Steward Acquires Longbridge Wealth

INVESTMENT MANAGEMENT DEALS BLOG

September 4, 2025

On August 12, 2025, Steward Partners, LLC announced its acquisition of Longbridge Wealth Advisors.

Steward Partners, LLC (“Steward”) announced on August 12, 2025, its acquisition of Longbridge Wealth Advisors (“Longbridge”). The acquisition of Longbridge will allow Steward to expand its footprint in the Ohio market. Steward will gain $481 million in assets under management following the acquisition. Further terms of the transaction were not disclosed.

Steward, based in Stamford, Connecticut, is an independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. As of July 2025, Steward was responsible for $44 billion in client assets.

Longbridge, based in North Canton, Ohio, is a wealth management firm that focuses on financial planning for individuals reaching retirement.

To read the press release: please click here.

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