt text: Inc. 5000 Fastest-Growing Private Companies in America logo
- Alt text: Best Places to Work 2024 award logo
- Alt text: USA Today Best Financial Advisory Firms 2023 award logo
- Alt text: 2023 Top Hybrid RIA award logo
- Alt text: Largest Private Companies 2022 award logo
For Financial Advisors: Embrace Full-Service Independence
The Best-of-Both-Worlds Model with Equity Potential
Steward Partners offers a unique model for financial advisors seeking independence without sacrificing comprehensive support and resources. We empower advisors with the freedom to serve their clients in the best way possible, backed by the robust infrastructure and collaborative culture of a leading firm. Our partnership model ensures that advisors not only have autonomy but also the opportunity to build equity and participate in the firm’s success.
For Clients: Multifaceted Solutions, Exceptional Experiences
Tailored Financial Services to Meet Your Unique Needs
Clients of Steward Partners benefit from a broad spectrum of financial solutions delivered with a commitment to an exceptional client experience. We understand that each client’s financial situation is unique, and we provide personalized strategies designed to achieve their specific goals. From wealth planning to investment management, our partners are dedicated to providing clear guidance and building long-term financial security.
Our Culture: More Than Partners, We Are Family
Grounded in Values, Leading in Independence
Our firm culture is built on the foundation of partnership and community. We believe in fostering an environment where collaboration, mutual respect, and shared success are paramount. As Steward Partners has grown, we have remained true to our core values, always looking ahead and leading the way in the independent wealth management space. We are more than just business partners; we are a family committed to supporting each other and our clients.
Steward Partners: By the Numbers
A Decade of Growth and Partnership
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553
Partners
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250
Advisors
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60
Offices
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125+
Advisor Designations
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26
Firm Awards
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#18
Barron’s Top 100 RIAs 2024
As of 6/2024
These numbers reflect our significant growth and the strength of our partnership model. We are proud of the community we have built and the collective expertise we offer our clients.
A Timeline of Success: Steward Partners Through the Years
Leading the Evolution in Wealth Management Since 2013
For over a decade, Steward Partners has been dedicated to the growth of both our partners and the firm. Our commitment to excellence has been consistently recognized across the industry. We invite you to explore our timeline and see the milestones that mark our journey in leading the evolution of wealth management.
2013
July
Launched Steward Partners, LLC
September
1st Steward Partners Advisor: Theodore Schwab joins in Washington, DC
December
First three advisors join: Ted Schwab, Chris Reaney, and Rick Pignone
2014
February
Launched New York City location
June
Steward Partners Board of Directors established
December
Welcomed 25th partner
2015
May
5th location launched – Bethesda, MD
December
Steward Partners crossed $1 Billion in assets under management (AUM)
2016
January
Steward Partners RIA Registered with SEC
November
Jim Gold featured on Kathy Ireland Worldwide Business – FOX TV
December
Steward Partners crossed $4 Billion in AUM
2017
July
Recognized as “Best Place to Work” by Washington Business Journal (#1)
August
Featured on the cover of Financial Planning Magazine
November
1st Steward Partners Symposium in Washington, DC
November
Washington Business Journal recognized as Fastest Growing Company (#13)
December
Advisor & CAM Council formed
2018
May
Recognized as “Best Place to Work” by Washington Business Journal (#1)
April
1st Profit Share distribution
September
INC 5000 Fastest Growing Companies recognition
November
Washington Business Journal recognized as Fastest Growing Company (#13)
2019
March
Received $50 Million minority stake from Cynosure
April
InvestmentNews named as “Best Place to Work” for Financial Advisors
May
Washington Business Journal recognized as Fastest Growing Company (#1 – 3 years in a row)
August
INC 5000 Fastest Growing Companies Recognition
December
Ranked as Washington Business Journal’s “Fastest Growing to Companies” (3 years in a row)
December
Welcomed 200th Partner
2020
September
Named to Inc. 5000 (3 years in a row)
September
Recognized as a “Best Place to Work” (4 years in a row)
September
Acquired Umpqua Investments
October
Ranked #24 on Barron’s 2020 List of Top 100 RIA Firms
December
Crossed $100 Million in revenue and $15 Billion in AUM
2021
June
Secured $100 Million Investment from the Pritzker Organization
June
Named a “Best Place to Work” (5 years in a row)
July
The Washington Post named as a “Top Workplace” in 2021
September
Ranked #20 on Barron’s 2021 List of Top 100 RIA Firms
December
Celebrated 300 Partners
2022
June
Launched broker/dealer operations and multi-custodial model
July
Recognized as a “Best Place to Work” (6 years in a row)
September
Ranked #32 on Barron’s 2022 List of Top 100 RIA Firms (3 years in a row)
November
Secured Credit Facility with Apogem Capital
2023
February
First Pershing Advisory Team joined Steward Partners
April
Named as a USA Today Best Advisory Firm
May
6th Annual Symposium in Nashville, TN
July
Celebrated 10th anniversary
September
Ranked #19 on Barron’s 2023 List of Top 100 RIA Firms (4 years in a row)
October
First RIA-only advisor joined
December
Acquired Freedom Street
2024
January
Steward Partners Rebrands Partnership
May
Recognized as “Best Place to Work” by Washington Business Journal
August
Named to Inc. 5000 “Fastest-Growing Private Companies”
September
Ranked #18 on Barron’s 2024 List of Top 100 RIA Firms (5 years in a row)
September
Jeff Gonyo named Steward Partners Head of Wealth Management
December
Ranks on Financial Planning’s “Best RIA to Work for List”
Service Alert
Due to Hurricane Milton, some of our Florida office locations and partners in that region are experiencing outages. If you need to discuss your account and cannot reach your advisor, please call Steward Partners directly at 1-844-645-1505.
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