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Steward Partners' Remarkable Achievement on the 2025 USA Today List

Steward Partners, an independent financial services firm owned by its employees, has recently garnered a prestigious accolade. It secured the 10th position on USA Today’s annual list of the Best Financial Advisory Firms for 2025, specifically recognizing firms managing over $5 billion in assets under management (AUM). This competitive list highlights the firm’s exceptional standing in a crowded industry where trust and reputation are paramount.

The USA Today rankings were derived from a comprehensive evaluation involving over 30,000 individuals, including clients, financial advisors, and industry experts. These insights were gathered through an independent survey conducted by Statista, ensuring that the results reflect authentic experiences and opinions. In addition to client recommendations, the rankings emphasized the growth of AUM, evaluating both short-term (12 months) and long-term (five years) metrics based on publicly available data.

Jim Gold, the CEO and Co-Founder of Steward Partners, expressed genuine appreciation for this recognition, stating, "We are honored to be acknowledged among the Best Financial Advisory Firms by USA TODAY. What makes this acknowledgment particularly significant is that it's driven by the voices of clients, peers, and industry professionals—those who witness the impact of our efforts firsthand. The combination of trusted recommendations and objective growth data reflects our ongoing commitment to prioritizing our clients and delivering enduring value."

Since its establishment in 2013, Steward Partners has swiftly ascended to become one of the most influential registered investment advisory (RIA) firms in the United States. This achievement follows a series of accolades that emphasize the firm's growth trajectory and commitment to excellence. Notably, for 2025, the firm was also highlighted on Forbes' lists for Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams, further underscoring its dedication to providing outstanding client outcomes through collaborative service.

Beyond the mountains of accolades it has received, Steward Partners also appeared on InvestmentNews' Top Financial Advisors in the USA list, along with securing an 18th rank in Barron's prestigious Top 100 RIA Firms list—a remarkable feat, marking its fifth consecutive year of recognition in this esteemed ranking.

These accolades are not merely numbers but representations of the firm’s philosophy: a client-first culture paired with unwavering dedication to excellence. Steward Partners epitomizes the commitment to not just manage wealth, but to build lasting relationships and provide valuable insights to its clients.

The firm specializes in a range of offerings, including comprehensive wealth planning, private banking, institutional consulting, and business solutions. As of January 2025, Steward Partners proudly managed over $40 billion in client assets, demonstrating its capacity to serve families, businesses, and multigenerational investors alike.

This strategic approach has led to milestones that reflect the firm's sustainable growth and the confidence clients place in it. Steward Partners has created a positive and transparent workplace culture that fosters camaraderie and excellence among its advisors, ensuring that every client receives personalized attention and tailored solutions that align with their unique financial goals.

Conclusion

In individual finance, the acknowledgment from USA Today validates Steward Partners’ approach and offers clarity in navigating the complexity of wealth management. By consistently striving for excellence, Steward Partners continues to prove that its growth is deeply rooted in client satisfaction and team-driven outcomes. To learn more about Steward Partners and explore their services, visit www.stewardpartners.com.