TERRANA GROUP

In a year where M&A continues to reshape wealth management, Steward Partners stands out for all the right reasons. Their advisor first philosophy, their commitment to “sell and stay,” and their ability to grow while preserving culture make them one of the most thoughtful leaders in the industry.

What we admire most is how Steward continues to elevate the advisor experience — not by forcing uniformity, but by empowering teams to keep their identity, serve clients their way, and build long term enterprise value.

It’s always inspiring to see a partner who grows with intention, clarity, and heart. Congratulations to the entire Steward Partners team on the momentum you’re building this year.

'All of wealth management is going on sale': Steward Partners CEO on M&A boom Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."