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Steward Partners Continues to Thrive in Q3 2025

In the competitive landscape of financial services, Steward Partners stands out with a remarkable performance in the third quarter of 2025. The firm welcomed an impressive $1.6 billion in new client assets, signifying its robust growth trajectory and reaffirming its position in the wealth management industry. This achievement is not merely a numerical milestone; it reflects strategic decisions and the expanding appeal of its advisory model.

Strategic Advisor Additions

Steward Partners, an employee-owned firm known for its comprehensive wealth management solutions, strategically expanded its team by bringing in several new advisors and firms. This quarter saw notable additions, including industry veterans from Longbridge Wealth, Laurence Rothstein, Lancaster Wealth Management, and Bullis Wealth Strategies. These firms opted for Steward’s Legacy Channel, which provides an unparalleled solution for succession planning, business continuity, and mergers and acquisitions (M&A) opportunities.

Adding to the momentum, seasoned advisors like Mike Wood and Casper Terpinski joined Steward’s Southeast and Central divisions, respectively. Wood is poised to enhance client services from Norfolk, Virginia, while Terpinski will strengthen the Dallas branch. Their extensive expertise is anticipated to augment Steward’s ability to cater to a growing client base in key markets.

A Growing Legacy Channel

The Legacy Channel has become a pivotal aspect of Steward’s growth strategy. According to Scott Danner, Executive Vice President and Head of the Legacy division, this channel uniquely positions the firm to attract advisory teams seeking to secure their future and adjust to evolving market dynamics. By providing flexibility and a strong support system, the Legacy model empowers advisors to maintain their brand identity while benefiting from the resources of a larger firm. This blend of autonomy and support is ideal for advisors planning for retirement or contemplating strategic growth through partnership.

The ongoing growth in the Legacy Channel illustrates how Steward Partners addresses real-world challenges in the wealth management sector. Many firms are grappling with succession planning, and Steward’s approach is clearly resonating, as evidenced by the caliber of advisors choosing to join.

Recognitions and Rankings

Steward Partners’ impressive growth has not gone unnoticed. The firm has been recognized as one of the fastest-growing Registered Investment Advisors (RIA) in the industry. It ascended to the #9 ranking on Barron’s Top 100 RIA Firms list for 2025, a notable rise from last year’s position at #18. Furthermore, Steward has made it onto AdvisorHub's RIA Firms to Watch list and is featured on Inc. 5000’s list of the fastest-growing private companies for the fifth consecutive year.

The firm’s accolades extend beyond growth metrics. It has been acknowledged in Financial Advisor Magazine’s rankings for top RIAs and has earned a spot on multiple esteemed lists for workplace excellence and best financial advisory firms. These recognitions underscore Steward Partners’ commitment to a client-first culture and exceptional service delivery.

A Client-Centric Culture

At its core, Steward Partners emphasizes a client-centric approach. Jeff Gonyo, Head of Wealth Management, notes that today’s advisors seek more than just a basic platform. They desire a trusted partner that enhances their ability to grow and deliver outstanding value to clients. The firm’s commitment to fostering a supportive environment is reflected in the awards and recognitions it has received, underlining its dedication to excellence and innovation in financial services.

As Steward Partners continues its upward trajectory, the firm remains committed to its mission of providing comprehensive wealth management solutions that address the unique needs of families and businesses across the nation. With its employee-owned structure, the firm is well-positioned to retain its competitive edge in the financial services industry for years to come.

Conclusion

The success of Steward Partners in Q3 2025 exemplifies its strategic vision and adaptability in a dynamic financial landscape. By attracting top talent and focusing on innovative service delivery, Steward is poised for sustained growth as it navigates the evolving needs of its clients and the industry. As it moves forward, the firm’s ongoing commitment to excellence and client satisfaction will be crucial to its future endeavors. For more information about Steward Partners and its offerings, visit stewardpartners.com.