LP Profile

Steward Partners Investment Advisory

Also known as steward partners investment advisory

Wealth ManagerNew York, United StatesFounded 2016
$36.7B
Assets Under Management
New York
Headquarters
Investment Focus

About Steward Partners Investment Advisory

Embrace multi-faceted financial solutions and an unwavering commitment to excellence for advisors and clients with Steward Partners Global Advisory.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Steward Partners Investment Advisory from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$33.5B
Total Clients
71,582
Filing Date
May 4, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Steward Partners Investment Advisory?

Steward Partners Investment Advisory is a wealth manager based in New York, United States, managing approximately $36.7B in assets.

Where is Steward Partners Investment Advisory headquartered?

Steward Partners Investment Advisory is headquartered in New York, United States.

How much does Steward Partners Investment Advisory manage?

Steward Partners Investment Advisory manages approximately $36.7B in assets under management.

When was Steward Partners Investment Advisory founded?

Steward Partners Investment Advisory was founded in 2016.

How can I contact Steward Partners Investment Advisory?

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