Steward Partners Achieves Remarkable Milestone on Barron's List
Steward Partners Achieves Remarkable Recognition
Steward Partners, a prominent employee-owned independent financial services firm, has secured an impressive #9 ranking on the influential Barron's Top 100 RIA Firms list. This marks a significant improvement from its previous position at #18, highlighting the firm’s steadfast commitment to providing exceptional wealth management solutions.
A Testament to Client Success
The remarkable rise in rankings speaks volumes about Steward Partners' ongoing momentum and unwavering focus on client success. Celebrating six consecutive years of recognition in this prestigious ranking, the firm's achievements reflect its dedication to effective wealth management strategies that prioritize the needs and aspirations of its clients.
Unprecedented Growth in Recent Years
In recent times, Steward Partners has embarked on a journey marked by record-breaking growth. The firm has experienced substantial gains across various dimensions, including revenue, assets under management, and an increase in advisor headcount. Today, Steward Partners boasts a robust network of over 70 offices and more than 290 advisors nationwide, underscoring its commitment to expanding its reach and services for clients.
CEO's Vision and Commitment
Jim Gold, CEO of Steward Partners, expressed pride in the firm's latest ranking: "Being named to Barron's Top 100 RIA Firms for the sixth consecutive year is an honor that celebrates our team’s hard work and dedication. We're thrilled to see our rise in the rankings, which reflects the strong relationships we’ve built with our clients and our culture of collaboration. Our mission is to combine scale with personalized service to benefit every client’s financial journey." This statement encapsulates the ethos driving Steward Partners forward.
Achievements and Recognitions
Since its inception in 2013, Steward Partners has not only established itself as one of the fastest-growing firms in the industry but has also received accolades affirming its excellence. The firm proudly secured a position on the esteemed Inc. 5000 list as one of the fastest-growing private companies. Moreover, it has recently been recognized by Financial Advisor Magazine and InvestmentNews, showcasing its unwavering commitment to delivering outstanding client outcomes.
Client-Centric Approaches
Central to Steward Partners’ philosophy is its client-first culture, which emphasizes delivering exceptional service through collaborative and team-based strategies. The firm’s approach to wealth management is designed to provide tailored solutions to families, businesses, and multigenerational investors, ensuring that each client receives personalized attention and innovative strategies tailored to their unique financial goals.
About Steward Partners
Steward Partners represents a collective of some of the top financial advisors in the U.S., delivering comprehensive wealth management solutions. The firm was founded on principles of transparency and camaraderie and has flourished in a highly competitive sector. With over $43 billion in client assets, Steward Partners is dedicated to fostering partnerships that prioritize client success and satisfaction.
Frequently Asked Questions
What recent achievement has Steward Partners accomplished?
Steward Partners has achieved a #9 ranking on Barron's Top 100 RIA Firms list, up from #18 in the previous year.
How many offices does Steward Partners currently operate?
The firm operates more than 70 offices across the country, providing extensive service coverage to clients.
What is the mission of Steward Partners?
Steward Partners aims to combine personalized service with operational scale to ensure every client receives tailored financial strategies.
When was Steward Partners established?
The firm was established in 2013 and has since grown into one of the industry's leading independent financial services firms.
How does Steward Partners prioritize client success?
Steward Partners emphasizes a client-first culture with a focus on collaborative strategies that cater to the unique goals of each client.
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