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Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth Trajectory
NEW YORK, Nov. 21, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Mainstay Wealth Management, adding four advisors and over $850 million in assets under management to Steward Partners' roster in its Legacy Division.
Steward Partners Acquires Jazz Wealth, Expanding into Florida’s Gulf Coast
STAMFORD, Conn., May 5, 2026 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announced today the acquisition of Jazz Wealth, adding approximately $450 million in client assets to Steward Partners’ platform in its M&A Channel. With this addition, Steward Partners strengthens its presence along Florida’s Gulf Coast and continues the strategic expansion of its Southeast footprint.
Scaling With Culture: Practice Management Lessons from Steward Partners
Steward Partners has experienced significant growth in recent years, expanding into more than 30 states while maintaining a cohesive, high-performing culture. Central to this success is the deliberate integration of core values into every aspect of the organization, ensuring that culture remains both a strategic asset and a competitive advantage.
Steward Partners Recognized by Washington Journal as a 2026 Best Place to Work
STAMFORD, Conn., May 8, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm has been recognized in the Washington Business Journal’s Best Places to Work in Greater Washington list, solidifying itself as a standard of workplace excellence through a culture built on ownership, inclusion, and genuine investment in people.