Growing number of industry accolades reinforces Steward Partners’ prominence among leading wealth management firms
Steward Partners, a full-service, employee-owned, independent financial services firm has ranked 28th on Financial Advisor Magazine’s 2025 Top RIA and RIA Discretionary and Non- Discretionary AUM Rankings. This achievement highlights Steward Partners’ ongoing growth, driven by a focus on delivering meaningful results for clients across the country.
“We are truly grateful to be recognized among the top RIAs by Financial Advisor Magazine,” said Jim Gold, CEO of Steward Partners. “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. We believe this ranking is reflective of just that.”
According to Financial Advisor Magazine, this ranking methodology takes into consideration 2024 year-end discretionary and non-discretionary assets under management, percentage of growth in assets from 2023-2024, assets per client, percentage of growth in assets per client and percentage change in number of clients.
Since its launch in 2013, Steward Partners has solidified its place as one of the industry’s fastest-growing and most influential RIA firms. The firm was recently 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 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 and celebrated its fifth consecutive appearance on Barron’s latest Top 100 RIA Firms list, securing an impressive 18th ranking. These achievements reflect Steward Partners’ continued momentum, client-first culture, and dedication to excellence in wealth management.
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