#United States #New York #Financial Planning #Steward Partners #RIA

Steward Partners' Recognition in Financial Planning

Steward Partners, a prominent player in the independent financial services sector, has recently made headlines by securing the 40th position on the Financial Planning's inaugural 'Best RIAs to Work For' list. This recognition reflects the firm’s unwavering commitment to fostering a positive workplace environment and prioritizing employee satisfaction.

This list, curated in partnership with Best Companies Group, evaluated registered investment advisory (RIA) firms based on several critical criteria. To be included, firms had to be SEC-registered, maintain a minimum of 10 employees in the United States, and operate for at least one year. The rankings were deduced from comprehensive surveys and assessments of workplace culture, benefits, leadership, and professional development opportunities, creating a rigorous framework to identify top-performing advisory firms across the nation.

Jim Gold, CEO of Steward Partners, expressed gratitude for this achievement, stating, "We are honored to be recognized by Financial Planning among the nation's 'Top RIAs to Work For,' ranking 40th on this esteemed list." He emphasized the significance of a collaborative culture and the importance of shared ownership, allowing employees to actively contribute to the firm’s trajectory.

Since its establishment in 2013, Steward Partners has proven its mettle in the competitive landscape of wealth management. This latest recognition comes on the heels of several other accolades, including its spot on Barron's Top 100 RIA Firms list for the fifth consecutive year, where it achieved the 18th ranking in 2024. Additionally, 23 of its wealth managers were highlighted in Forbes' Best-In-State Wealth Advisors list, showcasing the firm's growth and industry reputation.

Moreover, three professionals were acknowledged as rising stars in Forbes' Top Next-Gen Wealth Advisors Best-In-State list, cementing Steward Partners’ position as a nurturing ground for future leaders in the financial advisory space. The firm has also made its mark on the 2024 Inc. 5000, recognizing it as one of the fastest-growing private companies in the U.S., a testament to its dynamic business model and robust client service.

The Financial Planning 'Best RIAs to Work For' list serves not only to identify firms with outstanding employee satisfaction but also as a benchmark for industry practices. The selection process involved intensive evaluations of various workplace factors such as engagement, communication, company philosophy, and benefits. As a result, a total of 52 RIAs were recognized for their dedication to a positive workplace culture.

Steward Partners stands out not just for its financial acumen but also for its commitment to building an inclusive and collaborative working environment. The firm offers a comprehensive suite of services, including wealth management, private banking, and institutional consulting, catering to families, businesses, and multigenerational investors. With over $39 billion in client assets as of December 2024, the firm continues to demonstrate substantial growth while emphasizing exceptional client service and camaraderie among employees.

For more information about the Financial Planning 'Best RIAs to Work For' list, visit Financial Planning. Interested parties can further explore Steward Partners and its innovative approach to wealth management by visiting Steward Partners.

Conclusion

In a landscape as competitive as financial services, being honored on such a list signifies not just organizational success, but also a deep-rooted commitment to employee well-being and collaborative culture. Steward Partners’ ranking is a beacon for aspiring firms in the industry, demonstrating that valuing employees is integral to achieving outstanding client outcomes.