Steward Partners Reports $2.3 Billion Asset Growth, Driving National Expansion Plans
Steward Partners Reports $2.3 Billion Asset Growth, Driving National Expansion Plans
In a remarkable opening to 2026, Steward Partners, an employee-owned independent financial services firm, has announced a significant inflow of new client assets totaling approximately $2.33 billion. This growth is largely attributed to the arrival of five seasoned advisory teams joining the firm during the first quarter. This surge not only enhances the firm's asset base but also confirms its growing influence in the wealth management sector across the United States.
Key Acquisitions
The newly affiliated teams represent a diverse geographical spread and robust financial strength. The teams include:
- - Lum Wealth Management (Stuart, FL) - $380 million in assets
- - Silcox Avonda (Stuart, FL) - $800 million
- - Watson Durham (Macon, GA) - $624 million
- - Centura (Humble, TX) - $130 million
- - Scharf Selden (Westport, CT) - $400 million
Together, these teams not only bring significant capital to Steward Partners but also highlight its appeal to high-caliber professionals seeking a blend of institutional support and entrepreneurial freedom.
Momentum and Future Directions
According to Jeff Gonyo, Head of Wealth Management at Steward Partners, the caliber of teams choosing to affiliate with the firm underscores the strength and appeal of Steward's offerings. He stated, "From the Gulf Coast of Florida to the heart of Connecticut, advisors are finding that our platform is a rare combination of institutional strength and entrepreneurial freedom. This trend not only validates our investments in technology, operations, and culture but is a testament to our increasing momentum as we move into 2026."
Furthermore, Scott Danner, Chief Growth Officer, emphasized that this year marks a transformative phase for Steward Partners. He expressed excitement over the recent influx of advisors who desired more than just a change of location; they sought a platform capable of supporting their ambitious goals. Danner remarked, "Q1 is already making that promise a reality, and we are genuinely optimistic about the pathways ahead."
Building on Previous Success
This successful start to 2026 follows a progressive fourth quarter of 2025, where Steward Partners added nearly $3.87 billion in new assets and established seven new offices.
The firm’s growth trajectory reflects its strategic focus on national expansion, with an active pipeline of potential advisor teams and mergers & acquisitions (M&A) opportunities. The unique structures of their affiliation models continue to attract advisors looking for independence without compromising on infrastructure support.
Recognition and Industry Position
Steward Partners has solidified its status as one of the fastest-growing Registered Investment Advisory (RIA) firms in America since its inception in 2013. Notably, it achieved a #9 ranking in Barron’s Top 100 RIA Firms for 2025, climbing from #18 in the previous year. This recognition underscores the firm's commitment to excellence in client service delivery. Moreover, its positive workplace culture has earned it the title of a 2025 Thrivent Employer of Choice by InvestmentNews, showcasing the firm's dedication to collaborative and innovative employee engagement.
Conclusion
As Steward Partners continues its journey, the firm is poised to maintain its upward momentum in the wealth management domain. Its strategic focus on technology, operational scalability, and nurturing partnerships remains pivotal to its success. With a vision for broader outreach and enhanced service delivery, the future looks promising for Steward Partners and its expanding network of advisors.
For further insights about Steward Partners, visit www.stewardpartners.com.
Topics Financial Services & Investing）
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