RIA Intel›Advisers›Oregon›STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Advisory

N·PORTLAND, OR

Data as of May 22, 2024 · Source: SEC Form ADV

Total AUM

$991M

1-Year AUM Growth

+20.4%

3-Year CAGR

+4.8%

Employees

471

Assets Under Management

Total AUM$991M

Discretionary AUM$871M

Non-Discretionary AUM$120M

Discretionary %87.9%

Total Clients—

Team

Total Employees471

Investment Advisers524

Employee Growth (1Y)+1784.0%

Filing History

Total Filings on Record96

First FilingSep 8, 2006

Latest FilingMay 22, 2024

🔒 Full AUM trend chart and 96 historical filings spanning 18+ 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 SOLUTIONS, LLC

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