Financial Planning.com and Best Companies Group: Best 52 RIAs to Work For. Financial Planning.com and Best Companies Group (“Best Companies”) accepted applications from any RIA registered with the SEC — whether for-profit or nonprofit — that met three conditions: Each firm must have at least 10 employees in the United States, must have a facility within the country and must have been in business for at least one year. Each applicant was rated on leadership, culture, pay and benefits, training, work environment, engagement, communications and other factors. Additionally, Financial Planning.com and Best Companies evaluated each firm's workplace policies, practices, benefit programs, philosophy, systems and demographics. Financial Planning.com and Best Companies combined their measurements from the survey and evaluation to calculate an overall score for each firm. The list does not evaluate the quality of services furnished to clients. Neither Steward Partners nor its Wealth Managers paid a fee to Financial Planning.com or Best Companies.

ThinkAdvisor Luminaries Awards 2024: In evaluating nominations, ThinkAdvisor will take into account the following criteria: The nominee’s impact on the firm, advisors, and the broader professional community and industry. This impact should include both quantitative and qualitative results – such as the number of advisors affected by the nominee and a clear description of the innovative ways the nominee has contributed to the particular program, firm and broader community, and industry. A demonstrated ability to achieve goals and display ingenuity in terms of creative thinking and problem solving. A description of the nominee’s dedication to furthering the development of advisors and the industry – most notably its ability to serve the best interests of clients. A personal commitment to the highest ethical standards, service and excellence. Steward Partners did not pay a fee to ThinkAdvisor in exchange for the Award.

Scott Danner is the Head of The Legacy Division which has under 10 Billion Dollars under management.

RIAs: More Than $10 Billion AUM/AUA Executive of the Year thirteen finalists have been named.

RIAs: More Than $10 Billion AUM/AUA RIA M&A Leader of the Year 12 finalists have been named.

RIAs: Less Than $10 Billion AUM/AUA Individual Award - RIA M&A Leader of the Year 3 finalists have been named.

The investments and services listed may not be appropriate for all investors. Steward Partners Investment Solutions, LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Wealth Manager. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

Steward Partners Investment Solutions, LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Steward Partners Investment Solutions, LLC (“Steward Partners”), its affiliates and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

When Steward Partners Investment Solutions LLC, its affiliates and Steward Partners Wealth Managers provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account. Steward Partners is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Steward Partners provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Steward Partners will not be considered a “fiduciary” under ERISA and/or the Code. Tax laws are complex and subject to change. Steward Partners does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.

Source: Forbes.com Forbes Best-in-State Wealth Advisors 21019 | 2020| 2021 | 2022 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.

Source: Forbes.com. Top Women Wealth Advisors ranking 21019 | 2020| 2021 | 2022 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. 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 Forbes nor SHOOK receives compensation from any party, including Steward Partners Investment Solutions, LLC, nor its Wealth Manager in exchange for the ranking. For more information, see www.SHOOKresearch.com. ©2021 Steward Partners Investment Solutions, LLC. Member SIPC.

Source: The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

Investment News “2019 Top 50 Best Places to Work for Financial Advisers”, April 2019. The Best Places to Work for Financial Advisers program is a national program managed by Best Companies Group. The survey and recognition program are dedicated to identifying and recognizing the best employers in the financial advice/wealth management industry. The final list is based on the following criteria: must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one year and must have a minimum of 15 full-time/part-time employees. The assessment process is compiled in a two part process based on the findings of the employer benefits & policies questionnaire and the employee engagement & satisfaction survey. The results are analyzed and categorized according to 8 Core Focus Areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development and Resources, Pay and Benefits and Overall Engagement. Best Companies Group will survey up to 400 randomly selected employees in a company depending on company size. The two data sets are combined and analyzed to determine the rankings. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Steward Partners nor any of its Financial Advisors pay a fee in exchange for this award. Investment News and/or Best Companies Group is not affiliated with Steward Partners.

The 2017 / 2018 / 2019 Washington Business Journal Fastest-Growing Companies honor is not awarded based on investment advisory services rendered. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Steward Partners nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

The 2017 / 2018 / 2019 / 2020 / 2021 Washington Business Journal BPTW honor and the Washington Post's Top Workplace awards are not awarded based on investment advisory services rendered. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.

The 2018 / 2019 / 2020 ranking of Inc. Magazine's Inc. 5000 list, is based on the percentage of revenue growth over a three-year period, 2014 to 2017. To qualify, companies must have been founded and generating revenue by March 31, 2014. They had to be a U.S.-based, privately held, for profit, and independent - not subsidiaries or division of other companies - as of December 31, 2017 (since then some on the list have gone public or been acquired). The minimum revenue required for 2014 was $100,000, the minimum revenue required for 2017 was $2,000,000. Inc. Magazine reserves the right to decline applicants for subjective reasons. This award is bestowed by an independent third party not affiliated with Steward Partners. Steward Partners has not paid a fee in exchange for this award. This recognition is not indicative of future performance, is not an endorsement, and may not be representative of individual clients' experience.

Barron's Top 100 RIA Firms, 2020 / 2021. 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. About 200 firms were nominated, with 100 being ranked. 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.

The 2021 Washington Post Top Workplaces ranking honors the DC metro area's leading companies to showcase 200 of the highest ranked workplaces in the region. More than 3,500 area companies were invited to participate and 413 were surveyed. The top companies were chosen based on survey responses from more than 65,500 employees on topics varying from employee development to innovation.

AdvisorHub 50 Solo Practice Advisors to Watch Source: AdvisorHub.Com. AdvisorHub 50 Solo Practice Advisors to Watch ranking was developed by AdvisorHub and is based on Scope of practice measured by assets, production and level of service; Growth of practice consisting of year over year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. 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 AdvisorHub and are not indicative of future performance or representative of any one client’s experience. These fifty advisors work alone but have achieved scale without compromising their level of service or pace of growth. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to AdvisorHub in exchange for the ranking. For more information, see www.AdvisorHub.com.

Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who must have a minimum of five years’ experience as an investment adviser representative or other accepted credentials, client retention rates, client assets administered, firm review and a favorable regulatory and complaint history as defined by Five Star. Five Star Professional determines the final list of Five Star Wealth Manager Award winners. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. Five Star Professional collected the information for this Award through surveys it conducted.

• Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.
• The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Five Star Professional.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
• For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

USA Today and Statista selected the Best Financial Advisory Firms in 2023 based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 20,000 individuals. The development of AUM was analyzed in both the short- and long-term based on publicly available data. In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while the development of AUM had a weight of 80% (short-term and long-term growth were equally weighted) to derive the final score. Steward Partners Investment Solutions, LLC does not pay a fee to USA Today or Statista in exchange for the ranking.

Source: AdvisorHub.Com. AdvisorHub 200 Fastest Growing Advisors to Watch ranking was developed by AdvisorHub and is based on Scope of practice measured by assets, production and level of service; Growth of practice consisting of year over year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. 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 AdvisorHub and are not indicative of future performance or representative of any one client’s experience. These advisors won by bringing in new clients, increasing assets and boosting production. Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, we rank advisors on three categories: scale, growth, and professionalism. Scale is the traditional metric used in most rankings. It’s essentially the size of the business and its profitability. We also considered staffing, clientele, and several other factors. This in aggregate provides a snapshot of the size and sophistication of a practice. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to AdvisorHub in exchange for the ranking. For more information, see www.AdvisorHub.com.

Steward Partners does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Wealth Solutions Report Exemplar Awards - Hybrid of the Year Criteria: Hybrid RIA of the Year goes to the top three RIA firms that offer fee-based solutions as well as commissionable services in affiliation with a broker-dealer, through either W-2 or independent financial advisors, or both. There is a minimum asset level of $250 million. Steward Partners did not pay a fee to, Wealth Solutions Report Exemplar Awards exchange for the ranking.

InvestmentNews qualified 1,578 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after July 1, 2022, (2) total AUM is at least $100M, (3) managed assets for U.S. household clients during its most recently completed fiscal year, with at least one advisor per 500 clients, (4) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (5) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (6) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (7) provides financial planning services, (8) is not actively engaged in business as a broker-dealer (registered or unregistered), and (9) is not actively engaged in business as a registered representative of a broker-dealer. Steward Partners did not pay a fee to, InvestmentNews in exchange for the ranking.

Source: Forbes.com Forbes Best-in-State Wealth Management Teams 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.

NAPA Net The Magazine: NAPA’s, “Top DC Advisors Teams,” (March 2021) unlike other lists, recognizes firms, or what may, in a wirehouse environment, be referred to as a team, or office, for their defined contribution (DC) practice specifically. The ranking is based on the team’s defined contributions assets under management as of December 31, 2020. This award does not evaluate the quality of services provided to clients and is not indicative of the team’s future performance. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to NAPA in exchange for the rating.

Barron’s – America’s Top 1,200 Financial Advisors - Barron’s Top 1,200 Advisors 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |2024. The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. The rating may not be representative of any one client's experience and is not indicative of the Wealth Manager'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.

Forbes Top Next-Gen Wealth Advisors - Forbes NextTop Next-Gen Wealth Advisors Best-In-State 2021 | 2022 | 2023. 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.

250 Advisors To Watch (Under $1B) - Source: AdvisorHub.Com. AdvisorHub 250 Advisors to Watch (Under$1B) ranking was developed by AdvisorHub and is based on Scope of practice measured by assets, production and level of service; Growth of practice consisting of year over year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. 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 AdvisorHub and are not indicative of future performance or representative of any one client’s experience. These 250 advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to AdvisorHub in exchange for the ranking. For more information, see www.AdvisorHub.com.

100 Solo Advisors To Watch - Source: AdvisorHub.Com. AdvisorHub 100 Solo Advisors to Watch ranking was developed by AdvisorHub and is based on Scope of practice measured by assets, production and level of service; Growth of practice consisting of year over year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. 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 AdvisorHub and are not indicative of future performance or representative of any one client’s experience. These 100 advisors work alone but have achieved scale without compromising their level of service or pace of growth. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to AdvisorHub in exchange for the ranking. For more information, see www.AdvisorHub.com.

100 Fast-Growing Advisors To Watch - Source: AdvisorHub.Com. AdvisorHub 100 Fast-Growing Advisors to Watch ranking was developed by AdvisorHub and is based on Scope of practice measured by assets, production and level of service; Growth of practice consisting of year over year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. 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 AdvisorHub and are not indicative of future performance or representative of any one client’s experience. These 100 advisors won by bringing in new clients, increasing assets and boosting production. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to AdvisorHub in exchange for the ranking. For more information, see www.AdvisorHub.com.

InvestmentNews – InvestmentNews’ ‘Hot List’ - 2024 - In August 2024, InvestmentNews invited wealth professionals from across the country to nominate their most exceptional leaders for the publication’s second annual ‘Hot List.’ After receiving hundreds of nominations, InvestmentNews narrowed the list down to 100 pivotal figures whose contributions have helped shape the wealth industry over the past 12 months. From innovators at the forefront of change to leaders who are transforming the way the industry does business, this year’s ‘Hot List’ represents the best the industry has to offer. Neither Steward Partners nor its Wealth Managers pay a fee to InvestmentNews in exchange for the ranking.