Steward Partners Completes Umpqua Investments Acquisition
We are excited to announce that just moments ago, we closed on our acquisition of Umpqua
Investments. As initially communicated in October, this acquisition marks Steward Partners’
expansion into the Pacific Northwest and adds 22 financial advisors managing $3.4 billion in
client assets and raises Steward Partners’ total client assets under management to over $22
billion.
Our firm has been growing rapidly up and down the East Coast and we have established a
strong presence in the South and Central regions over the past several years. With the closing
of this acquisition, we’ve now established a firm foothold on the West Coast and look
forward to building further on that momentum.
This acquisition represents a major step forward in our long-term goal of positioning Steward
Partners as the destination of choice for established advisors who want to grow their own
businesses while being part of a much larger entity.
Please join us in welcoming our newest Partners!