#United States #New York #Steward Partners #Financial Advisor #RIA Rankings

Steward Partners Recognized as Top RIA by Financial Advisor Magazine in 2025

In a remarkable milestone for the financial advisory landscape, Steward Partners has secured the 28th spot on the prestigious Financial Advisor Magazine's 2025 Top Registered Investment Advisors (RIAs) list. This ranking not only marks a significant achievement for the firm but also underscores its commitment to delivering exceptional service and value to clients nationwide.

About Steward Partners

Founded in 2013, Steward Partners is a full-service, employee-owned financial services firm that has distinguished itself as a powerhouse in the wealth management sector. With a focus on providing personalized financial solutions, the firm caters to families, businesses, and multigenerational investors. As of January 2025, Steward Partners handled over $40 billion in client assets, further solidifying its standing as one of the fastest-growing RIAs in the United States.

CEO's Vision

Jim Gold, CEO of Steward Partners, expressed gratitude for the recognition, stating, “We are truly grateful to be recognized among the top RIAs by Financial Advisor Magazine. Our mission has been to build a firm where clients always come first and where they feel understood and confident in the guidance they receive.” This client-centric philosophy has played a pivotal role in the firm’s impressive growth trajectory.

Methodology Behind the Ranking

Financial Advisor Magazine's ranking methodology is centered on a comprehensive analysis of various factors, including year-end discretionary and non-discretionary assets under management (AUM), growth percentages in assets from the previous year, and client relationship metrics. This thorough evaluation process ensures that the rankings reflect the firms' actual performance and their ability to meet clients’ needs effectively.

Awards and Recognitions

Steward Partners' recent accolade as a top RIA is just one of many honors the firm has received in 2025. Among these are the 2025 Excellence Awardee for InvestmentNews' Thrivent Employer of Choice, a spot on the Washington Business Journal's Best Places to Work list, and recognition in USA TODAY's Best Financial Advisory Firms list. These honors underscore the firm's strong workplace culture that emphasizes collaboration and employee satisfaction.

Notable Advisor Recognitions

Additionally, several teams and advisors from Steward Partners have been recognized by Forbes | SHOOK on their prestigious lists, including the Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams. Participation in these rankings involves qualitative evaluations and quantitative criteria, emphasizing the firm's capability in delivering outstanding client results.

Commitment to Client Outcomes

Steward Partners continues to thrive within a competitive industry landscape, maintaining a strong client-first culture and an unwavering focus on excellence in wealth management. The firm’s core mission is evident through its substantial investment in client relationships and its ongoing commitment to enhance service delivery.

Conclusion

As the financial advisory landscape evolves, Steward Partners remains dedicated to achieving high standards and fostering trust among its clients and employees alike. With numerous awards and distinctions acknowledging their efforts, the firm's trajectory suggests it will continue to be a leading force in independent wealth management for years to come.

To learn more about Steward Partners and their offerings, visit www.stewardpartners.com.