Steward Partners Achieves Significant Milestone in Financial Advisor Magazine's 2026 RIA Rankings

In a remarkable demonstration of growth and innovation, Steward Partners has climbed four spots to No. 24 in the Financial Advisor Magazine’s prestigious 2026 RIA Ranking. This achievement cements the firm's presence amongst the top 25 registered investment advisory firms across the nation, as assessed from a pool of over 500 competitors. CEO Jim Gold articulated his pride in this advancement, stating that the continued rise of the firm is a testament to the strong growth engine they have cultivated.

Located in Stamford, Connecticut, Steward Partners continues to demonstrate a consistent upward trajectory in both assets under management and headcount. As of June 2026, the firm boasts managed assets exceeding $53 billion, a significant milestone that underscores its robust operational strategy and the deepening trust clients place in its services.

Steward Partners has not just maintained its reputation in the marketplace; the firm also replicates its success with a noteworthy positioning in the RIA Discretionary and Non-Discretionary AUM Rankings, sharing the same no. 24 spot. This correlation affirms its extensive capabilities and strong performance in managing client portfolios across various financial contexts.

The Financial Advisor Magazine utilizes detailed criteria to evaluate RIA firms, encompassing metrics such as asset inflow, employee count, and custodial relationships. This multifaceted assessment is crucial in establishing a credible benchmark for advising firms, enabling potential clients to make informed decisions about their financial future.

In particular, Jim Gold’s vision for Steward Partners is centered around community and collaborative growth. "We are just getting started," he noted, emphasizing that the firm's accomplishments are a byproduct of teamwork and dedication rather than mere coincidence.

With its inception in 2013, Steward Partners has quickly emerged as one of the fastest-growing independent financial services firms. In addition to the recent ranking, it previously placed 9th on Barron's Top 100 RIA Firms list for 2025, a leap from its 18th position in 2024. It also received accolades from InvestmentNews, being recognized as a 2025 Thrivent Employer of Choice.

Furthermore, several teams and individuals from Steward Partners have been spotlighted in Forbes | SHOOK's Best-In-State Wealth Advisors for 2025 and 2026, reaffirming the firm's commitment to providing quality service and building lasting client relationships.

The firm prides itself on being an employee-owned entity, fostering a workplace culture that encourages personal growth and professional excellence. The offerings at Steward Partners encompass comprehensive wealth planning, private banking, institutional consulting, and business solutions. Such a diversified portfolio enables it to cater effectively to families, multigenerational investors, and businesses alike.

As the firm prepares for the future, its focus remains not only on increasing its market presence but also on enhancing the quality and breadth of services offered. Gold's commitment to continual improvement and expansion further solidifies Steward Partners’ status as an influential player in the financial advisory landscape.

If you want to learn more about the initiatives and growth of Steward Partners, visit Steward Partners' official website.

With this ranking and commitment to excellence, Steward Partners is set to continue its trajectory as a leading independent financial services firm, ideally positioned to navigate the complex challenges facing its clients in the evolving market landscape.