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Steward Partners Recognized as a 2025 Excellence Awardee

On June 27, 2025, Steward Partners, a full-service, independent financial services firm proudly announced its recognition as a 2025 Excellence Awardee in the Thrivent Employer of Choice category at the annual InvestmentNews Awards. This accolade is a testament to the firm’s dedication to fostering an employee-centric workplace that prioritizes career development and professional growth.

Celebrating a Collaborative Culture

In a statement reflecting on the achievement, Jim Gold, CEO of Steward Partners, emphasized the company's goal of constructing a supportive and inspirational environment from day one. "This award reflects the culture we’ve built together, grounded in collaboration, innovation, and shared success," he stated, underlining the firm’s commitment to a client-first model.

The Thrivent Employer of Choice award is bestowed upon firms that have established a reputation for valuing their employees within the wealth management sector. Steward Partners was selected as a finalist due to its robust employee value proposition, significant investment in professional development, and a workplace culture that encourages growth and adaptability. The evaluation process included an analysis of innovative strategies for recruitment and retention, talent management, and responses to industry changes.

An Innovative Workforce

Since its founding in 2013, Steward Partners has distinguished itself as one of the most rapidly expanding and influential Registered Investment Advisory (RIA) firms nationwide. This latest recognition adds to a growing list of accolades, including a placement on the Washington Business Journal's Best Places to Work list for 2025 and recognition among USA TODAY's Best Financial Advisory Firms for the same year. Notably, several of Steward Partners’ advisors and teams have also been celebrated in Forbes | SHOOK’s 2025 Best-In-State Wealth Advisors and Wealth Management Teams listings, emphasizing the firm’s focus on providing top-tier client service through teamwork.

Moreover, the firm has made a mark on the InvestmentNews Top Financial Advisors in the USA list, reinforcing its commitment to client outcomes and excellence in the wealth management field. Barron’s has also recognized Steward Partners, ranking it as number 18 on their Top 100 RIA Firms list, showcasing a consistent track record of effectiveness and growth.

Community and Client-Centric Approach

Steward Partners is known for representing some of the leading advisors in the U.S., offering a wide array of wealth management solutions tailored for families, businesses, and multigenerational investors. Established on a foundation of transparency and camaraderie, the firm continues to foster a culture that supports its substantial growth in a competitive industry. As of January 2025, Steward Partners manages over $40 billion in client assets, underlining its impact and influence in the financial advisory landscape.

To explore more about Steward Partners and its comprehensive service offerings, visit www.stewardpartners.com.

About the Recognition Processes

The InvestmentNews Excellence Awards are determined by a rigorous assessment process that evaluates various factors including employee engagement, workplace culture, benefits, and opportunities for growth. The Washington Business Journal ranks employers based on independent employee surveys which measure engagement and satisfaction across key variables. Similarly, USA TODAY's selection of Best Financial Advisory Firms involves a detailed evaluation of client recommendations and assets under management (AUM).

The accolades received underscore the essence of Steward Partners’ mission to excel in a sustainable and forward-thinking manner, setting benchmarks in employee satisfaction and client service excellence in the financial services industry.