Steward Partners Caps 2025 With $3.9 Billion in New Assets and Accelerated National Build-Out

New updates have been reported about Steward Partners.

Steward Partners closed 2025 with a material expansion of its wealth management platform, adding 11 advisor teams and individual advisors overseeing approximately $3.87 billion in client assets and opening seven new offices in key U.S. markets. The employee-owned independent firm, which now supervises nearly $50 billion in client assets, is using its scale, technology stack, and multiple affiliation models to attract both W‑2 breakaways and M&A-driven teams, positioning itself as a top destination for advisors seeking independence with institutional infrastructure. Leadership highlights that the firm’s operational backbone and nationwide support network are designed to offload non-revenue tasks from advisors, supporting faster practice growth and enhancing client service. The Legacy M&A division executed several notable transactions during the year, offering incoming teams immediate scale and a defined long-term succession path, while new offices across fast-growing regions in the Southeast and Midwest deepen Steward Partners’ geographic reach and recruiting funnel.

This expansion year is reinforced by a series of third-party recognitions that validate Steward Partners’ strategy and market positioning. The firm moved up to #9 on Barron’s 2025 Top 100 RIA Firms list from #18 in 2024 and appeared again on the Inc. 5000 list of fastest-growing private companies, signaling sustained revenue and asset growth. It was also ranked among Financial Planning’s Best RIAs to Work For, AdvisorHub’s RIA Firms to Watch, and Financial Advisor Magazine’s 2025 Top RIA rankings, while USA Today and Statista named it one of the Best Financial Advisory Firms in 2025. Multiple members of the leadership team and numerous advisors were recognized by InvestmentNews and Forbes | SHOOK across hot lists and best-in-state categories, underscoring competitive advisor quality and strengthening the firm’s brand in advisor recruiting. Entering 2026, Steward Partners plans to continue its coast-to-coast build-out by leveraging its expanded infrastructure, M&A engine, and advisor-first equity and partnership model to drive further asset growth, enhance its national footprint, and create additional monetization and succession options for existing and incoming advisors.