SHREVEPORT, La. — Denis Poljak, Ph.D., CPM®, CFP®, and Davor Poljak, M.B.A., CPM®, managing directors and wealth managers at Poljak Group Wealth Management at Steward Partners, have been named to AdvisorHub Magazine’s 2025 “Advisors to Watch” list.
Now in its fourth year, the national list recognizes financial advisors who demonstrate excellence in practice management, growth, professionalism, community involvement, and client service. To be eligible, advisors must maintain a clean regulatory record, have at least seven years of experience, and manage a minimum of $150 million in assets.
The Poljak brothers were recognized in the “Advisors to Watch: Under $1 Billion in Assets Under Management” category. The AdvisorHub ranking includes several sublists—such as RIAs, Women, Solo, and Next Gen advisors—to reflect the diversity of business models in the wealth management industry.
In addition to this recognition, the Poljaks were recently named to the 2025 Forbes “Best-In-State Wealth Advisors” list, further underscoring their presence in Louisiana’s financial sector.
Poljak Group Wealth Management operates under Steward Partners Global Advisory, providing a range of financial services including investment strategy, retirement planning, and wealth preservation.