Steward Partners Kicks Off 2026 With Over $2.3 Billion in New Assets, Fueling Coast-to-Coast Momentum - News Summed Up

Steward Partners Kicks Off 2026 With Over $2.3 Billion in New Assets, Fueling Coast-to-Coast Momentum


The surge of talent confirms that Steward Partners' momentum is accelerating well into the new year. This strong Q1 builds directly on a transformative Q4 2025, in which Steward Partners added nearly $3.87 billion in new client assets and opened seven new offices. Securities are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.


Source: Forbes April 01, 2026 17:15 UTC



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