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Steward Partners is an employee-owned, full-service independent partnership of financial advisors. They are dedicated to providing comprehensive wealth planning, investment strategy implementation, and personalized financial solutions to individuals, families, and institutions. The firm empowers its advisors with the independence to act in their clients' best interests, supported by a robust platform and a collaborative, partner-driven culture. Steward Partners emphasizes a client-first approach, focusing on long-term relationships and tailored advice.
Serves as the corporate headquarters, overseeing national operations, strategic initiatives, compliance, and providing central support for its network of advisory teams across the United States.
Prominently located in a modern Class A office building in downtown Washington D.C., offering excellent accessibility and professional facilities. While specific unique architectural details are not publicly highlighted, the space is designed to foster collaboration and support the firm's operational needs efficiently.
Steward Partners cultivates an advisor-centric, entrepreneurial, and collaborative work culture at its headquarters and across its network. The environment supports autonomy for its financial professionals while providing the comprehensive resources and backing of a national firm. Key cultural elements include a strong emphasis on client service, integrity, teamwork, and a partnership-driven approach where employees are also owners.
Strategic location in the nation's capital provides proximity to regulatory bodies and a significant financial hub. It underscores the firm's national presence and commitment to robust operational oversight.
Steward Partners' primary operational footprint is within the United States, where it maintains a robust and expanding network of office locations. While it may not have dedicated international offices, its advisors serve clients with diverse, global financial interests by providing access to international investment opportunities and wealth management strategies that consider cross-border implications. The firm's platform supports managing globally diversified portfolios, catering to the sophisticated needs of its clientele.
1776 I Street NW, Suite 700
Washington
D.C.
USA
Address: 1 Rockefeller Plaza, Suite 1250, New York, NY 10020
Provides a significant presence in one of the world's largest financial markets, enabling direct engagement with a diverse client base and access to specialized financial expertise.
Address: 8235 Douglas Avenue, Suite 600, Dallas, TX 75225
Expands Steward Partners' reach in a key Southern market, catering to a growing population of affluent individuals and businesses requiring sophisticated financial advice.
Address: 2600 McCormick Drive, Suite 100, Clearwater, FL 33759
Addresses the strong demand for wealth management services in Florida, particularly among retirees and high-net-worth individuals, providing localized expertise and support.
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As of April 2025, Steward Partners' leadership includes:
Steward Partners has been backed by several prominent investors over the years, including:
In the past 12 months, Steward Partners has experienced key leadership evolutions, notably with CEO Jim Gold assuming the additional role of Chairman. This period reflects the firm's ongoing growth and strategic adjustments to further strengthen its market position and support its expanding network of advisors. The company remains focused on attracting top talent and ensuring strong leadership continuity.
Discover the tools Steward Partners uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Steward Partners commonly utilizes standard professional email formats. While variations may exist, a frequent pattern involves a combination of the employee's first initial and last name, or first name and last name separated by a period.
[first_initial][last]@stewardpartners.com or [first].[last]@stewardpartners.com
Format
jdoe@stewardpartners.com or jane.doe@stewardpartners.com
Example
85%
Success rate
AdvisorHub • May 1, 2024
Steward Partners announced that CEO Jim Gold has also taken on the role of Chairman, succeeding co-founder Michael Maurer, who has transitioned to Founding Partner and Senior Advisor....more
AdvisorHub • February 20, 2024
Steward Partners continued its recruiting momentum by adding a former Truist advisory team managing $230 million in client assets in Richmond, Virginia....more
Citywire RIA • January 16, 2024
Steward Partners announced it has raised an additional $100 million in capital from existing investors, including The Pritzker Organization and Manulife Investment Management, to fuel further expansion and advisor recruitment....more
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