Steward Partners Celebrated in InvestmentNews' Elite List
Steward Partners, a trailblazer in the financial services industry, has received prominent recognition by being included in InvestmentNews' inaugural 5-Star RIA Firms list for 2025. This prestigious acknowledgment highlights the firm’s unwavering dedication to delivering exceptional value to its clients while achieving impressive growth.
Criteria for Selection: Exceptional Standards of Success
The 5-Star RIA Firms program shines a light on firms throughout the nation that exhibit outstanding performance and influence within the wealth management landscape. To be named among the top firms, criteria such as assets under management (AUM), yearly AUM growth, and organic client acquisition were meticulously evaluated. Firms needed to oversee a minimum of $1 billion in assets to qualify for consideration, a benchmark that underscores significant achievement and client trust.
Leadership Insights from CEO Jim Gold
CEO Jim Gold expressed pride in this notable achievement, saying, "Being recognized as part of this esteemed grouping is a testament to our team’s hard work and commitment. Our growth strategy revolves around attracting remarkable advisors, fostering a culture of ownership, and ensuring that our clients remain central to all our operations. This accolade reflects not just our scale but also our unwavering commitment to our client's best interests in an ever-evolving financial landscape."
Steward Partners: A History of Growth
Since its founding in 2013, Steward Partners has quickly risen to become one of the most dynamic and respected independent advisory firms in the financial industry. Demonstrating this growth, two key members of the firm’s leadership were acknowledged as finalists for the 2025 Industry Awards by WealthManagement.com, signifying their influence within the field.
Moreover, for the fifth consecutive year, Steward Partners has been featured on Inc. 5000’s prestigious list of the fastest-growing private companies, a testament to their innovative strategies and strong market position. The firm has also earned recognition in various other rankings, including the Financial Advisor Magazine’s Top RIA and RIA Discretionary and Non-Discretionary AUM Rankings, as well as being named among the Best Places to Work by the Washington Business Journal.
A Focus on Client-Centered Solutions
The firm’s commitment to client success is evident through numerous accolades, such as the 2025 Excellence Award for Thrivent Employer of Choice. Steward Partners emphasizes personalized solutions and teamwork, leading to high client satisfaction and successful outcomes. Advisors within the firm are regularly acknowledged in lists highlighting top talent in the financial advisory sector, further reinforcing the firm’s reputation for excellence.
About Steward Partners
Steward Partners stands out as a full-service, employee-owned financial services firm that prioritizes a culture of camaraderie and transparency. The firm specializes in a broad array of wealth management solutions aimed at families, businesses, and multigenerational investors. With a track record of managing over $43 billion in client assets as of a recent date, Steward Partners continues to push the envelope in financial services while fostering meaningful relationships that bolster both advisor and client success.
Recognizing Objectives in Wealth Management
InvestmentNews' 5-Star RIA Firms list serves as a benchmark for excellence in the wealth management industry. Firms were selected based on stringent criteria that include growth metrics and active client engagement. Recognition in this program not only reflects individual firm achievements but also highlights broader trends in the financial advisory industry, showcasing how firms adapt to meet the changing needs of their clients.
Steward Partners remains committed to evolving alongside market demands while continually fostering a culture that empowers advisors to succeed and prioritizes client excellence.
Frequently Asked Questions
What is Steward Partners known for?
Steward Partners is recognized for providing comprehensive wealth management services and achieving rapid growth in the financial services sector.
What does the 5-Star RIA Firms list represent?
The 5-Star RIA Firms list honors leading registered investment advisors that demonstrate exceptional client growth, engagement, and overall performance.
Who leads Steward Partners?
Steward Partners is led by CEO Jim Gold, who emphasizes a culture focused on advisor empowerment and client service.
How long has Steward Partners been operating?
Steward Partners was established in 2013 and has since grown rapidly, becoming one of the fastest-growing independent advisory firms.
What is the minimum AUM to qualify for the 5-Star RIA Firms list?
Firms must manage at least $1 billion in assets under management to be considered for the 5-Star RIA Firms list.
