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Steward Partners Named a Standout RIA Firm for 2026

Steward Partners has earned a notable mention on AdvisorHub’s first-ever list of RIA Firms to Watch in 2026, a testament to its innovative structure and impressive growth trajectory in the financial advisory landscape. This recognition highlights the emergence of five unique Registered Investment Advisors (RIAs) poised to impact the future of wealth management.

Based in Stamford, Connecticut, Steward Partners operates as an employee-owned independent financial services firm, focusing on wealth management solutions for diverse clientele. Since its inception in 2013, the firm has significantly expanded its reach, managing $43 billion in client assets, a clear indicator of its robust service model and the quality of its advisory teams.

The growth and success of Steward Partners can be attributed to its strategic employee ownership model, which fosters a culture of accountability and collaboration. This allows every partner to have a vested interest in the firm’s performance.

"This honor is a testament to the power of our model and the people who make it work," stated Jim Gold, the firm’s CEO. His remarks underline the collective effort of the team in maintaining a client-first ethos while also emphasizing the importance of mentorship, transparency, and professional growth in aiding retention and the attraction of top-tier advisory talent.

The RIA to Watch List

The recognition by AdvisorHub places Steward Partners alongside other firms that exhibit strong growth momentum and distinct business models. It serves as a reflection not just of their achievements but also hints at the promising trajectory of stewardship, particularly in an industry that demands adaptation and innovation in the face of evolving client expectations.

Despite external challenges such as regulatory pressures and technological integration, Steward Partners has maintained a steady course through prudent growth strategies, mindful acquisitions, and an unwavering commitment to fostering a strong organizational culture. The firm is keenly aware of the competitive landscape and strives not just to keep pace with larger entities but also to carve out a niche defined by service excellence.

In the span of a few years, Steward Partners has garnered numerous accolades. It achieved the #9 position on Barron’s Top 100 RIA Firms in 2025 after rising from #18 in the previous year. Moreover, its listing in the Inc. 5000’s fastest-growing private companies for the fifth consecutive time further validates its business success. In multiple rankings by respected publications—Financial Advisor Magazine, Washington Business Journal, and USA TODAY—the firm has repeatedly been acknowledged for its client-centric approach and workplace culture.

Future Endeavors

Looking forward, Steward Partners aims to cultivate an even broader ecosystem that supports both advisory teams and their clients. Continued investment in professional development and a robust mentorship program is part of a larger strategy intended to foster an environment where advisors can thrive and clients receive unparalleled service.

As the firm forges ahead, its member advisors have also been recognized in several prestigious lists, including Forbes' Best-in-State Wealth Advisors and InvestmentNews' Top Financial Advisors in the USA. These accolades not only bolster the firm’s credibility in the market but also enhance the reputation of its advisors, establishing them as some of the best in the business.

In conclusion, Steward Partners exemplified what it means to be an innovative, adaptive wealth management firm through its ongoing commitment to excellence and growth. The future looks promising as they plan to continue leveraging their unique model to not just meet, but exceed client expectations, making them a firm to watch in the coming years.