Steward Partners Earns Multiple Honors in Forbes' 2026 Best-In-State Rankings

Steward Partners Achieves Significant Recognition in Forbes 2026 Rankings



Steward Partners, known for its commitment to delivering top-notch financial services, has garnered significant recognition in Forbes' 2026 Best-In-State Rankings. Seven teams from the firm have successfully made it to this prestigious list compiled by SHOOK Research, which is widely respected for evaluating wealth management teams across various criteria including financial performance, industry experience, and feedback from clients and peers.

The teams honored in this year's rankings are representative of Steward Partners' dedication to fostering a collaborative work environment, built on an employee-owned model that empowers advisors to deliver personalized and innovative strategies to their clients. The esteemed teams recognized include:

  • - Harmony Private Wealth, Fort Collins, CO
  • - Hoffman Private Wealth Group, Clearwater, FL
  • - Poljak Group Wealth Management, Shreveport, LA
  • - Ramapo Wealth Advisors - Sahagian Wealth Management, Ramsey, NJ
  • - Spector, Frisch & Reed Private Wealth Management, Portsmouth, NH
  • - The Briggs Group at Steward Partners, St. Louis, MO
  • - Clove Hitch Advisors of Steward Partners, Portsmouth, NH

Jeff Gonyo, Head of Wealth Management at Steward Partners, highlighted the significance of this recognition, stating, "This recognition is a powerful reminder of what happens when expertise, culture, and ownership come together. Our partners don't just manage wealth; they innovate, collaborate, and deliver personalized strategies that truly move the needle for clients." This underscores the firm's approach to investment management, where the focus extends beyond just numbers; it's about creating meaningful relationships and lasting impacts in clients' lives.

Since its inception in 2013, Steward Partners has rapidly ascended in the financial services industry. Its recent accolades reflect not only the firm’s impressive growth but also its effectiveness in delivering exceptional wealth management services. Notably, the firm was ranked 9th in Barron's Top 100 RIA Firms list for 2025, marking a clear advancement from the 18th position in the previous year. Furthermore, multiple members of Steward Partners' leadership were recognized by InvestmentNews on the 2025 Hot List, affirming their influence and commitment to the profession.

Among other recognitions, Steward Partners has been featured in AdvisorHub's RIA Firms to Watch list, the Inc. 5000, and Financial Advisor Magazine's Top RIA Rankings. Such accolades signify the firm's consistent performance and its commitment to professionalism and client satisfaction.

Moreover, the recognition in Forbes is particularly meaningful as it embodies a commitment to excellence in the realm of wealth management. As evidenced by their swift rise through various rankings and industry lists, Steward Partners is positioning itself as a leader among independent advisory firms across the nation.

In conclusion, Steward Partners’ achievement in having seven teams listed among Forbes' 2026 Best-In-State Wealth Management Teams is a testament to its unwavering commitment to excellence. By nurturing an environment where advisors are encouraged to think innovatively and work collaboratively, the firm is poised to continue its trajectory of growth while making significant strides in the wealth management landscape. To learn more about the services and team at Steward Partners, visit www.stewardpartners.com.

This recognition is not just an accolade; it's indicative of the transformative impact that Steward Partners is making in the landscape of wealth management.

Topics Financial Services & Investing)

【About Using Articles】

You can freely use the title and article content by linking to the page where the article is posted.
※ Images cannot be used.

【About Links】

Links are free to use.