POLJAK GROUP WEALTH MANAGEMENT LEADERS SELECTED AS ADVISORHUB’S “ADVISORS TO WATCH”
Shreveport, LA— Poljak Group Wealth Management at Steward Partners has announced the selection of wealth managers and partners Denis Poljak, Ph.D., CPM®, CFP® and Davor Poljak, M.B.A. and CPM® to AdvisorHub Magazine’s 2024 “Advisors to Watch”.
AdvisorHub Magazine, a quarterly news journal for financial advisors, recently announced its third annual “1,000 Advisors to Watch” list. Winners included on the list are recognized for their “sophisticated practices, great growth, and commitment to professionalism,” according to the announcement.
“An important part of the evaluation process conducted by AdvisorHub is they look closely at how advisors work with their clients—so this honor is a direct reflection of those relationships that we have built in our community and value so much,” said Denis Poljak.
The Poljak brothers, who both serve as managing directors and wealth managers for Poljak Group Wealth Management, were also named recently to the 2024 Forbes “Best-In-State” list for best-in-class excellence in the wealth management industry for Louisiana.
The AdvisorHub list is broken into several sublists, including top 200 RIAs to watch (fee-only advisors), 150 Advisors Over
$1b, 250 Advisors Under $1b, 100 Next Gen Advisors, 100 Women Advisors, 100 Solo Advisors and 100 Fast-Growing Advisors to recognize the wide range of business models in the industry. Denis Poljak was named to the “Advisors to Watch” in the under $1 Billion in Assets Under Management list; Davor Poljak was recognized among the top 100 Fastest Growing Advisors in the U.S.
FOR FURTHER INFORMATION, VISIT: www.advisorhub.com.
ABOUT POLJAK GROUP WEALTH MANAGEMENT
Located in downtown Shreveport, Louisiana, the Poljak Group Wealth Management team of dedicated professionals specializes in multigenerational wealth and asset management, preservation and custom growth strategies with a personalized approach. Along with access to the world-class resources of independent financial services firms Steward Partners and Raymond James, Poljak Group Wealth Management provides wealth management needs, including retirement planning, legacy building, estate & tax planning strategies, portfolio creation and maintenance, and risk management. To learn more about Poljak Group Wealth Management, visit www.poljakgroup.com.
ABOUT STEWARD PARTNERS
Representing some of the top advisors in the U.S., 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 #19 RIA in the country in Barron’s Top 100 RIAs for the year 2023. Offering services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions, the firm was responsible for over $35 billion in client assets as of March 2024. To learn more about Steward Partners, visit www.stewardpartners.com.
Source: Forbes.com Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on inperson, 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.
DENIS POLJAK: 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.
DAVOR POLJAK: 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.
Barron’s Top 100 RIA Firms, 2023. 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.
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.
