Episode 273 – Reinventing Independence: Where Advisors Own the Outcome with Jim Gold
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Show Notes
Today we’re joined by Jim Gold, CEO and Co-Founder of Steward Partners, at the firm’s Annual Symposium to discuss Steward’s growth, culture, and future. After nearly 30 years in the industry, Jim reflects on how a shift in big-firm culture inspired him to build a client- and advisor-first model. Since launching in 2013, Steward has become one of the top RIAs in the world, thanks to strategic moves like launching its own RIA, acquiring a broker-dealer, and offering a multi-custodian platform. With a focus on both M&A and organic growth, the firm is rapidly scaling toward $1 billion in revenue and $100 billion in AUM.
Jim credits Steward’s success to a true equity partnership—advisors collectively own half the firm—and outside investments that validated its value. With over 14 advisor-led committees shaping decisions, Steward keeps its culture advisor-driven while preparing for industry succession through flexible legacy planning and next-gen recruitment. For Jim Gold, maintaining a culture of trust, transparency, and shared ownership is key to staying grounded while aiming higher.
Resources: Steward Partners