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. Steward Partners also had 16 of its partners named to the Forbes List of Best-In-State Wealth Advisors for 2023 and three advisors on Forbes America's Top Women Wealth Advisors Best-In-State List in 2022 as well as two advisors in 2023, and an advisor named to Forbes Top Next-Gen Wealth Advisors Best-In-State list in 2023, all of which are prepared by SHOOK Research. 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 the value of assets managed, technology spending, staff diversity, succession planning, and other metrics. Throughout its 10-year history, Steward Partners has been one of the industry's fastest-growing RIA firms. ![]() Forbes shared, "The average age of financial advisors is 56, with some 20% of the workforce indicating that they are five years or less away from retirement." The Forbes ranking of America's Top Next-Gen Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person, and virtually, to evaluate best practices, such as service models, investing models, and compliance records as well as quantitative data, such as revenue trends and assets under management. Power, which highlighted that succession planning continues to be a prominent concern. This commitment signifies a cornerstone of our achievements." While unveiling this year's ranking, Forbes referenced recent research from J.D. "Embracing a comprehensive strategy towards wealth management that considers the complete financial landscape of our clients, my team, and I find immense fulfillment in prioritizing the well-being of the families we serve. "It's an honor to be included on this list by Forbes and to be recognized among esteemed peers in the industry," said Matt Price, CFP®, CIMA®, Partner, Director, Wealth Manager, The Price Group. Being recognized on this list indicates the standards set and the professionalism Matt brings when working with his clients to achieve their financial goals. "This honor is well-deserved and on behalf of the management team and all our partners, I offer Matt our heartfelt congratulations." The sixth annual Forbes Top Next-Gen Wealth Advisors Best-In-State features over 1,400 advisors, collectively managing assets of nearly $2.5 trillion. ![]() "Matt Price is an outstanding advisor and a prime example of the growing number of client-focused next-gen advisors who have found the collaborative culture at Steward Partners the ideal place to build a business where they have an ownership stake," said Jim Gold, CEO and Co-Founder of Steward Partners. 18, 2023 /PRNewswire/ - Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, applauds Matt Price, CFP®, CIMA®, Partner, Director, Wealth Manager, The Price Group at Steward Partners, who has been named to the Forbes 2023 List of Top Next-Gen Wealth Advisors Best-In-State for Texas. Steward Partners' Matt Price, CFP®, CIMA® Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List
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