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Steward Partners Global Advisory
TrustedLast activity: 06.11.2026
Active
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to
family, institutional and multigenerational investors. Our financial advisors deliver comprehensive
wealth planning and investment strategy implementation, professional asset services, private
banking, institutional consulting, international advisory and business solutions. We pride
ourselves on delivering bespoke service with an unwavering commitment to excellence.
1776 I Street, NW
7th Floor
Washington, DC 20006
202-930-6008
Steward Partners Global Advisory, LLC maintains a separate professional business relationship
with, and our registered professionals offer securities through, Raymond James Financial Services, Inc.,
member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC.
For important disclosure information, please go to http://raymondjames.com/smicd.htm
family, institutional and multigenerational investors. Our financial advisors deliver comprehensive
wealth planning and investment strategy implementation, professional asset services, private
banking, institutional consulting, international advisory and business solutions. We pride
ourselves on delivering bespoke service with an unwavering commitment to excellence.
1776 I Street, NW
7th Floor
Washington, DC 20006
202-930-6008
Steward Partners Global Advisory, LLC maintains a separate professional business relationship
with, and our registered professionals offer securities through, Raymond James Financial Services, Inc.,
member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC.
For important disclosure information, please go to http://raymondjames.com/smicd.htm
Overview
Location
United States
Employees
201-500
Phone
+1 202-930-6008
Total raised
$615M
Founded date
2013
Funding Rounds 2
| Date | Series | Amount | Investors |
| Sign up to see | Sign up to see | Sign up to see | Sign up to see |
| Nov 8, 2022 | Funding round | $140M |
Mentions in press and media 13
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Oct 18, 2026 | Boomers are buying into the promise of monthly income from options ETFs, but there’s a tax catch | Covered call ETFs have risen in popularity in recent years with older investors, particularly retirees, willing to give up some market upside for a monthly income stream. ETFs are generally tax-efficient investment vehicles, but because the... |
| Aug 8, 2026 | For retirees, staying in the stock market is critical. How much exposure is the make-or-break question | Being too conservative with investments in retirement raises the likelihood you’ll run out of money. Most wealth managers and financial advisors now recommend at least 40% in the stock market after leaving the workforce. Generating income i... |
| Dec 19, 2025 | Steward Partners: $475 Million Raised From Ares In Strategic Capital Deal | Steward Partners has secured $475 million in strategic capital from Ares Credit funds in a transaction that combines an expanded lending relationship with a non-controlling minority investment, providing the employee-owned wealth management... |
| Sep 3, 2024 | VRGL: Client Acquisition And Investment Proposal Company Raises Strategic Funding | VRGL, a Client Acquisition and Investment Proposal Management solution, announced the completion of a strategic fundraising round. The funding round was led by existing investors FINTOP Capital and MissionOG, with significant support from N... |
| May 28, 2024 | Steward Partners Expands into Naples, Florida with Coastal 360 Capital Advisors | Newest addition to the Steward Partners platform adds $320 million in client assets NEW YORK, May 28, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today a new partners... |
| May 16, 2024 | Steward Partners Named Among Washington Business Journal's 2024 Best Places to Work List | NEW YORK, May 16, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm has been named to the 2024 Greater Washington Best Places to Work list, an annual awards program presented by the W... |
| Nov 17, 2023 | Steward Partners Expands Business Lines With Acquisition of $3.2 Billion RIA | Steward Partners said it will acquire Freedom Street Partners, an independent practice affiliated with Raymond James that has 38 financial advisors managing $3.2 billion in client assets. Steward Partners said Freedom Street will become a n... |
| Jul 16, 2021 | Steward Partners Recruiting Spree Nets 7 Advisors, $1 Billion in Assets | Steward Partners recruited seven advisors managing more than $1 billion from rivals Wells Fargo, Merrill Lynch, and Baird, the independent advisory firm said. The new hires join a fast growing RIA, which recently sold a $100 million stake t... |
| Apr 23, 2021 | Steward Partners Completes Umpqua Investments Acquisition |
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FAQ about Steward Partners Global Advisory
When was Steward Partners Global Advisory founded?
Steward Partners Global Advisory was founded in 2013.
How much funding has Steward Partners Global Advisory raised?
Steward Partners Global Advisory has raised $615M in total across 2 funding rounds.
What funding rounds has Steward Partners Global Advisory raised?
Parsers VC lists 2 funding rounds of Steward Partners Global Advisory, among them a funding round of $140M on Nov 8, 2022.
What has the press written about Steward Partners Global Advisory?
Parsers VC has collected 13 articles mentioning Steward Partners Global Advisory, among them “Boomers are buying into the promise of monthly income from options ETFs, but there’s a tax catch” (Oct 18, 2026) and “For retirees, staying in the stock market is critical. How much exposure is the make-or-break question” (Aug 8, 2026).
Is Steward Partners Global Advisory still active?
Yes, Steward Partners Global Advisory is active; its latest activity on Parsers VC dates from Nov 6, 2026.