Steward Partners Recognized for Talent and Excellence in AdvisorHub Rankings
In a remarkable feat,
Steward Partners, a comprehensive, employee-owned
independent financial services firm, has proudly announced that
11 of its financial advisors have been recognized in
AdvisorHub's prestigious 2025 ''Advisors To Watch'' listings. This acknowledgment highlights the exemplary work and dedication these advisors exhibit in today's complex financial landscape.
The
AdvisorHub rankings not only honor advisors' exceptional skills but also evaluate them based on a variety of metrics, including the scale and quality of their practices, consistent year-over-year growth, and their professionalism within the industry. To qualify, advisors must maintain a clean regulatory history, possess at least seven years of experience, and manage a minimum of $150 million in assets.
The advisors from Steward Partners who made it to the
''Advisors To Watch Under $1 Billion'' list include:
- - Thomas G. Briggs of The Briggs Group at Steward Partners, based in St. Louis, MO.
- - Bradford Coyle from Coyle Financial Group at Steward Partners, located in McLean, VA.
- - Timothy Davis of The Davis Executive Services Group, Boston, MA.
- - Denis and Davor Poljak, team from Poljak Group Wealth Management, Shreveport, LA.
- - Amy Sabin, representing Valiant Private Wealth at Steward Partners, Dallas, TX.
- - James Sahagian of Ramapo Wealth Advisors, Ramsey, NJ.
Moreover,
John (J.J.) O'Hare III from O'Hare Wealth Management and
Ryan Russo from Freedom Street at Steward Partners were hailed among the ''Advisors To Watch Next Gen''.
Adam Dunbar and
Wayne McCormick earned spots in the ''100 Advisors To Watch Solo Advisors'' category.
Jeff Gonyo, the Head of Wealth Management at
Steward Partners, expressed pride in the accomplishments of these advisors, stating, *