# Steward Partners Investment Advisory

Steward Partners Investment Advisory is a Bank / Wealth / Trust based in Stamford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Stamford, United States
- **Region:** North America
- **Address:** Palm Beach Gardens, FL, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** stewardpartners.com

## Regulatory record

- **CRD number:** 283004
- **SEC file number:** 801-107426
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283004

## About

Steward Partners Investment Advisory is an SEC-registered investment adviser in Stamford, CT, registered since 2016. The firm manages $33.5 billion in assets, with $25.2 billion on a discretionary basis. It has 549 employees and 310 investment advisers.

## Sectors

- Wealth Management

## People

- Jim Gold — Chief Executive Officer

## Questions

### Who runs investment decisions at Steward Partners?

Advisor teams retain autonomy over client portfolios under the firm's hybrid RIA framework. Steward Partners provides a centralized investment platform that includes model portfolios, manager due diligence, and asset-allocation guidance, but individual advisors act as fiduciaries responsible for tailoring portfolios to each client. The firm's investment committee, led by senior partners, oversees platform selection and manager approval.

### Does Steward Partners take outside capital or maintain private equity backing?

No. The firm remains employee-owned and has not taken external private equity investment, which distinguishes it from many large independent wealth managers backed by institutional capital. This partnership structure means advisor equity serves as the internal succession vehicle and aligns advisor longevity with firm ownership.

### What is Steward Partners' relationship with Raymond James?

Steward Partners operates as a registered investment advisor independent of Raymond James but maintains a strategic alliance through which Raymond James provides custody, clearing, and certain product access. This allows Steward advisors to offer clients the brokerage and technology infrastructure of a large firm while operating under the fiduciary standard and partnership economics of an independent RIA.

### How does Steward Partners source growth and new advisor teams?

The firm recruits experienced wirehouse and bank-affiliated advisors, primarily from firms such as Wells Fargo, UBS, and Merrill Lynch, by offering partnership equity and the transition to an independent RIA model. Steward Partners also acquires established advisory practices, folding them into the partnership structure rather than operating as a consolidator with a planned exit strategy. Recruiting announcements and industry press detail regular team additions across the East Coast and Southeast.

## Related profiles

- [Steward Advisors](https://altss.com/profile/steward-advisors)
- [Steward Wealth](https://altss.com/profile/steward-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

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