NEW
YORK, May 16, 2024 /PRNewswire/ -- Steward
Partners, a full-service, employee-owned, independent financial
services firm has been named to the 2024 Greater Washington Best
Places to Work list, an annual awards program presented by the
Washington Business Journal. Steward Partners has
consistently maintained its position among the top employers in the
region, having been honored seven times in the past eight years
across various categories.
"We are honored to once again be recognized by the Washington
Business Journal as one of the best places to work in
Greater Washington. This
achievement reflects our ongoing commitment to creating a workplace
where our employees feel valued, engaged and empowered to achieve
their fullest potential," said Jeff
Gonyo, Senior Divisional President, Southern Division and
Head of Recruiting of Steward Partners. "At Steward Partners,
we believe that a positive and supportive work environment is
fundamental to our success, and we are proud to see our efforts
acknowledged by such a prestigious publication."Top of Form
The Best Places to Work in Greater
Washington awards honor the area's leading employers,
companies and non-profits that go beyond the norm to foster an
enjoyable and meaningful work environment for their employees.
Companies are judged based on the results of an employee survey
administered by Quantum Market Research. The survey evaluates
companies in 16 different categories including team effectiveness,
employee alignment with company goals, trust with co-workers and in
senior leaders, feeling valued, communication and resources, and
personal engagement.
The Washington Business Journal announced the top
companies at an awards event in May and profiled the honorees on
its website.
Steward Partners' recognition as a top employer coincides with
its rapid growth as one of the country's leading independent wealth
management firms. Notably, it ranked 19th on the
Barron's list of Top RIAs in 2023, which evaluates
independent advisory companies based on several factors, including
assets managed, technology investment, staff diversity and
succession planning. Additionally, Steward Partners' advisors have
also received accolades from Forbes, with 23 advisors named
to the 2024 Best-In-State Wealth Advisors list and two featured on
the Top Women Wealth Advisors Best-In-State list in 2024.
The 2024 Best Places to Work in Greater Washington honor is 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.
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
$35 billion in client assets as of
March 2024.
To learn more about Steward Partners,
visit www.stewardpartners.com.
The 2024 Washington Business Journal BPTW honor
is 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.
Barron's Top 100 RIA Firms, 2020 | 2021 | 2022 |
2023. 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 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.
Source: Forbes.com Forbes
Best-in-State Wealth Advisors and Women Wealth Advisors
Best-In-State rankings were 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.
About SHOOK Research
SHOOK is completely independent and objective and does not receive
compensation from the advisors, firms, the media, or any other
source in exchange for placement on a ranking. SHOOK is funded
through conferences, publications and research partners. Since
every investor has unique needs, investors must carefully choose
the right advisor for their own situation and perform their own due
diligence. Rankings are based on the opinions of SHOOK Research,
LLC and not indicative of future performance or representative
of any one client's experience; the firm's research and
rankings provide opinions for how to choose the right financial
advisor. Portfolio performance is not a criterion due to varying
client objectives and lack of audited data. Remember, past
performance is not an indication of future results.
For more information and complete details on methodology, go
to www.shookresearch.com.
Securities and investment advisory services are offered through
Steward Partners Investment Solutions, LLC, registered
broker/dealer, member FINRA/SIPC, and SEC-registered
investment adviser. Investment Advisory Services may also be
offered through Steward Partners Investment Advisory LLC, an
SEC-registered investment adviser. Steward Partners Investment
Solutions, LLC, Steward Partners Investment Advisory LLC, and
Steward Partners Global Advisory, LLC are affiliates and separately
operated.
Media Contact:
Zachary Allegretti
II JConnelly
zallegrettiii@jconnelly.com
973.850.7341
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SOURCE Steward Partners