Steward Partners Secures Place on Inc. 5000 for Fifth Year in a Row

Steward Partners Secures Spot on Inc. 5000 for Fifth Consecutive Year

Fourth Consecutive Feature in Financial Excellence

Steward Partners, a prominent employee-owned independent financial services firm, has achieved an outstanding milestone by earning a position on the prestigious Inc. 5000 list for the fifth consecutive year. This recognition not only highlights its robust growth trajectory but also underscores the exemplary service and innovative solutions the firm provides within the wealth management sector.

Founded in 2013, Steward Partners has become a leading name in comprehensive wealth management, catering to a diverse clientele consisting of families, businesses, and multigenerational investors. Under the able leadership of CEO Jim Gold, the firm has demonstrated remarkable resilience and ambition in a highly competitive industry, sustaining its rapid growth through the dedication and expertise of its team.

Growth Driven by Team Dedication and Culture

"Being recognized on the Inc. 5000 list for the fifth time is an immense honor and a clear reflection of the growth we’ve achieved in recent years," said Gold. His assertion emphasizes that the firm’s success is not solely attributed to its financial strategies but also to the passion and talent exhibited by the entire team, alongside the firm’s commitment to equipping financial advisors with the necessary tools, resources, and nurturing culture needed to flourish.

Steward Partners’ long-standing dedication to providing excellent financial advice has fostered a strong national presence, allowing the firm to make a marked impact on its clients' lives across the country. The consistent rankings reflect not only the firm's revenue growth but also its emphasis on developing strong client relationships through top-notch service delivery.

Meaning Behind the Inc. 5000 List

The Inc. 5000 list has been a beacon for entrepreneurial success in the United States for more than 40 years. The rankings are based on percentage revenue growth over a three-year period, allowing private companies to showcase their accomplishments and growth potential. Qualifying for this list is no small feat—companies must be U.S.-based, privately held, and for-profit, with revenue exceeding $100,000 in 2021 and $2 million by 2024.

Inclusion in this elite group signals not only the financial achievement of the firm but also indicates its potential for future growth and influence in the industry.

Recognition and Awards

In addition to its ranking on the Inc. 5000 list, Steward Partners has earned several other notable accolades, including being ranked 28th on Financial Advisor Magazine’s 2025 List of Top RIAs. The firm has also been recognized by USA TODAY as one of the Best Financial Advisory Firms 2025, and has made it to the Washington Business Journal’s Best Places to Work List. Such accolades demonstrate the firm’s commitment to building a positive workplace culture where employees feel valued and motivated to perform at their best.

In particular, several of Steward Partners' advisors have been recognized on Forbes’ lists for Best-In-State Wealth Advisors, shining a light on their commitment to collaborative and exceptional client service. Such recognitions highlight the firm’s unwavering dedication to nurturing talent and providing high-standard services in wealth management.

Commitment to Clients and Future Aspirations

As it looks to the future, Steward Partners remains focused on its core mission—providing exceptional and tailored financial advice that meets the diverse needs of its clients. With a culture built around team collaboration and innovation, the firm is well-positioned to continue its growth and expand its impact further.

Steward Partners not only prides itself on its substantial growth but on creating meaningful relationships with clients based on trust and open communication. Following its fifth consecutive year on the Inc. 5000 list, the firm’s trajectory appears optimistic, as it continues to challenge the status quo within the financial services industry.

For more information about Steward Partners and its offerings, visit Steward Partners.