What is Steward Partners?

Steward Partners is a leading independent private financial services firm that delivers best-in-class client service and multifaceted financial solutions. They are an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors.

What services does Steward Partners offer?

Steward Partners specializes in comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions. They serve a select number of clients and pride themselves on delivering personalized service with an unwavering commitment to excellence.

Who can use Steward Partners' services?

Steward Partners caters to family, institutional, and multigenerational investors. They serve a select number of clients and focus on providing personalized service.

What is Steward Partners' business model?

Steward Partners operates as a full-service independent partnership, offering advisors a "best-of-all-worlds" model with full-service independence and equity opportunities.

How can I check the background of a Steward Partners advisor?

Customers can check the background of a Steward Partners advisor by visiting the FINRA BrokerCheck website, as indicated on the company's website.

Voyager DB

Deep data on millions of local businesses, with verified decision-makers to reveal.

Contact Research

Hand-built prospect lists from human researchers, delivered in 24 hours.

People Search

Find owners and decision-makers by job title, seniority and department.

Chrome Extension

Coldlytics in your browser - prospect any business as you browse the web.

Integrations

Instantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

PricingPricing AgenciesAgencies BlogBlog

LoginLogin

Hoffman Private Wealth Group

$64.6M revenue • 501 employees • 600 Cleveland St #1150, Clearwater, FL, 33755, United States

Last Updated Jun 9, 2026

Own this business? Claim & update this listing →

Company Overview

Company Name

Hoffman Private Wealth Group

Address

600 Cleveland St #1150, Clearwater, FL, 33755, United States

Website

stewardpartners.com

Phone

(727) 351-5323

Approx. Annual Revenue

$64.6M

Employees

501

Established

2013

Google Reviews

5.0 (1 review)

Locations

About Hoffman Private Wealth Group

Steward Partners is an employee-owned, independent financial services firm based in Newtown, CT. The company has approximately 201 employees and provides comprehensive wealth management solutions, including investment strategy, asset management, and institutional consulting, to families, institutions, and multigenerational investors.

Business Profile

Read from the Hoffman Private Wealth Group website on Oct 13, 2026. Hover an item to see the exact wording it came from.

Ownership (as declared by the business)

Employee-owned

About the website

Website quality (AI-assessed): 8/10 · Current news and recognition listed; Detailed firm history and services