Steward Partners' Growth Evident as They Rank Among Top Firms
Steward Partners Achieves Recognition as a Leading RIA
Steward Partners has achieved significant recognition in the financial services sector, ranking 28th on Financial Advisor Magazine's prestigious list of the top Registered Investment Advisors (RIAs) for 2025. This esteemed acknowledgment highlights the firm’s unwavering commitment to providing exceptional client service and innovative financial solutions, marking a notable milestone in its journey since its establishment in 2013.
Driving Factors Behind Steward Partners' Success
Jim Gold, the CEO of Steward Partners, expressed his gratitude regarding the firm's ranking, stating, "Being recognized among the top RIAs by Financial Advisor Magazine reinforces our mission to prioritize our clients' needs and confidence in the guidance we provide. Each milestone we achieve reflects our dedication to growing alongside our clients." This focus on client-centric service has positioned Steward Partners as a leading player in the competitive financial services landscape.
Methodology of Ranking and its Implications
The ranking methodology employed by Financial Advisor Magazine considers a range of critical factors. These include the year-end discretionary and non-discretionary assets under management, growth percentage in assets, and the number of clients served. Such metrics reveal not just financial success but also the depth of relationships with clients, enhancing the firm's reputation and standing in the industry.
Acknowledgments and Awards Reflecting Influence
Steward Partners continues to garner accolades and recognition that underscore its growth and influence. In addition to its latest achievement, the firm was honored as a recipient of the 2025 Excellence Award by InvestmentNews for its status as a Thrivent Employer of Choice. The firm was also included in Washington Business Journal’s 2025 list of Best Places to Work, emphasizing its commitment to creating an exceptional workplace culture that values and supports its employees.
Commitment to Client Success
In 2025, several advisors from Steward Partners were recognized on notable lists, including Forbes’ Best-In-State Wealth Advisors and InvestmentNews’ Top Financial Advisors in the USA. These recognitions reflect the firm’s strong focus on client outcomes through a collaborative and team-based approach, proving that success is not merely quantitative but also qualitative.
Vision for the Future
Steward Partners aims to continue its trajectory of growth and excellence within the financial services industry. With a growing client base and a steadfast commitment to enhancing its service offerings, the firm aspires to lead by example in client satisfaction and innovative wealth management solutions. The firm’s growth can be attributed to its ability to adapt and evolve in alignment with its clients’ needs.
About Steward Partners
Founded in 2013, Steward Partners is an independent financial services firm that is employee-owned and operates with integrity, providing comprehensive wealth management solutions to diverse clientele including families and businesses. With a transparent and supportive corporate culture, Steward Partners has successfully managed over $40 billion in client assets as of early 2025, earning a spot as the 18th ranked RIA in Barron's Top 100 RIAs for the year 2024.
Frequently Asked Questions
What is the significance of Steward Partners' ranking?
The ranking highlights Steward Partners' ongoing growth and recognition as a leading firm in wealth management, emphasizing its commitment to client success.
How does Steward Partners ensure exceptional service?
The firm prioritizes understanding client needs and focuses on building long-term relationships, which is reflected in its high rankings and awards.
What makes Steward Partners distinct from other RIAs?
Being employee-owned allows Steward Partners to prioritize client needs without conflicts of interest, fostering a culture of transparency and collaboration.
What awards has Steward Partners recently received?
Recently, Steward Partners received accolades such as the 2025 Excellence Award from InvestmentNews and was listed in Washington Business Journal's Best Places to Work.
How has Steward Partners grown since its inception?
Since its launch in 2013, Steward Partners has evolved rapidly, surpassing many firms in asset management and earning various industry accolades, indicating significant growth.
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