Steward Partners Investment Advisory, LLC
Stamford, CT·SEC-registered · CRD #283004
Steward Partners Investment Advisory, LLC is an SEC-registered investment advisory firm in Stamford, CT managing $34B across 124k client accounts, with 310 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$34B
Client accounts
124k
Advisory staff
310
Fee model
Fee-based
How Steward Partners Investment Advisory, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Steward Partners Investment Advisory, LLC
How much does Steward Partners Investment Advisory, LLC manage?
Per its most recent SEC Form ADV filing (06/23/2026), Steward Partners Investment Advisory, LLC reports $34B in regulatory assets under management across roughly 124k client accounts.
How does Steward Partners Investment Advisory, LLC charge?
Steward Partners Investment Advisory, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Steward Partners Investment Advisory, LLC a fiduciary?
Yes. Steward Partners Investment Advisory, LLC is registered with the U.S. Securities and Exchange Commission (CRD #283004), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Steward Partners Investment Advisory, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Steward Partners Investment Advisory, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Stamford, CT
Profile compiled from Steward Partners Investment Advisory, LLC's public SEC Form ADV filing (CRD #283004, filed 06/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Steward Partners Investment Advisory, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Steward Partners Investment Advisory, LLC? Claim this profile.