CRD: 283004
Steward Partners Investment Advisory, LLC
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Request a Free TrialFirm Details
- Custodian
- Pershing ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-16-2016
- Office Locations
- 133
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.
Reported data analysis
What the numbers show
Between December 2, 2025 and June 23, 2026, reported AUM increased 18.3%, from $28.3B to $33.5B.
Across 5 reported observations, AUM increased 153.0% between November 3, 2022 and June 23, 2026, from $13.2B to $33.5B.
Of the latest reported AUM, 75.1% is discretionary and 24.9% is non-discretionary.
The firm reports 310 advisory representatives and 52,430 clients, or 169.1 clients per representative. That equates to $700.6K in reported AUM per client.
The profile lists 133 reported office locations and 10 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Steward Partners Investment Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 471 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,023,603,603 | $1,312,807 |
| Non-Discretionary | $6,707,783,690 | $159,386 |
| Total | $36,731,387,293 | $468,213 |
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Separately Managed Accounts
SMA allocation detail is available
Steward Partners Investment Advisory, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Steward Partners Investment Advisory, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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