Employee-owned hybrid RIA continues strong expansion in wealth management
NEW YORK, Aug. 13, 2025 /PRNewswire/ — Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, is honored to be named once again to the 2025 Inc. 5000 list. This marks the fifth time since 2018 that Steward Partners has secured a place among America’s fastest-growing private companies.
“Being recognized on the Inc. 5000 list for the fifth time is not only a tremendous honor but also a clear reflection of the rapid growth we’ve achieved in recent years,” said Jim Gold, CEO of Steward Partners. “Our ability to expand at this pace is driven by the passion and talent of our entire team, along with our unwavering commitment to giving advisors the tools, resources, and culture they need to thrive. As we continue scaling our business, we remain focused on delivering exceptional financial advice and expanding the impact we make for clients across the country.”
For more than 40 years, the Inc. 5000 list has recognized the most dynamic, resilient, and forward-thinking private companies in the United States. The annual ranking measures percentage revenue growth over a three-year period and serves as a definitive benchmark for entrepreneurial success. To qualify, companies must be U.S.-based, privately held, for-profit, and independent, with at least $100,000 in revenue in 2021 and $2 million in 2024. Earning a place on this list puts a national spotlight on the innovation, perseverance, and dedication that drive growth. For the full 2025 class list of Inc. 5000 honorees, visit www.inc.com/inc5000.
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 listed 28th on Financial Advisor Magazine’s 2025 Top RIA and RIA Discretionary and Non-Discretionary AUM Rankings and was 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 Next-Gen Wealth Advisors, 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.
Read More: Steward Partners Earns Spot on Inc. 5000 List of Fastest-Growing Private
