#United States #New York #Wealth Advisors #Steward Partners #Forbes Next-Gen

Celebrating Excellence in Financial Advisory: Steward Partners' Top Advisors

Steward Partners, a distinguished independent financial services firm, has recently recognized three of its advisor partners who have made it to the coveted 2025 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors list. This annual accolade is a proud moment reflecting the hard work and dedication of financial advisors under the age of 40 with at least four years of experience in the industry. Each honoree's commitment to client success and their contributions to the firm and community are commendable and deserving of recognition.

The Honored Advisors

The advisors from Steward Partners who received this prestigious acknowledgment include:

• - Andrew Briggs, CFA®, CPWA®—Director of Portfolio Management, Wealth Manager from St. Louis, MO.
• - Corey Briggs, CFP®, CIMA®, CEPA—Director of Wealth Planning, Wealth Manager also from St. Louis, MO.
• - Kyle Blackwell, CFP®, AAMS®—Managing Director, Wealth Manager from Easley, SC.

CEO Jim Gold expressed pride in his team's accomplishment, stating, "Their inclusion on this list is a testament to their commitment to client success and professional excellence." It reflects the firm’s dedication to nurturing the next generation of advisory talent to better cater to evolving client needs and ensure the future of the profession.

Understanding the Rankings

The Forbes Next-Gen Wealth Advisors list, put together by SHOOK Research, evaluates advisors through a robust methodology involving both qualitative and quantitative analysis. The process includes extensive due diligence through interviews and assessments of relevant metrics like revenue growth, assets under management, and adherence to industry best practices, though the portfolio performance is not directly considered due to varying client goals.

Forbes and SHOOK do not charge any fees for inclusion, ensuring the meritocratic nature of the acknowledgment. Each advisor's candidacy is determined by their reputation, their firm’s support, compliance history, and their personal accomplishments within the financial advisory landscape.

Steward Partners’ Commitment to Growth

Steward Partners itself has also made significant strides in the industry since its inception in 2013, recently mentioned among Financial Advisor Magazine’s 2025 Top RIA rankings and named a 2025 Excellence Awardee by InvestmentNews. The firm was recognized for its collaborative approach in delivering exceptional client outcomes, maintaining a competitive edge in a crowded market.

In addition to being honored on various lists, the firm continues its trajectory by providing cutting-edge wealth management solutions. With a a total of over $43 billion in client assets as of mid-2025, Steward Partners has solidified its status as a leader in the financial advisory field, paralleled by the recognition of its advisors.

Looking Ahead

The achievements of these young advisors symbolize the future of financial advisory, showcasing the combination of innovative thinking, responsible stewardship, and client dedication necessary to guide clients through complex financial landscapes. By recognizing and supporting talented individuals, Steward Partners emphasizes its mission to continue nurturing a generation of financial leaders who will shape the industry's future.

For those interested in discovering more about the exceptional advisors and the growing team at Steward Partners, a complete list of the 2025 Best-In-State Next-Gen Wealth Advisors can be found on Forbes' official website. Here's to the continued growth of the advisory industry, led by professionals like Andrew, Corey, and Kyle, who are dedicated to excellence in wealth management!

About Steward Partners

Steward Partners operates with a clear vision—to provide exceptional wealth management for families, businesses, and multigenerational investors. The firm's employee-owned structure promotes a culture of accountability and client-first service. Ranked as one of the top RIAs in the U.S., Steward Partners prides itself on delivering comprehensive wealth planning, investment consulting, and business solutions tailored to clients' unique needs. To learn more, visit Steward Partners' website.