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Steward Partners acquires Consilium & Simplex Wealth Management, adding $1.1B in assets! With Partner John H. Seo and his team, we deepen our Northern California reach. Read the news here: ow.ly/7Blo50Wjj5U #NewJoin #NewTeam

Happy Independence Day! In observance of the holiday, all Steward Partners offices will be closed today and reopen on July 07, 2025. #FourthOfJuly #4thOfJuly #July4th

Aaron Brachman thinks the economy is generally in a good spot and the Fed is doing “exactly the right thing.” Despite the negative ADP employment report last Thursday, he thinks inflation is “mostly under control,” and unemployment is still “pretty low.” ow.ly/Ozkq50WlW56

Steward Partners expands in the Bay Area, acquiring Consilium Wealth Management with $1.1B in assets! Read more: ow.ly/aO9G50WlY6f #WealthManagement #Finance Barron's

Eric Beiley, #WealthManager at The Beiley Group, joins Remy Blaire at the NYSE to discuss the U.S. jobs report and the stock market's record highs in H1 2025. Watch the interview on FINTECH.TV here: ow.ly/jOny50WlXIG

In his recent conversation with @Advisorpedia, Jeff Gonyo, Head of Wealth Management, shares how Steward Partners’ culture of ownership, advisor autonomy, and full-service support continues to attract top talent from traditional wirehouses. ow.ly/wNBz50Wms3s

Succession planning can be easy with Steward Partners! We offer flexible deals, full support, and a platform to protect your legacy. Let’s talk: ow.ly/4vUR50WotK3 #SuccessionPlanning #WealthManagement #LegacyPlanning #BusinessTransition

In this Advisorpedia episode, Kirstie Eustace, Chief Administrative Officer at Steward Partners, shares how we uphold our core values—partnership, excellence, and respect—while growing nationwide. Listen here: ow.ly/UMFn50WpsCl #LeadershipPodcast #CorporateCulture

At Steward Partners, our FA and CAM Councils give advisors and their #supportteams a direct voice with #leadership, ensuring that feedback is heard and reflected in the partnership’s strategy. These councils are vital in keeping our culture collaborative and #advisordriven.

Thrilled to announce Steward Partners is #28 in FA Magazine’s 2025 RIA Ranking! Huge thanks to our partners, clients, and team! News: ow.ly/bATQ50Wrbt4 Award Disclosure: ow.ly/WqvV50Wrbt3 #RIARanking #IndustryRecognition

Advisors are taking tactical approaches in today’s economy. Jason Bottenfield from Steward Partners sees an opportunity in electric transmission with AI and electric cars. Read more: ow.ly/KUVJ50WrlMk Barron's

#Successionplanning doesn’t mean stepping away. With our Sell & Stay option, advisors unlock liquidity while serving clients with less burden. Enjoy flexibility, control, and long-term alignment. Learn more: ow.ly/fQ8y50Wrkan #GrowthStrategy #BusinessTransition

Andrew Briggs, a Plaza Advisory Group wealth manager affiliated with Steward Partners, joins Market Domination to explain why he doesn't see a #stagflation scenario unfolding. Watch his insights and on the latest market action: ow.ly/wy5O50WsW0C Yahoo Finance

Excited to welcome Michael Wood to our Southeast Division in Norfolk, VA! His vision aligns with our values-driven culture. Read the announcement here: wealthmanagement.com/ria-news/stewa… WealthManagement.com

Scott Danner, EVP at Steward Partners, shared with InvestmentNews that we’re targeting advisor businesses with $500M to $2B in client assets. Succession is driving the market. Read more: ow.ly/jRXb50WtFNV.

Steward Partners welcomes Mike Wood to our Norfolk, VA team! With $502M in client assets and 20+ years in wealth management, Mike chose us for our partnership culture and tech. Read more about his journey: ow.ly/kCie50WufUE

#HappyAnniversary to all our advisors celebrating another year with us this July. We are incredibly proud to be your partner and support the growth of your business. Cheers to ongoing achievements and more years of collaboration as we commemorate this #remarkablemilestone.

In a new podcast with @Advisorpedia, Mohan Gurupackiam, CIO at Steward Partners, discusses our advisor-driven tech stack, featuring AI tools like StewBot. Watch the full interview: ow.ly/Ia9W50WuHAS #AdvisorTech #FintechInnovation #CIOInsights

As an advisor-owned firm, your voice matters. If your firm lacks a path to ownership, ask: Who are you building for? Learn more about equity at Steward Partners: ow.ly/MWsL50WuhMM #AdvisorOwned #EquityMatters #OwnershipCulture

“Creating an equity ownership model for all employees is the foundation of Steward Partners’ culture. Partners joining as stakeholders allows them to be a part of something bigger than themselves.” Jim Gold, CEO at Steward Partners Reach out: ow.ly/SMAQ50WqI1Z