Steward Partners earns statewide workplace recognition following last year’s headquarters relocation

STAMFORD, Conn., Nov. 9, 2026 /PRNewswire/ — Steward Partners, a full-service, employee-owned, independent financial services firm, has earned certification as a Best Place to Work in Connecticut from Best Companies Group, a research firm that evaluates workplaces nationwide through employee satisfaction surveys. The honor comes just over a year after Steward Partners relocated its headquarters from New York City to Stamford in September 2025.

“From day one, we set out to build a firm our partners would be proud to call their own,” said Hy Saporta, President and Co-Founder of Steward Partners. “This recognition celebrates the partnership at the heart of Steward Partners. To hear directly from our employees that we’re delivering on that vision makes this honor especially meaningful and gives us even more reason to be proud of what we’re building together.”

“Moving our headquarters to Stamford was a big step for our team, and hearing this from our Connecticut colleagues a year later means a great deal,” said Kirstie Eustace, Chief Administrative Officer of Steward Partners. “The credit belongs to those who bring care and dedication to their clients and to one another, and who make Steward Partners a great place to work every day.”

Steward Partners participated in a firm-wide employee satisfaction survey administered by Best Companies Group, which runs survey programs across a range of industries, each with its own timeline. In addition to evaluating results across the entire firm, Best Companies Group analyzed responses from Connecticut-based employees on their own. As a smaller subset of the firm’s randomly selected survey pool, the Connecticut group was held to a higher minimum response rate of 60%, along with an overall positive score of at least 75%. With results drawn directly from employees and kept anonymous, the certification offers a candid view of what it’s like to work at the firm.

Since its launch in 2013, Steward Partners has solidified its place as one of the industry’s fastest-growing and most influential RIA firms. The firm was recently recognized with a #10 ranking on the 2026 Barron’s Top 100 RIA Firms list. Additionally, Steward Partners was named a 2026 Excellence Awardee for RIA of the Year and Broker-Dealer of the Year by InvestmentNews, reflecting the firm’s commitment to delivering an exceptional advisor and client experience across every dimension of its platform. Several Steward Partners advisors and teams were also honored on Forbes | SHOOK’s 2026 Best-In-State Wealth Advisors and 2026 Best-In-State Wealth Management Teams lists, underscoring the quality of client service delivered across the platform.

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 #10 RIA in the country in Barron’s Top 100 RIAs for the year 2026. Offering services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions, the firm was responsible for over $57 billion in client assets as of September 2026.

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

About Best Companies Group – A Best Place to Work in Connecticut
2026 – Steward Partners was certified as “A Best Place to Work in Connecticut by Best Companies Group” based on results of an employee satisfaction survey. The Connecticut certification was not a ranking. 17 Connecticut-based employees were randomly selected as part of the firm’s broader employee survey. To qualify for the Connecticut certification, the survey required a minimum 60% response rate for the Connecticut employee sample and a minimum 75% positive satisfaction score. Steward Partners satisfied these requirements. Participation in the survey program did not require a fee. Steward Partners paid a licensing fee to use the certification badge/logo. The recognition is not indicative of client experience or investment performance. Award announced 11/2026.

About Barron’s Top 100 RIA Firms
2026 – Source: Barrons.com. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The Barron’s 2026 Top 100 RIA Firms ranking was published in September 2026 and was based on information for the 12-month period ending June 30, 2026. Eligible firms completed a survey containing more than 100 questions about their practices, and Barron’s verified submitted information using regulatory databases. Barron’s applied a ranking formula consisting of three primary categories: assets, revenue, and quality of practice. The formula includes multiple quantitative and qualitative factors, such as asset type, growth, client retention, technology spending, succession planning, team diversity, charitable and philanthropic activities, and compliance records. Steward Partners was ranked among the non-Mega RIA firms. The ranking may not be representative of any individual client’s experience, does not constitute an endorsement of Steward Partners or its Financial Advisors, and is not indicative of future performance. No fee was paid for participation, consideration, or inclusion in the ranking. Steward Partners may pay licensing, advertising, publication, reprint, or promotional fees associated with publicizing the ranking. Barron’s is not affiliated with Steward Partners.

About InvestmentNews Awards 2026 – RIA of the Year (10 Advisors or More) (Finalist)
2026 – The 2026 InvestmentNews Awards methodology involves a structured, five-stage selection process: nominations, internal research, detailed submissions from finalists, independent panel evaluation, and the announcement of final winners. Stage 1 Open Nominations; Stage 2 Internal Research; Stage 3 Excellence Awardees Notified; Stage 4 Judging by independent panel of judges; Stage 5 Winners Announced. For the RIA of the Year (10 Advisors or More), recognizes the most outstanding advisory team or office with 10 staff or more (including full-time equivalents, advisors and support staff) that has displayed excellence over the past 12 months. Judges score submissions on the following core pillars: Employee value proposition (business development support, marketing support, education, training, philanthropy); Overall client service and relationship management; Unique business plan and strategies to interact with new and existing clients; Spirit of innovation with use of wealth technology and digital platforms/tools; Industry reputation. Steward Partners nor its affiliates paid a fee to InvestmentNews in exchange for the ranking. This award was based on data provided for the 12-month period ending 2/27/2026. Award Winners announced 6/24/2026. For more information visit: https://investmentnewsawards.com/2026-winners-excellence-awardees.

About Forbes Best-In-State Wealth Advisors
2026 – Source: Forbes.com – The ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: in-person, virtual and telephone due diligence meetings, client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and published by Forbes (April 7, 2026). For more information, see www.SHOOKresearch.com. 

About Forbes Best-In-State Wealth Management Teams
2026 – Source: Forbes.com (award given 1/7/2026) – ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com. Data for the award as of 3/31/2025.

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
zallegrettiii@jconnelly.com
973-850-7341

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SOURCE Steward Partners