Steward Partners Secures Three Spots on Forbes' 2026 Next-Gen Wealth Advisors List
Event summary
- Three Steward Partners advisors named to Forbes' 2026 Best-In-State Next-Gen Wealth Advisors list.
- Honorees include Andrew Briggs, Corey Briggs, and Brad Coyle Jr., recognized for client impact and professional excellence.
- Steward Partners has been represented on this recognition every year since 2021.
- Firm ranked #9 on Barron's Top 100 RIA Firms list in 2025, up from #18 in 2024.
- Managed over $53 billion in client assets as of June 2026.
The big picture
Steward Partners' consistent recognition of next-gen advisors underscores its strategic focus on talent development, a critical differentiator in the wealth management industry. The firm's rapid ascent in Barron's rankings reflects broader trends of consolidation and specialization among RIAs, as scale and client service become key competitive factors.
What we're watching
- Talent Retention
- Whether Steward Partners can sustain its track record of developing and retaining next-generation talent amid industry competition.
- Market Positioning
- How the firm's rising rankings will translate into client acquisition and asset growth in a competitive RIA landscape.
- Cultural Scalability
- The pace at which Steward Partners can maintain its collaborative culture as it continues to expand.
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