Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC is a New York-based SEC-registered investment adviser founded in 2016. The firm is an employee-owned, independent partnership providing comprehensive financial solutions and personalized wealth management services to high-net-worth individuals, families, institutions, and multigenerational clients. As of June 2025, the firm manages approximately 24.8 billion USD in assets and employs around 591 people, including a majority in investor or broker roles. Their focus is on delivering best-in-class client service, investment strategy, asset management, and institutional consulting.
Investment Strategy
Steward Partners Investment Advisory, LLC specializes in comprehensive wealth planning, customized portfolio management, and asset allocation for affluent individuals and institutions. The firm emphasizes a multifaceted approach, utilizing both discretionary and non-discretionary strategies primarily for high-net-worth clients. Its investment philosophy is client-centric, tailoring strategies to individual goals and risk tolerances while implementing diversified portfolios focused on long-term value growth and preservation. The firm offers extensive expertise in direct equity and fixed income, mutual funds, ETFs, and alternative assets, believing in disciplined, research-driven investment processes and personalized advice.
Latest 13F Filing Activity
Steward Partners Investment Advisory, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 3,920 equity positions with a total 13F market value of $13B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Steward Partners Investment Advisory, LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Ishares TR among others.
Top Holdings
Equity Positions (3,920)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 3.35% | $428.9M | 2,090,296 | $85.64 | $205.17 | -$48.1M |
M MSFT | MICROSOFT CORP | 3.06% | $392.2M | 788,582 | $222.41 | $497.41 | +$96.1M |
N NVDA | NVIDIA CORPORATION | 3.06% | $392.2M | 2,482,645 | $39.53 | $157.99 | +$129.2M |
I IVV | ISHARES TR | 2.07% | $264.5M | 426,028 | $390.79 | $620.90 | +$39.8M |
A AMZN | AMAZON COM INC | 2.05% | $261.9M | 1,193,639 | $118.54 | $219.39 | +$33.3M |
Industry Allocation
Investment Team (14)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Suffolk, VA , United States | |
 | Associate | Milwaukee, WI , United States | |
 | Vice President, Wealth and Portfolio Specialist | Bossier City, LA , United States | |
 | Partner, Vice President, and Wealth and Portfolio Specialist | Manchester, NH , United States | |
M Michael Carilli | Vice President - Wealth and Portfolio Specialist | Boston, MA , United States | |
 | Head of Trading | Warminster, PA , United States | |
 | Vice President, Wealth and Portfolio Specialist | Bossier City, LA , United States | |
 | Vice President, Partner and Wealth and Portfolio Specialist | Washington, DC , United States | |
 | Senior Associate | Morris Plains, NJ , United States | |
 | Partner | Philadelphia, PA , United States |