#United States #Stamford #RIA Firms #InvestmentNews #Steward Partners

Steward Partners Recognized Among the Best in Wealth Management

Steward Partners, a prominent independent financial services firm that emphasizes employee ownership and comprehensive wealth management, recently celebrated an important milestone. The firm was named to InvestmentNews' inaugural 2025 5-Star RIA Firms List, a recognition that underscores its significant growth and client impact within the wealth management sphere.

Accolades and Criteria for Recognition

The 5-Star RIA Firms List is not just a title; it serves as a benchmark that highlights elite Registered Investment Advisors (RIAs) in the United States. The firms selected for this honor were evaluated based on stringent criteria, including their assets under management (AUM), AUM growth, and the ability to attract new clients organically during the past year. To qualify, firms must manage at least $1 billion in AUM. This stringent verification process through compliance teams ensures the accuracy and integrity of the submissions.

Jim Gold, the CEO of Steward Partners, expressed his pride regarding this accomplishment, stating, "Being named to InvestmentNews' inaugural 5-Star RIA Firms list is both an honor and a validation of our strategy." He further elaborated, noting that the firm’s growth is rooted in attracting exceptional advisors, fostering a culture of ownership, and a disciplined focus on client satisfaction. This recognition not only highlights the scale and impact Steward Partners has built over the years but also emphasizes their commitment to ensure advisors can thrive in a supportive environment while delivering superior value to clients.

Firm's Growth and Industry Position

Since its inception in 2013, Steward Partners has rapidly established itself as one of the leading independent RIA firms within the industry. The firm has garnered multiple accolades over the years, which signify both its growth trajectory and commitment to client service. Recently, two members of its leadership team were acknowledged as finalists in WealthManagement.com's 2025 Industry Awards. Additionally, Steward Partners secured its position on Inc. 5000's list of fastest-growing private companies for the fifth consecutive year.

On top of these accolades, Steward Partners was ranked 28th on Financial Advisor Magazine's 2025 Top RIA and RIA Discretionary and Non-Discretionary AUM Rankings. It also earned a spot as a 2025 Excellence Awardee for InvestmentNews' Thrivent Employer of Choice. Furthermore, the company was featured in Washington Business Journal's Best Places to Work List for 2025 and named among USA TODAY's Best Financial Advisory Firms 2025. These recognitions highlight the firm’s dedication to providing exceptional client outcomes through collaborative service.

Commitment to Excellence

Steward Partners’ dedication to its clients is further underscored by the accolades received by its advisors, including honors from Forbes | SHOOK's lists for Best-In-State Next-Gen Wealth Advisors and Best-In-State Wealth Advisors. The recognition reflects not only individual excellence but a firm commitment to teamwork within a robust service structure. Many advisors have also achieved a position on InvestmentNews' Top Financial Advisors in the USA list, reinforcing the organizational ethos focused on client-first culture.

As of July 2025, Steward Partners has successfully managed over $43 billion in client assets, offering a range of wealth management solutions including comprehensive planning and private banking services.

The Future of Wealth Management

Steward Partners' emergence as a leader in the wealth management industry signals a bright future for the firm and its client relationships. As the landscape of financial advising continues to evolve, they remain committed to adapting their strategies and solutions to meet diverse client needs. Their recognition as a top-tier RIA aligns with their efforts to attract great advisors and maintain high standards for client service.

To learn more about Steward Partners and their innovative approaches to wealth management, visit www.stewardpartners.com.