Steward Partners Ranked Among America's Fastest-Growing Private Companies on the Inc. 5000 List for Fourth Year

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Aug 21, 2024, 10:48 ET

Hybrid RIA recognized for rapid growth in financial services

NEW YORK, Aug. 21, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, is thrilled to announce its inclusion in the prestigious 2024 Inc. 5000 list, marking the fourth instance that the firm has been recognized since 2018.

The Inc. 5000 list, considered the U.S.'s entrepreneurial benchmark, represents the fastest-growing private companies in America. Companies are ranked according to percentage revenue growth over the last three years, a period wherein Steward Partners' was 95%.

"Being recognized on the Inc. 5000 list for the fourth time is a tremendous honor and a testament to the hard work, dedication, and innovation of our entire team," said Jim Gold, CEO of Steward Partners. "This achievement reflects our commitment to providing our advisors with a platform to deliver their clients exceptional financial advice, helping to drive growth in the wealth management industry. We are excited to continue our journey of expansion and excellence, and we look forward to what the future holds for Steward Partners."

2023 was a record growth year for Steward Partners, where the firm generated $43 million in revenue growth through recruiting and mergers and acquisitions (M&A), up from $8.9 million in 2022 and $35.9 million in 2021.

For the full 2024 class list of Inc. 5000 honorees, visit www.inc.com/inc5000.

About Steward Partners
Representing some of the U.S.'s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. 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, the firm was ranked as the #19 RIA in the country in Barron's Top 100 RIAs for the year 2023. Offering services such as comprehensive wealth planning, private banking, institutional consulting, international advisory, and business solutions, the firm was responsible for over $37 billion in client assets as of August 2024.

To learn more about Steward Partners, visit www.stewardpartners.com.

About Inc. and the Inc. 5000

About Inc. Media
The world's most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. For more information, visit www.inc.com.

Inc. 5000 Methodology
Companies on the 2024 Inc. 5000 are ranked according to percentage revenue growth from 2020 to 2023. To qualify, companies must have been founded and generating revenue by March 31, 2020. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2020. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2020 is $100,000; the minimum for 2023 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to three decimal places. Companies on the Inc. 500 are featured in Inc.'s September issue. They represent the top tier of the Inc. 5000, which can be found at http://www.inc.com/inc5000.

Barron's Top 100 RIA Firms, Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. About 200 firms were nominated, with 100 being ranked. Participating firms were evaluated and ranked 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. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Steward Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Steward Partners.

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

SOURCE Steward Partners