At a Glance

Steward Partners Global Advisory welcomes you to explore our full-service independent partnership. Our firm is geographically focused in the Mid-Atlantic and Northeast regions. We are headquartered in Washington, DC. with offices in New York, New Jersey, Massachusetts, New Hampshire, Maryland, Virginia, Florida and Texas.

STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY

Steward Partners Awards

All recognition award information can be found on Steward Partners’ website

 

As an employee-owned, full-service independent partnership, one of our highest priorities is
the success of our advisors and their clients.

As part of our commitment to helping advisors grow, we provide them true independence with infrastructure, along with access to experienced local management that’s dedicated to helping them expand their businesses.


RECRUIT DEAL

75% TO 200%
Upfront payment: up to 100% cash and up to 100% in equity
Total 200% all upfront.

A succession plan deal could be less in cash + equity.
Books/practices under $1M for candidates looking to retire are looked at.

 


NEWS

Steward Partners Recapitalizes, Gets $50 Million from Private Equity Firm

Steward Partners, a Washington D.C.-based independent firm founded in 2013, has recapitalized with a $50 million investment from The Cynosure Group, according to Jim Gold, Steward’s chief executive.

Seven Questions With Tony Sirianni: Steward Partners’ CEO, Jim Gold

AdvisorHub’s CEO Tony Sirianni sat down with Jim Gold, CEO of Steward Partners, and talked about the industry.


RESOURCES

 

Five Key Steps for a Successful Advisor Transition

As the independent space continues to grow, financial advisors have more employment models, options and firms to choose from than ever before. While new opportunities are certainly exciting, successful advisors know that transitioning to a new firm is one of the biggest decisions they will ever make and can be one of the most stressful experiences of their career. In order to ensure a transition goes as smoothly as possible for them and their clients, here are five key steps advisors should consider before making a move.

 

Creating a Digital Marketing Strategy: How Advisors Can Leap Out of The Gate

In today’s world, having a well-defined digital marketing plan is not only important, but necessary. Clients, regardless of age, are using the internet to research, find and evaluate financial advisors. This presents a golden opportunity for advisors to seize on this interest and grow their practice. Most advisors recognize this, but when it comes down to actually developing a workable plan and executing on it, the task can appear daunting. Fortunately, by following a few key steps, advisors can easily begin to implement a program for themselves and their practice.


COMP/PAYOUT

Advisor Compensation Grid

 

Production Cash Earnings
Any 50%

 

 

 

 

For More Information

James M. Gold
Chief Executive Officer
Steward Partners Global Advisory
(978) 886-8035
James.gold@stewardpartners.com