Firm’s #10 ranking comes amid record growth and a deepening bench of national accolades

STAMFORD, Conn., Sept. 16, 2026 /PRNewswire/ — Steward Partners, a full-service, employee-owned, independent financial services firm, has been named to Barron’s 2026 Top 100 RIA Firms list, ranking #10 nationally. This marks the seventh consecutive year Steward Partners has earned a place on the list, one of only a handful of firms to do so.

The ranking evaluates independent advisory firms on a wide range of quantitative and qualitative measures, including assets under management, revenue, technology investment, staff size and diversity, and succession planning. Eligibility is limited to firms managing at least 2% of the total assets among all ranking applicants, a threshold that has climbed each year alongside the industry’s continued consolidation and growth.

“Making this list seven years running says a lot about the team we’ve built and the partners who’ve trusted us with their businesses,” said Jim Gold, CEO of Steward Partners. “Every year this list gets harder to make with competition managing more money and investing more aggressively in their platforms than ever. Holding a top 10 position is confirmation that the model we’ve built, one designed around advisor ownership and long-term client relationships, keeps pace with firms many times our size. We’re not chasing a number on a list, we’re building a platform advisors want to own a piece of, and that’s what shows up in the assets, the recruiting pipeline and the M&A activity we’ve put up this year. Our job now is the same as it’s always been: give our partners the capital, the platform and the runway to keep growing, and let the ranking take care of itself.”

Steward Partners has earned a top 10 ranking on Barron’s Top 100 RIA Firms list for the second consecutive year. The firm has appeared on the list every year since 2020. For the full 2026 Barron’s Top 100 RIA Firms list, visit barrons.com.

Since its launch in 2013, Steward Partners has solidified its place as one of the industry’s fastest-growing and most influential RIA firms. In addition to the Barron’s ranking, the firm was named a 2025 Thrivent Employer of Choice by InvestmentNews, reflecting the firm’s commitment to fostering a collaborative, partner-driven culture. Several Steward Partners advisors and teams were also honored on Forbes | SHOOK’s 2026 Best-In-State Wealth Advisors and 2026 Best-In-State Wealth Management Teams lists, underscoring the quality of client service delivered across the platform.

View the full 2026 Barron’s Top 100 RIA Firms ranking here.

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. Offering services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions, the firm was responsible for over $57 billion in client assets as of September 2026.

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

Media Contact:
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About Barron’s Top 100 RIA Firms
2020 – 2023 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. About 200 firms were nominated, with 100 being ranked. 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. 

2024 – 2025 – Source: Barrons.com. 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 Barron’s Top 100 RIA Firms
2026 – Source: Barrons.com. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The Barron’s 2026 Top 100 RIA Firms ranking was published in September 2026 and was based on information for the 12-month period ending June 30, 2026. Eligible firms completed a survey containing more than 100 questions about their practices, and Barron’s verified submitted information using regulatory databases. Barron’s applied a ranking formula consisting of three primary categories: assets, revenue, and quality of practice. The formula includes multiple quantitative and qualitative factors, such as asset type, growth, client retention, technology spending, succession planning, team diversity, charitable and philanthropic activities, and compliance records. Steward Partners was ranked among the non-Mega RIA firms. The ranking may not be representative of any individual client’s experience, does not constitute an endorsement of Steward Partners or its Financial Advisors, and is not indicative of future performance. No fee was paid for participation, consideration, or inclusion in the ranking. Steward Partners may pay licensing, advertising, publication, reprint, or promotional fees associated with publicizing the ranking. Barron’s is not affiliated with Steward Partners.

About InvestmentNews: Thrivent Employer of Choice
2025 – The Thrivent Employer of Choice award recognizes a multi-office advisor network, brokerage, or fund provider’s commitment to building a workplace that recognizes excellence and supports career growth for all. This award recognizes the company that has earned the reputation of being called an employer of choice within the wealth management and financial planning industry. Nominations by employees, partners, peers, and clients are welcome. Employers are selected based on objective criteria including: must have more than 50 employees within the U.S. and be in the wealth management industry, demonstrates unique employee value proposition (e.g. business development support, marketing support, education, training, philanthropy), defined workplace brand and culture to foster growth for employees, innovative approach to employee recruitment, retention, talent management, learning & development, mitigating employer-related risks, managing changes within the business (i.e. digitalization, customer expectations, compliance), and exemplary reputation within the industry. Data was compiled from 2024. Award Finalists announced June 24, 2025. Steward Partners nor its affiliates paid a fee to InvestmentNews in exchange for the ranking.

About Forbes Best-in-State Wealth Advisors
2026 – Source: Forbes.com – The 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: in-person, virtual and telephone due diligence meetings, client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as 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 nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and published by Forbes (April 7, 2026). For more information, see www.SHOOKresearch.com. 

About Forbes Best-In-State Wealth Management Teams
2026 – Source: Forbes.com (award given 1/7/2026) – 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. Data for the award as of 3/31/2025.

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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SOURCE Steward Partners