At a Glance

Steward Partners Global Advisory welcomes you to explore our full-service independent partnership. We are headquartered in Washington, DC. with offices in Albany, NY, Andover, MA, Baltimore, MD, Bethesda, MD, Boston, MA, Clearwater, FL, Conshohocken, PA, Dallas, TX, Florham Park, NJ, Hendersonville, NC, Houston, TX, Keene, NH, Manchester, NH, Newtown, CT, New York, NY, Norfolk, VA, Paramus, NJ, Portland, ME, Portsmouth, NH, and Richmond, VA, St. Louis, MO.


Steward Partners

Steward Partners Awards

All recognition award information can be found on Steward Partners’ website


As an employee-owned, full-service independent partnership, one of our highest priorities is
the success of our advisors and their clients.

As part of our commitment to helping advisors grow, we provide them true independence with infrastructure, along with access to experienced local management that’s dedicated to helping them expand their businesses.


75% TO 200%
Upfront payment: up to 100% cash and up to 100% in equity
Total 200% all upfront.

A succession plan deal could be less in cash + equity.
Books/practices under $1M for candidates looking to retire are looked at.


For More Information

Steward Partners Global Advisory
1776 I Street, NW,
Suite 700
Washington, DC 20006

(202) 930-6008
[email protected]


Steward Partners Recapitalizes, Gets $50 Million from Private Equity Firm

Steward Partners, a Washington D.C.-based independent firm founded in 2013, has recapitalized with a $50 million investment from The Cynosure Group, according to Jim Gold, Steward’s chief executive.

Seven Questions With Tony Sirianni: Steward Partners’ CEO, Jim Gold

AdvisorHub’s CEO Tony Sirianni sat down with Jim Gold, CEO of Steward Partners, and talked about the industry.



Five Key Steps for a Successful Advisor Transition

As the independent space continues to grow, financial advisors have more employment models, options and firms to choose from than ever before. While new opportunities are certainly exciting, successful advisors know that transitioning to a new firm is one of the biggest decisions they will ever make and can be one of the most stressful experiences of their career. In order to ensure a transition goes as smoothly as possible for them and their clients, here are five key steps advisors should consider before making a move.


Creating a Digital Marketing Strategy: How Advisors Can Leap Out of The Gate

In today’s world, having a well-defined digital marketing plan is not only important, but necessary. Clients, regardless of age, are using the internet to research, find and evaluate financial advisors. This presents a golden opportunity for advisors to seize on this interest and grow their practice. Most advisors recognize this, but when it comes down to actually developing a workable plan and executing on it, the task can appear daunting. Fortunately, by following a few key steps, advisors can easily begin to implement a program for themselves and their practice.


Advisor Compensation Grid


Production Cash Earnings
Any 50%





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.