Steward Partners Adds Over $2.2 Billion from Six Advisor Teams in Q3 2026
In the third quarter of 2026, Steward Partners added six advisor teams representing more than $2.2 billion in client assets. Five of these affiliations were through mergers and acquisitions (M&A), while one joined via a traditional model. This growth highlights increasing demand for Steward's flexible partnership approach among independent advisory businesses seeking scale, infrastructure, ownership options, and long-term stability. The newly affiliated teams include American Financial Advisors ($1 billion in assets) based in Georgia; O'Neill Wealth Management (New Jersey), Sapphire Blue Advisors (Michigan), KM Private Wealth (Alabama), Axiom Capital Wealth Management (Massachusetts), and Integrity Financial Services (Washington). Each team was led by experienced advisors, emphasizing the diverse geographic reach of Steward's expansion. Scott Danner, Chief Growth Officer at Steward Partners, noted that successful advisory teams are seeking more options for growth, liquidity planning, succession strategies, and infrastructure without compromising their business identity. Steward’s Strategic Growth platform supports advisory businesses across various stages by offering affiliation models that preserve independence while providing institutional resources such as technology, investment capabilities, and M&A support. The firm's OneSteward model combines advisor ownership with robust operational backing to meet the unique needs of each affiliated team.
Topics: advisory firms business growth financial services M&A activity