In the news release, Steward Partners Kicks Off 2026 With Over $2.3 Billion in New Assets, Fueling Coast-to-Coast Momentum, issued 01-Apr-2026 by Steward Partners over PR Newswire, we are advised by the company that changes have been made. The complete, corrected release follows, with additional details at the end:

Steward Partners Kicks Off 2026 With Over $2.3 Billion in New Assets, Fueling Coast-to-Coast Momentum

Prominent advisor teams choose Steward Partners for independence, scale, and long-term partnership

STAMFORD, Conn., April 1, 2026 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, is announcing a powerful start to 2026, with five high-profile advisor teams joining the firm in Q1, representing approximately $2.33 billion in combined client assets across key markets throughout the country. The surge of talent confirms that Steward Partners' momentum is accelerating well into the new year.

The newly affiliated teams include Lum Wealth Management (Stuart, FL, $380M), Silcox & Avonda (Stuart, FL, $800M), Watson & Durham (Macon, GA, $624M), Centera (Humble, TX, $130M), and Scharf & Selden (Westport, CT, $400M). Together, they represent one of the most geographically diverse and financially significant opening quarters in the firm's history.

"The caliber of teams joining us in the first quarter of 2026 speaks volumes about what Steward Partners has built," said Jeff Gonyo, Head of Wealth Management. "From the Gulf Coast of Florida to the heart of Connecticut, advisors are finding that our platform is the rare combination of institutional strength and entrepreneurial freedom. When teams of this size and pedigree make the move, it validates everything we've invested in operationally, technologically, and culturally. This is only the beginning."

Steward Partners' unique affiliation models continue to attract teams from across the industry, offering a compelling alternative for advisors seeking independence without sacrificing infrastructure. The firm's operational depth, growth-oriented platform, succession planning capabilities, and M&A engine through its OneSteward model remain key differentiators in a competitive landscape.

"We said 2026 would be different – bigger, broader, and bolder – and Q1 is already making that promise a reality," said Scott Danner, Chief Growth Officer. "The advisors joining us this quarter didn't just want a change of address. They wanted a platform that could match their ambition. They came from some of the most recognized firms in the industry, and they chose Steward Partners because we offer something no one else can: true partnership, real flexibility, and a growth infrastructure that's already firing on all cylinders. We're excited about the outcome for Q1 and the pipeline ahead."

This strong Q1 builds directly on a transformative Q4 2025, in which Steward Partners added nearly $3.87 billion in new client assets and opened seven new offices.

Looking ahead, Steward Partners remains focused on national expansion, with a robust pipeline of advisor teams and M&A opportunities in both existing and emerging markets. The firm's commitment to delivering operational scale, cutting-edge technology, and a clear path for partnership and succession continues to resonate across the advisor community.
Since its launch in 2013, Steward Partners has solidified its place as one of the industry's fastest-growing and most influential RIA firms. The firm was recently recognized with a #9 ranking on the 2025 Barron's Top 100 RIA Firms list, up from its #18 ranking in 2024. Additionally, Steward Partners was named a 2025 Thrivent Employer of Choice by InvestmentNews, reflecting the firm's commitment to fostering a collaborative, partner-driven culture. Several Steward Partners advisors and teams were also honored on Forbes | SHOOK's 2025 Best-In-State Wealth Advisors and 2026 Best-In-State Wealth Management Teams lists, underscoring the quality of client service delivered across the platform.

About Steward Partners
Representing some of the U.S.'s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Established in 2013, the firm fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. With its commitment to exceptional client service and forward-thinking partnerships, the firm was ranked as the #9 RIA in the country in Barron's Top 100 RIAs for the year 2025. Offering services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions, the firm was responsible for nearly $50 billion in client assets as of December 2025.

To learn more about Steward Partners, visit www.stewardpartners.com.

About Barron's Top 100 RIA Firms
2024 - 2025 - Source: Barrons.com. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. Barron's selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Steward Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Steward Partners.

About Forbes | SHOOK
Forbes Best-in-State Wealth Advisors
2025 - Source: Forbes.com - ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. For more information, see www.SHOOKresearch.com. 

About Forbes | SHOOK
Forbes Best-In-State Wealth Management Teams
2026 - Source: Forbes.com (award given 1/7/2026) - ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com. Data for the award as of 3/31/2025.

About InvestmentNews: Thrivent Employer of Choice
2025 – The Thrivent Employer of Choice award recognizes a multi-office advisor network, brokerage, or fund provider's commitment to building a workplace that recognizes excellence and supports career growth for all. This award recognizes the company that has earned the reputation to be called an employer of choice within the wealth management and financial planning industry. Nominations by employees, partners, peers, and clients are welcome. Employers are selected based on objective criteria including: must have more than 50 employees within the U.S. and be in the wealth management industry, demonstrates unique employee value proposition (e.g. business development support, marketing support, education, training, philanthropy), defined workplace brand and culture to foster growth for employees, innovative approach to employee recruitment, retention, talent management, learning & development, mitigating employer-related risks, managing changes within the business (i.e. digitalization, customer expectations, compliance), and exemplary reputation within the industry. Data was compiled from 2024. Award Finalists announced June 24, 2025. Steward Partners nor its affiliates paid a fee to InvestmentNews in exchange for the ranking.

Securities are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Media Contact:
Zach Allegretti
JConnelly
zallegrettiii@jconnelly.com
973-850-7341

Correction: An earlier version of this release incorrectly listed the company name Centura. The correct company name is Centera. 

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SOURCE Steward Partners