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Steward Partners Celebrates Recognition in InvestmentNews' Top Financial Advisors List

Steward Partners, known for its comprehensive and client-centric approach in the financial services sector, has achieved significant recognition as six of its partners have been honored in InvestmentNews' 2025 Top Financial Advisors in the USA list. This prestigious ranking highlights their impressive performance in terms of assets under management (AUM) and client growth over the preceding year, reflecting their unwavering commitment to excellence in the financial advisory industry.

The list, published on February 14, 2025, was generated through a rigorous process that included nominations from peers and clients, followed by strict verification by compliance teams. Advisors were then assessed based on weighted rankings in AUM, AUM growth, and client growth metrics, specifically looking at changes from August 2023 to August 2024.

Jeff Gonyo, the Head of Wealth Management at Steward Partners, expressed immense pride in the recognition stating, "We are incredibly proud to have six Steward Partners advisors acknowledged on InvestmentNews' 2025 Top Financial Advisors list. This not only showcases their dedication and expertise but also the remarkable growth they have achieved in serving our clients."

The esteemed advisors recognized include:

• - Adam Dunbar (Portland, ME)
• - Frank V. Hibbard (Clearwater, FL)
• - Ali Mandalinci (Houston, TX)
• - Wayne McCormick (Manchester, NH)
• - Matt Price (Houston, TX)
• - Amy S. Sabin (Dallas, TX)

Since its establishment in 2013, Steward Partners has grown rapidly, carving out a significant presence in the competitive landscape of Registered Investment Advisors (RIAs). With a focus on fostering a culture marked by transparency and camaraderie, the firm has achieved many accolades, positioning itself prominently in various rankings. Alongside the InvestmentNews recognition, six of its advisors also made the Forbes' 2025 Best-In-State Wealth Management Teams list, solidifying their reputation for excellence.

The announcement of this honor comes at a time of strategic growth for Steward Partners. As of January 2025, the firm managed over $40 billion in client assets, demonstrating their effective approach to financial management and client relationships. The firm's service offerings span comprehensive wealth planning, private banking, international advisory solutions, and institutional consulting—all tailored around the unique needs of families and multigenerational investors.

InvestmentNews' Top Advisors list stands as a benchmark for excellence in financial advisory, and being featured signifies both growth and commitment to the profession. Advisors included in the list are recognized for their ability to foster relationships and achieve sustainable financial results for their clients, reflecting the core mission of Steward Partners.

For more insights on the detailed criteria and full rankings, visit InvestmentNews.

In summary, Steward Partners continues to lead with integrity and client-focused solutions, and the recognition of its advisors serves as a testament to the firm’s dedication to not only achieving results but also setting industry standards in financial advisory services. As they forge ahead, the focus remains steadfast on helping clients achieve their financial goals while nurturing a culture of trust, excellence, and growth within the organization.