New updates have been reported about Steward Partners.
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Steward Partners is leveraging new industry recognition to reinforce its position as a top-tier, employee-owned RIA platform, after three of its women advisors were named to the 2026 Forbes/SHOOK Best-In-State Top Women Wealth Advisors list. The honorees — Alicia Fuller in Naples, Amy Sabin in Dallas, and Leah Schwarz in San Antonio — were selected through a process that weighs assets under management, revenue contribution, client service practices, and clean compliance records, underscoring the firm’s advisor quality and operating discipline.
CEO Jim Gold said the recognition validates Steward Partners’ strategy of investing in talent, culture, and platform capabilities to attract and retain high-performing advisors, particularly women leaders in a historically male-dominated segment of wealth management. The announcement follows the firm’s move up to #9 on Barron’s 2025 Top 100 RIA Firms list from #18 in 2024 and its designation as a 2025 Thrivent Employer of Choice by InvestmentNews, signaling competitive strength in both growth and workplace appeal.
Founded in 2013, Steward Partners now oversees nearly $50 billion in client assets as of December 2025, offering comprehensive wealth planning, private banking, institutional consulting, and business solutions to families, businesses, and multigenerational investors. The firm has also seen multiple advisors and teams recognized on prior Forbes/SHOOK Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists, reinforcing the consistency of its service model and advisor performance across markets.
For executives and stakeholders, these accolades collectively support Steward Partners’ positioning as a scaled, independent RIA with strong brand equity in advisor recruiting and retention, particularly among experienced female professionals, which could help drive continued asset growth and geographic expansion. While awards do not guarantee future performance, they enhance visibility with high-net-worth and institutional clients and may strengthen the firm’s competitive standing as industry consolidation and advisor mobility continue to reshape the U.S. wealth management landscape.