Tracked deals
8
8 tracked deals across 2023-2026.
Operating Company
Financial Services
Steward Partners
Stamford, Connecticut, United States
Formerly known as Steward Partners (Global Advisory), Steward Partners (employee-owned independent wealth management firm), Steward Partners (financial services firm)
Employee-owned, full-service financial solutions firm providing wealth planning and investment strategy implementation, professional asset services, private banking, and institutional consulting/advisory, with securities and investment advisory offered through Steward Partners affiliates.
- Focus Areas
- Wealth Management, Registered Investment Advisor (RIA) / Investment Advisory, Private Banking
- Website
- stewardpartners.com
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Buyout
8 buyout
Steward Partners Acquisition Volume by Year
Last 4 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
May 6, 2026
- Buyer
- Steward Partners
- Target
- Jazz Wealth
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Steward Partners announced the acquisition of Jazz Wealth, a Tampa Bay-area wealth management firm overseeing approximately $450 million in client assets. Jazz Wealth will join Steward Partners' M26A Channel platform, with the existing team continuing to operate from the Tampa Bay area while leveraging Steward’s infrastructure.
-
August 14, 2025
- Buyer
- Steward Partners
- Target
- Longbridge Wealth Advisors
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
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.
-
- Buyer
- Steward Partners
- Target
- Consilium Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
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.
-
May 21, 2025
- Buyer
- Steward Partners
- Target
- Moore's Wealth Management
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Buyout
Steward Partners, an employee-owned independent wealth management firm, has acquired Moore's Wealth Management, adding five financial advisors, nine team members in total, and approximately $700 million in client assets to its Legacy Division. The transaction expands Steward Partners' footprint into Gainesville, Georgia, and provides a succession and continuity solution for the Moore family-led team.
-
November 21, 2024
- Buyer
- Steward Partners
- Target
- Mainstay Wealth Management
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
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.
-
- Buyer
- Steward Partners
- Target
- Monaco Capital, Saling Simms Associates
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
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.
-
- Buyer
- Steward Partners
- Target
- Seven Arrows Financial
- Industry
- Financial Services
- Location
- Tennessee, United States
- Type
- Buyout
Steward Partners announced the acquisition of Seven Arrows Financial and the launch of a new Nashville, Tennessee office, bringing eight partners and contributing to more than $1 billion in new client assets for early 2024. The advisory firm said the team will affiliate on its RCS platform under a 1099 contract as part of its continued recruiting-driven national expansion.
-
November 16, 2023
- Buyer
- Steward Partners Global Advisory, LLC
- Target
- Freedom Street Partners (FSP Enterprise LLC)
- Industry
- Wealth Management
- Location
- Virginia, United States
- Type
- Buyout
Steward Partners Global Advisory has agreed to acquire the wealth management business of FSP Enterprise LLC (d/b/a Freedom Street Partners). The deal brings Freedom Street's network of 38 financial advisors and $3.2 billion in client assets into Steward Partners as the foundation of a new "owned business" division to expand Steward's advisor-acquisition and succession capabilities and accelerate regional expansion.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
4 tracked deals by Steward Partners.
Wealth Management Buyers & Acquisitions
4 tracked deals by Steward Partners.
Acquisitions in California
1 tracked deal by Steward Partners.
Acquisitions in Georgia
1 tracked deal by Steward Partners.
Acquisitions in New Jersey
1 tracked deal by Steward Partners.
Acquisitions in Ohio
1 tracked deal by Steward Partners.
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