Steward Partners Celebrates Recognitions in Financial Advisory
Steward Partners, a prominent employee-owned independent financial advisory firm, has been making headlines recently for garnering significant recognition in the financial industry. The firm proudly announces that 11 of its financial advisors have made it onto AdvisorHub's esteemed "Advisors To Watch" list for 2025. This accomplishment not only highlights the expertise of these talented individuals but also showcases the firm's comprehensive capabilities in providing exceptional wealth management services.
Understanding the 'Advisors To Watch' Rankings
The annual "Advisors To Watch" rankings by AdvisorHub evaluate over 1,000 financial advisors based on several critical criteria. These include the scale and quality of their practice, year-over-year growth metrics, and overall professionalism. To qualify, advisors must maintain a clean regulatory record, possess at least seven years of industry experience, and manage a minimum of $150 million in assets. The selected advisors are categorized into six distinct lists, reflecting various specialties and accolades.
Steward Partners' Advisors Making the List
Among the notable advisors from Steward Partners recognized on the "Advisors To Watch: Under $1 Billion" list are:
- Thomas G. Briggs from The Briggs Group at Steward Partners
- Bradford Coyle of Coyle Financial Group
- Timothy Davis of The Davis Executive Services Group
- Denis and Davor Poljak from Poljak Group Wealth Management
- Amy Sabin of Valiant Private Wealth
- James Sahagian from Ramapo Wealth Advisors
Additionally, the firm celebrates the inclusion of two advisors in the "Advisors To Watch: Next Gen" category:
- John (J.J.) O'Hare III from O'Hare Wealth Management
- Ryan Russo of Freedom Street
Furthermore, two advisors were also distinguished in the "100 Advisors To Watch: Solo Advisors" category:
- Adam Dunbar from Steward Partners
- Wayne McCormick of McCormick Wealth Management
Company Leadership's Response
Jeff Gonyo, Head of Wealth Management at Steward Partners, expressed his pride in the firm’s associates, stating, "We congratulate our advisors who have been highlighted in this year's AdvisorHub 'Advisors To Watch' rankings. Every single day, these advisors go above and beyond to help clients navigate the complexities of wealth in today's marketplace. We could not be prouder that the Steward Partners values they embody have been noticed by our industry peers, and held up as worthy of emulation by others."
A Growing Legacy of Excellence
Since its inception, Steward Partners has amassed a series of accolades that underscore its growth and reputation in the financial sector. With previous acknowledgments including placements in last year's "Advisors To Watch" ranking and exceptional positioning within Barron's renowned "Top 100 RIA Firms" list, the firm demonstrates a consistent commitment to excellence and high-quality service.
Steward Partners oversees more than $40 billion in client assets, thanks in part to their proactive approach to wealth management and an unwavering dedication to client service.
About Steward Partners
Established in 2013, Steward Partners prioritizes a transparent and collaborative culture that encourages growth. Their extensive range of services includes comprehensive wealth planning, private banking, institutional consulting, and business solutions tailored for families, businesses, and multigenerational investors. Recently, they were recognized as the #18 RIA in the nation by Barron's in their Top 100 RIAs for 2024.
With a focus on friendly and personalized client interactions, Steward Partners is positioning itself as a leading name among independent financial advisory firms in the industry today.
Frequently Asked Questions
What is the significance of the 'Advisors To Watch' ranking?
The 'Advisors To Watch' ranking recognizes outstanding financial advisors based on metrics such as professionalism, growth, and regulatory compliance, showcasing their expertise and client dedication.
How many advisors from Steward Partners made the list?
A total of 11 advisors from Steward Partners have been recognized in the 2025 'Advisors To Watch' rankings, across various categories.
What criteria must be met to qualify for the rankings?
Advisors must have at least seven years of experience, manage a minimum of $150 million in assets, and maintain a clean regulatory record to qualify.
What other accolades has Steward Partners received?
Steward Partners has received multiple accolades, including placements in Barron's Top 100 RIA Firms and previous rankings by AdvisorHub.
How does Steward Partners support its advisors?
Steward Partners supports its advisors with a collaborative culture and a commitment to transparency and client service, helping them navigate the financial landscape effectively.
