
Steward Partners is an employee-owned, full-service independent financial services firm and registered investment advisor that provides wealth management and advisory solutions. The firm was launched in 2013 and operates as an employee-owned partnership that serves family, institutional and multigenerational investors. Steward Partners relocated its corporate headquarters to Stamford, Connecticut, and offers securities and private-investment solutions through Steward Partners Investment Solutions. The firm’s business model centers on advisor-led wealth management and an independent partnership ownership structure rather than running branded institutional real-estate funds or non-traded REITs. Steward Partners’ distinguishing characteristics are its employee-owned partnership structure, national advisor network and a platform that combines advisory services with access to private-investment solutions for high-net-worth and institutional client relationships.