A complete list of active advisors currently associated with Steward Partners Investment Advisory, LLC
Warmer can help you find a great advisor at Steward Partners Investment Advisory, LLC or one who fits your needs even better.
Steward Partners Investment Advisory, LLC provides investment advisory services to a broad client base that includes individuals (including high-net-worth clients), corporate and business clients, retirement plans, trusts, and other institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and a range of managed-account programs. The firm delivers advice through multiple program structures, including Steward Partners–sponsored managed accounts and a separate RIA-managed account program, and uses model portfolios, unified managed accounts (UMAs), separately managed accounts, and third‑party money managers. Investment selection and ongoing monitoring incorporate due diligence processes coordinated with service providers such as Pershing, Raymond James and SMArtX, and the firm makes available ESG options, alternative investments, and estate-documentation technology to clients. Steward Partners is distinctive among large enterprise RIAs in operating an affiliated broker‑dealer (Steward Partners Investment Solutions, LLC) and in maintaining clearing, custody, and revenue‑sharing relationships with multiple custodians (Pershing, Raymond James, Schwab, Fidelity, and Goldman Sachs Custody Solutions), as well as a December 2025 strategic capital transaction with Ares Management. The firm also facilitates access to third‑party estate‑planning platforms and has referral arrangements for structured products, all of which the brochure notes can create conflicts of interest that the firm discloses and manages through policies and periodic reviews.
To learn more about the advisors currently working at Steward Partners Investment Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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