#United States #Stamford #Financial Services #Steward Partners #Barron's RIA

Steward Partners Ranks Among Top 10 RIA Firms

Steward Partners, a full-service independent financial services firm owned by its employees, has once again made its mark in the financial sector by securing a #10 ranking in Barron's 2026 Top 100 RIA Firms list. This achievement is particularly notable as it marks the seventh consecutive year the firm has earned a spot on this prestigious list, solidifying its reputation as a leader in the industry.

Founded in 2013, Steward Partners has rapidly ascended through the ranks, thanks to its commitment to exceptional client service and innovative business model. The Barron's ranking evaluates firms on a multitude of metrics, including assets under management, revenue, investment in technology, staff diversity, and succession planning. Notably, firms must manage at least 2% of total applicant assets to qualify for consideration—a threshold that has increased amid a consolidating industry landscape.

Jim Gold, CEO of Steward Partners, expressed pride in the firm's achievement: "Achieving this top position for seven years in a row reflects the dedication of our team and the trust our partners place in us. Competing against larger firms that manage significantly more assets makes this recognition increasingly fulfilling."

Holding a top 10 ranking in a competitive market not only affirms the effectiveness of Steward Partners' model—built around advisor ownership and long-term client relationships—but also signifies the firm's ability to adapt and thrive in a rapidly changing environment. Gold emphasized that their focus is not merely on rankings, but rather on building a platform that advisors aspire to be part of, thereby enhancing the overall client experience and success of the firm.

In addition to its ranking, Steward Partners has been recognized as a 2025 Thrivent Employer of Choice by InvestmentNews, further highlighting its commitment to a collaborative and supportive workplace culture. The firm also celebrates several of its advisors' recognition as part of Forbes | SHOOK's 2026 Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists, underscoring the high-quality service provided to clients across the organization.

With over $57 billion in client assets reported as of September 2026, Steward Partners continues to make significant strides in the market, leveraging its comprehensive wealth management services to meet the needs of families, businesses, and multigenerational investors. The firm's proactive approach ensures sustained growth while fostering a culture of transparency and camaraderie among its employees, thus driving its success in a highly competitive financial industry.

As the financial landscape evolves, Steward Partners is focused on maintaining its growth trajectory and delivering on its commitment to clients. For those interested in exploring these rankings and gaining greater insight into the industry, the full 2026 Barron's Top 100 RIA Firms list can be found at barrons.com.

As a noted player in the realm of financial services, Steward Partners' story illustrates the impact of dedication to excellence and partnership. With a legacy that stretches nearly a decade, the firm remains poised for future achievements, continuing to redefine success within the financial advisory space.