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Steward Partners Featured in Forbes' 2019 Best-in-State Wealth Advisors List

WASHINGTON, March 4, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that three of their advisors have been included in Forbes latest annual state-by-state ranking of financial advisors. They include:

  • Timothy Davis, CFP®, Managing Director, Partner (Boston, MA), with nearly 20 years of experience in the financial services industry

  • Peter Frisch, CFP®, Managing Director, Wealth Manager (Boston, MA), with over 22 years of experience as an advisor

  • Todd Hoffman CFP®, CPM®, Executive Managing Director, Wealth Manager (Clearwater, FL), with nearly 30 years' experience advising clients

This year's Best-In-State Wealth Advisors list includes over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states. Nearly 30,000 advisors were nominated for consideration in this year's ranking, which used qualitative and quantitative factors to determine advisor rankings.

"We're so pleased to see Todd, Tim and Peter be recognized for the hard work they put in every single day on behalf of their clients," said Jim Gold, CEO at Steward Partners. "All three of them are leaders in their respective regions and communities, and we couldn't be more humbled or proud to see them represent Steward Partners in today's wealth advisory marketplace."

The Forbes "Best-in-State Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person 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. Out of 29,334 advisors nominated by their firms, 3,477 received the award. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client's experience, future performance, or investment outcome and are not an endorsement. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

About Steward Partners Global Advisory

With offices in Newtown, CT., Washington, D.C., Clearwater, FL., Andover and Boston, MA., Baltimore and Bethesda, MD., Portland, ME., Keene, Manchester and Portsmouth, NH., Paramus and Morristown, NJ., Albany and New York City, NY., Houston, TX., and Richmond, VA., Steward Partners Global Advisory, LLC, is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational wealth.  For more information, visit us at www.stewardpartners.com.

About Raymond James Financial Services, Inc.

Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $764 billion.

Steward Partners Investment Advisory and Steward Partners Global Advisory, LLC maintain a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700, Washington, DC 20006. Toll Free: (844) 801-8268.  

Raymond James is not affiliated with Forbes or Shook Research, LLC.

Media Contact:

Jesse Chen – Water & Wall Group 


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