Steward Partners Acquires Moore's Wealth Management

Mercer Advisors Acquires Steward Wealth Management, LLC

August 2, 2023

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Colleyville, Texas-based Steward Wealth Management, LLC, an RIA managing approximately $680 million in client assets across ~340 clients. The deal brings Steward’s advisory team into Mercer’s Texas footprint as an add-on to its PE-backed wealth management platform owned by Oak Hill Capital and Genstar Capital.

Steward Partners Acquires Mainstay Wealth Management

November 21, 2024

Wealth Management

Steward Partners has acquired Mainstay Wealth Management, a 14-person advisory team led by Timothy Burklow Sr. and Matthew Rotella, adding four advisors and over $850 million of assets under management. The move expands Steward Partners' presence in New Jersey with a new Riverdale office and brings experienced advisors from Ameriprise to the firm's Legacy Division.

Steward Partners Acquires Consilium Wealth Management

July 2, 2025

Financial Services

Steward Partners acquired Consilium Wealth Management, onboarding Partner John H. Seo and his nearly ten-member team and adding approximately $1.1 billion in client assets to Steward's Legacy Division. The deal deepens Steward Partners' presence in Northern California and expands its Bay Area footprint while providing succession and continuity support for the Consilium team and clients.

Steward Partners Acquires Longbridge Wealth Advisors

August 14, 2025

Financial Services

Steward Partners, an employee-owned financial services firm, has acquired Longbridge Wealth Advisors, a ten-person wealth advisory team led by Jack Elgin and Neven Zelich, adding $481 million in client assets and establishing a presence in North Canton, Ohio. The addition expands Steward Partners' Legacy Division to provide succession and continuity solutions for established advisory teams while preserving Longbridge's brand and client relationships.

Mesirow Acquires Price Wealth Management

September 3, 2024

Financial Services

Mesirow, an independent, employee-owned financial services firm, has acquired Price Wealth Management, a registered investment advisor based in Stuart, Florida. The deal expands Mesirow Wealth Management's footprint in Southeast Florida and gives Price Wealth access to Mesirow's investment research and resources as the firm grows its presence in the region.

Steward Partners Acquires Monaco Capital and Saling Simms Associates

April 18, 2024

Financial Services

Steward Partners, an employee-owned independent wealth management firm, acquired two advisory practices — Monaco Capital (Virginia Beach, VA) and Saling Simms Associates (Columbus, OH) — adding five advisors, four advisors, and a combined $488 million in client assets. The deals expand Steward Partners' Legacy division and extend its geographic footprint, including a new office in Columbus, Ohio.