Steward Partners Makes Strategic Move to Stamford as HQ
Steward Partners Relocates Its Headquarters to Stamford, CT
Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has made a transformative decision to relocate its corporate headquarters from New York City to Stamford, Connecticut. This strategic move aims to strengthen their East Coast presence while continuing to support local partners from their New York office.
A Decision Based on Growth and Opportunity
Hy Saporta, Co-Founder, President & COO of Steward Partners, emphasized the value of this relocation, stating that as the firm experienced extraordinary growth in advisor headcount and leadership over the past decade, Stamford has emerged as a more strategic environment. Saporta remarked, "Stamford offers a more efficient solution as we must connect our leadership with partners across the country while fostering strong relationships in New York." The city has quickly established itself as a major financial services hub that is business-friendly and well-positioned geographically to attract top-tier talent.
Access to Resources and Infrastructure
The new headquarters will accommodate financial advisors and the firm's executive leadership team, enhancing Steward Partners' ability to offer tailored support to advisors and clients nationwide. Saporta expressed his confidence in the move, stating that it is about building a strong foundation for the future of the firm. The firm believes that relocating its headquarters is essential for supporting partners and clients as the business continues to grow for decades.
Commitment to Local Presence
Despite the move, Steward Partners reassures that it will retain operations in its New York office to support local partners and clients effectively. This dual presence allows the firm to harness the strengths of both locations, merging local insights with national strategies to deliver more comprehensive services.
Recognitions and Achievements of Steward Partners
Since its establishment in 2013, Steward Partners has rapidly emerged as one of the fastest-growing independent registered investment advisory (RIA) firms in the industry. Recently, the firm made headlines by securing a prestigious #9 ranking on the 2025 Barron's Top 100 RIA Firms list, climbing from #18 in 2024. Additionally, it gained recognition in the Inc. 5000's list of fastest-growing private companies for the fifth consecutive time. Achieving a 28th place in Financial Advisor Magazine's 2025 Top RIA and RIA Discretionary and Non-Discretionary AUM Rankings, the firm has shown consistent leadership and ambition.
Acknowledgment in the Industry
Further highlighting Steward Partners' industry impact, the firm was named an Excellence Awardee in InvestmentNews' Thrivent Employer of Choice and recognized on Washington Business Journal's 2025 Best Places to Work list. Their advisors have also gained spots on Forbes' lists including the Next-Gen Wealth Advisors and Best-In-State Wealth Advisors, reflecting the firm’s commitment to providing outstanding client service and innovative wealth management solutions.
About Steward Partners
Steward Partners is a full-service, employee-owned, independent financial services firm that provides a comprehensive range of wealth management solutions tailored for families, businesses, and multigenerational investors. Their success has been driven by a positive culture of transparency, excellence, and collaboration, positioning them as a leader in a competitive marketplace. With over $43 billion in client assets as of mid-2025, they continue to leverage their know-how to cultivate strong client relationships that foster long-term growth.
For more information about the firm and its offerings, visit www.stewardpartners.com.
Frequently Asked Questions
What prompted Steward Partners to relocate its headquarters?
The relocation was driven by significant growth and the opportunity to leverage the business-friendly environment in Stamford.
Will Steward Partners still operate in New York?
Yes, the firm will maintain its New York office to support local clients and partners.
What are some recent accolades received by Steward Partners?
Steward Partners was ranked #9 on the 2025 Barron's Top 100 RIA Firms list and made the Inc. 5000 list for fastest-growing companies.
How many client assets does Steward Partners manage?
The firm manages over $43 billion in client assets as of mid-2025.
What services does Steward Partners offer?
Steward Partners provides wealth management solutions, including comprehensive wealth planning, private banking, and institutional consulting.
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