Steward Partners Acquires $1.1B Bay Area Firm
Wealth Management
JULY 1, 2025
based registered investment advisor with $1.1 Founded in 2013, Steward had over $40 billion in client assets as of January 2025. It has 553 partner firms, 282 advisors, and 69 offices across the country. billion in client assets, expanding Steward’s presence in the Bay Area. Seo and a team of about 10.
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