The honored advisors include St. Louis-based Andrew Briggs, who serves as Director of Portfolio Management, and Corey Briggs, the firm’s Director of Wealth Planning. Brad Coyle, Jr., a Managing Director and Partner based in McLean, Virginia, also received the distinction. These selections follow a rigorous due diligence process led by Shook Research, which evaluates candidates born from 1987 onwards based on client retention, industry credentials, and compliance records.
Jeff Gonyo, Head of Wealth Management at Steward Partners, noted that the consistent presence of the firm's associates on this list underscores the depth of their talent bench. Since 2013, the employee-owned firm has expanded rapidly, managing over $53 billion in client assets as of June 2026. This latest Forbes accolade complements a year of growth for the company, which recently climbed to the number nine spot on the 2025 Barron's Top 100 RIA Firms list.




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