Steward Partners Absorbs $2.2 Billion in Q3 Advisor Expansion

The newly joined teams span the country, ranging from American Financial Advisors in Georgia, which brought approximately $1 billion in assets, to Washington-based Integrity Financial Services with $116 million. Other additions include New Jersey’s O'Neill Wealth Management, Michigan’s Sapphire Blue Advisors, Alabama’s KM Private Wealth, and Massachusetts-based Axiom Capital Wealth Management.

Scott Danner, Chief Growth Officer at Steward Partners, noted that successful founders are increasingly prioritizing flexibility over rigid corporate structures. By offering paths that include strategic liquidity and succession planning, the firm aims to capture advisors who want institutional support without sacrificing their existing business models. This performance follows a robust first half of 2026, during which the firm added $6 billion in client assets across eleven teams. As of September 2026, Steward Partners oversees more than $57 billion in total client assets, cementing its trajectory as one of the fastest-growing independent RIA firms in the industry.