Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, currently celebrating its tenth anniversary proudly salutes Todd Hoffman, CFP®, CPM® of Hoffman Private Wealth Group at Steward Partners, Tim Davis, CFP® of Davis Executive Wealth Management Group at Steward Partners, and Thomas Briggs of Plaza Advisory Group Inc. affiliated with Steward Partners, on being honored by AdvisorHub’s 2023 Advisors to Watch List.
“Todd, Tim, and Tom have all built outstanding practices and have been great partners since joining Steward, and we couldn’t be prouder of their accomplishments,” said Jim Gold, CEO and Co-Founder of Steward Partners Global Advisory. “Although they all operate in different regions, they share a commitment to putting clients first in everything they do and are reaping the rewards of that focus. We expect big things from the three of them in the coming years.”
Todd Hoffman, CFP®, CPM®, Founding Partner, Executive Managing Director, and Wealth Manager at Steward Partners Global Advisory in Clearwater, Florida was named to the AdvisorHub 100 Advisors to Watch—Under $1 Billion. The 100 advisors on this list were recognized for having assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth. With more than 30 years of experience as a financial advisor, Todd has previously been honored as one of the Top 400 Financial Advisors for the Financial Times, a Barron’s Top 1,200 Financial Advisor, and a Best-in-State Advisor by Forbes.
Tim Davis, CFP® is Partner, Executive Managing Director, and Wealth Manager at Steward Partners Global Advisory in Boston, Massachusetts was named to AdvisorHub’s 200 Fast Growing Advisors to Watch list. Inclusion was based on the advisors’ demonstrable success in winning new clients, increasing assets, and boosting production. Tim was also named a Best-in-State Wealth Advisor by Forbes for five consecutive years (2019-2023). Additionally, Davis Executive Wealth Management Group led all Steward Partner firms in revenue growth last year.
Thomas Briggs, AIF®, Partner, Managing Director, and Wealth Manager at Steward Partners Global Advisory in St. Louis was named to AdvisorHub’s 200 Fast Growing Advisors. In 2023, he was also named to the Forbes Best-in-State Advisor list for the third time.
Steward Partners has been one of the industry’s fastest-growing RIA firms since its launch in 2013. In September 2022, the firm was ranked among Barron’s list of Top RIA Firms for the third consecutive year, an annual ranking of independent advisory companies based on value of assets managed, technology spending, staff diversity, succession planning, and other metrics, having been named among the top 25 firms in 2020 and ranked as #20 in 2021. Steward Partners also had 15 of its partners named to the Forbes 2023 List of Best-In-State Wealth Advisors and two advisors on Forbes America’s 2023 Top Women Wealth Advisors Best-In-State List, both of which are prepared by SHOOK Research.
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 $30 billion in client assets as of April 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.
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.
Source: AdvisorHub.com. AdvisorHub’s 200 Fast 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. 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 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: Barrons.com Top 1,200 Financial Advisors: State-by-State as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client’s experience and is not indicative of the Wealth Manager’s future performance. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pays a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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 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 for 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.
