Steward Partners Recognized with 11 Placements on AdvisorHub's 2025 'Advisors To Watch' Rankings

Industry Continues to Take Notice of Growing Independent Advisory Firm's Talent Roster & Extensive Capabilities

NEW YORK, June 26, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, proudly announces that 11 of its financial advisors across the country have been honored with rankings on AdvisorHub's listing of "Advisors To Watch" for 2025.

The annual AdvisorHub "Advisors To Watch" listing ranks more than 1,000 advisors using metrics such as scale and quality of practice, year-over-year growth, and overall professionalism. To place, advisors are also required to have a clean regulatory record, and a minimum of seven years' experience and $150 million in assets under management. The selected advisors are ranked on six different "Advisors To Watch" lists—"Over $1 Billion," "Under $1 Billion," "RIAs," "Women Advisors," "Next Gen," and "Solo Advisors."

The following Steward Partners Wealth Managers were ranked on the "Advisors To Watch: Under $1 Billion" list:

• Thomas G. Briggs, The Briggs Group at Steward Partners, St. Louis, MO
• Bradford Coyle, Coyle Financial Group at Steward Partners, McLean, VA
• Timothy Davis of The Davis Executive Services Group at Steward Partners, Boston, MA
• Denis and Davor Poljak, Poljak Group Wealth Management at Steward Partners, Shreveport, LA
• Amy Sabin, Valiant Private Wealth at Steward Partners, Dallas, TX
• James Sahagian, Ramapo Wealth Advisors Affiliated with Steward Partners, Ramsey, NJ

Two advisors were ranked among the "Advisors To Watch: Next Gen":

• John (J.J.) O'Hare III, O'Hare Wealth Management Affiliated with Steward Partners, Mequon, WI
• Ryan Russo, Freedom Street at Steward Partners, Chesapeake, VA

In addition, two of the firm's advisors were named among the "100 Advisors To Watch: Solo Advisors":

• Adam Dunbar, Steward Partners, Portland, ME
• Wayne McCormick, McCormick Wealth Management at Steward Partners, Manchester, NH

"We congratulate our advisors who have been highlighted in this year's AdvisorHub 'Advisors To Watch' rankings," said Jeff Gonyo, Head of Wealth Management at Steward Partners. "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."

Steward Partners has received many industry accolades since its establishment 12 years ago. Fourteen of the firm's advisors were included in the AdvisorHub "Advisors To Watch" listing last year, and three advisors, including Mr. Briggs and Mr. Davis, were ranked among the "Advisors To Watch" in 2023. Steward Partners has also been included on the Barron's "Top 100 RIA Firms" ranking for five consecutive years. In addition, USA Today ranked Steward Partners at No. 10 among practices with more than $5 billion in assets under management on its 2025 list of "Best Financial Advisory Firms."

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, 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. 

AdvisorHub: 100 Advisors to Watch: Under $1BIL

2023 -2025 – Source: AdvisorHub.com. AdvisorHub: 100 Advisors to Watch: Under $1BIL ranking was developed by AdvisorHub and is based on Scope of practice measured by assets, production and level of service; Growth of practice consisting of year over year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. 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 AdvisorHub and are not indicative of future performance or representative of any one client's experience. These advisors won by bringing in new clients, increasing assets and boosting production. Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, we rank advisors on three categories: scale, growth, and professionalism. Scale is the traditional metric used in most rankings. It's essentially the size of the business and its profitability. We also considered staffing, clientele, and several other factors. This in aggregate provides a snapshot of the size and sophistication of a practice. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to AdvisorHub in exchange for the ranking. For more information, see www.AdvisorHub.com. 

AdvisorHub: 100 Next Gen Advisors

2025 - Source: AdvisorHub.com. AdvisorHub 100 Next Gen Advisors ranking was developed by AdvisorHub and is based on Scope of practice measured by assets, production, and level of service; Growth of practice consisting of year over year growth in assets, households, and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. 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 AdvisorHub and are not indicative of future performance or representative of any one client's experience. These 100 advisors work alone but have achieved scale without compromising their level of service or pace of growth. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to AdvisorHub in exchange for the ranking. For more information, see www.AdvisorHub.com.

AdvisorHub: 100 Solo Advisors To Watch

2024-2025 - Source: AdvisorHub.com. AdvisorHub 100 Solo Advisors to Watch ranking was developed by AdvisorHub and is based on Scope of practice measured by assets, production and level of service; Growth of practice consisting of year over year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. 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 AdvisorHub and are not indicative of future performance or representative of any one client's experience. These 100 advisors work alone but have achieved scale without compromising their level of service or pace of growth. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to AdvisorHub in exchange for the ranking. For more information, see www.AdvisorHub.com.

Barron's Top 100 RIA Firms

2024 - 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:
Zachary Allegretti II
JConnelly for Steward Partners
973.850.7341
[email protected] 

SOURCE Steward Partners