Steward Partners Experiences Significant Growth Through New Advisors
Steward Partners' Remarkable Q3 Expansion
Steward Partners, an esteemed employee-owned independent financial services firm, has shown impressive growth in Q3 of 2025 as it continues to enhance its national presence by welcoming new advisors across its Legacy and traditional channels.
In a strategic move, Steward has rapidly expanded its Legacy Channel, adding several reputable advisory firms, including Longbridge Wealth and Lancaster Wealth Management. This expansion underscores the increasing interest in Steward's Legacy model, which offers effective solutions for succession planning and merger opportunities.
Expertise of New Advisors Enhances Client Service
Among the new talent joining Steward Partners are Mike Wood, who will serve clients in the Southeast division from the Norfolk, VA branch, and Casper Terpinski from the Dallas-based Park Cities Group. Both individuals bring a wealth of experience to Steward, enriching the firm’s ability to cater to clients in key markets.
Jeff Gonyo, Head of Wealth Management, emphasized the importance of these additions, stating, "Advisors nowadays seek more than just a platform. They require a collaborative partner to grow their practice and add exceptional value to their clientele. Steward Partners' model empowers advisors, allowing them to realize their vision while benefiting from overall corporate resources and culture."
The Uniqueness of the Legacy Channel
Steward Partners’ Legacy Channel has positioned the firm distinctly in the wealth management industry, particularly for advisors contemplating succession planning or mergers. Scott Danner, EVP, Head of Legacy, remarked on how this channel offers flexibility and guidance to advisors looking for innovative ways to secure their business's future.
Since its inception in 2013, Steward Partners has cemented its reputation as a leading force within the Registered Investment Advisor (RIA) realm, achieving a notable ranking on various prestigious lists, including the 2025 Barron’s Top 100 RIA Firms, marking a significant rise from the previous year's position. The firm is also recognized by AdvisorHub and Inc. 5000, indicating its robust growth trajectory in a competitive industry.
Commitment to Client-Centric Solutions
Steward Partners prides itself on maintaining a culture focused on client satisfaction and innovation. The firm provides tailored solutions that integrate comprehensive wealth management strategies, private banking, and institutional consulting services aimed at fulfilling the unique needs of families, businesses, and multi-generational investors.
In recent years, various advisory teams and advisors from Steward Partners have received accolades from Forbes and InvestmentNews, solidifying their standing as industry leaders focused on delivering superior client experiences through collaborative, team-based service approaches.
About Steward Partners
Founded in 2013, Steward Partners is an employee-owned independent financial services firm that offers comprehensive wealth management solutions. The firm cultivates an environment of transparency and camaraderie among its advisors to foster significant growth while maintaining a strong focus on exceptional client service. As of mid-2025, Steward Partners manages over $43 billion in client assets.
In addition to its commitment to its clients, Steward also emphasizes advisor satisfaction, with numerous workplace accolades positioning it among the best places to work in the financial advisory sector. Such recognition reflects the company's dedication to employee engagement and a thriving work environment.
Frequently Asked Questions
What is Steward Partners?
Steward Partners is an employee-owned independent financial services firm offering wealth management solutions for individuals, families, and businesses.
When was Steward Partners founded?
Steward Partners was established in 2013 and has since grown significantly in the financial services industry.
What distinguishes the Legacy Channel at Steward Partners?
The Legacy Channel offers a flexible structure that allows advisors to maintain their identity while leveraging Steward's resources, effectively aiding in succession planning and mergers.
How does Steward Partners support new advisors?
Steward provides robust resources, a collaborative culture, and strategic support to help new advisors grow their practices and deliver top-tier service to clients.
What recent recognitions has Steward Partners received?
Steward Partners has been recognized in various prestigious lists, including the Barron’s Top 100 RIA Firms and the Inc. 5000, highlighting its impressive growth and industry standing.
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