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Steward Partners Celebrates Recognition of 23 Advisors on Forbes | SHOOK 2025 Best-In-State Wealth Advisors List

Steward Partners, an independent financial services firm known for its employee-owned model, has reached a significant milestone by celebrating its 23 advisor partners named in the Forbes | SHOOK 2025 Best-In-State Wealth Advisors list. These rankings, presented annually, seek to honor financial advisors who have consistently shown exceptional performance and provided outstanding client service amid market fluctuations. This year marks the seventh edition of the esteemed list, which is crafted using a blend of quantitative metrics and qualitative interviews, ensuring a comprehensive evaluation of each advisor’s capabilities.

Steward Partners’ CEO, Jim Gold, expressed immense pride in this recognition, stating, “We’re incredibly proud that 23 of our advisors have been recognized on such a prestigious list. This achievement not only speaks to the caliber of talent we attract and retain but also reflects the rapid growth and national reputation that Steward Partners has built as a premier destination for top-tier advisors.” He also emphasized the firm’s commitment to delivering outstanding service and results for clients across the nation.

The advisors recognized include experts from various regions, such as DeHaven Becker of Fort Collins, CO, and Chris Detmer from Washington, D.C. Each nominee underwent a rigorous selection process, which combines interviews conducted by SHOOK Research with detailed analysis of their professional backgrounds, performance data, and client retention statistics. The comprehensive process ensures that not only do quantitative measures like assets under management play a role, but so do qualitative assessments that highlight interpersonal effectiveness and client satisfaction.

Among the featured advisors, we have notable figures including:

• - Frank Hibbard, AIF® – Managing Director from Clearwater, FL
• - Denis Poljak, Ph.D., CIMA®, CFP® – Managing Director from Shreveport, LA
• - Timothy Davis, CFP® – Managing Director from Boston, MA

These accomplished advisors have significantly contributed to the firm’s national expansion and reputation for excellence in wealth management services.

Steward Partners was established in 2013, with the mission of providing comprehensive wealth management solutions to families and businesses. The firm has fostered a culture of transparency and collaborative success, which has greatly fueled its impressive growth trajectory within the financial sector. As of January 2025, Steward Partners boasts control over $40 billion in client assets, showcasing its efficacy in managing financial portfolios effectively.

As the firm continues to expand its reach and reputation, it was also recognized as the #18 Registered Investment Advisor (RIA) in the Barron’s Top 100 RIAs for the year 2024. This accolade underscores the firm’s commitment to innovation in client service and a forward-thinking approach in the competitive financial advisory landscape.

For those interested in checking the full list of the Forbes | SHOOK 2025 Best-In-State Wealth Advisors, it is available on Forbes.com, providing insights into the leading minds in wealth management today.

In conclusion, the recognition of Steward Partners' advisors highlights not only their individual achievements but also the firm’s dedication to upholding a high standard within the financial advisory community. It exemplifies the blend of skill, experience, and commitment to client satisfaction that defines successful wealth management.

For more details on Steward Partners and their services, visit stewardpartners.com.