America’s Top Women Wealth Advisors
- The stock market has marched higher for nearly three months thanks in part to confidence that a “soft landing” has been achieved. The Federal Reserve appears to have tamed inflation and rate cuts may be coming. Stock market rallies are never a sure thing and volatility is the new normal, so the steady hand of an experienced financial advisor is always welcome. A recent study by Fidelity reports that one of women’s “financial superpowers” is that they are more apt to stay the course during market volatility than men. The eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors features 100 women managing cumulative assets of nearly $284 billion. Forbes’ list was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors.
Data provided by SHOOK® Research, LLC — Data as of 9/30/23. 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.
- RANKNAMECOMPANYCITYSTATEMINIMUM ACCOUNT SIZE FOR NEW BUSINESSTEAM ASSETS (CUSTODIED)TYPICAL NET WORTH OF RELATIONSHIPSTYPICAL SIZE OF HOUSEHOLD ACCOUNTS1Colleen O'CallaghanJ.P. Morgan Wealth ManagementNew YorkNew York$25M$2.8B$25-100M$25-100M2Cheryl YoungRockefeller Capital ManagementLos GatosCalifornia$10M$1.5B$10-100M$5-50M3Deborah MontapertoMorgan Stanley Private Wealth ManagementPalm BeachFlorida$50M$23.2B$100M-5B$100M-2B4Susan KaplanKaplan Financial ServicesNewtonMassachusetts$1.5M$2.5B$3-100M$1.5-75M5Laila PencePence Wealth ManagementNewport BeachCalifornia$500K$1.7B$1-30M$1-30M6Elaine MeyersJ.P. Morgan Wealth ManagementSan FranciscoCalifornia$25M$5.4B$30M-1.5B$10-350M7Louise GundersonUBS Private Wealth ManagementNew YorkNew York$1M$5.5B$5-50M$2-20M8Lori Van DusenLVW AdvisorsPittsfordNew York$10M$2B$5M-1B$1-250M9Debra BredeD.K. Brede Investment Management Company, a Colony Group CompanyNeedhamMassachusetts$1M$1.4B$4-20M$1-12M10Sharon OberlanderMerrill Wealth ManagementChicagoIllinois$2.5M$1.9B$5-15M$2.5-5M11Judy FredricksonUBS Private Wealth ManagementWayzataMinnesota$25M$3.9B$15-75M$10-350M12Melissa Corrado HarrisonUBS Private Wealth ManagementDenverColorado$5M$1.4B$60-200M$30-140M13Mary MullinMerrill Wealth ManagementBostonMassachusetts$1M$1.4B$3.5-35M$2-15M14Patti BrennanKey FinancialWest ChesterPennsylvania$0$1.8B$2-130M$2-37M15Emily RubinUBS Private Wealth ManagementNew YorkNew York$5M$2.4B$10-50M$8-100M16Johanna WaltersMerrill Wealth ManagementBlue BellPennsylvania$10M$5.7B$10-25M$5-100M17Margaret WrightTruist BankAtlantaGeorgia$5M$1.9B$10-100M$10-100M18Christina BoydMerrill Wealth ManagementWayzataMinnesota$3M$906M$5-20M$3-12M19Margaret StarnerThe Starner Group of Raymond JamesCoral GablesFlorida$1M$1.4B$3-10M$3-10M20Lisa DetannaGlobal Wealth Solutions Group and DH Consulting Group of Raymond JamesBeverly HillsCalifornia$1M$2.6B$10-350M$1-350M21Xi QiaoUBS Wealth ManagementSan FranciscoCalifornia$5M$2.1B$10M-2B$5-800M22Catherine EvansJ.P. Morgan Wealth ManagementSan FranciscoCalifornia$10M$1.9B$20-50M$5-10M23Virgil KahlSpring Ridge Financial GroupWyomissingPennsylvania$500K$1.1B$2-5M$1-5M24Kelly WestmorelandMerrill Private Wealth ManagementAtlantaGeorgia$2.5M$4.6B$25-200M$10-100M25Michelle MayerMerrill Private Wealth ManagementNaplesFlorida$5M$2B$40-150M$30-100M26Holly KroftNeuberger BermanNew YorkNew York$5M$3.8B$10-100M$5-50M27Corina DavisMerrill Wealth ManagementSeattleWashington$1M$1B$5-15M$1-5M28Dalal SalomonSalomon & LudwinRichmondVirginia$2M$1.3B$3-10M$2-6M29Geri PellAmeriprise Financial ServicesRye BrookNew York$2M$1.1B$5-40M$1-10M30Melissa SpicklerMerrill Wealth ManagementBloomfield HillsMichigan$1M$1.6B$2-10M$1-10M31Stephanie StiefelNeuberger BermanNew YorkNew York$2M$3B$10-200M$5-25M32Joni AbalosMerrill Wealth ManagementHoustonTexas$250K$1.6B$2-6.5M$1-6M33Tracey GluckJ.P. Morgan Wealth ManagementLos AngelesCalifornia$10M$2.5B$10-50M$5-25M34Gillian YuMorgan Stanley Private Wealth ManagementSan FranciscoCalifornia$10M$9.2B$50-100M$20-50M35Nazie Saffari-MoiniMerrill Wealth ManagementBeverly HillsCalifornia$1M$922M$2.5-10M$1.2-5M36Louise ArmourJ.P. Morgan Wealth ManagementPalm Beach GardensFlorida$5M$1.4B$20-70M$5-250M37Kathleen YoungermanMorgan Stanley Private Wealth ManagementSt. LouisMissouri$20M$560M$30-150M$20-70M38Donna Di IanniMerrill Wealth ManagementAspenColorado$10M$1.9B$20-200M$10-150M39Kathleen RoeserMorgan Stanley Wealth ManagementDeerfieldIllinois$5M$1.8B$10-20M$10-18M40Diana MenakerJ.P. Morgan Wealth ManagementMiamiFlorida$5M$911M$2.5-30M$2-25M41Jacqueline WillensUBS Private Wealth ManagementNew YorkNew York$2.5M$1.1B$10-20M$2-15M42Ali PhillipsObermeyer Wood Investment CounselAspenColorado$1M$2.1B$5-50M$3-30M43Inna KellyMorgan Stanley Wealth ManagementSan FranciscoCalifornia$10M$1.6B$10-70M$5-30M44Diane HartUBS Wealth ManagementPasadenaCalifornia$3M$880M$20-60M$3-9M45Sharon KleinWilmington TrustNew YorkNew York$5M$3.5B$10-500M$10-100M46Donna JoynerMerrill Wealth ManagementAlpharettaGeorgia$2.5M$1.1B$10-50M$8-75M47Sara WendtMiracle Mile AdvisorsLos AngelesCalifornia$3M$3.4B$10-25M$4-7M48Kathy GrasmederMorgan Stanley Wealth ManagementGlens FallsNew York$250K$1.2B$1.5-20M$1-5M49Jennifer GarciaWells Fargo AdvisorsEncinoCalifornia$10M$1.1B$10-25M$5-10M50Patricia BellMerrill Wealth ManagementShort HillsNew Jersey$500K$740M$4-15M$2-7M51Anna WinderbaumMorgan Stanley Private Wealth ManagementNew YorkNew York$10M$2.3B$50-250M$25-100M52Melinda JohnstonMerrill Wealth ManagementFort WorthTexas$250K$1.4B$3-10M$3-10M53Dana NightingaleObermeyer Wood Investment CounselDenverColorado$1M$2.1B$5-50M$3-30M54Jessica GuoUBS Wealth ManagementWellesleyMassachusetts$1M$572M$2-50M$1-20M55Maria BrisbaneMerrill Private Wealth ManagementNew YorkNew York$20M$1B$40-200M$10-90M56Flora DongUBS Wealth ManagementSan FranciscoCalifornia$25M$1.4B$1.5-3B$5-556M57Emily BachMorgan Stanley Wealth ManagementOrindaCalifornia$1M$1.3B$5-11M$4-8M58Debbie JorgensenMerrill Wealth ManagementSan FranciscoCalifornia$5M$2.3B$15-150M$10-100M59Aimee CoganMorgan Stanley Wealth ManagementSarasotaFlorida$1M$1.6B$10-50M$10-25M60Elizabeth ArmitageMerrill Wealth ManagementCincinnatiOhio$1M$1.5B$2-10M$1-5M61Courtney LiddyUBS Wealth ManagementSan DiegoCalifornia$5M$1.1B$3-50M$2-35M62Alma GuimarinMorgan Stanley Wealth ManagementSan JoseCalifornia$2M$1.5B$5-20M$4-10M63Wendy HolmesUBS Private Wealth ManagementNew YorkNew York$20M$1.5B$25-500M$20-300M64Mary DiChristofanoMorgan Stanley Private Wealth ManagementChicagoIllinois$10M$3.7B$5-100M$7-100M65Maureen RaihleJ.P. Morgan Wealth ManagementPalm BeachFlorida$5M$1.6B$20-40M$10-30M66Susan KimAmeriprise Financial ServicesViennaVirginia$0$870M$2-6M$1.6-2.8M67Kyle OlsonMerrill Wealth ManagementNew YorkNew York$2M$1B$10-50M$2-25M68Diane CompardoMonetaSt. LouisMissouri$10M$2.6B$20-150M$10-125M69Jenny TsaiMorgan Stanley Private Wealth ManagementPasadenaCalifornia$2M$1.5B$10M-1B$5-100M70Liz WeikesJ.P. Morgan Wealth ManagementNew YorkNew York$5M$4.9B$25-50M$5-25M71Hillary CullenUBS Private Wealth ManagementNew YorkNew York$2M$3.3B$10-75M$5-50M72Anouchka BalogMorgan Stanley Wealth ManagementLaguna NiguelCalifornia$1M$1.1B$4-25M$1-63M73Gail UtterWells Fargo AdvisorsShermanTexas$1M$762M$3-10M$1.5-5M74Ann Marie EterginoRBC Wealth ManagementChevy ChaseMaryland$5M$1.4B$15-25M$7.5-15M75Carla KorenMorgan Stanley Wealth ManagementOaklandCalifornia$1M$1.1B$3-10M$1.5-65M76Valerie Garcia HoutsMerrill Wealth ManagementSan FranciscoCalifornia$250K$55.9B$10-500M$5-200M77Jennifer MarcontellAmeriprise Financial ServicesMont BelvieuTexas$0$1.4B$2.2-4M$2-3.3M78Beth ScanlanMorgan Stanley Private Wealth ManagementSan FranciscoCalifornia$5M$731M$10-25M$9-25M79Rachel GottliebUBS Private Wealth ManagementNew YorkNew York$5M$1.2B$25-500M$15-100M80Samantha VassalloTruist BankBoca RatonFlorida$5M$2.2B$12-75M$10-50M81Megan BaileyMerrill Wealth ManagementBlue BellPennsylvania$2M$5.7B$5-25M$2-10M82Gail D. ReidAmeriprise Financial ServicesGlendaleCalifornia$1M$1.5B$1-10M$1-5M83Courtney MooreMerrill Private Wealth ManagementNew YorkNew York$10M$2.7B$5M-1B$5M-1B84Julia WanUBS Wealth ManagementSan FranciscoCalifornia$2M$506M$35-150M$3.5-25M85Ronya CoreyMerrill Wealth ManagementWashingtonDistrict of Columbia$2.5M$896M$3-20M$5-20M86Kimberlee OrthAmeriprise Financial ServicesWilmingtonDelaware$250K$727M$1.2-22M$1-12M87Kim HoffmanEdward JonesWilsonNorth Carolina$1M$610M$1.5-5M$1-3.5M88Theresa WardMerrill Private Wealth ManagementMinneapolisMinnesota$250K$2B$2.5-25M$2.5-25M89Mercedes ParatjeMorgan Stanley Private Wealth ManagementNew YorkNew York$10M$3.9B$10-100M$10-40M90Christine HeimMerrill Wealth ManagementFlorham ParkNew Jersey$1M$643M$4-15M$1-5M91Rhonda J. FinbyWells Fargo AdvisorsSeal BeachCalifornia$1M$587M$4-10M$2-5M92Christi EdwardsMorgan Stanley Wealth ManagementNashvilleTennessee$500K$1.6B$1-15M$500K-8M93Teresa JacobsenUBS Private Wealth ManagementStamfordConnecticut$2.5M$1.4B$15-50M$7.2-50M94Julie ShechtmanMorgan Stanley Wealth ManagementGlenviewIllinois$1M$720M$2.5-100M$250K-5M95Christine McGinleyUBS Wealth ManagementMount LaurelNew Jersey$2M$1.1B$20-35M$3-6M96Alyssa MoederMerrill Private Wealth ManagementNew YorkNew York$10M$5.1B$25M-1B$10-25M97Dianna L. SmithMorgan Stanley Wealth ManagementLeawoodKansas$2M$1.6B$5-50M$3.5-20M98Teri HarmonWells Fargo AdvisorsSeal BeachCalifornia$1M$1.2B$2-7M$662K-4.3M99Lisa PetrieTSG Wealth ManagementIncline VillageNevada$1M$6.3B$3-50M$2-9M100Susan KingsolverMorgan Stanley Private Wealth ManagementNew YorkNew York$5M$2.5B$25-75M$5-20M