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Steward Partners

Steward Partners Lands Three Finalist Nods at 2026 Wealthies

Steward Partners Lands Three Finalist Nods at 2026 Wealthies

Stamford, Connecticut – October 02, 2026 -- Steward Partners placed three senior executives as finalists in the 2026 Wealth Management Industry Awards, drawing national attention across leadership, compliance and M&A categories in a single cycle.

Three executives earn simultaneous finalist status across distinct disciplines

CEO Jim Gold was named a finalist for CEO of the Year among firms managing more than $25 billion in assets. Chief Compliance Officer Rob Guldner was recognized as a finalist for CCO of the Year, while Scott Danner earned a finalist nod for M&A Leader of the Year.

Steward Partners Adds Six Teams, $2.2B in Assets in Q3

Steward Partners Adds Six Teams, $2.2B in Assets in Q3

Stamford, Conn. – October 01, 2026 -- Steward Partners added six advisor teams managing a combined $2.2 billion in client assets during the third quarter of 2026, with five of the six joining through the firm's M&A channel.

Five teams join via acquisition, underscoring consolidation demand among independent advisors

American Financial Advisors, led by Mike Stark in Georgia, brought approximately $1 billion in client assets, the largest addition of the quarter. O'Neill Wealth Management in New Jersey contributed roughly $426 million, followed by Sapphire Blue Advisors in Michigan with about $305 million. KM Private Wealth, led by Kyle Martin in Alabama, added $194 million, while Axiom Capital Wealth Management, led by Bob Phinney in Massachusetts, brought $191 million. Integrity Financial Services, led by Jeff Seitz in Washington, joined through Steward's traditional affiliation model with $116 million in assets.