First partner in Georgia is a former Wells Fargo team with $275 Million AUM
NEW YORK, Nov. 21, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Miller Family Wealth Management at Steward Partners, a two-person team comprised of Partner, Managing Director, Wealth Manager Charles (Chuck) Miller and Partner, Vice President, and Wealth Manager Simone Jones. Formerly with Wells Fargo, the newly launched independent firm manages approximately $275 million AUM and is headquartered in Dalton and Kennesaw, Georgia. Miller Family Wealth Management is Steward's first partner in the state.
"We are always excited to expand the Steward Partners footprint into a new state, but we are even more so to have Chuck as our first partner in the state of Georgia," said Jeffrey Gonyo, Managing Director, Senior Divisional President, Southeast at Steward Partners. "He has built a strong advisory-based, relationship-driven practice due to his enthusiastic devotion to his clients. By joining Steward Partners, Chuck owns his business and can run it in the way that is best for his clients knowing that he is backed up by the resources of our entire network."
"When I decided to pursue my dream of managing my own independent business, I wanted a partner who could supply the infrastructure, technology, and logistical support needed to best serve my clients. Steward Partners was the only firm that had everything I wanted, and more," explained Chuck Miller, Partner, Managing Director, Wealth Manager, Miller Family Wealth Management at Steward Partners. "I love that with Steward Partners the other advisors are peers and partners, not my competition. This move gives me the opportunity to build a lasting business which my young son will eventually be able to join with me."
A graduate of Clemson University, Chuck Miller has more than 25 years of experience in financial services. He began his career as a relationship manager and worked for a number of respected firms including Smith Barney and Morgan Stanley before joining Wells Fargo in 2017. His practice focuses on high-net-worth individuals and families, some of whom are domiciled in Europe and South Africa, as well as business owners looking to make a liquidity event in the future.
Throughout its 10-year history, Steward Partners has been one of the industry's fastest-growing RIA firms since its launch in 2013. The firm was recently ranked at #19 on Barron's list of 2023 Top 100 RIA Firms, marking the fourth consecutive year. This annual ranking of independent advisory companies is based on the value of assets managed, technology spending, staff diversity, succession planning, and other metrics.
Earlier this year, the Steward had 15 advisor partners named to the Forbes 2023 List of Best-In-State Wealth Advisors. That annual ranking spotlights more than 7,000 advisors who are researched, interviewed, and assigned a ranking based on an algorithm of qualitative and quantitative criteria. Additionally, two Steward Partners advisors were included on Forbes America's Top Women Wealth Advisors Best-In-State List 2023, and another named to Forbes Top Next-Gen Wealth Advisors Best-In-State 2023, all of which are prepared by SHOOK Research. Other recent honors include three advisors named to AdvisorHub's 2023 Advisors to Watch List as well as the firm being ranked #21 on InvestmentNews' inaugural ranking of The Top Hybrid RIA firms.
About Steward Partners Global Advisory
Representing some of the U.S.'s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Established in 2013, the company fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. With its commitment to exceptional client service and forward-thinking partnerships, the company was ranked as one of Barron's Top 100 RIAs for the year 2022. Offering services such as comprehensive wealth planning, private banking, institutional consulting, international advisory, and business solutions, the firm was responsible for approximately $28 billion in client assets as of November 2023. To learn more about Steward Partners Global Advisory, visit www.stewardpartners.com.
Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC-registered investment adviser.?Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC-registered investment adviser.?Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated.
Barron's Top 100 RIA Firms, 2020 / 2021 / 2022 / 2023. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. About 200 firms were nominated, with 100 being ranked. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Steward Partners nor its Wealth Managers pay a fee to Barron's in exchange for the ranking.
The 2017 / 2018 / 2019 / 2020 / 2021 / 2022 Washington Business Journal BPTW honor and the Washington Post's Top Workplace awards are not awarded based on investment advisory services rendered. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.
Source: Forbes.com Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.
Source: Forbes.com. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, and are not indicative of future performance or representative of any one client's experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.
About SHOOK Research
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience; the firm's research and rankings provide opinions on how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
For more information and complete details on methodology, go to www.shookresearch.com.
About AdvisorHub
AdvisorHub is a leading online resource and community for financial advisors, providing news, insights, and industry information to support advisors in their professional growth and success. The Fast-Growing Advisors to Watch List is an annual recognition that celebrates advisors who have demonstrated exceptional growth and professionalism within the wealth management industry.
AdvisorHub's 200 Fastest Growing Advisors to Watch and 100 Advisors to Watch – Under $1 Billion
is an annual recognition that celebrates advisors who have demonstrated exceptional growth and professionalism within the wealth management industry. The rankings were developed by AdvisorHub and are based on Scope of practice?measured by assets, production, and level of service;?Growth of practice?consisting of year-over-year growth in assets, households, and production; and lastly,?Professionalism?which includes regulatory record, community service, and team diversity.?Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of AdvisorHub and are not indicative of future performance or representative of any one client's experience. Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years-experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, we rank advisors on three categories: scale, growth, and professionalism.
Source: AdvisorHub.com. AdvisorHub's 200 Fastest Growing Advisors to Watch and 100 Advisors to Watch – Under $1 Billion rankings were developed by AdvisorHub and are based on Scope of practice?measured by assets, production, and level of service;?Growth of practice?consisting of year-over-year growth in assets, households, and production; and lastly,?Professionalism?which includes regulatory record, community service, and team diversity.?Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of AdvisorHub and are not indicative of future performance or representative of any one client's experience. These advisors won by bringing in new clients, increasing assets and boosting production.? Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years-experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, we rank advisors on three categories: scale, growth, and professionalism.
Scale is the traditional metric used in most rankings. It's essentially the size of the business and its profitability. We also considered staffing, clientele, and several other factors. This in aggregate provides a snapshot of the size and sophistication of a practice. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to AdvisorHub in exchange for the ranking. For more information, see www.AdvisorHub.com.
Source: InvestmentNews.com. InvestmentNews qualified 1,578 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after July 1, 2022, (2) total AUM is at least $100M, (3) managed assets for U.S. household clients during its most recently completed fiscal year, with at least one advisor per 500 clients, (4) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (5) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (6) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (7) provides financial planning services, (8) is not actively engaged in business as a broker-dealer (registered or unregistered), and (9) is not actively engaged in business as a registered representative of a broker-dealer. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to InvestmentNews in exchange for the ranking. For more information, see www.investmentnews.com.
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