about our firm
The name Steward Partners originated from the vision of our founding partners and is based on the concept of Biblical stewardship. A steward protects, guards and defends the interest of his clients.
“We were searching for a platform to provide our clients with fiduciary centric advice without conflicts of a Wall Street brokerage firm.”
– Randy R. Price, CFP®, CIMA®, CIMC®
- Operates as a fiduciary
- 100% employee owned
- Not owned by a bank
- 17+ offices across the U.S.
- $10 billion + of client assets as of December 31, 2018
Raymond James embodies a culture of caring. This is evident as the firm consistently puts the needs of the client first.
“We are able to offer the best of both worlds – an independent firm free of bank ownership conflicts coupled with the breadth of resources and cutting-edge technology available at Raymond James.”
– Matt W. Price, CFP®, CIMA®, CIMC®
- Operates as our custodian and back office
- Founded in 1962, public since 1983
- More than 2x required regulatory capital as of December 31, 2018
- Firm did not take TARP bailout funds in 2008
- Equity research coverage of nearly 1,200 companies