NEW YORK, March 5, 2025 -- Steward Partners, a full-service, employee-owned, independent financial services firm, congratulates Wealth Manager Amy Sabin, CEPA®, on her recognition on the Forbes Top Women Wealth Advisors Best-In-State list for 2025. This marks the fourth consecutive year in which Sabin has been honored with this accolade which acknowledges female advisors cumulatively managing assets of over $3.6 trillion.
"Amy demonstrates unwavering commitment to her clients, deep expertise, and dedication to excellence which sets her apart year after year," said Jim Gold, CEO of Steward Partners. "This well-earned recognition is a testament to her consistency, passion, and the trust built with those she serves."
Sabin serves as partner, managing director, and wealth manager at Valiant Private Wealth at Steward Partners in Dallas, Texas. Since joining Steward Partners in 2019 and bringing over 25 years of experience in financial services, she focuses on a personalized approach to portfolio management, ensuring investments align with each client's distinct financial objectives.
"It is a tremendous honor to be recognized on this prestigious list among so many inspiring women who I deeply respect," said Sabin. "I am driven to help my clients build secure, confident financial futures which is my true reward, and I am grateful every day for the trust they place in me."
For the full Forbes Top Women Wealth Advisors Best-In-State list, visit: https://www.forbes.com/lists/best-in-state-women-advisors/
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 #18 RIA in the country in Barron's Top 100 RIAs for the year 2024. Offering services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions, the firm was responsible for over $40 billion in client assets as of January 2025.
To learn more about Steward Partners, visit www.stewardpartners.com.
About Forbes | SHOOK
2025 Forbes Top Women Wealth Advisors Best-In-State
Data provided by SHOOK® Research, LLC — Data as of 9/30/24. America's Top Women Advisors 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 impact, industry experience, review of best practices and 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. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Barron's Top 100 RIA Firms
2024 - 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.
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.
This News is brought to you by Qube Mark, your trusted source for the latest updates and insights in marketing technology. Stay tuned for more groundbreaking innovations in the world of technology.
