Steward Partners Wins Five InvestmentNews Awards in 2026
Event summary
- Steward Partners named Excellence Awardee in five categories at the 2026 InvestmentNews Awards.
- Categories include RIA of the Year, Broker-Dealer of the Year, and Most Innovative Use of Wealth Tech.
- Firm ranked #9 on Barron's Top 100 RIA Firms list for 2025, up from #18 in 2024.
- Steward Partners manages over $50 billion in client assets as of June 2026.
The big picture
Steward Partners' multi-category recognition underscores the growing influence of independent RIA firms in wealth management. The firm's focus on technology and compliance excellence positions it well in an industry increasingly shaped by regulatory demands and digital transformation. With over $50 billion in AUM, Steward Partners is emerging as a formidable player in a sector dominated by larger institutional players.
What we're watching
- Sustainable Growth
- Whether Steward Partners can maintain its rapid ascent in Barron's rankings amid increasing competition.
- Talent Retention
- How the firm's employee-owned model will impact advisor recruitment and retention in a tight labor market.
- Tech Investment
- The pace at which Steward Partners integrates new wealth management technologies to stay ahead of peers.
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