What's Happening?
Steward Partners, an independent financial services firm, has been recognized in Forbes' 2026 Best-In-State Wealth Management Teams list. This accolade highlights the firm's commitment to a client-first
approach and its employee-owned model. Seven of its teams have been honored, including Harmony Private Wealth in Colorado and Hoffman Private Wealth Group in Florida. The recognition by Forbes, compiled by SHOOK Research, is based on financial performance, industry experience, and client interviews. Steward Partners has been noted for its innovative solutions and collaborative culture, which empower advisors to deliver personalized strategies. The firm, established in 2013, has grown significantly, managing nearly $50 billion in client assets as of December 2025.
Why It's Important?
The recognition of Steward Partners in Forbes' rankings underscores the firm's influence in the wealth management industry. As an employee-owned firm, it highlights the effectiveness of its business model in fostering innovation and client satisfaction. This accolade not only enhances the firm's reputation but also positions it as a leader in a competitive market. The recognition can attract more clients and top talent, further driving its growth. For the industry, it sets a benchmark for excellence and client service, encouraging other firms to adopt similar models to remain competitive.
What's Next?
Following this recognition, Steward Partners is likely to continue its growth trajectory by leveraging its enhanced reputation to attract new clients and advisors. The firm may also explore expanding its services and geographic reach to capitalize on its current momentum. Additionally, the recognition could lead to increased scrutiny and expectations from clients and industry peers, prompting the firm to maintain high standards of service and innovation.
