Steward Partners Investment Advisory, LLC

Overview

Steward Partners Investment Advisory, LLC is an independent registered investment adviser operating as a limited liability company since its SEC registration in 2016. The firm serves both individual and family clients as well as institutional accounts and combines advisory services with broker-dealer and insurance brokerage activities. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Steward Partners reports an active ESG investing stance and relies on fee structures that include percentage-of-AUM, hourly, and fixed-fee arrangements. The firm has received multiple industry recognitions over recent years, including placement on the Financial Times Top 300 RIA list (2020), repeated Barron’s Top 100 RIA listings (2021–2025), and selections by Citywire and AdvisorHub in 2026.

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Public Holdings

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Location & Offices