Steward Partners CEO Relocates to Sarasota as Firm Expands Southeast Hub

New updates have been reported about Steward Partners (PC:STEWA)

Steward Partners is elevating its presence in the Southeast with a new Sarasota, Florida office that will serve as a strategic hub for regional expansion and executive leadership. CEO Jim Gold is shifting his base to Sarasota, underscoring the market’s importance to the firm’s growth agenda following the recent relocation of corporate headquarters from New York City to Stamford, Connecticut. The new, purpose-built office consolidates long-standing advisory activity in the area into a dedicated location, housing multiple advisors and support staff and providing expanded infrastructure for high-touch wealth management. Steward Partners sees Sarasota as a strong fit for its employee-owned, advisor-centric model and as a platform to deepen client relationships across Florida and the broader Southeast.

The move comes as Steward Partners continues to scale nationally, reporting nearly $46 billion in client assets as of October 2025 and gaining industry recognition that supports its growth story and recruiter appeal. The firm rose to No. 9 on Barron’s 2025 Top 100 RIA Firms list, up from No. 18 in 2024, and was named to AdvisorHub’s RIA Firms to Watch and the Inc. 5000 list of fastest-growing private companies for the fifth time. Leadership and advisor teams have also garnered multiple accolades from InvestmentNews, Forbes | SHOOK, Financial Advisor Magazine, USA Today/Statista, and regional best-workplace rankings, reinforcing a narrative of strong culture, sustained AUM growth, and competitive positioning in the independent RIA and wealth management space. For executives and stakeholders, the Sarasota office and CEO relocation signal a deliberate shift to anchor growth in high-net-worth Sunbelt markets while leveraging national brand momentum to attract talent, enhance client service, and support continued expansion of advisory teams and assets under management.