Investment adviser · CRD 283004

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Investment adviser filing (IA)

STAMFORD, CT, United States · Form ADV filed Sep 22, 2026

Regulatory AUM
$36.7B
Form ADV · Item 5.F
Client accounts
72,273
Accounts, not individual clients
Employees
549
Reported in this filing
Advisory professionals
310
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals23,474$27,894,093,58075.9%
Individuals18,249$6,814,021,92218.6%
Corporations & businesses408$1,254,857,5713.4%
Retirement plans506$450,933,3401.2%
Charities126$316,105,1740.9%
Government entitiesFewer than 5$1,375,7060.0%
Filing source

Form ADV 2134012 · Sep 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 22, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

400 ATLANTIC STREET, FLOOR 10, SUITE 1020
STAMFORD, CT, 06901-3512, United States

CRD 283004

Filing source

Form ADV 2134012 · Sep 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.