Steward Partners Achieves Recognition as One of the Best RIAs to Work For Again

In a significant achievement for the financial services industry, Steward Partners has once again secured a position on Financial Planning's prestigious list of the 'Best RIAs to Work For,' ranking 52nd in the latest 2025 edition. This accolade, now in its second year, highlights the firm’s ongoing commitment to creating a positive workplace culture and fostering employee satisfaction across its operations.

Steward Partners is an employee-owned independent financial services firm known for its comprehensive wealth management solutions. The firm’s dedication to nurturing a workplace environment where employees feel valued and engaged has been a cornerstone of its strategy since its inception in 2013. Its innovative employee equity ownership model not only encourages collaboration amongst team members but also fosters a sense of accountability and shared success.

The Selection Process

The ranking process conducted by Financial Planning and the Best Companies Group involved a thorough examination of workplace policies, employee benefits, and cultural practices among participating firms. The survey assessed various critical aspects, including leadership effectiveness, organizational values, compensation, and opportunities for professional development, providing a comprehensive view of the employee experience at each firm surveyed.

Jim Gold, the CEO of Steward Partners, expressed pride in the recognition, emphasizing that the firm’s growth trajectory is strongly tied to its employee-centric model. “Our firm was built on the belief that when every team member has a true stake in our shared success, great things happen, for our people and for our clients,” Gold remarked. This philosophy resonates throughout the organization, contributing to the firm’s holistic approach to wealth management.

Steward Partners' Growth and Recognition

Since its establishment, Steward Partners has distinguished itself as a rapidly growing entity within the advisory landscape. The firm has not only achieved a ranking of #9 on Barron’s 2025 Top 100 RIA Firms list—up from #18 in 2024—but also received multiple accolades from prestigious industry publications. These include recognition on the 2025 Hot List by InvestmentNews, placing it among the top tier of wealth management firms in the country.

Steward Partners’ industry impact is underscored by its successful management of nearly $46 billion in client assets as of October 2025. Their impressive performance has allowed them to secure multiple placements across various rankings, including recognition by USA Today and Washington Business Journal. This strong showing reinforces Steward’s commitment to excellence in client service through innovative and collaborative solutions.

Conclusion

The recognition as one of the Best RIAs to Work For highlights Steward Partners' unwavering dedication to an employee-first culture, which ultimately translates into superior service for clients. As they continue to thrive in a competitive marketplace, Steward Partners stands as a testament to the power of an engaged workforce fueled by a shared vision of success. This latest accolade cements their reputation not just as a leader in wealth management, but also as a sought-after place to work—where employees are empowered to make a meaningful difference in the lives of their clients.

To explore the full list of Financial Planning's Top RIAs to Work For, visit here.