Steward Partners Adds $2.2 Billion in Client Assets Through Six Advisor Teams

STAMFORD, Conn., Oct. 1, 2026 /CourierPR/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, has added six advisor teams representing more than $2.2 billion in combined client assets during the third quarter of 2026. This expansion underscores the firm's growing influence and appeal in the financial services industry.

Five of the six teams joined Steward through the firm's M&A channel, while one affiliated through Steward's traditional model. The teams include: - American Financial Advisors, led by Mike Stark in Georgia, with approximately $1 billion in client assets. - O'Neill Wealth Management in New Jersey, with approximately $426 million. - Sapphire Blue Advisors in Michigan, with approximately $305 million. - KM Private Wealth, led by Kyle Martin in Alabama, with approximately $194 million. - Axiom Capital Wealth Management, led by Bob Phinney in Massachusetts, with approximately $191 million. - Integrity Financial Services, led by Jeff Seitz in Washington, with approximately $116 million.

The quarter reflects the continued expansion of Steward's Strategic Growth platform, which serves advisory businesses across multiple stages of their evolution. Teams can affiliate while maintaining independence and ownership of their practices, pursue strategic liquidity while continuing to lead and grow their businesses, or develop longer-term succession and continuity plans.

Since its launch in 2013, Steward Partners has solidified its place as one of the industry's fastest-growing and most influential RIA firms. The firm was recently recognized with a #10 ranking on the 2026 Barron's Top 100 RIA Firms list and was named a 2025 Thrivent Employer of Choice by InvestmentNews, reflecting the firm's commitment to fostering a collaborative, partner-driven culture.

Steward Partners is committed to providing advisors with multiple ways to build enterprise value, strengthen their businesses, and create greater choice around what comes next. The firm remains focused on providing advisors with a flexible partnership model that combines advisor ownership with institutional infrastructure, operational support, technology, investment capabilities, and M&A resources through its OneSteward model.

As of September 2026, Steward Partners was responsible for over $57 billion in client assets. The firm continues to expand in both existing and emerging markets, supported by a pipeline of advisor teams and M&A opportunities in development.