Industry Continues to Take Notice of Growing Independent Advisory Firm’s Talent Roster & Extensive Capabilities
Steward Partners, a full-service, employee-owned, independent financial services firm, proudly announces that 11 of its financial advisors across the country have been honored with rankings on AdvisorHub‘s listing of “Advisors To Watch” for 2025.
The annual AdvisorHub “Advisors To Watch” listing ranks more than 1,000 advisors using metrics such as scale and quality of practice, year-over-year growth, and overall professionalism. To place, advisors are also required to have a clean regulatory record, and a minimum of seven years’ experience and $150 million in assets under management. The selected advisors are ranked on six different “Advisors To Watch” lists—”Over $1 Billion,” “Under $1 Billion,” “RIAs,” “Women Advisors,” “Next Gen,” and “Solo Advisors.”
The following Steward Partners Wealth Managers were ranked on the “Advisors To Watch: Under $1 Billion” list:
- Thomas G. Briggs, The Briggs Group at Steward Partners, St. Louis, MO
- Bradford Coyle, Coyle Financial Group at Steward Partners, McLean, VA
- Timothy Davis of The Davis Executive Services Group at Steward Partners, Boston, MA
- Denis and Davor Poljak, Poljak Group Wealth Management at Steward Partners, Shreveport, LA
- Amy Sabin, Valiant Private Wealth at Steward Partners, Dallas, TX
- James Sahagian, Ramapo Wealth Advisors Affiliated with Steward Partners, Ramsey, NJ
Two advisors were ranked among the “Advisors To Watch: Next Gen”:
- John (J.J.) O’Hare III, O’Hare Wealth Management Affiliated with Steward Partners, Mequon, WI
- Ryan Russo, Freedom Street at Steward Partners, Chesapeake, VA
In addition, two of the firm’s advisors were named among the “100 Advisors To Watch: Solo Advisors”:
- Adam Dunbar, Steward Partners, Portland, ME
- Wayne McCormick, McCormick Wealth Management at Steward Partners, Manchester, NH
“We congratulate our advisors who have been highlighted in this year’s AdvisorHub ‘Advisors To Watch’ rankings,” said Jeff Gonyo, Head of Wealth Management at Steward Partners. “Every single day, these advisors go above and beyond to help clients navigate the complexities of wealth in today’s marketplace. We could not be prouder that the Steward Partners values they embody have been noticed by our industry peers, and held up as worthy of emulation by others.”
Steward Partners has received many industry accolades since its establishment 12 years ago. Fourteen of the firm’s advisors were included in the AdvisorHub “Advisors To Watch” listing last year, and three advisors, including Mr. Briggs and Mr. Davis, were ranked among the “Advisors To Watch” in 2023. Steward Partners has also been included on the Barron’s “Top 100 RIA Firms” ranking for five consecutive years. In addition, USA Today ranked Steward Partners at No. 10 among practices with more than $5 billion in assets under management on its 2025 list of “Best Financial Advisory Firms.”
