CRD: 283004
Steward Partners Investment Advisory, LLC
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- Custodian
- Pershing ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2016
- Office Locations
- 131
Office Locations
About Steward Partners Investment Advisory, LLC
Steward Partners is an employee-owned, full-service independent wealth management partnership serving families, institutions, and multigenerational investors. The firm provides comprehensive wealth planning, investment strategy implementation, and professional asset management, alongside institutional consulting and business solutions. It operates a broker/dealer and multi-custodial model, with portfolios spanning ETFs and public funds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Debra Volland Achkire
General Counsel
- CRD
- --
- Ownership
- Less than 5%
JOSEPH S FABER
Chief Financial Officer
- CRD
- #4834049
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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JASON LYNN ADAMS
Partner
- CRD
- #4762665
Richard Boatwright Alexander Jr.
--
- CRD
- #4497783
Showing 2 of 470 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,161,251,035 | $1,312,807 |
| Non-Discretionary | $8,354,400,031 | $159,386 |
| Total | $33,515,651,066 | $468,213 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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