![]() is a financial services firm supporting independent financial advisors nationwide. For more information, visit us at About Raymond James Financial Services, Inc. Louis, MO., Hendersonville, NC., Keene, Manchester and Portsmouth, NH., Paramus and Morristown, NJ., Albany and New York City, NY., Conshohocken, PA., Austin, Dallas and Houston, TX., and Norfolk and Richmond, VA., Steward Partners Global Advisory, LLC, is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational wealth. With offices in Newtown, CT., Washington, D.C., Clearwater, FL., Andover and Boston, MA., Baltimore and Bethesda, MD., Portland, ME., St. Steward also has been named to InvestmentNews and Washington Business Journal's "Best Places to Work" lists. Steward Partners is one of the country's fastest growing independent wealth management firms and ranked #24 on Barron's list of Top RIA's in 2020. ![]() We look forward to continuing our relationship and supporting Steward's advisors and their clients for years to come." Raymond James combination of full service resources, the integrated technology platform, and unique advisor-focused culture has been critical to Steward Partners' recruiting success over the past eight years. Their impressive growth since inception significantly surpassed their original expectations and ours. ![]() Scott Curtis, president of Raymond James' Private Client Group adds, "We're proud of our relationship with Steward Partners. "Steward Partners, working with leading technology providers and consultants, is making a substantial investment of financial and firm resources to create an industry-leading advisor and client experience." "Transitioning to a multi-custodial model requires building out Steward's technology platform and partnership infrastructure," states Hy Saporta, Steward Partners' President and Chief Operating Officer. We will announce additional custodial partners soon as we continue focusing on our growth strategies in the years to come." We appreciate the strong support of Raymond James as we transition to the RCS channel and continue evolving our business model. Today we have 173 Advisors managing over $22 billion in client assets in 27 offices throughout the country. ![]() ![]() "We founded the firm nearly eight years ago with the support of the senior leadership team at Raymond James. "Raymond James and Steward Partners have benefited by collaborating to drive our growth through recruiting with great success," said Jim Gold, Steward Partners CEO. Umpqua's broker dealer leadership team and 22 advisors managing $3.4 B in client assets joined Steward Partners last month following the deal closing. The ability to transition advisors and teams to a multi-custodial business model will create new opportunities for Steward Partners. Steward Partners' recent acquisition of Umpqua Investments included Umpqua's registered broker dealer, now called Steward Partners Investment Solutions, LLC, which will help fuel the firm's growth plans. Since Steward Partners' inception almost eight years ago, the two firms have enjoyed a strong, mutually beneficial working relationship and look forward to continuing their association into the future. WASHINGTON, /PRNewswire/ - Steward Partners Holdings LLC, an employee-owned full-service independent partnership, and Raymond James announced today that Steward Partners plans to transition its advisors to Raymond James' RIA and Custody Services (RCS) platform as soon as practicable following all necessary regulatory approvals. ![]()
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