On May 6, 2026, Steward Partners announced its acquisition of Wisdom Rock Financial Advisory Group.
Steward Partners (“Steward”) announced, on May 6, 2026, that it had acquired Wisdom Rock Financial Advisory Group (“Wisdom Rock”). Wisdom Rock’s seven-person advisor team joined Steward’s M&A channel. Further terms of the transaction were not disclosed.
Steward, based in Stamford, Connecticut, is a registered investment advisor offering wealth planning, private banking, institutional consulting, and business solutions. As of March 2026, Steward had approximately $50 billion in assets under management.
Wisdom Rock, based in Rochester, New York, is a wealth management firm providing services in investments, estate planning, tax strategy, and retirement income. Wisdom Rock has approximately $500 million in assets under management.
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