STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CRD #283004 SEC #801-107426 STAMFORD, CT 866-694-7769
SEC Registered Broker-Dealer
Total AUM
$28.3B
Discretionary
$22.8B
Employees
591
Clients
--
Accounts
61,475
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $28.3B | $22.8B | $5.6B | 591 | 21,758 |
| Aug 2025 | $28.3B | $22.8B | $5.6B | 591 | 21,758 |
| Aug 2025 | $28.3B | $22.8B | $5.6B | 591 | 21,758 |
| Jun 2025 | $24.8B | $19.6B | $5.2B | 591 | 21,758 |
| May 2025 | $24.8B | $19.6B | $5.2B | 591 | 21,758 |
| May 2025 | $24.8B | $19.6B | $5.2B | 591 | 21,758 |
| Apr 2025 | $24.8B | $19.6B | $5.2B | 591 | 21,758 |
| Mar 2025 | $24.8B | $19.6B | $5.2B | 591 | 21,758 |
| Mar 2025 | $24.8B | $19.6B | $5.2B | 591 | 21,758 |
| Dec 2024 | $20.4B | $20.4B | $14.2M | 499 | 21,758 |
| Nov 2024 | $20.4B | $20.4B | $14.2M | 499 | 21,758 |
| Sep 2024 | $20.4B | $20.4B | $14.2M | 499 | 21,758 |
| Aug 2024 | $20.4B | $20.4B | $14.2M | 499 | 21,758 |
| Aug 2024 | $20.4B | $20.4B | $14.2M | 499 | 21,758 |
| Aug 2024 | $20.4B | $20.4B | $14.2M | 499 | 21,758 |
| Jul 2024 | $15.4B | $13.4B | $2B | 499 | 21,758 |
| May 2024 | $15.4B | $13.4B | $2B | 499 | 21,758 |
| Apr 2024 | $15.4B | $13.4B | $2B | 499 | 21,758 |
| Mar 2024 | $15.4B | $13.4B | $2B | 499 | 21,758 |
| Mar 2024 | $12.2B | $10.6B | $1.6B | 363 | 5,785 |
| Dec 2023 | $12.2B | $10.6B | $1.6B | 363 | 5,785 |
| Oct 2023 | $12.2B | $10.6B | $1.6B | 363 | 5,785 |
| Aug 2023 | $12.2B | $10.6B | $1.6B | 363 | 5,785 |
| Apr 2023 | $12.2B | $10.6B | $1.6B | 363 | 5,785 |
| Apr 2023 | $12.2B | $10.6B | $1.6B | 363 | 5,785 |
| Nov 2022 | $13.2B | $11.4B | $1.9B | 312 | 3,817 |
| Oct 2022 | $13.2B | $11.4B | $1.9B | 312 | 3,817 |
| May 2022 | $13.2B | $11.4B | $1.9B | 312 | 3,817 |
| Mar 2022 | $13.2B | $11.4B | $1.9B | 312 | 3,817 |
| Jan 2022 | $9.8B | $8.2B | $1.6B | 270 | 2,837 |
| Jun 2021 | $9.8B | $8.2B | $1.6B | 270 | 2,837 |
| Mar 2021 | $9.8B | $8.2B | $1.6B | 270 | 2,837 |
| Aug 2020 | $7.3B | $6.2B | $1.2B | 224 | 2,871 |
| Jun 2020 | $7.3B | $6.2B | $1.2B | 224 | 2,871 |
| Jun 2020 | $7.3B | $6.2B | $1.2B | 224 | 2,871 |
| Mar 2020 | $7.3B | $6.2B | $1.2B | 224 | 2,871 |
| Nov 2019 | $5.2B | $4.1B | $1.1B | 199 | 2,493 |
| Apr 2019 | $5.2B | $4.1B | $1.1B | 199 | 2,493 |
| Mar 2019 | $5.2B | $4.1B | $1.1B | 199 | 2,493 |
| Oct 2018 | $5.3B | $4B | $1.2B | 137 | 1,249 |
| Sep 2018 | $5.3B | $4B | $1.2B | 137 | 1,249 |
| Jul 2018 | $3.5B | $2.5B | $1B | 137 | 1,249 |
| Apr 2018 | $3.5B | $2.5B | $1B | 137 | 1,249 |
| Mar 2018 | $3.5B | $2.5B | $1B | 137 | 1,249 |
| Jan 2018 | $3.5B | $2.5B | $1B | 140 | 0 |
| Sep 2017 | $3.2B | $1.8B | $1.5B | 115 | 2,623 |
| Aug 2017 | $3.2B | $1.8B | $1.5B | 67 | 2,623 |
| Jul 2017 | $2.4B | $1.2B | $1.1B | 67 | 2,623 |
| Jun 2017 | $2.4B | $1.2B | $1.1B | 67 | 2,623 |
| Apr 2017 | $2.4B | $1.2B | $1.1B | 67 | 2,623 |
| Apr 2017 | $1.7B | $684.8M | $1B | 67 | 2,623 |
| Mar 2017 | $1.7B | $684.8M | $1B | 67 | 2,623 |
| Feb 2017 | $1.7B | $684.8M | $1B | 67 | 2,623 |
| Jul 2016 | $1.2B | $436M | $771.7M | 32 | 0 |
| Jul 2016 | $1.2B | $436M | $771.7M | 32 | 0 |
| Jun 2016 | $0 | $0 | $0 | 32 | 0 |
| Apr 2016 | $0 | $0 | $0 | 32 | 0 |
| Mar 2016 | $0 | $0 | $0 | 32 | 0 |
DateDec 2025
Total AUM$28.3B
Discretionary$22.8B
Non-Disc.$5.6B
Employees591
Clients21,758
DateAug 2025
Total AUM$28.3B
Discretionary$22.8B
Non-Disc.$5.6B
Employees591
Clients21,758
DateAug 2025
Total AUM$28.3B
Discretionary$22.8B
Non-Disc.$5.6B
Employees591
Clients21,758
DateJun 2025
Total AUM$24.8B
Discretionary$19.6B
Non-Disc.$5.2B
Employees591
Clients21,758
DateMay 2025
Total AUM$24.8B
Discretionary$19.6B
Non-Disc.$5.2B
Employees591
Clients21,758
DateMay 2025
Total AUM$24.8B
Discretionary$19.6B
Non-Disc.$5.2B
Employees591
Clients21,758
DateApr 2025
Total AUM$24.8B
Discretionary$19.6B
Non-Disc.$5.2B
Employees591
Clients21,758
DateMar 2025
Total AUM$24.8B
Discretionary$19.6B
Non-Disc.$5.2B
Employees591
Clients21,758
DateMar 2025
Total AUM$24.8B
Discretionary$19.6B
Non-Disc.$5.2B
Employees591
Clients21,758
DateDec 2024
Total AUM$20.4B
Discretionary$20.4B
Non-Disc.$14.2M
Employees499
Clients21,758
DateNov 2024
Total AUM$20.4B
Discretionary$20.4B
Non-Disc.$14.2M
Employees499
Clients21,758
DateSep 2024
Total AUM$20.4B
Discretionary$20.4B
Non-Disc.$14.2M
Employees499
Clients21,758
DateAug 2024
Total AUM$20.4B
Discretionary$20.4B
Non-Disc.$14.2M
Employees499
Clients21,758
DateAug 2024
Total AUM$20.4B
Discretionary$20.4B
Non-Disc.$14.2M
Employees499
Clients21,758
DateAug 2024
Total AUM$20.4B
Discretionary$20.4B
Non-Disc.$14.2M
Employees499
Clients21,758
DateJul 2024
Total AUM$15.4B
Discretionary$13.4B
Non-Disc.$2B
Employees499
Clients21,758
DateMay 2024
Total AUM$15.4B
Discretionary$13.4B
Non-Disc.$2B
Employees499
Clients21,758
DateApr 2024
Total AUM$15.4B
Discretionary$13.4B
Non-Disc.$2B
Employees499
Clients21,758
DateMar 2024
Total AUM$15.4B
Discretionary$13.4B
Non-Disc.$2B
Employees499
Clients21,758
DateMar 2024
Total AUM$12.2B
Discretionary$10.6B
Non-Disc.$1.6B
Employees363
Clients5,785
DateDec 2023
Total AUM$12.2B
Discretionary$10.6B
Non-Disc.$1.6B
Employees363
Clients5,785
DateOct 2023
Total AUM$12.2B
Discretionary$10.6B
Non-Disc.$1.6B
Employees363
Clients5,785
DateAug 2023
Total AUM$12.2B
Discretionary$10.6B
Non-Disc.$1.6B
Employees363
Clients5,785
DateApr 2023
Total AUM$12.2B
Discretionary$10.6B
Non-Disc.$1.6B
Employees363
Clients5,785
DateApr 2023
Total AUM$12.2B
Discretionary$10.6B
Non-Disc.$1.6B
Employees363
Clients5,785
DateNov 2022
Total AUM$13.2B
Discretionary$11.4B
Non-Disc.$1.9B
Employees312
Clients3,817
DateOct 2022
Total AUM$13.2B
Discretionary$11.4B
Non-Disc.$1.9B
Employees312
Clients3,817
DateMay 2022
Total AUM$13.2B
Discretionary$11.4B
Non-Disc.$1.9B
Employees312
Clients3,817
DateMar 2022
Total AUM$13.2B
Discretionary$11.4B
Non-Disc.$1.9B
Employees312
Clients3,817
DateJan 2022
Total AUM$9.8B
Discretionary$8.2B
Non-Disc.$1.6B
Employees270
Clients2,837
DateJun 2021
Total AUM$9.8B
Discretionary$8.2B
Non-Disc.$1.6B
Employees270
Clients2,837
DateMar 2021
Total AUM$9.8B
Discretionary$8.2B
Non-Disc.$1.6B
Employees270
Clients2,837
DateAug 2020
Total AUM$7.3B
Discretionary$6.2B
Non-Disc.$1.2B
Employees224
Clients2,871
DateJun 2020
Total AUM$7.3B
Discretionary$6.2B
Non-Disc.$1.2B
Employees224
Clients2,871
DateJun 2020
Total AUM$7.3B
Discretionary$6.2B
Non-Disc.$1.2B
Employees224
Clients2,871
DateMar 2020
Total AUM$7.3B
Discretionary$6.2B
Non-Disc.$1.2B
Employees224
Clients2,871
DateNov 2019
Total AUM$5.2B
Discretionary$4.1B
Non-Disc.$1.1B
Employees199
Clients2,493
DateApr 2019
Total AUM$5.2B
Discretionary$4.1B
Non-Disc.$1.1B
Employees199
Clients2,493
DateMar 2019
Total AUM$5.2B
Discretionary$4.1B
Non-Disc.$1.1B
Employees199
Clients2,493
DateOct 2018
Total AUM$5.3B
Discretionary$4B
Non-Disc.$1.2B
Employees137
Clients1,249
DateSep 2018
Total AUM$5.3B
Discretionary$4B
Non-Disc.$1.2B
Employees137
Clients1,249
DateJul 2018
Total AUM$3.5B
Discretionary$2.5B
Non-Disc.$1B
Employees137
Clients1,249
DateApr 2018
Total AUM$3.5B
Discretionary$2.5B
Non-Disc.$1B
Employees137
Clients1,249
DateMar 2018
Total AUM$3.5B
Discretionary$2.5B
Non-Disc.$1B
Employees137
Clients1,249
DateJan 2018
Total AUM$3.5B
Discretionary$2.5B
Non-Disc.$1B
Employees140
Clients0
DateSep 2017
Total AUM$3.2B
Discretionary$1.8B
Non-Disc.$1.5B
Employees115
Clients2,623
DateAug 2017
Total AUM$3.2B
Discretionary$1.8B
Non-Disc.$1.5B
Employees67
Clients2,623
DateJul 2017
Total AUM$2.4B
Discretionary$1.2B
Non-Disc.$1.1B
Employees67
Clients2,623
DateJun 2017
Total AUM$2.4B
Discretionary$1.2B
Non-Disc.$1.1B
Employees67
Clients2,623
DateApr 2017
Total AUM$2.4B
Discretionary$1.2B
Non-Disc.$1.1B
Employees67
Clients2,623
DateApr 2017
Total AUM$1.7B
Discretionary$684.8M
Non-Disc.$1B
Employees67
Clients2,623
DateMar 2017
Total AUM$1.7B
Discretionary$684.8M
Non-Disc.$1B
Employees67
Clients2,623
DateFeb 2017
Total AUM$1.7B
Discretionary$684.8M
Non-Disc.$1B
Employees67
Clients2,623
DateJul 2016
Total AUM$1.2B
Discretionary$436M
Non-Disc.$771.7M
Employees32
Clients0
DateJul 2016
Total AUM$1.2B
Discretionary$436M
Non-Disc.$771.7M
Employees32
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0