Steward Partners Achieves Excellence Recognition in 2025
Recent accolades highlight the achievements of Steward Partners, a full-service employee-owned independent financial services firm, which has been recognized as a 2025 Excellence Awardee in the Thrivent Employer of Choice category during the InvestmentNews Awards. This honor underscores the firm's commitment to creating a work environment that promotes career advancement while prioritizing the needs of both clients and employees.
Commitment to Employee Growth and Client Service
Jim Gold, the CEO of Steward Partners, expressed pride in the firm's recognition, stating, "We are honored to be recognized as an Excellence Awardee. Our mission from the beginning has been to create a workplace where every individual feels valued and inspired to pursue their professional aspirations. This award reflects the collaborative and innovative culture we strive to uphold. ”
Evaluation Criteria for the Award
The Thrivent Award for Employer of Choice celebrates firms in the wealth management sector that exemplify excellence in the workplace. Steward Partners earned its finalist position because of its strong employee proposition, significant investment in professional development, and a vibrant culture that nurtures personal and professional growth. Firms were assessed based on their inventive strategies for recruitment, retention, talent management, learning opportunities, and flexibility in facing industry changes.
Steward Partners’ Remarkable Growth and Recognition
Since its founding in 2013, Steward Partners has become a highly influential player in the financial advisory space. Recognition from publications such as Washington Business Journal's Best Places to Work and USA Today’s Best Financial Advisory Firms list further illustrates the firm’s commitment to exceptional client services and employee satisfaction. In 2025, several of Steward Partners' advisors received distinctions in Forbes' Best-In-State Wealth Advisors and Wealth Management Teams lists, solidifying the firm’s position as a leader in wealth management through a focus on teamwork and collaboration. Additionally, the firm secured its place on InvestmentNews' Top Financial Advisors in the USA and celebrated its notable ranking on Barron's Top 100 RIA Firms at 18th spot.
About Steward Partners
Steward Partners specializes in providing comprehensive wealth management solutions tailored for families, businesses, and multi-generational investors. Established in 2013, the firm is lauded for fostering a positive and transparent work culture, essential to navigating the competitive financial services industry. With over $40 billion in client assets, the firm emphasizes outstanding client service and strategic partnerships.
Understanding the Awards and Their Significance
The Washington Business Journal’s Best Places to Work awards recognize the values that organizations create through exceptional workplace cultures. This ranking is achieved through employee feedback measured against various key factors such as leadership, communication, culture, and benefits. Similarly, USA Today, along with Statista, ranked the Best Financial Advisory Firms based on client recommendations and Asset under Management (AUM), ensuring that growth and client satisfaction drive reputational excellence.
Further Accolades and Rankings
Steward Partners’ significant recognition on Barron's Top 100 RIA Firms draws from qualitative and quantitative evaluations of key performance metrics such as asset volumes and operational diversity. Furthermore, InvestmentNews evaluates firms based on advisor performance and client growth over specified periods, allowing for a well-rounded assessment of each firm's industry impact.
The Firm’s Future Direction
Steward Partners continues to forge ahead with a forward-thinking approach, focused on enhancing its offerings in wealth management and advisory services. By remaining adaptable to market changes and client needs, the firm is positioned well to maintain its trajectory of growth and excellence in the financial industry.
Frequently Asked Questions
What is the recent award received by Steward Partners?
Steward Partners was honored as a 2025 Excellence Awardee in the Thrivent Employer of Choice category by InvestmentNews.
What does the award recognize?
The award celebrates firms that foster an exceptional workplace culture and support employee growth along with a client-first model.
When was Steward Partners founded?
Steward Partners was established in 2013 and has quickly become a prominent firm in the financial services industry.
What professional services does Steward Partners provide?
The firm offers a range of wealth management solutions, including private banking, comprehensive wealth planning, and business consulting services.
How does the firm emphasize employee growth?
Steward Partners invests heavily in professional development and creates a workplace environment that encourages collaboration and innovation.
