Steward Partners Celebrates Six Top Financial Advisors Honors
Steward Partners' Recognition by InvestmentNews
Steward Partners, an employee-owned financial services firm, proudly announces that six of its partners have been recognized in InvestmentNews' Top Financial Advisors in the USA for 2025. This prestigious acknowledgment highlights the significant contributions and growth of these advisors in the financial sector. It's a celebration of hard work and dedication in a highly competitive industry.
Critical Factors for Selection
InvestmentNews itself conducted a thorough evaluation process to compile the Top Advisors list. The ranking reflects the advisors' achievements in asset under management (AUM), growth in clients, and various compliance criteria. Over a year, the firm collected nominations, verified data, and developed a precise weighted score to determine the rankings. This rigorous approach ensures that only the most deserving advisors received this honor.
Outstanding Advisors at Steward Partners
The advisors at Steward Partners who earned a spot on the coveted list include:
Adam Dunbar
Based in Portland, this dedicated advisor exemplifies exceptional service and client growth.
Frank V. Hibbard
Operating out of Clearwater, he has established himself as a formidable presence in wealth management.
Ali Mandalinci
Hailing from Houston, Ali has consistently demonstrated innovative strategies in wealth management.
Wayne McCormick
A Manchester resident, Wayne’s expertise and dedication have greatly benefited his clients.
Matt Price
In Houston, Matt's impact in advising clients showcases the firm's quality service.
Amy S. Sabin
Operating from Dallas, Amy's commitment to her clients is reflected in her inclusion on this prestigious list.
Steward Partners' Growth and Vision
Since its inception in 2013, Steward Partners has undergone phenomenal growth, quickly becoming one of the fastest-growing registered investment advisories (RIAs) in the industry. The firm's commitment to creating a transparent and collaborative work culture has greatly contributed to its successes. Furthermore, this recognition from InvestmentNews aligns with their mission of offering unparalleled value to clients.
Being on the forefront of industry standards, Steward Partners has earned a series of accolades, including being ranked as the #18 RIA in Barron's Top 100 RIAs for 2024. Alongside the recognition from InvestmentNews, another significant achievement this year includes having six of its advisors on the Forbes Best-In-State Wealth Management Teams list.
Commitment to Client Success
At the heart of Steward Partners is their mission to help clients achieve financial success. Their commitment is evident not only in their accolades but also in the relationships they build with clients. With over $40 billion in client assets under management, the firm continues to expand its reach and enhance its service offerings, covering wealth management solutions, private banking, and international advisory services.
Conclusion on Industry Recognition
The recognition by InvestmentNews of six leaders at Steward Partners serves as an excellent reflection of the hard work and dedication prevalent within the firm. It emphasizes their commitment to excellence and sustainable growth in wealth management, promising a bright future for both the firm and its clients.
Frequently Asked Questions
What criteria were used to determine the InvestmentNews rankings?
InvestmentNews assessed advisors based on AUM, AUM growth, and client growth, ensuring a rigorous verification process.
How does Steward Partners differentiate itself in the financial services industry?
Steward Partners stands out by fostering a transparent, employee-owned culture focused on client satisfaction and growth.
What is the historical significance of Steward Partners?
Since its establishment in 2013, Steward Partners has quickly risen to be a leading RIA firm, earning multiple prestigious awards.
Which other awards has Steward Partners received?
The firm has been recognized by Barron's and Forbes, confirming its excellence in client service and financial advisory.
How many advisors from Steward Partners were recognized in 2025?
Six advisors were honored in the InvestmentNews' Top Financial Advisors in the USA list for 2025.
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