Steward Partners Recognized for Innovative Wealth Management Model
Steward Partners Named to AdvisorHub's Inaugural List
Steward Partners has made headlines as it has been named one of the firms to watch by AdvisorHub for 2026. This recognition shines a light on the company’s innovative ownership structure and impressive growth trajectory in the realm of independent financial advising.
A Firm with a Vision
Founded in 2013, Steward Partners is an independent financial services firm that specializes in wealth management. With an impressive $43 billion in client assets under its management, the firm is recognized for its unique employee ownership model. This model allows every partner to directly benefit from the firm's success, fostering an environment where collaboration and client focus are prioritized.
Growth and Development Strategies
Steward's growth can be attributed to several strategic initiatives. The firm has embraced a thoughtful approach to mergers and acquisitions (M&A), emphasizing cultural fit and continuity. This strategy ensures that the firm not only expands but does so while maintaining its core values and culture. The commitment to mentorship and development is also a cornerstone of its operations, enabling advisors to thrive in a supportive environment.
A Testament to the Firm’s Strength
"This honor reflects our model's effectiveness and the dedication of our team," said Jim Gold, CEO of Steward Partners. The firm stands out as a beacon for the future of wealth management, emphasizing a culture where advisors are empowered to prioritize client needs. Being recognized in such a manner fuels the team’s motivation to continue raising the bar for excellence.
The Importance of Company Culture
The selection of Steward Partners as a firm to watch underlines how critical ownership structure and a focus on advisor development are in a competitive market. The firm continues to illustrate how independent RIAs can achieve sustainable success, modeling a strategy that many others might look to emulate.
Recent Recognitions and Achievements
Steward Partners continues to earn accolades that highlight its remarkable ascent within the financial advisory landscape. It was recently ranked #9 on Barron's Top 100 RIA Firms list for 2025, improving from #18 in 2024. This climb showcases the firm’s dedication to excellence in client service and its ability to foster strong client relationships.
Additionally, the firm's remarkable performance has also landed it a spot on the exclusive Inc. 5000 list, recognizing it as one of the fastest-growing private companies in the United States for the fifth consecutive year. Such achievements reflect a robust dedication to both growth and quality service delivery.
Commitment to Client Outcomes
The success of Steward Partners can also be linked to its unwavering commitment to delivering exceptional client experiences. By putting clients first and fostering a collaborative, team-based approach, the firm ensures that clients receive optimal service tailored to their unique needs.
About Steward Partners
Steward Partners is a full-service, independent financial services firm that prides itself on its employee ownership model. The firm is dedicated to providing wealth management solutions tailored for families, businesses, and multigenerational clients. This unique approach to financial advising has empowered the firm to cultivate a strong culture of transparency and camaraderie, paving the way for impressive growth since its inception.
The firm continues to innovate and adapt in an ever-evolving landscape, offering services including comprehensive wealth planning, private banking, and institutional consulting. The success and growth Steward Partners has achieved is not only a reflection of its resources, but also of its commitment to building lasting relationships founded on trust and integrity.
Frequently Asked Questions
What is Steward Partners known for?
Steward Partners is recognized for its employee-owned model and its strong growth in the wealth management sector.
How has Steward Partners grown since its founding?
Since its founding in 2013, Steward Partners has grown to oversee $43 billion in client assets, reflecting its robust growth strategy.
What sets Steward Partners apart from other firms?
The firm’s emphasis on employee ownership and cultural alignment in its operations is a key differentiator, enabling it to focus on client success.
What accolades has Steward Partners received?
Steward Partners has received multiple awards including a top ranking on Barron's Top 100 RIA Firms List and recognition on the Inc. 5000 list.
How does Steward Partners enhance advisor development?
The firm invests in mentorship and professional development programs that foster growth, retention, and overall team success.
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