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Steward Partners adds more than $2.2b in client assets across six adviser teams
Other - OCTOBER 1, 2026

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Steward Partners adds more than $2.2b in client assets across six adviser teams

by Kali Arevalo

Steward Partners, a full-service, employee-owned independent financial services firm, added six adviser teams representing more than $2.2 billion in combined client assets during the third quarter of 2026.

Steward combines adviser ownership with institutional infrastructure, operational support, technology, investment capabilities and M&A resources through its OneSteward model.

The teams joining Steward during the quarter include American Financial Advisors, led by Mike Stark in Georgia with approximately $1 billion in client assets; O’Neill Wealth Management in New Jersey with approximately $426 million; Sapphire Blue Advisors in Michigan with approximately $305 million; KM Private Wealth, led by Kyle Martin in Alabama with approximately $194 million; Axiom Capital Wealth Management, led by Bob Phinney in Massachusetts with approximately $191 million; and Integrity Financial Services, led by Jeff Seitz in Washington with approximately $116 million.

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