#United States #Wealth Management #Sarasota #Steward Partners

Steward Partners Expands Footprint in Sarasota

Steward Partners, a prominent independent financial services firm, has opened a new office in Sarasota, Florida, which represents a pivotal moment in its growth strategy in the southeastern United States. This new location is not just another office; it embodies the firm's dedication to enhancing its presence and better serving its clients in this vibrant community.

A Significant Commitment to Sarasota

According to Jim Gold, the Chief Executive Officer of Steward Partners, the establishment of a dedicated office in Sarasota reflects the firm's longstanding connection to the community and signifies its future growth potential. For many years, Steward Partners has been engaged with clients in Sarasota through local advisors. However, this new office aims to provide a more focused, purpose-built environment that can deepen client relationships and enhance overall experiences.

"Sarasota has been a vital part of who we are as a firm," stated Gold. He emphasized that this move is a reflection of both client loyalty and the firm’s ambition for expansion. The new office will not only house Gold but also several financial advisors and support staff, all committed to advancing personalized wealth management solutions.

Modern Resources for Enhanced Client Experience

The Sarasota office features a contemporary design and expanded resources that are tailored to promote collaboration and engagement. Steward Partners aims to deliver high-touch, personalized wealth management services while supporting advisor growth in the Southeast region. The firm’s relocation of its corporate headquarters from New York City to Stamford, Connecticut, last year was a strategic step that indicated a shift towards enhancing local advisor-client relations.

Jim Gold further elaborated that the establishment of this office goes beyond just relocating assets; it stands as a strategic investment in the firm’s future and solidifies its commitment to nurturing client relationships. By reinforcing their presence in Sarasota, Steward Partners sets the stage for long-term growth that aligns with the needs of clients and their families.

Remarkable Achievements and Recognition

Since its inception in 2013, Steward Partners has become one of the fastest-growing registered investment advisory (RIA) firms in the industry. It was recently ranked #9 on the 2025 Barron’s Top 100 RIA Firms list, a significant jump from its previous rank of #18 the year before. The firm was also featured in several prestigious rankings such as InvestmentNews’ Hot List, highlighting its influential status and unparalleled growth in the financial sector.

Additionally, Steward Partners made it to AdvisorHub’s RIA Firms to Watch list and was acknowledged on the Inc. 5000's list of fastest-growing private companies for five consecutive years. This recognition underscores the firm’s commitment to excellence, as it continuously strives to deliver exceptional outcomes for its clients through collaborative, team-based services.

The Future of Steward Partners and Client Commitment

As Steward Partners looks forward to the future, its focus remains firmly on expanding its services and deepening its relationships with clients across Florida and beyond. The firm is committed to fostering a culture of excellence and transparency, which has propelled its substantial growth amidst a competitive landscape. The Sarasota office stands as a testament to this commitment, opening new avenues for client engagement and advisor collaboration.

In conclusion, the launch of the new office in Sarasota is not merely a location change; it signifies Steward Partners’ ongoing dedication to providing high-quality financial services tailored to meet the evolving needs of its clients. As the firm continues to thrive, it remains steadfast in its mission to elevate the standards of wealth management services, ensuring a bright future for both the firm and the individuals and families it serves.