Steward Partners Achieves Top Ranking on USA Today’s 2025 Best Financial Advisory Firms List
NEW YORK, NY – April 23, 2025 – Steward Partners, a prominent independent financial services firm, has been recognized as one of the leading firms in the industry, securing a 10th place ranking for firms managing over $5 billion in assets under management (AUM) on USA Today’s third annual ‘Best Financial Advisory Firms 2025’ list. In addition to this prestigious ranking, Steward Partners also achieved a noteworthy 25th overall position among 500 registered investment advisory (RIA) firms.
Industry Recognition Driven by Client Satisfaction
The ‘Best Financial Advisory Firms 2025’ list was established to honor the top-performing RIA firms across the United States. The rankings were determined through a comprehensive survey conducted by Statista, which compiled recommendations from over 30,000 clients, financial advisors, and industry experts. The considerations for the rankings included both short-term (12-month) and long-term (five-year) growth in AUM and leveraged publicly available data to assess these dimensions of performance.
Reflecting on the recognition, Jim Gold, CEO and Co-Founder of Steward Partners, expressed gratitude, stating, “We’re honored to be recognized among the Best Financial Advisory Firms by USA Today. This acknowledgment is particularly meaningful because it reflects the voices of our clients and industry peers—those who experience the results of our efforts firsthand. Our team’s commitment to client satisfaction and delivering long-term value underpins this achievement.”
Steward Partners: A Leader in Financial Services
Since its inception in 2013, Steward Partners has quickly risen in the ranks of the financial advisory industry. The firm is renowned for its employee-owned structure and its dedication to providing comprehensive financial solutions tailored to families, businesses, and multigenerational investors. As of January 2025, Steward Partners managed over $40 billion in client assets, reflecting its significant growth trajectory and strong client retention.
In addition to the accolades from USA Today, Steward Partners has been featured in several other distinguished rankings in 2025. The firm was recognized on Forbes | SHOOK’s Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists. Furthermore, it was honored in InvestmentNews’ Top Financial Advisors in the USA list and made its fifth consecutive appearance on Barron’s Top 100 RIA Firms list, maintaining an impressive 18th ranking.
Commitment to Excellence in Wealth Management
The series of achievements underscores Steward Partners’ unwavering commitment to providing excellent client outcomes through a collaborative, team-oriented approach to wealth management. The firm’s philosophy emphasizes transparency and camaraderie, ensuring that clients receive the highest standard of service and support.
Steward Partners continues to prioritize the needs and objectives of its clients while fostering innovation within the financial advisory space. With plans for continued growth and improvements in service delivery, the firm aims to maintain its position as a trusted partner in clients’ financial journeys.
Learn More
To find the complete list of the best financial advisory firms and additional information, please visit USA Today.
For further insights into Steward Partners and their offerings, visit Steward Partners.
Steward Partners does not financially contribute to USA Today or Statista for its ranking, ensuring that the evaluation remains impartial. The firm’s growing reputation in the financial advisory landscape reflects its dedication to excellence and its focus on client-centered practices.
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