Forbes 2023 America’s Top Woman Wealth Advisors

Forbes 2023 America’s Top Woman Wealth Advisors


America’s Top Women Wealth Advisors

FEBRUARY 02, 2023, 10:00 AM

Data provided by SHOOK® Research, LLC — Data as of 9/30/22. 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 SHOOK is a registered trademark of SHOOK Research, LLC.


Companies do not pay a fee for placement on Forbes Rankings. Companies on this ranking highlighted in color have paid a fee for enhanced features on their corresponding profile.

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