Top Women Wealth Advisors Best-In-State 2025

EDITED BY 
SERGEI KLEBNIKOV
 AND 
SHOOK RESEARCH
FEBRUARY 11, 2025, 10:00 AM
  • The stock market has continued to surge higher in 2025 even as experts warn of increased volatility on the horizon. Though corporate earnings have remained strong, investors are nervous about lingering inflation and the economic impact of President Trump’s tariffs. It is at times like these that financial advisors are in high demand as they look to preserve clients’ assets for the long term. During market uncertainty, women are more likely to weather volatility and maintain a “conservative” investing approach, according to Fidelity’s 2024 Women & Investing Study. The ninth annual ranking of Forbes | SHOOK Top Women Wealth Advisors features just over 2,400 women with proven track records who manage cumulative assets of roughly $3.6 trillion. Forbes’ rankings were compiled by SHOOK Research, which uses quantitative data and interviews candidates nominated by their firms.
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The Highlights

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.

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