New updates have been reported about Steward Partners.
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Steward Partners has strengthened its competitive position in wealth management with 14 of its advisors named to InvestmentNews’ 2026 5-Star Financial Planners list, signaling firm-wide depth in financial planning talent across multiple U.S. markets. The recognition aligns with Steward Partners’ strategy as an employee-owned independent firm focused on holistic, goals-based advice and supports its standing as a top-tier RIA overseeing nearly $50 billion in client assets as of December 2025.
Head of Wealth Management Jeff Gonyo framed the awards as evidence of a firm culture built around client-listening and comprehensive planning, rather than isolated individual outperformance. Coming on the heels of the firm’s #9 ranking in Barron’s 2025 Top 100 RIA list, the new accolades should enhance Steward Partners’ brand with high-net-worth clients and advisor recruits, reinforcing its positioning in a crowded independent advisory market and potentially supporting continued asset growth, client retention, and multi-generational planning mandates.