Steward Partners Celebrates Advisors Named to Forbes’ 2026 Best-In-State Next-Gen Wealth Advisors List

Steward Partners Celebrates Advisors Named to Forbes’ 2026 Best-In-State Next-Gen Wealth Advisors List

PR Newswire

Three Steward Partners advisors earn a spot on the annual recognition highlighting the industry’s rising next-generation talent

STAMFORD, Conn., Aug. 13, 2026 /PRNewswire/ — Steward Partners, a full-service, employee-owned, independent financial services firm, celebrates three advisors recognized on the 2026 Best-In-State Next-Gen Wealth Advisors list by Forbes. The honor reflects the firm’s commitment to developing next-generation advisory talent and recognizes advisors who have demonstrated exceptional client impact and professional excellence early in their careers. The Steward Partners advisors honored by Forbes/SHOOK are:

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  • Andrew Briggs, CFA, CPWA® – Director of Portfolio Management, Wealth Manager, St. Louis, MO
  • Corey Briggs, CFP®, CIMA®, CEPA – Director of Wealth Planning, Wealth Manager, St. Louis, MO
  • Brad Coyle, Jr. – Managing Director, Partner, Wealth Manager, McLean, VA

“The continued recognition of our next-generation advisors on this list is a reflection of the incredible talent and dedication that defines Steward Partners,” said Jeff Gonyo, Head of Wealth Management at Steward Partners. “Seeing our partners earn this honor year after year speaks to the depth of our bench and the culture we have built to support advisors at every stage of their careers.”

The Forbes Best-In-State Next-Gen Wealth Advisors list recognizes the most promising next-generation financial advisors across the country, selected through a rigorous due diligence process conducted by Shook Research. Honorees are evaluated across criteria including client impact, industry experience, client retention, credentials, and compliance records, with consideration given to advisors born from 1987 to present with a minimum of four years of experience. Steward Partners has been represented on this recognition every year since 2021.

View the full 2026 Best-In-State Next-Gen Wealth Advisors list from Forbes.

Since its launch in 2013, Steward Partners has solidified its place as one of the industry’s fastest-growing and most influential RIA firms. The firm was recently recognized with a #9 ranking on the 2025 Barron’s Top 100 RIA Firms list, up from its #18 ranking in 2024. Additionally, Steward Partners was named a 2025 Thrivent Employer of Choice by InvestmentNews, reflecting the firm’s commitment to fostering a collaborative, partner-driven culture. Several Steward Partners advisors and teams were also honored on Forbes | SHOOK’s 2026 Best-In-State Wealth Advisors and 2026 Best-In-State Wealth Management Teams lists, underscoring the quality of client service delivered across the platform.

About Steward Partners
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. Established in 2013, the firm fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. With its commitment to exceptional client service and forward-thinking partnerships, the firm was ranked as the #9 RIA in the country in Barron’s Top 100 RIAs for the year 2025. Offering services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions, the firm was responsible for over $53 billion in client assets as of June 2026.

To learn more about Steward Partners, visit www.stewardpartners.com.

About Barron’s Top 100 RIA Firms
2024 – 2025 – Source: Barrons.com. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. Barron’s selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Steward Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Steward Partners.

About InvestmentNews: Thrivent Employer of Choice
2025 – The Thrivent Employer of Choice award recognizes a multi-office advisor network, brokerage, or fund provider’s commitment to building a workplace that recognizes excellence and supports career growth for all. This award recognizes the company that has earned the reputation of being called an employer of choice within the wealth management and financial planning industry. Nominations by employees, partners, peers, and clients are welcome. Employers are selected based on objective criteria including: must have more than 50 employees within the U.S. and be in the wealth management industry, demonstrates unique employee value proposition (e.g. business development support, marketing support, education, training, philanthropy), defined workplace brand and culture to foster growth for employees, innovative approach to employee recruitment, retention, talent management, learning & development, mitigating employer-related risks, managing changes within the business (i.e. digitalization, customer expectations, compliance), and exemplary reputation within the industry. Data was compiled from 2024. Award Finalists announced June 24, 2025. Steward Partners nor its affiliates paid a fee to InvestmentNews in exchange for the ranking.

About Forbes Next-Gen Wealth Advisors Best-In-State
2021-2025 – Source: Forbes.com – SHOOK considered advisors that are 40 years old or younger with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com

2026 – Source: Forbes.com – SHOOK considered advisors that are 40 years old or younger with a minimum 4 years as an advisor. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners, its affiliates, nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. The rankings are published and distributed by Forbes. Data as of March 31, 2026. Published by Forbes (August 2026). For more information, see www.SHOOKresearch.com.

About Forbes Best-in-State Wealth Advisors
2026 – Source: Forbes.com – The ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: in-person, virtual and telephone due diligence meetings, client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and published by Forbes (April 7, 2026). For more information, see www.SHOOKresearch.com

About Forbes Best-In-State Wealth Management Teams
2026 – Source: Forbes.com (award given 1/7/2026) – ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com. Data for the award as of 3/31/2025.

Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

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SOURCE Steward Partners