Rising in the rankings demonstrates the firm’s continued momentum and focus on client success.
STAMFORD, Conn., Sept. 12, 2025 /PRNewswire/ — Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has been recognized with a #9 placement on Barron’s Top 100 RIA Firms list, up from #18 in last year’s ranking. Now in its 10th year, the ranking evaluates independent advisory firms on multiple factors, including assets under management, technology investments, spending, staff diversity, and succession planning. 2025 marks the sixth consecutive year Steward Partners has earned this distinction.
Steward Partners achieved record-breaking growth in 2024, with gains in revenue, assets under management, advisor headcount, and new office openings. The firm now spans more than 70 offices nationwide and is home to over 290 advisors, reflecting its strong momentum and commitment to expanding its reach in support of clients across the country.
“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,” said Jim Gold, CEO of Steward Partners. “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. As we continue to grow, our mission is clear: to combine scale with personalized service, ensuring every client benefits from innovative strategies, forward-looking advice, and an unwavering focus on their success.”
For the full 2025 Barron’s Top 100 RIA Firms list, visit https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&mod=article_inline.
Since its launch in 2013, Steward Partners has solidified its place as one of the industry’s fastest-growing and most influential RIA firms. Recently, the firm earned a spot on Inc. 5000’s list of fastest-growing private companies for the fifth time. Additionally, the firm was recently listed 28th on Financial Advisor Magazine’s 2025 Top RIA and RIA Discretionary and Non-Discretionary AUM Rankings and was named as a 2025 Excellence Awardee for InvestmentNews‘ Thrivent Employer of Choice, as well as recognized on Washington Business Journal‘s 2025 Best Places to Work List and USA TODAY‘s Best Financial Advisory Firms 2025 list. Additionally, in 2025 several Steward Partners advisors and teams were honored on Forbes | SHOOK’s 2025 Best-In-State Next-Gen Wealth Advisors, 2025 Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists, underscoring the firm’s commitment to delivering exceptional client outcomes through collaborative, team-based service. Additionally, many advisors earned a spot on InvestmentNews‘ Top Financial Advisors in the USA list. These achievements reflect Steward Partners’ continued momentum, client-first culture, and dedication to excellence in wealth management.
About Steward Partners
Representing some of the U.S.’s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Established in 2013, the firm fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. With its commitment to exceptional client service and forward-thinking partnerships, the firm has ranked as the #9 RIA in the country in Barron’s Top 100 RIAs for the year 2025. Offering services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions, the firm was responsible for over $43 billion in client assets as of July 2025.
To learn more about Steward Partners, visit www.stewardpartners.com.
About Barron’s Top 100 RIA Firms
Steward Partners has been recognized from 2020-2025. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. Barron’s selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Steward Partners nor any of its financial advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Steward Partners.
About Forbes | SHOOK
Forbes Next-Gen Wealth Advisors Best-In-State
For the 2025 list, SHOOK considered advisors born in 1986 or later with a minimum of four years of experience. Eligible advisors have built or led practices, joined teams, and are recognized as emerging leaders or a combination of both. The ranking algorithm incorporates qualitative factors gathered through telephone and in-person interviews to assess best practices. Additional criteria include client retention, industry experience, professional credentials, compliance record reviews, firm nominations, and quantitative data such as assets under management and revenue generated. Investment performance is excluded due to varying client goals, risk tolerances, and the limited availability of audited performance reports. Data provided by SHOOK® Research, LLC. Data as of 3/31/25.
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
About Forbes | SHOOK
2025 Forbes Best-in-State Wealth Advisors
Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com
About Forbes | SHOOK
2025 Forbes Best-In-State Wealth Management Teams
Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (January, 2025). Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
About Financial Advisor Magazine’s 2025 Top RIA and RIA Discretionary and Non-Discretionary AUM Rankings
The Financial Advisor Magazine 2025 RIA Ranking recognizes independent registered investment advisory firms that demonstrate growth, scale, and consistent service delivery across a range of metrics. Rankings are based on year-end data collected through a voluntary survey, focusing on firm size, service offerings, and operational trends. Key indicators include increases in discretionary and nondiscretionary assets under management, client relationships, and assets under advisement not captured on a firm’s ADV. Additional factors such as staffing levels, multi-custodial capabilities, and business model evolution also inform the ranking. Neither Steward Partners nor its Wealth Managers pays a fee to Financial Advisor Magazine in exchange for the rating
About the Washington Business Journal’s Best Places to Work
The Washington Business Journal’s Best Places to Work program honors the top employers in the Greater Washington area that are creating exceptional workplace cultures. Rankings are determined exclusively by employee feedback gathered through an independent survey conducted by Quantum Market Research. The survey measures employee engagement and satisfaction across key areas such as leadership, culture, communication, and benefits. Companies that make the list are recognized for their ability to foster a work environment where people feel valued, supported, and motivated to succeed. This award is not awarded based on investment advisory services rendered. This ranking is not indicative of any advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Steward Partners nor its affiliates paid a fee to Washington Business Journal in exchange for the ranking.
About USA Today and Statista Best Financial Advisory Firms
USA TODAY and Statista selected the Best Financial Advisory Firms in 2025 based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 30,000 individuals. The development of AUM was analyzed in both the short- and long-term based on publicly available data (Short-term AUM development was calculated over a twelve-month period from January 2024 to January 2025, while long-term development spanned a five-year period from 2020 to 2025). In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while the development of AUM had a weight of 80% (short-term and long-term growth were weighted 30/70) to derive the final score. Steward Partners nor its affiliates paid a fee to USA Today or Statista in exchange for the ranking.
About InvestmentNews’ Top Financial Advisors in the USA
To compile the second annual Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their compliance team before it could be accepted. The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (between August 2023 and August 2024). The InvestmentNews team assigned a ranking to each advisor in each category and then calculated a combined score to determine the advisor’s final placement on the 2025 Top Advisors list. Neither Steward Partners nor its affiliates paid a fee to InvestmentNews in exchange for the ranking.
Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
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