Forbes Top 40

Miller Family Wealth Management Joins Steward Partners

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火曜日, 11月 21, 2023
Morgan Stanley Wealth Management, Woman, Forbes Top 40, History, Morgan Stanley, Research, Clemson University, Partnership, Barron's, AUM, Wells Fargo, RIA, Management, Financial adviser, Partner

NEW YORK, Nov. 21, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Miller Family Wealth Management at Steward Partners, a two-person team comprised of Partner, Managing Director, Wealth Manager Charles (Chuck) Miller and Partner, Vice President, and Wealth Manager Simone Jones. Formerly with Wells Fargo, the newly launched independent firm manages approximately $275 million AUM and is headquartered in Dalton and Kennesaw, Georgia. Miller Family Wealth Management is Steward's first partner in the state.

Key Points: 
  • NEW YORK, Nov. 21, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Miller Family Wealth Management at Steward Partners, a two-person team comprised of Partner, Managing Director, Wealth Manager Charles (Chuck) Miller and Partner, Vice President, and Wealth Manager Simone Jones.
  • Miller Family Wealth Management is Steward's first partner in the state.
  • Steward Partners was the only firm that had everything I wanted, and more," explained Chuck Miller, Partner, Managing Director, Wealth Manager, Miller Family Wealth Management at Steward Partners.
  • Earlier this year, the Steward had 15 advisor partners named to the Forbes 2023 List of Best-In-State Wealth Advisors.

Rebalance Wins Prestigious Industry Award

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水曜日, 11月 8, 2023
Research, Element, RIA, RIAS, Forbes Top 40, Institutional investor, Institutional Investor, Ivy League, Financial adviser, Rebalance

Palo Alto, California & Bethesda, Maryland--(Newsfile Corp. - November 8, 2023) - Award-winning, pro-consumer wealth management firm Rebalance is pleased to announce that it recently won two highly distinguishable industry accolades. The first is the prestigious Forbes Top RIA Firms 2023 award, and in addition to this honor, Rebalance has also been invited to join the esteemed Institutional Investor RIA Institute.

Key Points: 
  • Palo Alto, California & Bethesda, Maryland--(Newsfile Corp. - November 8, 2023) - Award-winning, pro-consumer wealth management firm Rebalance is pleased to announce that it recently won two highly distinguishable industry accolades.
  • The first is the prestigious Forbes Top RIA Firms 2023 award, and in addition to this honor, Rebalance has also been invited to join the esteemed Institutional Investor RIA Institute.
  • "As a firm that is dedicated to providing life-changing financial advice for our clients, we are excited to receive such prestigious recognition."
  • "To receive these highly-respected recognitions is a testament to the foundation of values and principles we have embedded within Rebalance," said Scott Puritz, Rebalance Managing Director.

Performance Wealth Ranked on Forbes Top RIA Firms List 2023

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月曜日, 10月 30, 2023
Family, Culture, Barron, Entrepreneurship, RIA, Forbes Top 40, Financial adviser

HINSDALE, Ill., Oct. 30, 2023 /PRNewswire/ -- Performance Wealth, proudly announces that the firm has been named to the Forbes Top RIA Firms 2023 list. The prestigious list used rigorous methodology to rank 250 advisory firms across the country with cumulative assets of more than $1.1 trillion.

Key Points: 
  • HINSDALE, Ill., Oct. 30, 2023 /PRNewswire/ -- Performance Wealth, proudly announces that the firm has been named to the Forbes Top RIA Firms 2023 list.
  • "It is an honor to be named on the Forbes Top RIA Firms list for the first time since our launch in 2021," said Thomas J. Salvino, Co-Founder, CEO & Wealth Manager, Performance Wealth.
  • In 2023, Thomas Salvino was named to the Barron's 2023 Top Independent Advisors list and ranked first in the state of Illinois.
  • To read more about Forbes Top RIA Firms 2023 List, click here .

Twelve UBS advisors in Florida named to Forbes Top Next-Gen Wealth Advisors Best-In-State list

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月曜日, 10月 16, 2023
Jack Buetel, Retirement, Forbes Top 40, Strategic planning, Trust, Research, UBS, Financial adviser, Creative industries, Financial services, Management, Pension fund

22), UBS Wealth Management, has been named to the Forbes list four times.

Key Points: 
  • 22), UBS Wealth Management, has been named to the Forbes list four times.
  • 40), UBS Wealth Management, has been named to the Forbes list for the first time this year.
  • 14), UBS Wealth Management, has been named to the Forbes list for a second consecutive year.
  • "The Forbes Top Next-Gen Wealth Advisors Best-In-State list represents some of the best young leaders in wealth management today," said Gregory Kadet, Managing Director, Florida Market, UBS Wealth Management USA.

Steward Partners Named to InvestmentNews Top Hybrid RIA

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月曜日, 10月 16, 2023
Woman, Partnership, AUA, Barron's, Forbes Top 40, RIA, Cyprus Securities and Exchange Commission, Form, Entrepreneurship, AUM, Wealth management, Security (finance), Financial adviser

NEW YORK, Oct. 16, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, has placed in the #21 spot on the InvestmentNews inaugural ranking of the Top Hybrid RIA firms. Since its founding in 2013, Steward Partners has grown to include more than 200 independent advisors in 40 offices located from coast to coast with approximately $30 billion in assets under advisement (AUA) as of June 30, 2023.

Key Points: 
  • "Steward Partners is currently celebrating our 10th anniversary as a firm and we are extremely proud of what our partners have accomplished in such a short time and appreciate this recognition from InvestmentNews," said Jim Gold, CEO and Co-Founder of Steward Partners.
  • "Steward Partners was created to give independent wealth managers control of their businesses and a stake in something larger.
  • Steward Partners' equity partnership business model and client-first attitude have made it consistently one of the fastest-growing RIA firms over the past 10 years.
  • Neither Steward Partners nor its Wealth Managers pay a fee to InvestmentNews in exchange for the ranking.

Mission Wealth Ranked on Forbes America's Top RIA Firms for 2023

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木曜日, 10月 12, 2023
RIA, Organization, RIAS, Forbes Top 40, Financial adviser

SANTA BARBARA, Calif., Oct. 12, 2023 /PRNewswire/ -- Mission Wealth is proud to announce its inclusion in Forbes' prestigious Top Registered Investment Advisory (RIA) Firms in America for 2023.

Key Points: 
  • SANTA BARBARA, Calif., Oct. 12, 2023 /PRNewswire/ -- Mission Wealth is proud to announce its inclusion in Forbes' prestigious Top Registered Investment Advisory (RIA) Firms in America for 2023.
  • Ranked as #111 out of 250, this recognition underscores Mission Wealth's ongoing commitment to delivering exceptional financial services to its clients and its position as a leader in the wealth management industry.
  • Mission Wealth is proud to announce its inclusion in Forbes' Top RIA Firms in America for 2023.
  • The second annual Forbes/Shook Top RIA list has 250 advisory firms with more than $1.1 trillion in cumulative assets.

Steward Partners Welcomes Sunshine Private Wealth

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水曜日, 10月 11, 2023
Woman, Partnership, Barron's, Forbes Top 40, Certified Financial Planner, RIA, IAR, Faiza, Florida SouthWestern State College, Institute of Business Administration and Management, Bank of America, Growth, Research, History, Addis Ababa University, Business administration, Financial adviser, Bank, Certification, Business development

NEW YORK, Oct. 11, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Sunshine Private Wealth, led by Faiza Kedir, CFP® and based in Sarasota, FL. The team, formerly with Hightower, manages approximately $170 million in client assets and is Steward's third office in Florida, continuing the firm's planned expansion in that state.

Key Points: 
  • NEW YORK, Oct. 11, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Sunshine Private Wealth, led by Faiza Kedir, CFP® and based in Sarasota, FL.
  • I was looking for the opportunity to partner with a firm that is focused on the future," explained Faiza Kedir, CFP®, Managing Director and Wealth Manager, at Sunshine Private Wealth.
  • Earlier this year, Steward had 15 wealth managers named to the Forbes 2023 List of Best-In-State Wealth Advisors.
  • Additionally, two Steward Partners' wealth managers were included on Forbes America's Top Women Wealth Advisors Best-In-State List 2023, and another was named to Forbes Top Next-Gen Wealth Advisors Best-In-State 2023, all of which are prepared by SHOOK Research.

QYOU Media's Influencer Marketing Divisions Riding Wave of Industry Growth

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火曜日, 10月 3, 2023
USC Annenberg School for Communication and Journalism, National Geographic, Influencer marketing, WMI, Travel, The Honourable, Communication, Internet celebrity, Television, Social-National Assembly, History, Marketing, National Geographic (Indian TV channel), Student, USC Marshall School of Business, Impossible, Forbes Top 40, AAA, Machine learning, Marshall School, Commerce, IndiGo, Genz, AJ, Growth, Entrepreneurship, AI, Social media, Film industry, Pharmaceutical industry, Video game, Flipkart

Both business divisions of QYOU Media continue to build upon expanding client bases and the increasing importance of Influencer Marketing for all brands seeking to reach young audiences in the US, India and around the world.

Key Points: 
  • Both business divisions of QYOU Media continue to build upon expanding client bases and the increasing importance of Influencer Marketing for all brands seeking to reach young audiences in the US, India and around the world.
  • The Influencer Marketing industry continues to experience unprecedented growth as the industry moves ahead as a mainstream marketplace for advertisers and brands.
  • Recent highlights for each QYOU Media Influencer Marketing business unit includes:
    Record breaking post for Mission: Impossible - Dead Reckoning with over 140 million views.
  • Curt Marvis, CEO and Co-Founder, QYOU Media, commented "When we started to engage in influencer marketing, it was still an add-on approach for most major brands.

Steward Partners' Rapid Growth Recognized with #19 Ranking on Barron's 2023 Top 100 RIA Firms List

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水曜日, 9月 20, 2023
Partnership, Barron's, RIA, AUM, Forbes Top 40, Growth, Entrepreneurship, Research, Woman, Financial adviser

NEW YORK, Sept. 20, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, has been named to the  #19 spot on Barron's eighth annual ranking of independent registered investment advisor (RIA) firms. Steward's considerable growth over the past year, allowed the firm to move up 13 spots from its position last year. The ranking is based on a number of criteria including assets under management, technology, spending, staff diversity, succession planning as well as other metrics. This occasion marks the fourth consecutive year that Steward Partners has been included in the ranking. 

Key Points: 
  • This occasion marks the fourth consecutive year that Steward Partners has been included in the ranking.
  • Steward Partners Investment Advisory has been one of the industry's fastest-growing RIA firms since its launch in 2013.
  • Earlier this year, the firm had 15 wealth managers named to the Forbes 2023 List of Best-In-State Wealth Advisors.
  • The full Barron's 2023 Top 100 RIA Firm List is available here .

Graham Capital Wealth Management Announces Vice President Michael Berkhahn Named to 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State List

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火曜日, 9月 19, 2023
Telephone, Growth, Partnership, Research, Retirement, Forbes Top 40, Financial adviser

TAMPA, Fla., Sept. 19, 2023 /PRNewswire/ -- Graham Capital Wealth Management, LLC, an independent registered advisor with locations in Washington D.C., Tampa Bay and Sarasota, announces that Tampa Bay-based financial advisor Michael Berkhahn, CFP® and Vice President, has been named to the 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State List.

Key Points: 
  • TAMPA, Fla., Sept. 19, 2023 /PRNewswire/ -- Graham Capital Wealth Management, LLC, an independent registered advisor with locations in Washington D.C., Tampa Bay and Sarasota, announces that Tampa Bay-based financial advisor Michael Berkhahn, CFP® and Vice President, has been named to the 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State List.
  • Developed by SHOOK Research in partnership with Forbes, the accolade recognizes the top advisors across the country building their client lists and leading the way in their state.
  • With 20 percent of financial advisors preparing for their own retirement, this year's Forbes list recognizes rising financial advisors that are poised to lead the financial industry in the near future.
  • The 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State list honors 1,464 advisors, born in 1984 or later, managing nearly $2.5 trillion in cumulative assets.