Steward Partners Adds $3.7 Billion in Assets During Second Quarter

The incoming cohort includes Zelniker Dorfman Private Wealth, which brought $2.4 billion, alongside Jazz Wealth and Wisdom Rock Financial Advisory Group. Individual advisors Jeff Seitz, Ali Geranmayeh, and Blake Cason also transitioned to the firm, diversifying the geographic footprint of the Stamford-based company. This growth follows a strong first quarter that saw $2.33 billion in new assets across five additional teams.

Jeff Gonyo, head of wealth management, noted that the firm is successfully attracting talent from across the industry spectrum rather than focusing on a single recruiting channel. Scott Danner, chief growth officer, added that the firm’s infrastructure and succession planning capabilities remain the primary drivers for these transitions. With these additions, Steward Partners continues its climb in industry rankings, recently reaching the #9 spot on the Barron's Top 100 RIA Firms list.