Stamford, Connecticut – October 02, 2026 -- Steward Partners placed three senior executives as finalists in the 2026 Wealth Management Industry Awards, drawing national attention across leadership, compliance and M&A categories in a single cycle.
Three executives earn simultaneous finalist status across distinct disciplines
CEO Jim Gold was named a finalist for CEO of the Year among firms managing more than $25 billion in assets. Chief Compliance Officer Rob Guldner was recognized as a finalist for CCO of the Year, while Scott Danner earned a finalist nod for M&A Leader of the Year.
Record nomination pool makes finalist selection more competitive
The Wealthies drew 1,392 nominations in 2026 from more than 500 unique companies, with only a third of submissions advancing to finalist status. Judges evaluated entries based on innovation, scope and industry impact across business initiatives introduced or enhanced over the prior 18 months.
"This recognition reflects the caliber of leadership we've built at every level of this firm," said Jim Gold, CEO of Steward Partners.
Firm's asset base has grown to $57 billion since its 2013 founding
Steward Partners, an employee-owned independent financial services firm, reported more than $57 billion in client assets as of September 2026. The firm ranked #10 on Barron's 2026 Top 100 RIA Firms list and was named a 2026 Excellence Awardee for both RIA of the Year and Broker-Dealer of the Year by InvestmentNews.
Advisors and teams from the firm also appeared on Forbes | SHOOK's 2026 Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists.