11/22/2023 0 Comments Jim gold steward partners![]() ![]() Barron's is a registered trademark of Dow Jones & Company, L.P. In addition, three advisors were named on Forbes America's Top Women Wealth Advisors Best-In-State List in 2022 as well as two advisors in 2023, both of which are prepared by SHOOK Research.Ībout Steward Partners Global Advisory Securities and investment advisory services 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.īarron's Top 100 RIA Firms. Steward Partners also had 15 of its partners named to the Forbes List of Best-In-State Wealth Advisors in 2022 and 16 of its partners were honored on its list in 2023. 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, having been named among the top 25 firms in 2020 and ranked as #20 in 2021. Steward Partners has been one of the industry's fastest-growing RIA firms since its launch in 2013. "The idea of being a partner with equity in the company and still being able to run our practice the way we want, with an emphasis on financial planning and access to a wide range of investment sources was very appealing." ![]() "We did extensive due diligence before deciding to join Steward, but once we met Jim Gold, Eric Field, and the other leaders here, we knew it was the right fit for us and our clients," said Steven Miller, CFP ®, Managing Director, The Valencia Group at Steward Partners. He earned his Certified Financial Planner™ designation in 2003. Steven Miller, CFP ®, has a BA in Economics from the University of California, Santa Barbara, an MBA from Pepperdine University, and earned a Certificate for Investment Consulting from The Wharton School at the University of Pennsylvania. He has been partnered with Steven Miller since 2000 and together they joined UBS as The Valencia Group in 2011. ![]() ![]() James Forsyth began his financial services career with Morgan Stanley Dean Witter in 1997 after graduating from California State University, Northridge with a BA in Economics. We work a lot with alternative investments and having the ability to access multiple platforms, whether it's BNY Mellon/Pershing or Raymond James, depending on the client's needs was extremely attractive to us." "We feel really comfortable here and can see that the management team wants to help us do what's best for our clients. "There were a number of factors that influenced our decision to join Steward Partners, but one of the primary ones was the culture," explained James Forsyth, Managing Director, The Valencia Group at Steward Partners. "There is tremendous interest among the advisor community for our equity partnership business model that lets advisors do what's truly best for their clients." "We're making our first splash in the Southern California market with The Valencia Group at Steward Partners, but it's really only the tip of the iceberg as we continue to build out our presence in major markets," said Eric Field, CFP ®, CIMA ®, Partner, Western Divisional President, Steward Partners. (PRNewsfoto/Steward Partners Global Advisory Group) (PRNewswire) ![]()
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