The Top RIA Firms of 2025
Steward Partners, a full-service, employee-owned independent financial services firm, has been recognized as one of the top Registered Investment Advisory (RIA) firms in the United States for 2025. This prestigious ranking is based on recommendations from over 30,000 clients, financial advisors, and industry experts gathered through an independent survey conducted by Statista.
Ranking Factors
The rankings were determined by considering two key dimensions: client and peer recommendations, and the growth of Assets Under Management (AUM). The client and peer recommendations were collected via an independent survey sent to over 30,000 individuals, while the AUM was analyzed using publicly available data. The development of AUM was evaluated in both the short-term (12-month) and long-term (five-year) periods, with a weight of 80% given to AUM growth and 20% to client and peer recommendations.
Steward Partners’ Recognition
Steward Partners has been recognized as the #18 RIA in the country in Barron’s Top 100 RIAs for the year 2024. This achievement underscores the firm’s commitment to delivering exceptional client outcomes through collaborative, team-based service. The firm has also been honored on Forbes | SHOOK’s 2025 Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams lists, demonstrating its dedication to excellence in wealth management.
- As of January 2025, Steward Partners represented some of the U.S.’s top advisors, with over $40 billion in client assets.
- The firm has been recognized for its commitment to exceptional client service and forward-thinking partnerships.
- Steward Partners offers services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions.
About Steward Partners
Steward Partners is a full-service, employee-owned, independent financial services firm established in 2013. The firm fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. With its commitment to exceptional client service and forward-thinking partnerships, Steward Partners has become a leader in the RIA industry.
- Steward Partners has been recognized as one of the top 500 RIA firms in the country.
- The firm’s commitment to excellence in wealth management has earned it a spot on Forbes | SHOOK’s 2025 Best-in-State Wealth Advisors list.
- Steward Partners has also been recognized on InvestmentNews’ Top Financial Advisors in the USA list and Barron’s Top 100 RIA Firms list.
About USA Today and Statista
The Best Financial Advisory Firms 2025 list was compiled by USA TODAY and Statista, with recommendations collected via an independent survey sent to over 30,000 individuals. The development of AUM was analyzed using publicly available data, with a weight of 80% given to AUM growth and 20% to client and peer recommendations.
USA TODAY and Statista’s Best Financial Advisory Firms 2025 list provides an objective and transparent ranking of the top RIA firms in the country. By considering both client and peer recommendations, as well as AUM growth, the list provides a comprehensive picture of the top firms in the industry.
About Forbes | SHOOK
Forbes Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings were developed by SHOOK Research and are based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively. The rankings also include quantitative criteria, such as assets under management and revenue generated for their firms. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively.
About Barron’s Top 100 RIA Firms
Steward Partners has been recognized from 2020-2024, with the ranking based on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
About InvestmentNews’ Top Financial Advisors in the USA
The Top Advisors list was compiled by InvestmentNews, with nominations solicited from advisors, industry professionals, and clients. The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth.
AUM stands for Assets Under Management, which refers to the total value of assets managed by a financial advisor or firm.
RIAs stands for Registered Investment Advisors, which are financial advisors who have registered with the Securities and Exchange Commission (SEC) to provide investment advice to clients.
SEC stands for Securities and Exchange Commission, which is a government agency responsible for regulating the securities industry in the United States.
FINRA/SIPC stands for Financial Industry Regulatory Authority/Securities Investor Protection Corporation, which are two separate entities that regulate and protect the securities industry.
SIPC stands for Securities Investor Protection Corporation, which is a non-profit organization that provides protection for investors in the event of a brokerage firm’s failure.
Brokerage firm refers to a company that buys and sells securities on behalf of its clients.
Registered advisor refers to a financial advisor who has registered with the SEC to provide investment advice to clients.
Broker refers to an individual who buys and sells securities on behalf of their clients.
Investor refers to an individual or entity that invests in securities, such as stocks, bonds, and mutual funds.
SEC-registered investment adviser refers to a financial advisor who has registered with the SEC to provide investment advice to clients.
Compliance team refers to the team responsible for ensuring that a financial advisor or firm is complying with all relevant regulations and laws.
Client refers to an individual or entity that has invested money with a financial advisor or firm.
Assets under management refers to the total value of assets managed by a financial advisor or firm.
Revenue generated refers to the income earned by a financial advisor or firm from managing assets.
Wealth management refers to the practice of managing an individual’s or family’s wealth, including their assets, investments, and financial goals.
RIA stands for Registered Investment Advisor, which refers to a financial advisor who has registered with the SEC to provide investment advice to clients.
Financial advisor refers to an individual who provides investment advice to clients, either individually or as part of a firm.
Firm refers to a company or organization that provides financial services to its clients.
Employee-owned refers to a company where the employees own a significant portion of the business.
Independent refers to a company that is not owned or controlled by another company.
Full-service refers to a company that provides a wide range of financial services, including investment advice, wealth management, and retirement planning.
Employee-owned independent financial services firm refers to a company that is owned and controlled by its employees, and provides financial services to its clients.
About USA Today and Statista Best Financial Advisory Firms 2025
The Best Financial Advisory Firms 2025 list was compiled by USA TODAY and Statista, with recommendations collected via an independent survey sent to over 30,000 individuals.
About Forbes | SHOOK
Forbes Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings were developed by SHOOK Research and are based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively. Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners. Media Contact:
Zach Allegretti
JConnelly
[email protected]
973-850-7341
For more information, visit Steward Partners’ website.
About Steward Partners
Steward Partners is a full-service, employee-owned, independent financial services firm established in 2013. Steward Partners has been recognized as one of the top 500 RIA firms in the country and has earned a spot on Forbes | SHOOK’s 2025 Best-in-State Wealth Advisors list. The firm has also been recognized on InvestmentNews’ Top Financial Advisors in the USA list and Barron’s Top 100 RIA Firms list. Steward Partners offers services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions. As of January 2025, the firm represented some of the U.S.’s top advisors, with over $40 billion in client assets. To learn more about Steward Partners, visit Steward Partners’ website.
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