![]() In April 2021, Steward Partners added our own broker/dealer to the platform by closing on the successful acquisition of Umpqua Investments, which we renamed Steward Partners Investment Solutions. ![]() Over these nine years, we have enjoyed multiple awards and recognition such as “Best Places to Work” and “Fastest Growing Companies.” In 2021, we ranked #20 in Barron’s top 100 RIAs in America list. Of those partners, nearly 200 are financial advisors who currently provide advice on over $25 billion in client assets. Since then, we have enjoyed tremendous growth from our 350 partners in 30 locations throughout the United States. How has the firm evolved as a home for advisors looking for supported independence?ĭoug Kentfield: Steward Partners Global Advisory launched in September 2013 with one advisor in the Washington, DC market. Russ Alan Prince: Steward Partners was launched nine years ago. ![]() For more information, please go to Recognition: Steward Partners Doug became a divisional director for Smith Barney and then divisional director for successor firm Morgan Stanley, where he had responsibility for over 5,000 Advisors. Hutton before moving into branch management with Shearson and Smith Barney. He started his career as a financial advisor with E.F. Doug Kentfield is the president, head of Wealth Management at Steward Partners Global Advisory, with over 30 years of experience in the financial services industry.
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