The ranking recognizes financial advisors for AUM and client growth over a year span
NEW YORK, Feb. 14, 2025 /PRNewswire/ — Steward Partners, a full-service, employee-owned, independent financial services firm, celebrates six partners named to InvestmentNews‘ 2025 Top Financial Advisors in the USA list. InvestmentNews compiled its second annual Top Advisors list by soliciting nominations, verifying compliance, and ranking advisors based on weighted scores in AUM, AUM growth, and client growth from August 2023 to August 2024.
“We are incredibly proud to have six Steward Partners advisors recognized on InvestmentNews’ 2025 Top Financial Advisors list, showcasing not only their dedication and expertise but also the significant growth they’ve achieved,” said Jeff Gonyo, Head of Wealth Management at Steward Partners. “At Steward Partners, we are committed to fostering a culture that drives sustainable growth and delivers exceptional value to our clients. This recognition underscores the impact our team is making in the industry, and we look forward to continuing our mission of helping clients achieve their financial goals.”
The Steward Partners advisors honored by InvestmentNews 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 2013 inception, Steward Partners has solidified its place as one of the industry’s fastest-growing RIAs. By setting the foundation for industry standards, Steward Partners has earned many appearances on several esteemed ranking lists over the years. To this point in 2025, in addition to the InvestmentNews Top Financial Advisors in the USA ranking, six Steward Partners were named to Forbes‘ 2025 Best-In-State Wealth Management Teams list.
For the full InvestmentNews 2025 Top Financial Advisors in the USA list, visit: https://www.investmentnews.com/best-in-wealth/the-top-financial-advisors-in-the-usa/259151.
About Steward Partners
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 firm 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 firm was ranked as the #18 RIA in the country in Barron’s Top 100 RIAs for the year 2024. Offering services such as comprehensive wealth planning, private banking, institutional consulting, international advisory, and business solutions, the firm was responsible for over $40 billion in client assets as of January 2025.
Read More: Steward Partners Announces Six Partners Have Been Named to InvestmentNews’
