#United States #Stamford #RIA Firms #Steward Partners #Barron's

Steward Partners Celebrates Its Achievement

Steward Partners, a prominent employee-owned financial services firm, is commemorating a significant milestone. This year, it proudly announces being ranked #9 on Barron's prestigious Top 100 RIA Firms list for 2025. This marks an impressive leap from its previous position at #18, highlighting the firm’s unwavering commitment to excellence in wealth management.

Continued Growth and Expansion

Steward Partners is not just resting on its laurels; the firm has showcased record-breaking growth over the past year. In 2024, it reported substantial increases in

• - Revenue
• - Assets Under Management (AUM)
• - Advisor Count
• - New Office Openings

With a rapidly expanding footprint, Steward Partners now operates over 70 offices across the United States and boasts a team of more than 290 advisors. This growth trajectory underscores the firm's dedication to broadening its influence and effectiveness in serving clients nationwide.

CEO Jim Gold expressed his pride in the firm's achievements: _“Being named to Barron’s Top 100 RIA Firms for the sixth consecutive year is both an honor and a milestone for our firm, especially since we’ve risen in our position on the list. It reflects the incredible dedication of our team, the strong partnerships we’ve built with clients, and the culture of collaboration that defines Steward Partners.”_

Factors Behind the Ranking

Barron's rankings are not just a reflection of prestige; they are based on comprehensive evaluations of independent advisory firms. The criteria include:

• - Assets Under Management
• - Technology Investments
• - Staff Diversity
• - Succession Planning

The fact that Steward Partners has consistently ranked within the top firms illustrates its ongoing commitment to innovation and quality client service. The firm’s strategy combines scale with personalized service, ensuring that clients receive not just support, but transformative financial solutions tailored to their needs.

Recognition Across the Industry

Steward Partners’ recognition extends beyond Barron's list. The firm has been listed on the Inc. 5000 as one of the fastest-growing private companies for the fifth consecutive year. Moreover, it garnered recognition on Financial Advisor Magazine’s Top RIA and ranking lists, alongside accolades from InvestmentNews, Washington Business Journal, and USA TODAY. This multitude of awards highlights Steward Partners' excellence in delivering client-focused financial strategies.

In 2025, numerous advisors from the firm have also been acknowledged in prestigious lists like Forbes | SHOOK's Best-In-State Wealth Advisors and Team rankings, further signifying their strong industry presence and credibility.

Conclusion: A Bright Future Ahead

As it marks six years of acknowledgment on the Barron’s Top 100 RIA Firms list, Steward Partners remains focused on the path forward. With an ever-growing network of dedicated advisors and a commitment to client success, the firm is poised to navigate the complexities of wealth management in an evolving market landscape. Typical of its ethos, Steward Partners continues to ensure that its clients receive personalized, innovative strategies backed by deep expertise.

For additional insights into their services and ongoing updates, visit Steward Partners.

About Steward Partners

Founded in 2013, Steward Partners has positioned itself as a leading name in the wealth management industry, focusing on servicing families, businesses, and multigenerational investors. Their services encompass comprehensive wealth planning, private banking, institutional consulting, among others.

With over $43 billion in assets under management as of July 2025, Steward Partners is a testament to strong client-first principles, and an unwavering commitment to service excellence.