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
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SOURCE Steward Partners
