Steward Partners announced the completion of its senior credit facility refinancing and expansion. This new facility will bolster their capacity for recruiting, acquisitions, and other growth initiatives. The financing is supported by Blackstone Credit & Insurance and various other lenders. This expansion solidifies Steward's position for future growth in the financial services sector.
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Company
Steward Partners
Location
New York, United States
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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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