RIA Intel›Advisers›Connecticut›STEWARD PARTNERS INVESTMENT ADVISORY, LLC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Advisory

N·STAMFORD, CT

Data as of Jul 30, 2026 · Source: SEC Form ADV

Total AUM

$36.7B

1-Year AUM Growth

+60.9%

3-Year CAGR

+23.2%

Employees

310

Assets Under Management

Total AUM$36.7B

Discretionary AUM$30.0B

Non-Discretionary AUM$6.7B

Discretionary %81.7%

Total Clients35,105

Team

Total Employees310

Investment Advisers549

Employee Growth (1Y)+21.4%

Filing History

Total Filings on Record52

First FilingMar 8, 2016

Latest FilingJul 30, 2026

🔒 Full AUM trend chart and 52 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.