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Steward Partners Completes Umpqua Investments Acquisition Deal Adds $3.4 Billion in Client Assets and 22 Advisors to Partnership and Expands Reach to West Coast News provided by Share this article Share this article WASHINGTON, April 23, 2021 /PRNewswire/  Steward Partners Holdings, LLC an employee-owned, full-service independent partnership, has closed on its acquisition of Umpqua Investments Inc., a registered broker dealer and registered investment adviser, from Umpqua Holdings Corporation (NASDAQ: UMPQ). The entity has been renamed Steward Partners Investment Solutions, LLC. The acquisition marks Steward Partners planned expansion into the Pacific Northwest and will add 22 financial advisors managing $3.4 billion in client assets generating $15 million in revenue and raises Steward Partners total client assets under management to more than $22 billion.

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