Steward Partners Honored on USA Today's Inaugural List of Best Financial Advisory Firms

NEW YORK, April 26, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, proudly announces the firm has been awarded on the USA Today list of Best Financial Advisory Firms in 2023. This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The ranking honors 500 firms and the full list can be viewed on the USA Today website.

"This recognition from USA Today comes as we celebrate a remarkable first decade for our firm," said Jim Gold, CEO, and Co-Founder of Steward Partners. "Partnering with some of the country's best advisors and offering them equity in the firm helped fuel our growth past the benchmark of $25 billion in assets managed in record time. We became multi-custodial last year with the addition of BNY Mellon | Pershing to our platform, just one of the factors that allows us to continue attracting award-winning advisors to our partnership."

USA Today and Statista selected the Best Financial Advisory Firms in 2023 based on two dimensions: recommendations by clients and peers and a firm's growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 20,000 individuals. The development of AUM was analyzed in both the short- and long-term based on publicly available data. In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while the development of AUM had a weight of 80% (short-term and long-term growth were equally weighted) to derive the final score.

Steward Partners has been one of the industry's fastest-growing RIA firms since its launch in 2013. In September 2022, the firm was ranked among Barron's list of Top RIA Firms for the third consecutive year, an annual ranking of independent advisory companies based on the value of assets managed, technology spending, staff diversity, succession planning, and other metrics. Steward Partners also had 16 of its partners named to the Forbes List of Best-In-State Wealth Advisors and two advisors on Forbes America's Top Women Wealth Advisors Best-In-State List in 2023, both of which are prepared by SHOOK Research.

About Steward Partners Global Advisory

Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated. 

Barron's Top 100 RIA Firms. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance.

About SHOOK Research
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications, and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience; the firm's research and rankings provide opinions on how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.

Source: Forbes.com Forbes Best-in-State Wealth Advisors and Top Woman Wealth Advisors Best-In-State rankings was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.

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SOURCE Steward Partners Global Advisory Group