Steward Partners Announces Six Partners Have Been Named to InvestmentNews' Top Financial Advisors in the USA List

The ranking recognizes financial advisors for AUM and client growth over a year span

NEW YORK, Feb. 14, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, celebrates six partners named to InvestmentNews' 2025 Top Financial Advisors in the USA list. InvestmentNews compiled its second annual Top Advisors list by soliciting nominations, verifying compliance, and ranking advisors based on weighted scores in AUM, AUM growth, and client growth from August 2023 to August 2024.

"We are incredibly proud to have six Steward Partners advisors recognized on InvestmentNews' 2025 Top Financial Advisors list, showcasing not only their dedication and expertise but also the significant growth they've achieved," said Jeff Gonyo, Head of Wealth Management at Steward Partners. "At Steward Partners, we are committed to fostering a culture that drives sustainable growth and delivers exceptional value to our clients. This recognition underscores the impact our team is making in the industry, and we look forward to continuing our mission of helping clients achieve their financial goals."

The Steward Partners advisors honored by InvestmentNews include:

• Adam Dunbar, Portland, ME
• Frank V. Hibbard, Clearwater, FL
• Ali Mandalinci, Houston, TX
• Wayne McCormick, Manchester, NH
• Matt Price, Houston, TX
• Amy S. Sabin, Dallas, TX

Since its 2013 inception, Steward Partners has solidified its place as one of the industry's fastest-growing RIAs. By setting the foundation for industry standards, Steward Partners has earned many appearances on several esteemed ranking lists over the years. To this point in 2025, in addition to the InvestmentNews Top Financial Advisors in the USA ranking, six Steward Partners were named to Forbes' 2025 Best-In-State Wealth Management Teams list.

For the full InvestmentNews 2025 Top Financial Advisors in the USA list, visit: https://www.investmentnews.com/best-in-wealth/the-top-financial-advisors-in-the-usa/259151.

About Steward Partners
Representing some of the U.S.'s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Established in 2013, the firm fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. With its commitment to exceptional client service and forward-thinking partnerships, the firm was ranked as the #18 RIA in the country in Barron's Top 100 RIAs for the year 2024. Offering services such as comprehensive wealth planning, private banking, institutional consulting, international advisory, and business solutions, the firm was responsible for over $40 billion in client assets as of January 2025.

To learn more about Steward Partners, visit www.stewardpartners.com.

About InvestmentNews' Top Financial Advisors in the USA
To compile the second annual Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their compliance team before it could be accepted. The final list was determined based on each advisor's weighted ranking in overall AUM, AUM growth, and client growth (between August 2023 and August 2024). The InvestmentNews team assigned a ranking to each advisor in each category and then calculated a combined score to determine the advisor's final placement on the 2025 Top Advisors list. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to InvestmentNews in exchange for the ranking.

About Forbes | SHOOK

2025 Forbes Best-In-State Wealth Management Teams

Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (January, 2025). Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, 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. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

About Barron's Top 100 RIA Firms2024 - Source: Barrons.com. 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. Barron's selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology 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. Neither Steward Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Steward Partners.

Securities are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Media Contact:
Zach Allegretti
JConnelly
[email protected]
973-850-7341

SOURCE Steward Partners