#United States #Wealth Management #Stamford #InvestmentNews #Steward Partners

Steward Partners Earns Five Awards at the 2026 InvestmentNews Awards

On July 1, 2026, Steward Partners, a renowned full-service, employee-owned financial services firm, proudly announced its recognition as an Excellence Awardee across five key categories in the prestigious 2026 InvestmentNews Awards. This significant accolade spotlighted Steward Partners not only as an influential player in the wealth management industry but also underscored its commitment to innovation and excellence.

Categories of Recognition

The firm achieved honors in the following categories:

• - RIA of the Year
• - Broker-Dealer of the Year
• - Most Innovative Use of Wealth Tech
• - Back Office Support Compliance Team of the Year
• - Back Office Support CRM Technology Team of the Year

Jim Gold, Co-Founder and CEO of Steward Partners, attributed this success to the firm’s commitment to operational excellence, stating, "Being named an Excellence Awardee in the InvestmentNews Awards, year after year, reflects the kind of firm Steward Partners has become. From our compliance team to our technology team, these nominations speak to the depth of talent we have built."

Significance of the InvestmentNews Awards

The InvestmentNews Awards are designed to honor those who are redefining the future of wealth management through innovation, integrity, and impact. The selection process for Excellence Awardees combines nominations from industry professionals and independent research, which culminates in submissions being evaluated by a diverse panel of industry experts.

A Track Record of Excellence

The recognition from InvestmentNews reflects not only the quality of the services provided by Steward Partners but also emphasizes its rapid growth since its inception in 2013. The firm has been consistently acknowledged for its innovative practices and outstanding client service, holding a notable #9 ranking in the 2025 Barron’s Top 100 RIA Firms list - a significant rise from its previous rank of #18 in 2024.

Additionally, the firm was honored as a 2025 Thrivent Employer of Choice, marking its dedication to cultivating a positive workplace environment. Numerous advisors and teams from Steward Partners have also received accolades on Forbes | SHOOK's 2026 Best-In-State Wealth Advisors list, highlighting the firm’s overall commitment to delivering high-quality service and expertise.

A Growing Presence in Wealth Management

Steward Partners has carved a niche as one of the industry's fastest-growing firms, representing some of the top advisors in the United States. The firm is dedicated to offering a wide array of wealth management services, encompassing comprehensive wealth planning, private banking, and institutional consulting, managing assets exceeding $50 billion as of June 2026. This firm commitment alongside its partner-driven culture fosters an environment ripe for exceptional client satisfaction and organizational success.

Furthermore, the firm operates with a focus on maintaining transparency and fostering camaraderie, which has been pivotal in not just meeting but exceeding client expectations in a competitive market landscape.

Conclusion

This remarkable recognition at the 2026 InvestmentNews Awards not only cements Steward Partners' position as a leader in the financial services sector but also highlights the ongoing commitment to innovation and excellence that defines its culture and operations. As the firm looks ahead, it remains poised to leverage its strengths to continue setting industry standards and enhancing the client experience.

To learn more about Steward Partners and its dedicated services, visit Steward Partners.