Celebrating Steward Partners' Remarkable Forbes Recognition
Top honors reflect exceptional service, teamwork, and commitment to excellence
Steward Partners, a thriving independent financial services firm known for its employee-owned model, recently celebrated a significant achievement. The firm proudly announced that seven of its partners have been recognized in the widely respected Forbes | SHOOK 2026 Best-In-State Wealth Management Teams list. This notable achievement showcases the firm's steadfast dedication to both its clients and employees.
The Forbes recognition evaluates wealth management teams based on numerous factors including financial performance, industry experience, and feedback from clients and peers. This comprehensive analysis underscores the fine balance Steward Partners maintains between expertise and a collaborative culture.
Powerful Culture of Collaboration
“This recognition is a testament to the synergies of expertise, ownership, and our strong cultural ethos,” stated Jeff Gonyo, Head of Wealth Management at Steward Partners. “Our team doesn't merely manage wealth; they strive for innovation and work together to craft personalized strategies that meaningfully impact our clients. Receiving this honor from Forbes validates our structured yet flexible model, enabling our advisors to truly think and act like owners.”
The seven Steward Partners teams lauded by Forbes are:
- Harmony Private Wealth
- Hoffman Private Wealth Group
- Poljak Group Wealth Management
- Ramapo Wealth Advisors - Sahagian Wealth Management
- Spector, Frisch & Reed Private Wealth Management
- The Briggs Group at Steward Partners
- Clove Hitch Advisors of Steward Partners
Milestones and Accolades
Since its inception in 2013, Steward Partners has rapidly ascended within the wealth management landscape, establishing itself as one of the industry's fastest-growing registered investment advisory (RIA) firms. Recently, the firm garnered a remarkable #9 ranking on Barron's 2025 Top 100 RIA Firms list, climbing from #18 in 2024. In addition, many of the firm's leadership members were highlighted on InvestmentNews' 2025 Hot List, which celebrates leaders who have significantly impacted the industry.
Steward Partners has also been featured on multiple esteemed industry rankings, including AdvisorHub's RIA Firms to Watch list, and the Inc. 5000 list for the fastest-growing private companies for an impressive fifth consecutive year. Furthermore, the firm ranked 28th on Financial Advisor Magazine's 2025 Top RIA list. These accolades are a testament to the firm’s unwavering dedication to providing high-quality client service and innovative solutions.
About Steward Partners
Steward Partners is distinguished for representing some of the nation's leading financial advisors. As a full-service, employee-owned independent financial services firm, it offers a range of wealth management solutions designed for families, businesses, and multigenerational investors. The company's foundation is built on a culture of transparency and excellence, fueling significant growth in a highly competitive sector. Notably, as of December 2025, the firm managed nearly $50 billion in client assets.
Alongside its impressive achievements, Steward Partners places a strong emphasis on building forward-thinking partnerships and offering exceptional client service, which motivated its ranking as the #9 RIA nationwide.
Frequently Asked Questions
1. What recognition has Steward Partners recently received?
Steward Partners was recognized by Forbes with seven teams named in the 2026 Best-In-State Wealth Management Teams list.
2. What does this recognition reflect about Steward Partners?
This accolade highlights the firm’s dedication to combining financial expertise with a client-focused culture, reinforcing its employee-owned model.
3. Who is the Head of Wealth Management at Steward Partners?
The Head of Wealth Management at Steward Partners is Jeff Gonyo, who emphasizes the importance of innovation and collaboration in the firm’s approach.
4. When was Steward Partners founded?
Steward Partners was founded in 2013 and has since become one of the fastest-growing firms in the industry.
5. What services does Steward Partners offer?
Steward Partners provides comprehensive wealth management solutions, including private banking, institutional consulting, and financial planning among others.
