Steward Partners Investment Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated April 21, 2026, reports $33.5B in regulatory assets under management, 549 employees, 86 offices, and 71,582 accounts.
Assets Under Management
$33.5B
Employees
549
Offices
86 offices
Total Clients
40,425
Primary office
STAMFORD, CT
400 ATLANTIC STREET, FLOOR 10, SUITE 1020, STAMFORD, CT, United States
Top client segmentHNWI represent 60.4% of total clients.
Top client categories% of clientsClients
1
HNWI
60.4%
24,423
2
Individuals
37.0%
14,963
3
Pension Plans
1.3%
528
4
Corporations
0.9%
364
5
Charitable
0.4%
147
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$33.5Bas of April 21, 2026
Discretionary75.1%
$25.2B
75% of total RAUM75.1%
Non-discretionary24.9%
$8.4B
25% of total RAUM24.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$33.5B
Total Accounts71,582
10Y AUM Change+$31.8B (+1859.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees549
Clients per Employee74:1
10Y Employee Change+482 (+719.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.