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Steward Partners Secures $475 Million from Ares in Strategic Capital Partnership to Enhance Growth.

Dec 19, 2025•6 months ago

Contract Type

partnership

New York

Description

Steward Partners has raised $475 million in a strategic capital deal with Ares, combining expanded lending with a non-controlling minority investment. This partnership will support the firm's continued growth while maintaining its advisor-led model and strategic direction.

Company Information

Company

Steward Partners

Location

New York, United States

About

Steward Partners also had 15 of its partners named to the Forbes List of Best-In-State Wealth Advisors and three advisors on Forbes America's Top Women Wealth Advisors Best-In-State List in 2022, both of which are prepared by SHOOK Research2. Steward Partners is one of the country's fastest growing independent wealth management firms, recently ranked on Barron's 2022 list of Top 100 RIAs1 for the third consecutive year, an annual ranking of independent advisory companies based on value of assets managed, technology spending, staff diversity, succession planning, and other metrics.

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Strategic

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

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