Steward Partners Acquires Longbridge Wealth Advisors
August 14, 2025
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.
- Buyers
- Steward Partners
- Targets
- Longbridge Wealth Advisors
- Industry
- Financial Services
- Location
- Ohio, United States
- Transaction Type
- Buyout
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