Steward Partners Investment Advisory, LLC

Overview

Steward Partners Investment Advisory, LLC operates as an independent registered investment adviser combined with broker-dealer and insurance-broker capabilities. The firm registered with the SEC in 2016 and is owned through a mix of domestic entity and individual ownership. Its client base spans individuals and families as well as institutional clients, and it charges fees by percentage of AUM as well as hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Steward Partners also identifies as an active ESG investor. The firm has received repeated industry recognition, including placement on Barron’s Top 100 RIA Firms list each year from 2021 through 2025, Financial Times’ Top 300 RIA Firms in 2020, and AdvisorHub’s 50 RIA Firms to Watch in 2026. Steward Partners does not function as a capital allocator; instead it allocates client assets across third-party managers and public investments. It maintains affiliations across broker-dealer and insurance company channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices