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Steward Partners' Momentous 2025

Steward Partners, a pioneering independent financial services firm, has achieved a landmark milestone as it wraps up 2025 with the infusion of nearly $4 billion in new assets. This phenomenal growth comes from the addition of 11 advisor teams and individual advisors who have decided to join the firm, expanding its influence across critical markets in the U.S. This year marks a transformative period for Steward Partners, emphasizing its role as one of the fastest-growing independent wealth management platforms in the nation.

The firm’s unique approach focuses on operational scale, innovative technology, and adaptable affiliation models. This combination allows Steward Partners to provide unmatched support to advisors, attracting talent from traditional channels as well as high-profile teams looking for a robust platform to enhance their businesses from the outset.

In the words of Jeff Gonyo, Head of Wealth Management at Steward Partners, "We didn’t just grow this year; we redefined what advisors can expect from a platform." This sentiment perfectly captures the firm's strategy, which provides a comprehensive support structure enabling advisors to prioritize client relationships and growth while the firm manages the operational complexities.

The success of Steward Partners this year can be attributed to its reputation in the industry and its infrastructure, which has drawn some of the largest incoming teams of the year. Notably, the firm's Private Wealth division has completed multiple high-profile transactions that resonate with advisory teams seeking not only immediate scale but also long-term stability. By establishing seven new offices in fast-growing regions from the Southeast to the Midwest, the firm caters to wirehouse breakaways and established independent firms seeking a strategic partner that aligns with their growth aspirations.

Scott Danner, Chief Growth Officer at Steward Partners, remarked, "2025 proves our vision is resonating across the country. Advisors are looking for flexibility, a structured environment, and clear pathways for partnership and succession. Steward Partners delivers precisely that, along with the operational resources necessary to elevate advisory businesses to new heights."

Steward Partners has enjoyed a record-breaking year, building on a series of multi-billion-dollar acquisitions, further solidifying its status as a premier destination for ambitious advisors. Looking ahead to 2026, the firm plans to continue its coast-to-coast expansion, leveraging its improved infrastructure, expanding national footprint, and a robust merger and acquisition engine to create remarkable opportunities for advisors aiming for growth, flexibility, and long-lasting partnerships.

Since its inception in 2013, Steward Partners has established itself as one of the fastest-growing and influential Registered Investment Advisory (RIA) firms in the industry. The firm has consistently gained recognition, most recently achieving a #9 ranking on Barron’s Top 100 RIA Firms list for 2025, rising from the previous year’s #18 ranking. Several leaders within the firm have also earned individual accolades, with three members making it onto InvestmentNews’ 2025 Hot List and another being recognized as a ThinkAdvisor Luminary for 2025.

In addition to industry rankings, Steward has been acknowledged on various prestige lists, including Financial Planning’s Best RIAs to Work For and AdvisorHub’s RIA Firms to Watch list. Steward has even made the Inc. 5000’s list of fastest-growing private companies for the fifth consecutive year.

The collective achievements of Steward Partners underscore its continuous momentum and commitment to fostering a client-first culture. This is particularly evident through the organization’s focus on collaborative, team-based service that aims to deliver exceptional outcomes for clients. The firm’s advisors have also been recognized on multiple prestigious lists, enhancing the firm’s visibility and reputation in the market.

About Steward Partners

Steward Partners is a full-service, employee-owned independent financial services firm that specializes in delivering tailored wealth management solutions. Established in 2013, Steward fosters a positive and transparent workplace culture that has facilitated its remarkable growth trajectory in a competitive landscape. The firm offers comprehensive services including wealth planning, private banking, and business solutions. As of December 2025, Steward Partners managed nearly $50 billion in client assets, further demonstrating its impact in the financial advisory sector. To explore more about Steward Partners and their services, visit www.stewardpartners.com.