STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
CRD #1254 SEC #801-67179 PORTLAND, OR 971-353-7800
SEC Registered Broker-Dealer
Total AUM
$990.9M
Discretionary
$870.8M
Employees
524
Clients
0
Accounts
2,712
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $990.9M | $870.8M | $120M | 524 | 0 |
| May 2024 | $990.9M | $870.8M | $120M | 524 | 0 |
| May 2024 | $990.9M | $870.8M | $120M | 524 | 0 |
| Apr 2024 | $990.9M | $870.8M | $120M | 524 | 0 |
| Mar 2024 | $990.9M | $870.8M | $120M | 524 | 0 |
| Dec 2023 | $822.9M | $659.2M | $163.7M | 59 | 0 |
| Oct 2023 | $822.9M | $659.2M | $163.7M | 59 | 0 |
| Sep 2023 | $822.9M | $659.2M | $163.7M | 59 | 0 |
| Aug 2023 | $822.9M | $659.2M | $163.7M | 59 | 0 |
| Jun 2023 | $822.9M | $659.2M | $163.7M | 59 | 0 |
| May 2023 | $822.9M | $659.2M | $163.7M | 59 | 0 |
| Apr 2023 | $822.9M | $659.2M | $163.7M | 59 | 0 |
| Mar 2023 | $822.9M | $659.2M | $163.7M | 59 | 0 |
| Mar 2023 | $876.9M | $728.1M | $148.8M | 61 | 0 |
| Feb 2023 | $876.9M | $728.1M | $148.8M | 61 | 0 |
| Jan 2023 | $876.9M | $728.1M | $148.8M | 61 | 0 |
| Jan 2023 | $876.9M | $728.1M | $148.8M | 61 | 0 |
| Nov 2022 | $876.9M | $728.1M | $148.8M | 61 | 0 |
| Jun 2022 | $876.9M | $728.1M | $148.8M | 61 | 0 |
| Apr 2022 | $876.9M | $728.1M | $148.8M | 61 | 0 |
| Mar 2022 | $876.9M | $728.1M | $148.8M | 61 | 0 |
| Mar 2022 | $859.8M | $620.5M | $239.3M | 59 | 0 |
| Nov 2021 | $859.8M | $620.5M | $239.3M | 59 | 0 |
| Oct 2021 | $859.8M | $620.5M | $239.3M | 59 | 0 |
| Jul 2021 | $859.8M | $620.5M | $239.3M | 59 | 0 |
| Jun 2021 | $859.8M | $620.5M | $239.3M | 59 | 0 |
| May 2021 | $859.8M | $620.5M | $239.3M | 59 | 0 |
| May 2021 | $859.8M | $620.5M | $239.3M | 59 | 0 |
| Apr 2021 | $859.8M | $620.5M | $239.3M | 59 | 0 |
| Apr 2021 | $859.8M | $620.5M | $239.3M | 59 | 0 |
| Mar 2021 | $859.8M | $620.5M | $239.3M | 75 | 0 |
| Jan 2021 | $839.2M | $623.1M | $216.1M | 79 | 1 |
| Aug 2020 | $839.2M | $623.1M | $216.1M | 79 | 1 |
| Jun 2020 | $839.2M | $623.1M | $216.1M | 79 | 1 |
| Apr 2020 | $839.2M | $623.1M | $216.1M | 79 | 1 |
| Jan 2020 | $704.4M | $514.7M | $189.7M | 80 | 4 |
| Jan 2020 | $704.4M | $514.7M | $189.7M | 80 | 4 |
| Dec 2019 | $704.4M | $514.7M | $189.7M | 80 | 4 |
| Sep 2019 | $704.4M | $514.7M | $189.7M | 79 | 4 |
| Jul 2019 | $704.4M | $514.7M | $189.7M | 79 | 4 |
| Mar 2019 | $704.4M | $514.7M | $189.7M | 79 | 4 |
| Dec 2018 | $720.4M | $556.4M | $163.9M | 57 | 8 |
| Oct 2018 | $720.4M | $556.4M | $163.9M | 57 | 8 |
| Oct 2018 | $720.4M | $556.4M | $163.9M | 57 | 8 |
| Jun 2018 | $720.4M | $556.4M | $163.9M | 57 | 8 |
| Apr 2018 | $720.4M | $556.4M | $163.9M | 57 | 8 |
| Feb 2018 | $720.4M | $556.4M | $163.9M | 57 | 8 |
| Apr 2017 | $665.5M | $359.3M | $306.2M | 65 | 2,300 |
| Feb 2017 | $665.5M | $359.3M | $306.2M | 65 | 2,300 |
| Nov 2016 | $542.6M | $100.7M | $441.9M | 75 | 2,100 |
| Jun 2016 | $542.6M | $100.7M | $441.9M | 75 | 2,100 |
| May 2016 | $542.6M | $100.7M | $441.9M | 75 | 2,100 |
| Feb 2016 | $542.6M | $100.7M | $441.9M | 75 | 2,100 |
| Jan 2016 | $575.2M | $84M | $491.1M | 75 | 2,100 |
| Dec 2015 | $575.2M | $84M | $491.1M | 75 | 2,100 |
| Sep 2015 | $575.2M | $84M | $491.1M | 75 | 2,100 |
| Aug 2015 | $575.2M | $84M | $491.1M | 75 | 2,100 |
| Jul 2015 | $575.2M | $84M | $491.1M | 75 | 2,100 |
| Jul 2015 | $575.2M | $84M | $491.1M | 75 | 2,100 |
| Jun 2015 | $575.2M | $84M | $491.1M | 75 | 2,100 |
| Jun 2015 | $575.2M | $84M | $491.1M | 75 | 2,100 |
| Jan 2015 | $575.2M | $84M | $491.1M | 75 | 2,100 |
| Jan 2015 | $575.2M | $84M | $491.1M | 75 | 2,100 |
| Jul 2014 | $447.6M | $61.4M | $386.1M | 82 | 1,678 |
| Mar 2014 | $447.6M | $61.4M | $386.1M | 82 | 1,678 |
| Jan 2014 | $363.4M | $38.8M | $324.6M | 70 | 1,678 |
| Dec 2013 | $363.4M | $38.8M | $324.6M | 70 | 1,678 |
| Jul 2013 | $363.4M | $38.8M | $324.6M | 70 | 1,678 |
| Jun 2013 | $363.4M | $38.8M | $324.6M | 70 | 1,678 |
| Apr 2013 | $363.4M | $38.8M | $324.6M | 70 | 1,678 |
| Mar 2013 | $363.4M | $38.8M | $324.6M | 70 | 1,678 |
| Nov 2012 | $321M | $23.4M | $297.6M | 64 | 1,600 |
| Mar 2012 | $321M | $23.4M | $297.6M | 51 | 1,600 |
| Dec 2011 | $312.8M | $20.5M | $292.3M | 51 | 500 |
| Aug 2011 | $278.3M | $15.4M | $262.9M | 51 | -- |
| Aug 2010 | $207.2M | $7.7M | $199.5M | 51 | -- |
| Aug 2010 | $207.2M | $7.7M | $199.5M | 51 | -- |
| Jul 2010 | $207.2M | $7.7M | $199.5M | 51 | -- |
| May 2010 | $207.2M | $7.7M | $199.5M | 51 | -- |
| May 2010 | $207.2M | $7.7M | $199.5M | 51 | -- |
| Apr 2010 | $207.2M | $7.7M | $199.5M | 51 | -- |
| Oct 2009 | $139.2M | $5.4M | $133.8M | 51 | -- |
| Jul 2009 | $107.8M | $0 | $107.8M | 51 | -- |
| Apr 2009 | $107.8M | $0 | $107.8M | 51 | -- |
| Feb 2007 | $34.5M | $0 | $34.5M | 51 | -- |
DateMay 2024
Total AUM$990.9M
Discretionary$870.8M
Non-Disc.$120M
Employees524
Clients0
DateMay 2024
Total AUM$990.9M
Discretionary$870.8M
Non-Disc.$120M
Employees524
Clients0
DateMay 2024
Total AUM$990.9M
Discretionary$870.8M
Non-Disc.$120M
Employees524
Clients0
DateApr 2024
Total AUM$990.9M
Discretionary$870.8M
Non-Disc.$120M
Employees524
Clients0
DateMar 2024
Total AUM$990.9M
Discretionary$870.8M
Non-Disc.$120M
Employees524
Clients0
DateDec 2023
Total AUM$822.9M
Discretionary$659.2M
Non-Disc.$163.7M
Employees59
Clients0
DateOct 2023
Total AUM$822.9M
Discretionary$659.2M
Non-Disc.$163.7M
Employees59
Clients0
DateSep 2023
Total AUM$822.9M
Discretionary$659.2M
Non-Disc.$163.7M
Employees59
Clients0
DateAug 2023
Total AUM$822.9M
Discretionary$659.2M
Non-Disc.$163.7M
Employees59
Clients0
DateJun 2023
Total AUM$822.9M
Discretionary$659.2M
Non-Disc.$163.7M
Employees59
Clients0
DateMay 2023
Total AUM$822.9M
Discretionary$659.2M
Non-Disc.$163.7M
Employees59
Clients0
DateApr 2023
Total AUM$822.9M
Discretionary$659.2M
Non-Disc.$163.7M
Employees59
Clients0
DateMar 2023
Total AUM$822.9M
Discretionary$659.2M
Non-Disc.$163.7M
Employees59
Clients0
DateMar 2023
Total AUM$876.9M
Discretionary$728.1M
Non-Disc.$148.8M
Employees61
Clients0
DateFeb 2023
Total AUM$876.9M
Discretionary$728.1M
Non-Disc.$148.8M
Employees61
Clients0
DateJan 2023
Total AUM$876.9M
Discretionary$728.1M
Non-Disc.$148.8M
Employees61
Clients0
DateJan 2023
Total AUM$876.9M
Discretionary$728.1M
Non-Disc.$148.8M
Employees61
Clients0
DateNov 2022
Total AUM$876.9M
Discretionary$728.1M
Non-Disc.$148.8M
Employees61
Clients0
DateJun 2022
Total AUM$876.9M
Discretionary$728.1M
Non-Disc.$148.8M
Employees61
Clients0
DateApr 2022
Total AUM$876.9M
Discretionary$728.1M
Non-Disc.$148.8M
Employees61
Clients0
DateMar 2022
Total AUM$876.9M
Discretionary$728.1M
Non-Disc.$148.8M
Employees61
Clients0
DateMar 2022
Total AUM$859.8M
Discretionary$620.5M
Non-Disc.$239.3M
Employees59
Clients0
DateNov 2021
Total AUM$859.8M
Discretionary$620.5M
Non-Disc.$239.3M
Employees59
Clients0
DateOct 2021
Total AUM$859.8M
Discretionary$620.5M
Non-Disc.$239.3M
Employees59
Clients0
DateJul 2021
Total AUM$859.8M
Discretionary$620.5M
Non-Disc.$239.3M
Employees59
Clients0
DateJun 2021
Total AUM$859.8M
Discretionary$620.5M
Non-Disc.$239.3M
Employees59
Clients0
DateMay 2021
Total AUM$859.8M
Discretionary$620.5M
Non-Disc.$239.3M
Employees59
Clients0
DateMay 2021
Total AUM$859.8M
Discretionary$620.5M
Non-Disc.$239.3M
Employees59
Clients0
DateApr 2021
Total AUM$859.8M
Discretionary$620.5M
Non-Disc.$239.3M
Employees59
Clients0
DateApr 2021
Total AUM$859.8M
Discretionary$620.5M
Non-Disc.$239.3M
Employees59
Clients0
DateMar 2021
Total AUM$859.8M
Discretionary$620.5M
Non-Disc.$239.3M
Employees75
Clients0
DateJan 2021
Total AUM$839.2M
Discretionary$623.1M
Non-Disc.$216.1M
Employees79
Clients1
DateAug 2020
Total AUM$839.2M
Discretionary$623.1M
Non-Disc.$216.1M
Employees79
Clients1
DateJun 2020
Total AUM$839.2M
Discretionary$623.1M
Non-Disc.$216.1M
Employees79
Clients1
DateApr 2020
Total AUM$839.2M
Discretionary$623.1M
Non-Disc.$216.1M
Employees79
Clients1
DateJan 2020
Total AUM$704.4M
Discretionary$514.7M
Non-Disc.$189.7M
Employees80
Clients4
DateJan 2020
Total AUM$704.4M
Discretionary$514.7M
Non-Disc.$189.7M
Employees80
Clients4
DateDec 2019
Total AUM$704.4M
Discretionary$514.7M
Non-Disc.$189.7M
Employees80
Clients4
DateSep 2019
Total AUM$704.4M
Discretionary$514.7M
Non-Disc.$189.7M
Employees79
Clients4
DateJul 2019
Total AUM$704.4M
Discretionary$514.7M
Non-Disc.$189.7M
Employees79
Clients4
DateMar 2019
Total AUM$704.4M
Discretionary$514.7M
Non-Disc.$189.7M
Employees79
Clients4
DateDec 2018
Total AUM$720.4M
Discretionary$556.4M
Non-Disc.$163.9M
Employees57
Clients8
DateOct 2018
Total AUM$720.4M
Discretionary$556.4M
Non-Disc.$163.9M
Employees57
Clients8
DateOct 2018
Total AUM$720.4M
Discretionary$556.4M
Non-Disc.$163.9M
Employees57
Clients8
DateJun 2018
Total AUM$720.4M
Discretionary$556.4M
Non-Disc.$163.9M
Employees57
Clients8
DateApr 2018
Total AUM$720.4M
Discretionary$556.4M
Non-Disc.$163.9M
Employees57
Clients8
DateFeb 2018
Total AUM$720.4M
Discretionary$556.4M
Non-Disc.$163.9M
Employees57
Clients8
DateApr 2017
Total AUM$665.5M
Discretionary$359.3M
Non-Disc.$306.2M
Employees65
Clients2,300
DateFeb 2017
Total AUM$665.5M
Discretionary$359.3M
Non-Disc.$306.2M
Employees65
Clients2,300
DateNov 2016
Total AUM$542.6M
Discretionary$100.7M
Non-Disc.$441.9M
Employees75
Clients2,100
DateJun 2016
Total AUM$542.6M
Discretionary$100.7M
Non-Disc.$441.9M
Employees75
Clients2,100
DateMay 2016
Total AUM$542.6M
Discretionary$100.7M
Non-Disc.$441.9M
Employees75
Clients2,100
DateFeb 2016
Total AUM$542.6M
Discretionary$100.7M
Non-Disc.$441.9M
Employees75
Clients2,100
DateJan 2016
Total AUM$575.2M
Discretionary$84M
Non-Disc.$491.1M
Employees75
Clients2,100
DateDec 2015
Total AUM$575.2M
Discretionary$84M
Non-Disc.$491.1M
Employees75
Clients2,100
DateSep 2015
Total AUM$575.2M
Discretionary$84M
Non-Disc.$491.1M
Employees75
Clients2,100
DateAug 2015
Total AUM$575.2M
Discretionary$84M
Non-Disc.$491.1M
Employees75
Clients2,100
DateJul 2015
Total AUM$575.2M
Discretionary$84M
Non-Disc.$491.1M
Employees75
Clients2,100
DateJul 2015
Total AUM$575.2M
Discretionary$84M
Non-Disc.$491.1M
Employees75
Clients2,100
DateJun 2015
Total AUM$575.2M
Discretionary$84M
Non-Disc.$491.1M
Employees75
Clients2,100
DateJun 2015
Total AUM$575.2M
Discretionary$84M
Non-Disc.$491.1M
Employees75
Clients2,100
DateJan 2015
Total AUM$575.2M
Discretionary$84M
Non-Disc.$491.1M
Employees75
Clients2,100
DateJan 2015
Total AUM$575.2M
Discretionary$84M
Non-Disc.$491.1M
Employees75
Clients2,100
DateJul 2014
Total AUM$447.6M
Discretionary$61.4M
Non-Disc.$386.1M
Employees82
Clients1,678
DateMar 2014
Total AUM$447.6M
Discretionary$61.4M
Non-Disc.$386.1M
Employees82
Clients1,678
DateJan 2014
Total AUM$363.4M
Discretionary$38.8M
Non-Disc.$324.6M
Employees70
Clients1,678
DateDec 2013
Total AUM$363.4M
Discretionary$38.8M
Non-Disc.$324.6M
Employees70
Clients1,678
DateJul 2013
Total AUM$363.4M
Discretionary$38.8M
Non-Disc.$324.6M
Employees70
Clients1,678
DateJun 2013
Total AUM$363.4M
Discretionary$38.8M
Non-Disc.$324.6M
Employees70
Clients1,678
DateApr 2013
Total AUM$363.4M
Discretionary$38.8M
Non-Disc.$324.6M
Employees70
Clients1,678
DateMar 2013
Total AUM$363.4M
Discretionary$38.8M
Non-Disc.$324.6M
Employees70
Clients1,678
DateNov 2012
Total AUM$321M
Discretionary$23.4M
Non-Disc.$297.6M
Employees64
Clients1,600
DateMar 2012
Total AUM$321M
Discretionary$23.4M
Non-Disc.$297.6M
Employees51
Clients1,600
DateDec 2011
Total AUM$312.8M
Discretionary$20.5M
Non-Disc.$292.3M
Employees51
Clients500
DateAug 2011
Total AUM$278.3M
Discretionary$15.4M
Non-Disc.$262.9M
Employees51
Clients--
DateAug 2010
Total AUM$207.2M
Discretionary$7.7M
Non-Disc.$199.5M
Employees51
Clients--
DateAug 2010
Total AUM$207.2M
Discretionary$7.7M
Non-Disc.$199.5M
Employees51
Clients--
DateJul 2010
Total AUM$207.2M
Discretionary$7.7M
Non-Disc.$199.5M
Employees51
Clients--
DateMay 2010
Total AUM$207.2M
Discretionary$7.7M
Non-Disc.$199.5M
Employees51
Clients--
DateMay 2010
Total AUM$207.2M
Discretionary$7.7M
Non-Disc.$199.5M
Employees51
Clients--
DateApr 2010
Total AUM$207.2M
Discretionary$7.7M
Non-Disc.$199.5M
Employees51
Clients--
DateOct 2009
Total AUM$139.2M
Discretionary$5.4M
Non-Disc.$133.8M
Employees51
Clients--
DateJul 2009
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees51
Clients--
DateApr 2009
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees51
Clients--
DateFeb 2007
Total AUM$34.5M
Discretionary$0
Non-Disc.$34.5M
Employees51
Clients--