Steward Partners Acquires Moore's Wealth Management, Advancing the Accelerated Growth of Its Legacy Division

Gainesville, Georgia-based team adds $700 million in assets to the Steward Partners platform

NEW YORK, May 21, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Moore's Wealth Management, adding five financial advisors and $700 million in assets to Steward Partners' roster in its Legacy Division.

This new partnership expands Steward Partners' footprint in Georgia with the addition of a Gainesville office. Led by partners Scott Moore, his sons Chris and Brian Moore, and Mark Peterson, the nine-member team now represents Moore's Wealth Management at Steward Partners.

Established in early 2009, the Moore's Wealth Management team brings several decades of experience helping retirees and pre-retirees across North Georgia create customized retirement income strategies. With a focus on tax-efficient planning, wealth preservation, and personalized service, the firm empowers clients to retire with confidence and clarity.

"Joining Steward Partners felt like the natural next step for our team and our clients," said Scott Moore, Founder of Moore's Wealth Management. "What stood out most was the firm's family-oriented culture and its unwavering commitment to doing what's right—for both its advisors and the clients we serve. Jim, Hy and the entire leadership team share a clear vision for the future, and they're nimble enough to make smart, strategic decisions quickly. We're especially excited to join a team of like-minded advisors who are aligned and moving in the same direction. There's a real sense of shared purpose here, and we're energized by what we'll build together."

"The addition of Moore's Wealth Management to our Legacy Division reflects Steward Partners' ongoing commitment to thoughtful, advisor-centered growth," said Scott Danner, EVP & Head of Legacy at Steward Partners. "Our Legacy Division was built to provide a seamless path for successful teams navigating succession planning, and the partnership with Moore's Wealth Management is a perfect example of how we can preserve a firm's identity while offering the support, scale, and continuity of a national platform. As we continue to grow through strategic M&A, we remain focused on aligning with like-minded professionals who put clients first and are looking to build a lasting legacy, and Moore's is a perfect example of the caliber of talent we're seeking."

Steward Partners' Legacy Division is designed to support established advisory teams seeking a long-term succession and continuity solution without sacrificing their brand or client relationships. The Legacy Division provides a flexible framework that allows advisors to maintain their identity while leveraging the scale, resources, and operational support of a national firm. It's an ideal path for advisors planning for retirement, team transitions, or strategic growth.

In addition to the three Moore's and Peterson, Isaac Pitt also serves as a financial advisor on the team alongside four supporting staff members.

Since its launch in 2013, Steward Partners has solidified its place as one of the industry's fastest-growing and most influential RIA firms. The firm was recently recognized on USA TODAY's Best Financial Advisory Firms 2025list. Additionally, in 2025 several Steward Partners advisors and teams were honored on Forbes | SHOOK's 2025 Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists, underscoring the firm's commitment to delivering exceptional client outcomes through collaborative, team-based service. Additionally, many advisors earned a spot on InvestmentNews' Top Financial Advisors in the USA list and celebrated its fifth consecutive appearance on Barron's latest Top 100 RIA Firms list, securing an impressive 18^th ranking. These achievements reflect Steward Partners' continued momentum, client-first culture, and dedication to excellence in wealth management.

About Steward Partners
Representing some of the U.S.'s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Established in 2013, the firm fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. With its commitment to exceptional client service and forward-thinking partnerships, the firm was ranked as the #18 RIA in the country in Barron's Top 100 RIAs for the year 2024. Offering services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions, the firm was responsible for over $40 billion in client assets as of January 2025.

To learn more about Steward Partners, visit www.stewardpartners.com

About USA Today and Statista Best Financial Advisory Firms
USA TODAY and Statista selected the Best Financial Advisory Firms in 2025 based on two dimensions: recommendations by clients and peers and a firm's growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 30,000 individuals. The development of AUM was analyzed in both the short- and long-term based on publicly available data (Short-term AUM development was calculated over a twelve-month period from January 2024 to January 2025, while long-term development spanned a five-year period from 2020 to 2025). In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while the development of AUM had a weight of 80% (short-term and long-term growth were weighted 30/70) to derive the final score. Steward Partners nor its affiliates paid a fee to USA Today or Statista in exchange for the ranking.

About Forbes | SHOOK
2025 Forbes Best-in-State Wealth Advisors
Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com

About Forbes | SHOOK
2025 Forbes Best-In-State Wealth Management Teams
Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (January, 2025). Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

About Barron's Top 100 RIA Firms
Steward Partners has been recognized from 2020-2024. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. Barron's selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Steward Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Steward Partners.

About InvestmentNews' Top Financial Advisors in the USA
To compile the second annual Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their compliance team before it could be accepted. The final list was determined based on each advisor's weighted ranking in overall AUM, AUM growth, and client growth (between August 2023 and August 2024). The InvestmentNews team assigned a ranking to each advisor in each category and then calculated a combined score to determine the advisor's final placement on the 2025 Top Advisors list.

Securities are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Media Contact:
Zachary Allegretti II JConnelly
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SOURCE Steward Partners