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Steward Partners Celebrated for Excellence in Wealth Management

Steward Partners, a prominent full-service financial services firm that boasts an employee-owned model, has achieved remarkable recognition by making it onto InvestmentNews' prestigious 2026 5-Star RIA Firms list. This accolade marks a significant milestone for the firm as it represents the second consecutive year that Steward Partners has earned this esteemed distinction, further solidifying its reputation in the highly competitive landscape of wealth management.

Commitment to High Standards

Jim Gold, the CEO of Steward Partners, expressed the honor of receiving such a recognition: "Being recognized as a top RIA is always special to our entire team. Every day we're focused on providing our talented advisors with the support to do their best work and holding ourselves to a high standard in everything we do. We're proud of what we've accomplished thus far and excited for the growth ahead." Gold’s sentiment echoes the firm’s dedication to excellence and client service, foundational elements that have driven its success since its inception.

Criteria for Selection

To secure a place on the respected 5-Star RIA Firms list, Steward Partners was evaluated against a rigorous set of criteria designed to assess firms dedicated to servicing high-net-worth (HNW) clients. InvestmentNews required affiliates to possess a minimum of $100 million in total regulatory assets under management, demonstrate substantial management of assets for U.S. clients, and derive over 70% of their business from HNW individuals, based on data submitted in Form ADV starting from March 1, 2025.

A Track Record of Growth

Since it began operations in 2013, Steward Partners has emerged as one of the most rapidly growing and influential independent advisory firms. Recently, it achieved a #9 ranking on Barron's Top 100 RIA Firms list for the year 2025, a jump from its previous #18 position in 2024. This momentum is matched by the firm being recognized as a 2025 Thrivent Employer of Choice by InvestmentNews, signifying its commitment to creating a supportive and collaborative workplace culture.

In addition to these accolades, multiple advisors and teams from Steward Partners have been highlighted on Forbes | SHOOK's 2026 Best-In-State Wealth Advisors and 2026 Best-In-State Wealth Management Teams lists, emphasizing the high caliber of service provided to clients across the firm's network.

Overview of Steward Partners

Steward Partners serves some of the most distinguished advisors in the U.S., catering to families, businesses, and multigenerational investors with comprehensive wealth management solutions. The firm has cultivated a culture that prioritizes transparency, camaraderie, and excellence, which plays a critical role in its swift progress within the industry. As of June 2026, Steward Partners oversaw an impressive $54 billion in client assets, a testament to its effective strategies and strong client relationships.

In the realm of wealth management, Steward Partners is not just a service provider; it is a partner dedicated to forward-thinking strategies and exceptional client support. As it continues to build on its reputation, the firm remains committed to providing innovative solutions tailored to meet the diverse needs of its clients.

To discover more about Steward Partners and the extensive services they provide, please visit www.stewardpartners.com.

Conclusion

The recognition of Steward Partners by InvestmentNews as one of the premier 5-Star RIA Firms not only highlights the firm’s operational success but also reflects its unwavering commitment to excellence in serving high-net-worth clients. With many accolades under its belt and a firm dedication to growth, the future looks bright for this innovative financial services powerhouse.