Steward Partners Achieves Remarkable Recognition Among RIA Firms
Steward Partners Celebrates Recognition on Barron's List
Steward Partners has achieved the impressive #18 ranking on Barron's Top 100 RIA Firms list, marking another milestone in its growth story. This recognition highlights the firm’s dedication to offering exceptional financial management and wealth solutions, a standing they have maintained for five consecutive years. Barron's evaluates firms based on crucial metrics such as assets under management, technology investment, staff diversity, and effective succession planning. Rising from its previous ranking, this achievement is a testament to the firm’s relentless pursuit of excellence.
Record Growth and Expansion
The year marked significant achievements for Steward Partners, reflecting record growth in various sectors, including revenue and assets under management. The firm, which was established in 2013, demonstrated robust operational expansion by adding new offices and increasing its headcount. In a strategic move, the acquisition of Freedom Street Partners has been instrumental in bolstering their succession planning strategies. Today, over 250 advisors operate from 60 offices across the country, serving a diverse clientele.
Commitment to Client Success
Jim Gold, CEO of Steward Partners, expressed his pride in the firm's accomplishments, stating, "Achieving this recognition from Barron's for the fifth year running is a reflection of our dedicated team and the strong relationships we've developed with our clients. Their trust gives us the motivation to continually innovate in delivering tailored financial solutions that guide them through their financial journeys with confidence." This continual focus on client success underlines the firm’s genteel approach and commitment to delivering quality service.
Acknowledgments from Forbes and Inc.
Steward Partners’ achievements don’t end with Barron’s. Earlier this year, 23 of its wealth managers were recognized on the Forbes 2024 List of Best-In-State Wealth Advisors. This prestigious acknowledgement highlights the firm's impact in the wealth management sector, showcasing its commitment to nurturing talent within its ranks. Additionally, three wealth managers have earned spots on the Forbes Top Next-Gen Wealth Advisors list, reinforcing Steward Partners’ reputation as a breeding ground for future industry leaders.
Celebration of Success Stories
Steward Partners also made it to the Inc. 5000 list, which features America’s fastest-growing private companies. This inclusion signifies the firm’s rapid ascent in a competitive market, a narrative driven by innovation, strategic growth, and a commitment to client-centric service. Such accolades affirm the firm’s reputation as a significant player in the independent financial services landscape.
About Steward Partners
Founded in 2013, Steward Partners operates as a full-service, independent financial services firm that champions employee ownership. The firm is dedicated to providing wealth management services tailored for families and businesses alike. Committed to transparency and camaraderie, Steward Partners nurtures a culture of excellence, further driving its growth in a competitive market.
As of 2024, the firm oversees more than $37 billion in client assets. Their wide array of services includes wealth planning, institutional consulting, and international advisory, reflecting their expansive capabilities in addressing the diverse needs of their clients. This continued dedication ensures that Steward Partners is well-positioned to navigate future challenges and opportunities.
Frequently Asked Questions
What is the significance of the Barron's Top 100 RIA Firms list?
The Barron's Top 100 RIA Firms list is a prestigious annual ranking that evaluates independent advisory firms based on various operational metrics, underscoring their performance in the financial industry.
How has Steward Partners demonstrated its growth?
Steward Partners has shown remarkable growth through increased revenue, assets under management, and the expansion of its offices and advisor team, solidifying its standing in the market.
What role does client trust play in Steward Partners' success?
Client trust is the foundation of Steward Partners’ operations, driving their commitment to delivering innovative and customized financial solutions that cater to the unique needs of each client.
What other recognition has Steward Partners received?
Steward Partners has been acknowledged in Forbes’ lists for Best-In-State Wealth Advisors and Next-Gen Wealth Advisors, showcasing the firm’s commitment to excellence and thought leadership in the financial services industry.
What services does Steward Partners provide?
The firm offers a comprehensive range of financial services, including wealth planning, private banking, and institutional consulting, tailored for diverse client needs across different sectors.
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