WASHINGTON, Sept. 27, 2021 /PRNewswire/ -- Steward
Partners, an employee-owned, full-service wealth management firm
associated with Raymond James Financial Services, Inc. (member
FINRA/SIPC), has been ranked #20 in Barron's Top 100 RIA Firms list for 2021,
moving up from #24 in 2020. This is the sixth annual ranking of
independent registered investment advisory (RIA) firms by
Barron's.
"Our RIA growth over the past year has been spectacular. Steward
Partners opened four new offices in three additional states,
bringing 30 new advisors representing almost 3,000 clients despite
the restrictions on travel, in-person meetings and other
difficulties posed by the Covid pandemic," said James Gold, Steward Partners Global Advisory
CEO. "We've attracted an outstanding group of advisors as partners
and it's extremely gratifying to receive this recognition from a so
highly respected source as Barron's."
Steward Partners has been one of the fastest growing RIA firms
since its launch in 2016. In its first inclusion on the
Barron's Top 100 RIA Firm
List last year, Steward Partners made the top 25 and has improved
its standing to rank among the top 20 for 2021.
Barron's publishes
a number of individual advisor and team- or firm-based rankings
each year with the goal of shining a spotlight on the nation's best
financial advisors and firms, with an eye toward raising standards
in the industry. For wealth management professionals, they serve as
an industry scorecard.
Positions on the list are based on both qualitative and
quantitative criteria, including: the assets a firm manages and the
revenue those assets generate; regulatory record; staffing levels
and diversity; technology spending; succession planning, as well as
additional metrics. The full Barron's Top 100 RIA Firm List is
available here.
Steward Partners was also recently chosen as one of the Top
Workplaces by The Washington Post and was also named to the
2021 Greater Washington Area Best Places to Work list, an annual
awards program presented by the Washington Business
Journal, marking the fifth consecutive year the company has
been awarded this honor.
Other accolades Steward Partners has earned this year include
having seven advisor partners named to the Forbes 2021 List
of Best-In-State Wealth Advisors, an annual ranking spotlighting
more than 5,000 advisors who are researched, interviewed, and
assigned a ranking based on an algorithm of qualitative and
quantitative criteria.
About Steward Partners Global Advisory
With offices in Newtown, CT,
Washington, D.C., Clearwater, FL, Andover and Boston,
MA, Baltimore and
Bethesda, MD, Portland, ME, St.
Louis, MO, Hendersonville,
NC, Keene, Manchester and Portsmouth, NH, Paramus and Morristown, NJ, Albany and New York
City, NY, Conshohocken, PA,
Austin, Dallas and Houston,
TX, McLean, McLean II,
Norfolk and Richmond, VA, and Mequon, WI. Steward Partners Global Advisory,
LLC, is an employee-owned, full-service independent partnership
catering to family, institutional and multigenerational
wealth. For more information, visit us
at www.stewardpartners.com.
About Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. is a financial services
firm supporting independent financial advisors nationwide. Since
1974, Raymond James Financial Services Inc., member FINRA/SIPC, has
provided a wide range of investment and wealth planning related
services through its affiliate, Raymond James &
Associates, Inc., member New York Stock Exchange/SIPC. Both
broker/dealers are wholly owned subsidiaries of Raymond James
Financial, Inc. (NYSE-RJF) a leading diversified financial services
company with approximately 8,400 financial advisors
throughout the United States, Canada and overseas.
Total client assets are approximately $1.18 trillion as
of 7/31/21.
Steward Partners Holdings, Steward Partners Global Advisory, LLC
maintain a separate professional business relationship with, and
our registered professionals offer securities through, Raymond
James Financial Services, Inc., member FINRA/SIPC. Investment
advisory services offered through Steward Partners Investment
Advisory, LLC, 1776 I Street NW, Suite 700, Washington,
DC 20006. Toll Free: (844) 801-8268.
Barron's Top 100
RIA Firms, 2020. 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. About 200 firms were
nominated, with 100 being ranked. 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 Raymond James nor any of its Financial Advisors
pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
The 2021 Washington Business Journal BPTW honor
and the Washington Post's Top Workplace awards are not awarded
based on investment advisory services rendered. This ranking is not
indicative of advisor's future performance, is not an endorsement,
and may not be representative of individual clients' experience.
Raymond James is not affiliated with
Washington Business Journal or the Washington Post.
The Forbes ranking of Best-In-State Wealth Advisors, developed
by SHOOK Research, is based on an algorithm of qualitative
criteria, mostly gained through telephone and in-person due
diligence interviews, and quantitative data. Those advisors that
are considered have a minimum of seven years of experience, and the
algorithm weights factors like revenue trends, assets under
management, compliance records, industry experience and those that
encompass best practices in their practices and approach to working
with clients. Portfolio performance is not a criteria due to
varying client objectives and lack of audited data. Out of
approximately 32,725 nominations, more than 5,000 advisors received
the award. This ranking is not indicative of an advisor's future
performance, is not an endorsement, and may not be representative
of individual clients' experience. Neither Raymond James nor any of its Financial Advisors
or RIA firms pay a fee in exchange for this award/rating.
Raymond James is not affiliated with
Forbes or Shook Research, LLC. Please visit
https://www.forbes.com/best-in-state-wealth-advisors for more
info.
Media Contact:
Michaela Morales
JConnelly
mmorales@jconnelly.com
973.224.7152
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SOURCE Steward Partners Global Advisory