A Stamford-based registered investment advisory firm said it added five advisor teams in the first quarter of 2026, representing about $2.33 billion in combined client assets. Steward Partners said the new teams are based in Florida, Georgia, Texas and Connecticut, including Scharf & Selden in Westport, which manages about $400 million in assets. Other additions […]
A Stamford-based registered investment advisory firm said it added five advisor teams in the first quarter of 2026, representing about $2.33 billion in combined client assets.
Steward Partners said the new teams are based in Florida, Georgia, Texas and Connecticut, including Scharf & Selden in Westport, which manages about $400 million in assets.
Other additions include Lum Wealth Management and Silcox & Avonda, both in Stuart, Florida; Watson & Durham in Macon, Georgia; and Centera in Humble, Texas.
The firm, which is employee-owned, said the additions follow a strong fourth quarter of 2025, when it reported nearly $3.87 billion in new client assets and opened seven offices.
Steward Partners, founded in 2013, provides wealth management services and reported nearly $50 billion in client assets as of December 2025.
