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Steward

About Steward

Steward Partners is an employee-owned, independent financial advisory firm founded in 2013. It operates as a fiduciary, providing client-first, conflict-free advice focused on protecting clients' interests. With over 200 independent advisors in more than 19 cities, the firm manages approximately $32 billion in client assets as of early 2024. Steward Partners leverages its relationship with Raymond James for access to extensive resources and technology, allowing it to deliver comprehensive wealth management solutions.

Min project size

50,000+

Hourly rate

50 / hr

Employees

460

Locations

United States

Year founded

Founded 2013

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Leadership Team

B

Brian Oliver

Vice President of Technology

J

Joe Faber

Chief Financial Officer

B

Ben Utley

Vice President, Financial Advisor

J

James Forsyth

Financial Advisor, Vice President, Wealth Manager

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