Forbes/SHOOK Release Fifth Annual America’s Top Women Wealth Advisors

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NEW YORK – March 24, 2021 – Forbes and SHOOK Research today announced the fifth annual Top Women Wealth Advisors, an extensive ranking based on client service, compliance and investing process. The 1,000 women on the 2021 list manage nearly $1.2 trillion in client assets, and nearly fifty percent manage at least $1 billion, an increase from twenty percent in 2020.

The wealth managers honored on this list have offered exemplary service and have prospered in a year of unprecedented challenges. The ranking covers 1,000 of the best women wealth advisors in the nation. SHOOK Research analysts reviewed surveys and conducted virtual, telephone and in-person interviews with advisors.  

·        “We saw more female advisors than ever nominated for our recent Best-In-State rankings, reflecting a change in the industry,” said SHOOK Research President R.J. Shook. “Seeing the incredible women on this list, it shows clients are demanding diversity and want to see advisors that look like them. It’s an honor to highlight the women who are making a difference in their clients’ lives. This ranking isn’t just about the numbers, it showcases role models – advisors that are leaders, offering best practices, and providing the highest-quality experience.”

·        SHOOK Research uses a proprietary algorithm to weigh additional considerations such as revenue trends, assets under management and industry experience. Advisors must have at least seven years of professional experience to qualify for consideration. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings.

For the full list and more, visit: here.

About Forbes

Forbes champions success by celebrating those who have made it, and those who aspire to make it. Forbes convenes and curates the most influential leaders and entrepreneurs who are driving change, transforming business and making a significant impact on the world. The Forbes brand today reaches more than 140 million people worldwide through its trusted journalism, signature LIVE and Forbes Virtual events, custom marketing programs and 32 licensed local editions in 71 countries. Forbes Media’s brand extensions include real estate, education and financial services license agreements. For more information, visit the Forbes News Hub or Forbes Connect.

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About SHOOK ® Research

SHOOK ® Research is the world’s only wealth advisor research organization with deep due diligence on the quality of the advisors, including in-person and telephone interviews in addition to its quantitative measures. Its wealth advisor rankings appear as feature stories in Forbes Magazine, Forbes.com, Working Mother, Canada’s Globe and Mail and other publications. SHOOK lends its research capabilities to the world of philanthropy and creates the “America’s Top Givers” ranking, which has appeared as annual features in Forbes and has helped raise more than $300 million. For more information, please visit www.SHOOKresearch.com.

Media contacts

Christina Vega Magrini at cmagrini@forbes.com

Jocelyn Swift at jswift@forbes.com