Steward Partners Global Advisory Revenue and Competitors

Location

#929

Growjo Ranking

Fintech

Industry

Estimated Revenue & Valuation

  • Steward Partners Global Advisory's estimated annual revenue is currently $62.9M per year.(i)
  • Steward Partners Global Advisory's estimated revenue per employee is $165,100
  • Steward Partners Global Advisory's total funding is $106M.

Employee Data

  • Steward Partners Global Advisory has 381 Employees.(i)
  • Steward Partners Global Advisory grew their employee count by 19% last year.

Steward Partners Global Advisory's People

NameTitleEmail/Phone
1
Partner, VP, Wealth ManagerReveal Email/Phone
2
Partner | VP | Senior Registered Client Administrative ManagerReveal Email/Phone
3
Partner, VP, Compliance AnalystReveal Email/Phone
4
Partner, VP, Divisional Business DirectorReveal Email/Phone
5
Partner, VP and Wealth and Portfolio SpecialistReveal Email/Phone
6
Founding Partner, VP, Senior Wealth Managment AssociateReveal Email/Phone
7
Partner, VP, Divisional Supervisory OfficerReveal Email/Phone
8
Partner, VP & Senior Registered Client Administrative ManagerReveal Email/Phone
9
Associate VP, Wealth Manager, PartnerReveal Email/Phone
10
Divisional Administrative Assistant | VP, Partner,Reveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$40.9M293-34%$200MN/A
#2
$15.1M1165%N/AN/A
#3
$7.8M698%$15.9MN/A
#4
$2.5M274%N/AN/A
#5
$9.9M763%N/AN/A
#6
$1.3M17-11%N/AN/A
#7
$35.2M252-43%$69.1MN/A
#8
$54.6M331-13%$355.5MN/A
#9
$14.8M114-2%N/AN/A
#10
$2270M48133%N/AN/A
Add Company

What Is Steward Partners Global Advisory?

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. Locations: Albany, NY Andover MA Baltimore, MD Bethesda, MD Boston, MA Clearwater, FL Houston, TX Keene, NH Manchester, NH Morristown, NJ New York, NY Newtown, CT Paramus, NJ Portsmouth NH Richmond, VA Washington DC 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. Disclosure: Raymond James financial advisors may only conduct business with residents of the sates and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

keywords:N/A

$106M

Total Funding

381

Number of Employees

$62.9M

Revenue (est)

19%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Steward Partners Global Advisory News

2022-04-06 - Steward Partners Global Advisory Applauds the 15 Advisor ...

Steward Partners Global Advisory, LLC, is an employee-owned, full-service independent partnership catering to family, institutional and...

2022-03-22 - Steward Partners Global Advisory Welcomes Ramapo Wealth ...

WASHINGTON, March 8, 2022 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership...

2022-03-22 - Uncovering Steward Partners' Secrets To Success

... is a founding partner, a board member and a member of the executive leadership team at Steward Partners Global Advisory.

2021-04-23 - Steward Partners Completes Umpqua Investments Acquisition

WASHINGTON, April 23, 2021 /PRNewswire/ -- Steward Partners Holdings, LLC an employee-owned, full-service independent partnership, has closed on its acquisition of Umpqua Investments Inc., a registered broker dealer and registered investment adviser, from Umpqua Holdings Corporation (NASDAQ: U ...

2019-04-15 - Steward Partners Receives Minority Equity Investment from Cynosure Group

Steward Partners Global Advisory, LLC, a NYC-based employee-owned, full-service wealth advisory partnership, completed a minority investment from The Cynosure Group. The amount of the deal was not disclosed. The team from Cynosure will be represented by two seats on the Board of Directors. The ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$86M382N/AN/A
#2
$86M382N/AN/A
#3
$105.1M382N/AN/A
#4
$15M38212%N/A
#5
$67M383-1%N/A