Steward Partners Global Advisory, LLC

Steward Partners is an employee-owned, independent financial services firm specializing in comprehensive wealth management solutions. Established in 2013, the firm's core mission is to provide wealth management services for families, businesses, and multigenerational investors, fostering a culture of collaboration and excellence. Steward Partners relocated its corporate headquarters to Stamford, Connecticut, in September 2025.

The firm offers a broad range of services, including comprehensive wealth planning, investment strategy implementation, professional asset management, private banking, institutional consulting, international advisory, and business solutions. Operating as both an SEC-registered investment adviser (Steward Partners Investment Advisory, LLC) and a registered broker/dealer (Steward Partners Investment Solutions, LLC), Steward Partners managed or advised on approximately $44 billion in client assets as of July 2025, growing to nearly $50 billion by December 2025.

Led by CEO and Co-Founder Jim Gold and President & COO Hy Saporta, Steward Partners has experienced significant growth and industry recognition. In December 2025, the firm secured $475 million in strategic capital from Ares Credit funds, aimed at accelerating recruiting, mergers and acquisitions, and technology investments. Steward Partners was ranked #9 on Barron's 2025 Top 100 RIA Firms list and has been recognized multiple times on Inc. 5000's list of fastest-growing private companies. The firm continues to expand its national footprint, adding over $2.33 billion in new client assets in Q1 2026.