#United States #Stamford #Financial Services #Steward Partners #Q2 Growth

Steward Partners Achieves Remarkable Growth in Q2 2026

Steward Partners, a prominent employee-owned financial services firm, reported a remarkable performance in the second quarter of 2026. The firm successfully on-boarded six advisor teams, adding approximately $3.68 billion in client assets during May and June, which notably extends its national growth trajectory.

The new teams comprise:

• - Zelniker Dorfman Private Wealth (NY/FL) with $2.4 billion
• - Jazz Wealth (FL) totaling $469 million
• - Wisdom Rock Financial Advisory Group (NY) with $504 million
• - Jeff Seitz (WA) contributing $115 million
• - Ali Geranmayeh (NY) bringing in $36 million
• - Blake Cason (NC) with $152 million

This diverse group underscores the dynamic recruiting efforts and geographical reach of Steward Partners. Rather than being restricted to a single segment, these new affiliations reflect a blend of backgrounds—from wirehouses to independent registered investment advisors (RIAs).

Jeff Gonyo, Head of Wealth Management at Steward Partners, expressed that the significance of this quarter lies not only in the large asset base but also in the variety of teams joining the firm. "We are witnessing a blend of wirehouse teams, bank-channel advisors, and independent teams choosing Steward Partners for sustainable long-term growth. Each of these advisors found precisely what they were seeking in our offerings."

Steward Partners has developed unique affiliation models that provide a robust option for advisors, enabling them to attain independence while retaining essential operational support. Their well-structured resources, emphasis on growth, and integrated succession planning opportunities set them apart in a competitive financial landscape.

Scott Danner, the Chief Growth Officer, noted, “This quarter reflects not just our growth in assets but also a broad range of talent. We don't pursue a singular profile of advisor; rather, we are building a platform versatile enough to accommodate every type in the industry.”

Building on a solid first quarter, where approximately $2.33 billion was added across five teams, Steward Partners is steadily solidifying its footprint in both established and emerging markets. The firm’s relentless focus on operational efficiency, cutting-edge technology, and a structured path towards partnership continues to resonate positively with advisors.

Since its inception in 2013, Steward Partners has positioned itself as one of the fastest-growing independent financial services firms in the U.S., recently earning a #9 ranking on Barron’s Top 100 RIA Firms list for 2025, an improvement from their prior rank of #18 in 2024. Recognition doesn’t end there; InvestmentNews acknowledged the firm as a 2025 Thrivent Employer of Choice, indicative of its commitment to nurturing a collaborative and growth-oriented environment. Several advisors from Steward Partners were also featured on the 2026 Forbes Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists, emphasizing their dedication to exceptional client service.

In conclusion, Steward Partners continues to build momentum with its successful affiliate recruitment strategy, showcasing the firm’s ability to attract top-tier advisors while maintaining its core values of independence and support. As they look forward, a promising pipeline of advisors and growth opportunities remains, solidifying their place in the financial advisory industry.

For more details about Steward Partners and their services, visit www.stewardpartners.com.