Founded in 2013, Steward Partners Global Advisory is a wealth management firm that caters to financial advisors, their clients, and institutions. Operating as an employee-owned independent partnership, the company's model is designed to provide advisors with a platform that combines the support of a major investment firm with the autonomy of running their own practice. Steward Partners has a strategic relationship with Raymond James for custody and clearing services. Their mission is to create a culture of partnership and entrepreneurship, enabling advisors to deliver a high standard of care and comprehensive wealth management solutions to their clients.

Founded in

United States