Wealth Manager
    SEC Registered
    Manages Private Funds

    Steward Partners Investment Advisory, LLC

    Registered investment advisor · Stamford, Connecticut · CRD #283004

    Assets Under Management
    $33.5B
    Client Accounts
    71,582
    Employees
    549
    CRD Number
    283004
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc., Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Steward Partners Investment Advisory, LLC

    Steward Partners is an employee-owned, full-service independent financial services firm founded in 2013. The company specializes in comprehensive wealth management solutions for families, institutional investors, businesses, and high-net-worth individuals. With over 200 independent advisors across the U.S., Steward Partners manages more than $32 billion in client assets as of January 2024. The firm offers a range of personalized financial solutions, including wealth planning, investment strateg

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Steward Partners Investment Advisory, LLC

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    Frequently Asked Questions

    What is Steward Partners Investment Advisory, LLC's AUM?

    Steward Partners Investment Advisory, LLC reports approximately $33.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Steward Partners Investment Advisory, LLC headquartered?

    Steward Partners Investment Advisory, LLC is headquartered in Stamford, Connecticut.

    What is Steward Partners Investment Advisory, LLC's CRD number?

    Steward Partners Investment Advisory, LLC's CRD number is 283004. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Steward Partners Investment Advisory, LLC manage?

    Steward Partners Investment Advisory, LLC manages approximately 71,582 client accounts according to its latest SEC filing.

    Is Steward Partners Investment Advisory, LLC SEC registered?

    Yes, Steward Partners Investment Advisory, LLC is registered with the SEC as an investment adviser with an approved registration status.

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