Steward Partners Achieves 10th Place on USA Today’s Best Financial Advisory Firms 2025 List
New York, NY – April 23, 2025 – Steward Partners, a prominent independent financial services firm, has been recognized as the 10th best firm among those managing over $5 billion in assets under management (AUM) in USA Today’s third annual ‘Best Financial Advisory Firms 2025’ list.
Notable Recognition Based on Client and Industry Feedback
The ‘Best Financial Advisory Firms 2025’ rankings are derived from a comprehensive survey conducted by Statista, which involved over 30,000 clients, financial advisors, and industry experts. This assessment not only included recommendations but also evaluated the growth of the firms’ assets under management, examining both short-term (12 months) and long-term (five years) trajectories using publicly available data. In terms of methodology, the recommendations accounted for 20% of the score, while AUM growth accounted for the remaining 80%, split between short and long-term growth.
Jim Gold, CEO and Co-Founder of Steward Partners, expressed gratitude for the recognition, stating, “We’re honored to be recognized among the Best Financial Advisory Firms by USA TODAY. What makes this acknowledgment especially meaningful is that it’s driven by the voices of clients, peers, and industry professionals—the people who see the impact of our work firsthand. The combination of trusted recommendations and objective growth data reflects our team’s ongoing commitment to putting clients first and delivering long-term value.”
Continued Growth and Multiple Accolades
Founded in 2013, Steward Partners has rapidly become one of the fastest-growing and most respected registered investment advisory (RIA) firms in the country. In addition to their latest recognition from USA Today, the firm has received numerous accolades in 2025, highlighting its commitment to client service and professional excellence. This includes being featured on the Forbes | SHOOK’s Best-In-State Wealth Advisors list, as well as InvestmentNews’ Top Financial Advisors in the USA list.
Furthermore, Steward Partners celebrated its fifth consecutive appearance on Barron’s Top 100 RIA Firms list, where it achieved an impressive 18th place. Such recognitions underscore the firm’s dedication to providing exceptional wealth management services and affirm its ongoing success in the competitive financial services landscape.
A Commitment to Excellence in Financial Services
Steward Partners is an employee-owned firm that provides a variety of financial solutions tailored to families, businesses, and multigenerational investors. With a focus on comprehensive wealth planning, institutional consulting, and private banking, Steward Partners has effectively managed over $40 billion in client assets as of January 2025. The firm prides itself on fostering a transparent, collaborative culture that promotes excellence and strong client relationships.
For further information and to view the complete list of top firms, please visit: USA Today Best Financial Advisers.
About Steward Partners
Steward Partners stands out not only for its financial performance but also for its commitment to providing an extraordinary client experience. The firm represents some of the top advisors in the U.S. and employs a team-based approach designed to serve the unique needs of clients. Established in 2013, the firm’s growth and accolades reflect its effectiveness and dedication to the financial advisory sector.
For more information about Steward Partners and its services, please visit www.stewardpartners.com.
This recognition from USA Today underscores the dedication and hard work of the Steward Partners team and their commitment to achieving exceptional client outcomes through unwavering service and strategic financial planning.
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