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Recognition



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Thumbnail Image Article Url Title Date
NEW_2017_BPTW_button_HONOREE 5.28.19.PNG https://www.prnewswire.com/news-releases/steward-partners-awarded-best-place-to-work-by-washington-business-journal-in-the-medium-sized-company-category-300484265.html Steward Partners Named to Washington Business Journal’s Best Places to Work List as No. 1 Medium-Sized Company July 6, 2017
WBJ_2017_new.png   Washington Business Journal Fastest Growing Companies List 13th - Steward Partners Global Advisory LLC November 2, 2017
NEW_Fin_Plng_pdf_cover_image.png   Steward Partners Featured in Financial Planning Magazine – ‘150 calls in 48 hours: What it takes to transition $600M wirehouseadvisors’ August 1, 2017
2018_BPTW_logo_C1.png   Steward Partners Named to Washington Business Journal’s Best Places to Work List as No. 1 Medium-Sized Company May 17, 2018
NEW2_inc-5000-thumb.jpg https://www.prnewswire.com/news-releases/steward-partners-joins-the-prestigious-inc-5000-for-the-first-time-300705161.html Steward Partners Joins the Prestigious Inc. 5000 for the First Time September 4, 2018
WBJ_Honoree_2018_resized.png   Steward Partners Named 13th on Washington Business Journal’s Fastest Growing Companies List November 2, 2018
Forbes_2019_400px.png https://www.prnewswire.com/news-releases/steward-partners-featured-in-forbes-2019-best-in-state-wealth-advisors-list-300806004.html Steward Partners Featured in Forbes' 2019 Best-in-State Wealth Advisors List March 4, 2019
InvNews_BPTW_2018.png   Steward Partners Named a 2019 Best Places to Work for Financial Advisers by InvestmentNews April 2, 2019
NEW_2019_BPTW_button_HONOREE.png   Steward Partners Named to Washington Business Journal’s Best Places to Work List as No. 1 Large-Sized Company May 20, 2019
Inc5000_2019_400px.png   Steward Partners Named to Inc. 5000 for the Second Year in a Row August 20, 2019
WBJ_2019_new.png https://seekingalpha.com/pr/17718601-steward-partners-recognized-2019-fastest-growing-company-in-greater-washington Steward Partners among Washington Business Journal’s Fastest Growing Companies List for 3rd Year December 4, 2019
Forbes_Best-in-state_2020_400px.png https://www.forbes.com/best-in-state-wealth-advisors Eric Beiley, Timothy Davis, Carl Gravina, Todd Hoffman And Randy Price Named To Forbes' 2020 List Of Best-In-State Wealth Advisors February 13, 2020
wbj-2020.png https://www.prnewswire.com/news-releases/steward-partners-honored-as-a-2020-best-places-to-work-in-greater-washington-area-301124582.html Steward Partners Honored as a 2020 Best Places to Work in Greater Washington Area September 8, 2020
inc-5000-2020.png https://markets.businessinsider.com/news/stocks/steward-partners-named-to-inc-5000-for-the-third-consecutive-year-1029616839 Steward Partners Named to Inc. 5000 for the Third Consecutive Year September 23, 2020
Barrons_2020_400px.png https://www.prnewswire.com/news-releases/steward-partners-global-advisory-ranked-24-on-barrons-2020-list-of-top-100-ria-firms-301148788.html Steward Partners Global Advisory Ranked #24 on Barron's 2020 List of Top 100 RIA Firms October 8, 2020
Forbes_2021_400px.png https://markets.businessinsider.com/news/stocks/steward-partners-global-advisory-places-nine-advisor-partners-on-forbes-best-in-state-wealth-advisors-list-1030114953 Steward Partners Global Advisory Places Nine Advisor Partners on Forbes Best-In-State Wealth Advisors List February 23, 2021
wbj-bptw-2021.jpg https://www.citybiz.co/article/92625/steward-partners-global-advisory-named-a-best-place-to-work-for-fifth-consecutive-year/ Steward Partners Global Advisory Named a Best Place to Work for Fifth Consecutive Year June 29, 2021
TWP_240x240.jpg https://www.thestreet.com/press-releases/the-washington-post-names-steward-partners-global-advisory-as-a-top-workplace-in-2021-15717105 The Washington Post Names Steward Partners Global Advisory as a Top Workplace in 2021 July 20, 2021
2021TopRIA_Icon_400x400.png https://finance.yahoo.com/news/steward-partners-moves-20-barrons-140500506.html Steward Partners Moves Up to #20 on Barron's Top 100 RIA Firms List September 27, 2021
SPGA_Forbes_list_2022.png https://markets.businessinsider.com/news/stocks/steward-partners-global-advisory-applauds-the-15-advisor-partners-on-forbes-best-in-state-wealth-advisors-list-1031353946 Steward Partners Global Advisory Applauds the 15 Advisor Partners on Forbes Best-In-State Wealth Advisors List April 13, 2022
WBJ_BPTW_2022.png https://finance.yahoo.com/news/steward-partners-global-advisory-named-182100271.html Steward Partners Global Advisory Named a Best Place to Work for Sixth Consecutive Year July 6, 2022
Barrons_Top100_RIA_Firms_2022.png https://markets.businessinsider.com/news/stocks/steward-partners-ranked-among-barron-s-top-100-ria-firms-for-third-consecutive-year-1031762215 Steward Partners Ranked Among Barron's Top 100 RIA Firms for Third Consecutive Year September 23, 2022
WBJ_TheList_2022.png https://www.bizjournals.com/washington/subscriber-only/2022/09/23/largest-private-companies-in-greater-dc.html?b=1663786206%5E22141789 Largest Private Companies in Greater D.C. September 23, 2022
2023_Forbes.jpg
https://apnews.com/press-release/pr-newswire/pr-newswire-business-7e340f2d4ccd5170ba7eb83d2ff417b1
Steward Partners Honors 16 Advisor Partners Named to 2023 Forbes Best-In-State Wealth Advisors List April 12, 2023
USAtoday_BFAF_2023.png https://finance.yahoo.com/news/steward-partners-honored-usa-todays-162500352.html Steward Partners Honored on USA Today's Inaugural List of Best Financial Advisory Firms April 26, 2023

Our Team

 

Recognition


 

 

 

Disclaimers

Investment News “2019 Top 50 Best Places to Work for Financial Advisers”, April 2019. The Best Places to Work for Financial Advisers program is a national program managed by Best Companies Group. The survey and recognition program are dedicated to identifying and recognizing the best employers in the financial advice/wealth management industry. The final list is based on the following criteria: must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one year and must have a minimum of 15 full-time/part-time employees. The assessment process is compiled in a two part process based on the findings of the employer benefits & policies questionnaire and the employee engagement & satisfaction survey. The results are analyzed and categorized according to 8 Core Focus Areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development and Resources, Pay and Benefits and Overall Engagement. Best Companies Group will survey up to 400 randomly selected employees in a company depending on company size. The two data sets are combined and analyzed to determine the rankings. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. Investment News and/or Best Companies Group is not affiliated with Raymond James.

The Forbes 2019 / 2020 / 2021 / 2022 / 2023 ranking of "Best-in-State Wealth Advisors", developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

The 2017 / 2018 / 2019 Washington Business Journal Fastest-Growing Companies honor is 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. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

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

The 2018 / 2019 / 2020 ranking of Inc. Magazine's Inc. 5000 list, is based on the percentage of revenue growth over a three-year period, 2014 to 2017. To qualify, companies must have been founded and generating revenue by March 31, 2014. They had to be a U.S.-based, privately held, for profit, and independent - not subsidiaries or division of other companies - as of December 31, 2017 (since then some on the list have gone public or been acquired). The minimum revenue required for 2014 was $100,000, the minimum revenue required for 2017 was $2,000,000. Inc. Magazine reserves the right to decline applicants for subjective reasons. This award is bestowed by an independent third party not affiliated with Raymond James. Raymond James has not paid a fee in exchange for this award. This recognition is not indicative of future performance, is not an endorsement, and may not be representative of individual clients' experience.

Barron's Top 100 RIA Firms, 2020 / 2021 / 2022. 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 Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

The 2021 Washington Post Top Workplaces ranking honors the DC metro area's leading companies to showcase 200 of the highest ranked workplaces in the region. More than 3,500 area companies were invited to participate and 413 were surveyed. The top companies were chosen based on survey responses from more than 65,500 employees on topics varying from employee development to innovation.

USA Today and Statista selected the Best Financial Advisory Firms in 2023 based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 20,000 individuals. The development of AUM was analyzed in both the short- and long-term based on publicly available data. In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while the development of AUM had a weight of 80% (short-term and long-term growth were equally weighted) to derive the final score. Steward Partners Investment Solutions, LLC does not pay a fee to USA Today or Statista in exchange for the ranking.

 

Securities and investment advisory services 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.

Regulatory Information & Disclosures | Important Disclosures

© 2022 Steward Partners Global Advisory, LLC. All Rights Reserved.

 

Steward Partners Global Advisory, LLC.
1776 I Street NW
Suite 700
Washington, DC 20006
Toll Free: (844) 801-8268
Main Office: (202) 930-6000
Fax: (202) 506-2251
Email: stewardpartners@stewardpartners.com

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