Three Steward advisors named among top advisors under 40 on this distinguished list
Steward Partners, a full-service, employee-owned, independent financial services firm, announces that three of its advisor partners have been named to the Forbes/SHOOK 2025 Best-In-State Next-Gen Wealth Advisors list. This annual recognition highlights outstanding financial advisors under the age of 40 across the nation who have a minimum of four years of industry experience.
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“I'm thrilled to congratulate our three advisors on earning this prestigious honor from Forbes/SHOOK,” said Jim Gold, CEO of Steward Partners. “Their inclusion on this list is a testament to their commitment to client success and professional excellence. At Steward Partners, we are dedicated to cultivating the next generation of advisory talent to address the evolving needs of our clients and to secure the future of our profession. These advisors exemplify that mission, and we look forward to the meaningful contributions they will continue to make toward our clients' financial well-being.”
The Steward Partners advisors being honored byForbes/SHOOKare:
— Andrew Briggs, CFA®, CPWA®-Director of Portfolio Management, Wealth Manager, St. Louis, MO
— Corey Briggs, CFP®, CIMA®, CEPA-Director of Wealth Planning, Wealth Manager, St. Louis, MO
— Kyle Blackwell, CFP®, AAMS®-Managing Director, Wealth Manager, Easley, SC
The Forbes Next-Gen Wealth Advisors rankings, created by SHOOK Research, rely on a combination of qualitative and quantitative factors gathered through extensive due diligence, including telephone, virtual, and in-person interviews. Eligible advisors must have at least four years of experience. The ranking algorithm evaluates elements such as revenue growth, assets under management, compliance history, industry experience, and adherence to best practices. Portfolio performance is not considered due to the diversity of client goals and the absence of audited data. Importantly, neither Forbes nor SHOOK accept fees for inclusion in the rankings.
For the full class list of Forbes/SHOOK 2025 Best-In-State Next-Gen Wealth Advisors honorees, visit https://www.forbes.com/lists/best-in-state-next-gen-advisors/.
Since its launch in 2013, Steward Partners has solidified its place as one of the industry's fastest-growing and most influential RIA firms. The firm was recentlylisted 28th on Financial Advisor Magazine's 2025 Top RIA and RIA Discretionary and Non-Discretionary AUM Rankings and was named as a 2025 Excellence Awardee for InvestmentNews' Thrivent Employer of Choice, as well as recognized on Washington Business Journal's 2025 Best Places to Work List and USA TODAY's Best Financial Advisory Firms 2025 list. Additionally, in 2025 several Steward Partners advisors and teams were honored on Forbes | SHOOK's 2025 Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists, underscoring the firm's commitment to delivering exceptional client outcomes through collaborative, team-based service. Additionally, many advisors earned a spot on InvestmentNews' Top Financial Advisors in the USA list and celebrated its fifth consecutive appearance on Barron's latest Top 100 RIA Firms list, securing an impressive 18th ranking. These achievements reflect Steward Partners' continued momentum, client-first culture, and dedication to excellence in wealth management.
About Steward PartnersRepresenting 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, investment consulting, and business solutions, the firm as both an investment adviser and broker was responsible for over$43 billionin client assets as ofJuly 2025.
To learn more about Steward Partners, visitwww.stewardpartners.com.
About Forbes NextTop Next-Gen Wealth Advisors Best-In-State 2025 – Source: Forbes.com – SHOOK considered advisors that are 40 years old or younger 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 Financial Advisor Magazine's 2025 Top RIA and RIA Discretionary and Non-Discretionary AUM RankingsThe Financial Advisor Magazine 2025 RIA Ranking recognizes independent registered investment advisory firms that demonstrate growth, scale, and consistent service delivery across a range of metrics. Rankings are based on year-end data collected through a voluntary survey, focusing on firm size, service offerings, and operational trends. Key indicators include increases in discretionary and nondiscretionary assets under management, client relationships, and assets under advisement not captured on a firm's ADV. Additional factors such as staffing levels, multi-custodial capabilities, and business model evolution also inform the ranking. Neither Steward Partners nor its Wealth Managers pays a fee to Financial Advisor Magazine in exchange for the rating
About the Washington Business Journal's Best Places to WorkThe Washington Business Journal's Best Places to Work program honors the top employers in theGreater Washingtonarea that are creating exceptional workplace cultures. Rankings are determined exclusively by employee feedback gathered through an independent survey conducted by Quantum Market Research. The survey measures employee engagement and satisfaction across key areas such as leadership, culture, communication, and benefits. Companies that make the list are recognized for their ability to foster a work environment where people feel valued, supported, and motivated to succeed. This award is not awarded based on investment advisory services rendered. This ranking is not indicative of any advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Steward Partners nor its affiliates paid a fee to Washington Business Journal in exchange for the ranking.
AboutUSAToday andStatista Best Financial Advisory FirmsUSATODAY and Statista selected the Best Financial Advisory Firms in 2025 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 30,000 individuals. The development of AUM was analyzed in both the short- and long-term based on publicly available data (Short-term AUM development was calculated over a twelve-month period fromJanuary 2024toJanuary 2025, while long-term development spanned a five-year period from 2020 to 2025). 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 weighted 30/70) to derive the final score. Steward Partners nor its affiliates paid a fee toUSAToday or Statista in exchange for the ranking.
About Forbes Best-In-State Wealth Advisors 2025Forbes 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, seewww.SHOOKresearch.com
About Forbes Best-In-State Wealth Management Teams Data provided by SHOOK®Research, LLC. Data as of3/31/24Source: Forbes.com (January, 2025).Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, 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. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please seewww.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
AboutBarron's Top 100 RIA FirmsSteward Partners has been recognized from 2020-2024. 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. Barron's selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of$70 billionin assets. 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 any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Steward Partners.
AboutInvestmentNews' Top Financial Advisors in theUSATo compile the second annual Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their compliance team before it could be accepted. The final list was determined based on each advisor's weighted ranking in overall AUM, AUM growth, and client growth (betweenAugust 2023andAugust 2024). The InvestmentNews team assigned a ranking to each advisor in each category and then calculated a combined score to determine the advisor's final placement on the 2025 Top Advisors list. Neither Steward Partners nor its affiliates paid a fee to InvestmentNews in exchange for the ranking.
Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
Media Contact:Zach AllegrettiJConnellyzallegrettiii@jconnelly.com973-850-7341
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