Steward Partners Finalizes Major Credit Facility Refinancing for Growth Acceleration

Steward Partners, an independent financial services firm, has achieved a significant milestone by finalizing the refinancing and expansion of its senior credit facility. This strategic move is set to bolster its growth trajectory by facilitating additional recruiting, acquisitions, and other essential initiatives. With the support of a diverse group of lenders—including Blackstone Credit Insurance, MidCap Financial, Morgan Stanley, and Blue Owl Capital—Steward Partners is well-positioned to take on new opportunities and challenges in the financial landscape.

Firm Growth and Market Position

Chief Executive Officer Jim Gold expressed enthusiasm about the new credit facility, stating that it symbolizes the firm's momentum and provides a robust capital foundation for future advancements. Over recent years, the firm has experienced remarkable growth, not only in the number of advisors joining its platform but also in the quality of talent attracted to Steward Partners. Gold emphasized the firm’s ambition to pursue aggressive recruiting and acquisition strategies with this newfound capacity.

“Since establishing our initial credit facility four years ago, we have witnessed our assets under advisement (AUA) soar from $24 billion to an impressive $57 billion,” said Hy Saporta, President of Steward Partners. “This expansion was crucial in attracting a broader lending group that aligns with our vision and business model. We sincerely appreciate our lending partners for enabling us to continue our unique employee-oriented model.”

Since its inception in 2013, Steward Partners has rapidly established itself as one of the fastest-growing registered investment advisor (RIA) firms in the industry. The firm recently achieved the #9 ranking on Barron’s 2025 Top 100 RIA Firms list, a significant leap from #18 in 2024. Additionally, it was recognized as a 2025 Thrivent Employer of Choice by InvestmentNews, highlighting its commitment to fostering an innovative and collaborative workplace culture.

Services Offered

Steward Partners offers various wealth management solutions tailored for families, businesses, and multigenerational investors. The firm is anchored by its mission to provide exceptional client service while nurturing a positive and transparent culture among its employees. With a vast range of services, including comprehensive wealth planning, private banking, and institutional consulting, Steward Partners has successfully managed over $57 billion in client assets as of August 2026.

The firm's ascent in a competitive market illustrates the growing demand for its services and the effectiveness of its employee-centric approach. By prioritizing a culture of camaraderie and excellence, Steward Partners has created an environment that not only attracts top advisors but retains talent essential for its continuous growth.

As financial markets evolve, Steward Partners is poised for further expansion, armed with the support of an expansive credit facility that fuels its growth ambitions. This strategic refinancing marks an exciting chapter for the firm as it navigates future opportunities in the financial services sector.

To discover more about Steward Partners and its offerings, visit their official website at www.stewardpartners.com.