Steward Partners Added Adviser Teams With $2.2B in Assets

Six new advisory groups joined the firm during the third quarter of 2026, shifting their client management infrastructure.

Updated on Oct. 1, 2026 in Financial Planning

Isometric editorial illustration showing six sturdy steel columns in a grid supporting a beam, representing institutional operational infrastructure. — Steward Partners added six advisory teams in the third quarter of 2026, incorporating $2.2 billion in client assets into its wealth management infrastructure. AI Illustration. Upload story photo >

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Steward Partners integrated six new adviser teams throughout the third quarter of 2026. These additions collectively brought more than $2.2 billion in client assets to the firm.

Why it matters

These additions represent a change in operational support and infrastructure for the clients managed by the six incoming firms. Households working with these advisers may experience changes in access to institutional investment resources.

The transition included $1 billion from American Financial Advisors and $426 million from O'Neill Wealth Management. Smaller teams like Sapphire Blue Advisors, KM Private Wealth, Axiom Capital Wealth Management, and Integrity Financial Services added a combined $806 million.

The players

Steward Partners

An investment firm that provides institutional infrastructure, M&A resources, and operational support to independent financial advisers.

American Financial Advisors

A Georgia-based advisory team that transitioned approximately $1 billion in client assets.

O'Neill Wealth Management

A New Jersey-based advisory team that transitioned approximately $426 million in client assets.

The details

Steward Partners operates using the OneSteward model, which provides infrastructure and operational support to independent advisory teams. By combining adviser ownership with shared institutional capabilities, the firm aims to streamline resources for wealth management. Clients of these six teams are transitioning their accounts into this specific support structure.

Six adviser teams officially joined Steward Partners during Q3 2026.

Money Landscape

This activity follows the industry trend of financial adviser consolidation by integrating multiple independent teams into a single institutional structure. Such moves are often designed to scale operational support in an increasingly competitive market for wealth management services.

If your adviser team has joined a larger firm, review your updated service agreements to identify any changes in fee structures or accessible investment products. Consult with your financial professional to ensure your current strategy remains aligned with your long-term goals.

The takeaway

Large-scale firm transitions can alter the back-office resources available to your money manager. Keep a copy of your most recent account statement and compare it against future documents to verify that your asset allocations and fee schedules remain consistent during the transition.