RIA · Independent channel
Steward Partners
Includes the history of Sapphire Blue Investment Partners (acquired October 2026) · Integrity Financial Services (acquired October 2026) · American Financial Advisors (acquired September 2026) · Jazz Wealth (acquired May 2026)
Join Steward Partners through an integrated or independently operated advisory practice arrangement.
- Website
- stewardpartners.com
- Regulator record
- STEWARD PARTNERS INVESTMENT ADVISORY, LLC (SEC)
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Arrivals came from
Origin firms, by number of teams
Departures went to
Destination firms, by number of teams
Arrivals 13
Teams joining Steward Partners in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 1 | Breakaway | Axiom Capital Wealth ManagementHingham, MA | Raymond James & AssociatesWirehouses, Banks & BDs | $191M | Press Release |
| Oct 1 | Acquisition | Integrity Financial ServicesRichland, WA | Integrity Financial ServicesIndependent Broker-Dealeracquired by Steward Partners, Oct 2026 | $116M | Press Release |
| Oct 1 | Breakaway | KM Private WealthBirmingham, AL | Raymond James & AssociatesWirehouses, Banks & BDs | $194M | Press Release |
| Oct 1 | Breakaway | O'Neill Wealth ManagementMount Laurel, NJ | Raymond James & AssociatesWirehouses, Banks & BDs | $426M | Press Release |
| Oct 1 | Acquisition | Sapphire Blue Investment PartnersFenton, MI | Sapphire Blue Investment PartnersRIAacquired by Steward Partners, Oct 2026 | $305M | Press Release |
| Sep 17 | Acquisition | American Financial AdvisorsMarietta, GA | American Financial AdvisorsRIAacquired by Steward Partners, Sep 2026 | $950M | Press Release |
| Jul 13 | Lateral | Ali GeranmayehNew York, NY | UAS Asset ManagementRIA | $85M | Press Release |
| Jul 13 | Breakaway | Blake CasonRaleigh, NC | Edward JonesWirehouses, Banks & BDs | $153M | Press Release |
| Jun 9 | Breakaway | Scott Zelniker, Peter DorfmanNew York, NY | UBSWirehouses, Banks & BDs | $2.4B | Press Release |
| May 6 | Lateral | Christopher Neitz, Michael KeyesRochester, NY | Ameriprise Independent AdvisorsIndependent Broker-Dealer | $504M | Press Release |
| May 5 | Acquisition | Jazz WealthLargo, FL | Jazz WealthRIAacquired by Steward Partners, May 2026 | $469M | Press Release |
| Feb 5 | Breakaway | Kevin Watson, Chris Durham, David LucasMacon, GA | StifelWirehouses, Banks & BDs | $624M | Press Release |
| Feb 5 | Breakaway | Silcox & Avonda Wealth ManagementStuart, FL | Raymond James & AssociatesWirehouses, Banks & BDs | $800M | Wealth Management |
Departures 2
Teams leaving Steward Partners in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Jun 30 | Lateral | McCormick Private WealthBedford, NH | LPL FinancialIndependent Broker-Dealer | $340M | Press Release |
| May 19 | Lateral | Davis Executive WealthNorwell, MA | LPL FinancialIndependent Broker-Dealer | $635M | InvestmentNews |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.