STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Overview

Steward Partners Investment Advisory, LLC operates as an independent registered investment adviser paired with broker-dealer and insurance brokerage capabilities. The firm provides fee-based wealth management and financial planning to individuals, families and institutional clients, charging a mix of AUM-based fees as well as hourly and fixed fees. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of sub-advisers. Steward Partners identifies as an active ESG investor and maintains relationships across advisory and brokerage channels rather than functioning as a separate capital allocator. The firm has been recognized in the trade press, including placement on the Financial Times Top 300 RIAs (2020), consecutive Barron’s Top 100 RIA lists (2021–2025) and an AdvisorHub feature as one of 50 RIA Firms to Watch (2026). Steward Partners was established as an SEC-registered adviser in 2016 and is structured as a limited liability company with domestic entity/individual ownership.

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