Established in 2013, the company fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. 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. Steward Partners also had 15 of its partners named to theĢ023 List of Best-In-State Wealth Advisors and two advisors onĪmerica's 2023 Top Women Wealth Advisors Best-In-State List, both of which are prepared by SHOOK Research. List of Top RIA Firms for the third consecutive year, an annual ranking of independent advisory companies based on value of assets managed, technology spending, staff diversity, succession planning, and other metrics, having been named among the top 25 firms in 2020 and ranked as #20 in 2021. Steward Partners has been one of the industry's fastest-growing RIA firms since its launch in 2013. In 2023, he was also named to theīest-in-State Advisor list for the third time. Louis was named toĢ00 Fast Growing Advisors. , Partner, Managing Director, and Wealth Manager at Steward Partners Global Advisory in St. Additionally, Davis Executive Wealth Management Group led all Steward Partner firms in revenue growth last year. Tim was also named a Best-in-State Wealth Advisor byįor five consecutive years (2019-2023). Inclusion was based on the advisors' demonstrable success in winning new clients, increasing assets, and boosting production. Is Partner, Executive Managing Director, and Wealth Manager at Steward Partners Global Advisory inĢ00 Fast Growing Advisors to Watch list. Top 1,200 Financial Advisor, and a Best-in-State Advisor by With more than 30 years of experience as a financial advisor, Todd has previously been honored as one of the Top 400 Financial Advisors for the The 100 advisors on this list were recognized for having assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth. , Founding Partner, Executive Managing Director, and Wealth Manager at Steward Partners Global Advisory in Clearwater, We expect big things from the three of them in the coming years." "Although they all operate in different regions, they share a commitment to putting clients first in everything they do and are reaping the rewards of that focus. , CEO and Co-Founder of Steward Partners Global "Todd, Tim, and Tom have all built outstanding practices and have been great partners since joining Steward, and we couldn't be prouder of their accomplishments," said
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