Steward Partners Named Top Financial Advisory Firm in AUM Ranking
Steward Partners Achieves Top Ten Ranking in Financial Advisory Firms
Steward Partners, a well-respected independent financial services firm, has recently made headlines by being recognized as the 10th best firm among those with over $5 billion in assets under management (AUM) as featured in USA Today's annual listing. This acknowledgment highlights Steward Partners' commitment to providing exceptional financial services in a competitive market.
Recognition of Excellence in Financial Advisory Services
The USA Today ranking is a prestigious accolade, derived from extensive surveys involving over 30,000 clients, industry experts, and financial advisors. The survey not only focused on client recommendations but also analyzed the firm's AUM growth over both short-term and long-term periods. This dual approach showcases the firm’s capacity to nurture client relationships while also reflecting its robust financial performance.
Commitment to Client-Centered Financial Solutions
Jim Gold, CEO and Co-Founder of Steward Partners, expressed his gratitude for the recognition, stating that the acknowledgment is particularly significant due to its foundation in client and peer evaluations. This feedback is a testament to the meaningful impact the firm has on its clients and the financial industry at large. Steward Partners has built a reputation of prioritizing client needs and facilitating lasting value through integrity and attentive service.
A Track Record of Awards and Recognition
Since its inception in 2013, Steward Partners has rapidly ascended the ranks to become one of the fastest-growing registered investment advisory firms. In addition to the recent USA Today acknowledgment, the firm was featured in Forbes' Best-In-State Wealth Advisors and Teams lists, showcasing its dedication to delivering outstanding client results through a collaborative approach.
Superior Financial Advisory Practices and Achievements
The recognition from various financial industry lists does not stop with USA Today. Steward Partners also secured a position on InvestmentNews' Top Financial Advisors and has made remarkable appearances on Barron's Top 100 RIA Firms list for five consecutive years. These honors reflect the firm's ongoing commitment to excellence in wealth management and a focus on client-first strategies.
Fostering a Culture of Engagement and Excellence
The firm prides itself on valuing transparency and teamwork, attributes that have been instrumental in its continued expansion in the financial services sector. Steward Partners manages over $40 billion in client assets, which speaks to its profound authority in wealth management.
About Steward Partners
As a full-service, employee-owned investment firm, Steward Partners offers a broad spectrum of financial services tailored for individual and business clients. The firm not only focuses on wealth management but also engages in comprehensive wealth planning, private banking, and business solutions. This diverse portfolio allows the firm to engage a wide array of clients—from families to multigenerational investors—each seeking tailored advice and services.
Frequently Asked Questions
What does the ranking by USA Today signify for Steward Partners?
This ranking demonstrates Steward Partners' strong client relationships and significant asset management growth, affirming its position as a leader in the financial advisory sector.
How does Steward Partners ensure client satisfaction?
Steward Partners emphasizes a client-first approach, focusing on personalized service and building long-term relationships through transparency and collaboration.
What services does Steward Partners offer?
The firm provides a wide range of services including comprehensive wealth management, private banking, and institutional consulting, catering to diverse client needs.
When was Steward Partners established?
Steward Partners was established in 2013 and has since grown into one of the industry's influential financial advisory firms.
How much AUM does Steward Partners manage?
As of January 2025, Steward Partners manages over $40 billion in client assets, underscoring its capabilities in asset management.
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