NEW YORK, April 11, 2024 /PRNewswire/ — Steward Partners, a full-service, employee-owned, independent financial services firm, congratulates its 23 advisor partners named to the Forbes 2024 List of Best-In-State Wealth Advisors. The annual ranking spotlights more than 8,500 advisors who are researched, interviewed, and assigned a ranking based on an algorithm of qualitative and quantitative criteria.
“The annual expansion of our best-in-class advisory teams represented on this prominent list is an honor and a reflection of the growth Steward Partners has experienced since inception,” said Jim Gold, CEO, and Co-Founder of Steward Partners. “This recognition from Forbes not only speaks volumes about the quality of our advisors but also underscores their unwavering commitment to serving their clients.”
The Steward Partners advisors being honored by Forbes are:
DeHaven Becker, CFP®, CHFC®–Director & Wealth Manager, Fort Collins, CO
Christopher J. Detmer, CFP®, CHFC®, CLU®–Managing Director & Wealth Manager, Washington, D.C.
Aaron Brachman, CFP®, AAMS®, AIF®–Managing Director & Wealth Manager, Washington, D.C.
Todd Hoffman, CFP®, CPM®–Executive Managing Director & Wealth Manager, Clearwater, FL
Frank V. Hibbard, AIF®–Managing Director & Wealth Manager, Clearwater, FL
Denis Poljak, Ph.D., CPM®, CIMA®, CFP®–Managing Director & Wealth Manager, Shreveport, LA
Davor Poljak, CPM®–Managing Director & Wealth Manager, Shreveport, LA
Timothy Davis, CFP®–Managing Director & Wealth Manager, Boston, MA
Thomas G. Briggs–Managing Director & Wealth Manager, St. Louis, MO
Carl Gravina, CFP®–Managing Director & Wealth Manager, Keene, NH
Thomas J. Sedoric–Executive Managing Director & Wealth Manager, Portsmouth, NH
Robert Carrigg, CFP®–Managing Director & Wealth Manager, Portsmouth, NH
Stephen R. Spector–Managing Director & Wealth Manager, Portsmouth NH
Wayne McCormick, CFP®, ChFC®–Managing Director & Wealth Manager, Manchester, NH
Liana Poodiack, CFP®–Managing Director & Wealth Manager, Keene, NH
Casey Snyder, CFP®–Senior Vice President & Wealth Manager, Portsmouth, NH
Eric Beiley–Executive Managing Director & Wealth Manager, New York, NY
Kenneth Roban–Managing Director & Wealth Manager, New York, NY
Luke Aull, CFP®–President, Financial Advisor, Nashville, TN
Randy R. Price, CFP®, CIMA®, CIMC®–Executive Manager Director & Wealth Manager, Houston, TX
Brad R. Coyle, CRPC®–Executive Managing Director & Wealth Manager, McLean, VA
Scott Danner–Chief Executive Officer, Freedom Street, Chesapeake, VA
George U. Nottingham, CFP®–Managing Director & Wealth Manager, Norfolk, VA
Eric Beiley was also named as a Forbes Best-In-State Wealth Advisor in 2020, 2021, 2022, and 2023, after having been named one of the Top 400 Financial Advisors by the Financial Times in 2019 and 2020 and to the Raymond James Chairman’s Council in 2017, 2018, and 2019.
In addition to this honor from Forbes in 2018, 2020, 2021, 2022, and 2023, Randy Price was recognized by Barron’s as one of the nation’s Top 1,200 Financial Advisors in 2014, 2015, 2016, 2017, and 2018.
Todd Hoffman was named one of the Top 400 Financial Advisors by the Financial Times in 2015, as well as being named one of Barron’s Top 1,200 Financial Advisors in 2016 and 2017 and to the Forbes Best-In-State Wealth Advisors list in 2019, 2020, 2022, and 2023.
Forbes also placed Liana Poodiack on its Best-In-State Wealth Advisors list in 2021, 2022, and 2023, and its 2020, 2022, 2023, and 2024 lists of the Top Women Wealth Advisors.
This is Tom Sedoric’s fifth time on this Forbes list, having also been honored in 2018, 2021, 2022, and 2023. He has also served for the New Hampshire Governors as the advisory chair to the Department of Resources and Economic Development.
Casey Snyder ranked on this list in 2023, as well as the Forbes Next-Gen Wealth Advisors Best-in-State list in 2019. Snyder was also honored by the InvestmentNews 40 Under 40 award in 2020.
This marks Aaron Brachman’s second time being ranked on this list in addition to 2023. Brachman was also ranked on the Forbes Next-Gen Wealth Advisors Best-In-State list in 2019.
Tim Davis was previously ranked on the Forbes Best-In-State Wealth Advisors list in 2019, 2020, 2021, 2022, and 2023. Brad Coyle also ranked on the list in 2018, 2022, and 2023.
Denis Poljak was named to the Forbes Best-In-State Wealth Advisors list in 2018, 2019, and 2021, and 2023, as well as Carl Gravina who earned a ranking in 2021 and 2023.
Scott Danner ranked on this list in 2021, 2022, and 2023 and was also named to the Raymond James Chairman’s Council in 2019, 2020, and 2021.
For the full list and further information, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=967f5ac6ab97
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 #19 RIA in the country in Barron’s Top 100 RIAs for the year 2023. Offering services such as comprehensive wealth planning, private banking, institutional consulting, international advisory, and business solutions, the firm was responsible for over $32 billion in client assets as of January 2024.
To learn more about Steward Partners, visit www.stewardpartners.com.
Source: Forbes.com Forbes Best-in-State Wealth Advisors ranking 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
Source: Forbes.com Forbes Next Generation Wealth Advisors was developed by SHOOK Research and SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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.
Source: Barrons.com Top 1,200 Financial Advisors: State-by-State as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client’s experience and is not indicative of the Wealth Manager’s future performance. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pays a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money–Media, Inc., on behalf of the Financial Times (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60–70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pays a fee to The Financial Times in exchange for the rating.
Raymond James Chairman’s Council Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
The InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, our editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise. InvestmentNews is the trusted resource for financial advisors. Our multi-platform approach consists of quality content, data and information, served to advisors across our premium magazine, digital, research, custom, and events. Our extensive reach includes 1.1 million financial services professionals who influence more than $23T in managed assets. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pays a fee to InvestmentNews in exchange for the rating.
The Forbes America’s Top Women Advisors 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: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and 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. Research Summary (As of February, 2022) 34,500 nominations were received based on thresholds and 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone, 2,610 Advisors were interviewed in-person at the Advisors’ location, 1,203 were Advisor web based interviews, and 1,377 women won. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Portfolio performance is not a criteria in these awards due to varying client objectives and lack of audited data. These rankings are not indicative of an advisor’s future performance, are not an endorsement, and may not be representative of individual clients’ experience. 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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