The firm’s latest accolades span both front-end wealth management and back-office operations, including honors for its compliance team and CRM technology efforts. These nominations follow a period of significant expansion for the employee-owned firm, which currently oversees more than $50 billion in client assets.

"Being named an Excellence Awardee year after year reflects the kind of firm Steward Partners has become," said Jim Gold, co-founder and CEO. "These nominations speak to the depth of talent we have built and the standard of excellence our partners hold themselves to every single day."

Steward Partners has maintained a consistent upward trajectory in industry standing, most notably reaching the #9 spot on the 2025 Barron’s Top 100 RIA Firms list, rising from #18 the previous year. The organization’s performance is evaluated by independent panels that assess innovation, integrity, and impact within the wealth management sector. Beyond the InvestmentNews honors, the firm’s advisors have also appeared on recent Forbes and SHOOK Research lists for top wealth management teams, highlighting a focus on client service and institutional consulting.