STAMFORD, Conn., Oct. 8, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, continued its strong momentum in the third quarter of 2025 by welcoming multiple new advisors and teams across its Legacy and traditional channels.
[...]NEW YORK, July 1, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Consilium Wealth Management, adding $1.1 billion in assets to Steward Partners' platform in its Legacy Division.
[...]NEW YORK, July 1, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Consilium Wealth Management, adding $1.1 billion in assets to Steward Partners’ platform in its Legacy Division.
[...]NEW YORK, June 2, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announces that Desert Sky Advisors – a private wealth advisory practice providing personalized, goals-based financial advice – has joined its platform, establishing the firm’s first office in Arizona.
[...]NEW YORK, May 21, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Moore's Wealth Management, adding five financial advisors and $700 million in assets to Steward Partners' roster in its Legacy Division.
[...]NEW YORK, May 21, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Moore's Wealth Management, adding five financial advisors and $700 million in assets to Steward Partners' roster in its Legacy Division.
[...]NEW YORK, Dec. 11, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, has announced the formation of the Lindsey-Trost Group of Steward Partners. The new branch represents a unification of the Lindsey Group, an existing office under the Steward Partners umbrella out of Lake Oswego, Oregon, [...]