America's Top Women Wealth Advisors 2025
FEBRUARY 11, 2025, 10:00 AM
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- So far in 2025, the stock market has been hitting fresh record highs thanks to strong corporate earnings and enthusiasm for President Trump’s promises of deregulation. After two years of above-average stock returns, however, many experts warn of heightened risk in the form of volatility, especially with valuations floating above historical levels. Fidelity’s 2024 Women & Investing Study finds that women edged out men when it came to being more likely to weather market volatility and have a “conservative” investing approach. The ninth annual ranking of Forbes | SHOOK Top Women Wealth Advisors features 100 women with proven track records who manage cumulative assets of roughly $386 billion. Forbes’ rankings were compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank candidates nominated by their firms.
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.
The Full List
Listees do not pay a fee for placement on Forbes Rankings. Listees on this ranking highlighted in color have paid a fee for enhanced features on their corresponding profile.
- NAMEFIRMCITYSTATEMINIMUM ACCOUNT SIZE FOR NEW BUSINESSTEAM ASSETS (CUSTODIED)TYPICAL NET WORTH OF RELATIONSHIPSTYPICAL SIZE OF HOUSEHOLD ACCOUNTS1Profile SpotlightColleen O'CallaghanJ.P. Morgan Wealth ManagementNew YorkNew York$25M$3.6B$25-100M$25-100M2Profile SpotlightCheryl YoungRockefeller Capital ManagementLos GatosCalifornia$10M$1.9B$10-100M$5-100M3Profile SpotlightSusan KaplanKaplan Financial ServicesNewtonMassachusetts$2M$3.1B$10-100M$5-30M4Deborah MontapertoMorgan Stanley Private Wealth ManagementPalm BeachFlorida$50M$25.6B$100M-5B$100M-2B5Profile SpotlightLaila PencePence Wealth ManagementNewport BeachCalifornia$500K$2.1B$1-30M$1-30M6Profile SpotlightMichelle MayerMerrill Private Wealth ManagementNaplesFlorida$10M$3.2B$50-200M$40-100M7Profile SpotlightElaine MeyersJ.P. Morgan Wealth ManagementSan FranciscoCalifornia$25M$5B$30M-1.5B$10-350M8Profile SpotlightDebra BredeD.K. Brede Investment Management Company, a Focus Partners Wealth CompanyNeedhamMassachusetts$1M$1.8B$2-20M$1-12M9Louise GundersonUBS Private Wealth ManagementNew YorkNew York$1M$6.4B$5-50M$2-20M10Profile SpotlightSharon OberlanderMerrill Wealth ManagementChicagoIllinois$2.5M$2.4B$5-15M$2.5-7M11Profile SpotlightLori Van DusenLVW AdvisorsPittsfordNew York$10M$2.2B$5M-1B$1-276M12Judy FredricksonUBS Private Wealth ManagementWayzataMinnesota$25M$4.9B$15-75M$10-350M13Profile SpotlightMelissa Corrado HarrisonUBS Private Wealth ManagementDenverColorado$5M$1.7B$60-200M$30-140M14Profile SpotlightPatti BrennanKey FinancialWest ChesterPennsylvania$500K$2.3B$2-37M$2-3M15Kathy GrasmederMorgan Stanley Wealth ManagementGlens FallsNew York$250K$1.7B$1.5-20M$1-5M16Mary MullinMerrill Wealth ManagementBostonMassachusetts$1M$1.7B$3.5-35M$2-15M17Profile SpotlightXi QiaoUBS Private Wealth ManagementSan FranciscoCalifornia$5M$2.6B$10M-2B$5M-1B18Profile SpotlightKelly WestmorelandMerrill Private Wealth ManagementAtlantaGeorgia$2.5M$5.4B$25-200M$10-100M19Johanna WaltersMerrill Wealth ManagementBlue BellPennsylvania$10M$7.2B$10-25M$5-100M20Profile SpotlightEmily RubinUBS Private Wealth ManagementNew YorkNew York$5M$2.7B$10-50M$8-100M21Christina BoydMerrill Wealth ManagementWayzataMinnesota$3M$1.1B$5-20M$3-12M22Profile SpotlightLisa DetannaGlobal Wealth Solutions Group of Raymond James and DH Consulting Group of Raymond JamesBeverly HillsCalifornia$1M$3.4B$25-450M$10-400M23Profile SpotlightCorina DavisMerrill Wealth ManagementSeattleWashington$1M$1.3B$6-16M$1.5-5M24Kay GrasmanMorgan Stanley Private Wealth ManagementNew YorkNew York$5M$1.3B$25-500M$3-350M25Virgil KahlSpring Ridge Financial GroupWyomissingPennsylvania$500K$1.4B$2-5M$1-5M26Margaret StarnerThe Starner Group of Raymond JamesCoral GablesFlorida$3M$1.8B$3-10M$3-10M27Holly KroftNeuberger BermanNew YorkNew York$5M$4.4B$10-100M$5-50M28Profile SpotlightKathleen YoungermanMorgan Stanley Private Wealth ManagementSt. LouisMissouri$20M$597M$30-150M$20-70M29Dalal SalomonSalomon & LudwinRichmondVirginia$2M$1.3B$3-7M$2-5M30Profile SpotlightTracey GluckJ.P. Morgan Wealth ManagementLos AngelesCalifornia$10M$3.5B$10-50M$5-25M31Melissa SpicklerMerrill Wealth ManagementBloomfield HillsMichigan$1M$2B$2-15M$1-15M32Geri PellAmeriprise Financial ServicesRye BrookNew York$2M$1.3B$5-40M$1-10M33Stephanie StiefelNeuberger BermanNew YorkNew York$2M$3.7B$10-200M$5-25M34Profile SpotlightNazie Saffari-MoiniMerrill Wealth ManagementBeverly HillsCalifornia$1M$1.1B$2.5-10M$1.2-5M35Profile SpotlightLouise ArmourJ.P. Morgan Wealth ManagementPalm Beach GardensFlorida$5M$2.3B$20-70M$5-250M36Joni AbalosMerrill Wealth ManagementHoustonTexas$500K$2B$2-5.5M$1-6M37Donna Di IanniMerrill Wealth ManagementAspenColorado$10M$2.4B$20-200M$10-150M38Profile SpotlightKathleen RoeserMorgan Stanley Wealth ManagementDeerfieldIllinois$5M$2.4B$10-20M$10-18M39Jennifer GarciaWells Fargo AdvisorsEncinoCalifornia$20M$1.4B$100M$20-50M40Profile SpotlightAli PhillipsObermeyer Wood Investment CounselAspenColorado$1M$2.5B$5-50M$3-30M41Anna WinderbaumMorgan Stanley Private Wealth ManagementNew YorkNew York$10M$2.9B$50-250M$25-100M42Inna KellyMorgan Stanley Wealth ManagementSan FranciscoCalifornia$10M$2B$10-70M$5-30M43Profile SpotlightCatherine EvansJ.P. Morgan Wealth ManagementSan FranciscoCalifornia$5M$2.2B$10-30M$5-20M44Jacqueline WillensUBS Private Wealth ManagementNew YorkNew York$2M$1.3B$10-20M$2-15M45Profile SpotlightEmily BachMorgan Stanley Wealth ManagementOrindaCalifornia$1M$1.6B$7.5-11M$4-8M46Profile SpotlightDiana MenakerJ.P. Morgan Wealth ManagementMiamiFlorida$5M$1B$3-35M$2.5-30M47Donna JoynerMerrill Wealth ManagementAlpharettaGeorgia$2.5M$1.3B$9-85M$8-75M48Sara WendtMiracle Mile AdvisorsLos AngelesCalifornia$3M$3.7B$10-25M$4-7M49Diane HartUBS Wealth ManagementPasadenaCalifornia$3M$1B$20-65M$3-10M50Profile SpotlightAimee CoganMorgan Stanley Wealth ManagementSarasotaFlorida$1M$2B$10-50M$10-25M51Jessica GuoUBS Wealth ManagementWellesleyMassachusetts$1M$657M$2-50M$1-20M52Profile SpotlightSharon L. KleinWilmington TrustNew YorkNew York$5M$4.1B$10-500M$10-100M53Profile SpotlightWendy HolmesUBS Private Wealth ManagementNew YorkNew York$20M$1.9B$25-500M$20-300M54Flora DongUBS Wealth ManagementSan FranciscoCalifornia$25M$1.4B$50M-4B$10-260M55Debbie JorgensenMerrill Wealth ManagementSan FranciscoCalifornia$5M$3.7B$15-150M$10-125M56Profile SpotlightDiane CompardoMonetaSt. LouisMissouri$10M$3.3B$20-150M$10-125M57Alma GuimarinMorgan Stanley Wealth ManagementSan JoseCalifornia$2M$2.2B$20-50M$4-10M58Krystal JuliusMerrill Wealth ManagementWayzataMinnesota$2M$1.3B$1-10M$1-10M59Susan KimAmeriprise Financial ServicesViennaVirginia$0$1.1B$2-6M$1.8-3.5M60Gillian YuMorgan Stanley Private Wealth ManagementSan FranciscoCalifornia$10M$8.3B$50-100M$20-50M61Profile SpotlightKyle OlsonMerrill Wealth ManagementNew YorkNew York$3M$2.8B$10-50M$2-25M62Courtney LiddyUBS Private Wealth ManagementSan DiegoCalifornia$5M$1.1B$3-50M$3-35M63Jenny TsaiMorgan Stanley Private Wealth ManagementPasadenaCalifornia$5M$1.8B$50M-2B$5-100M64Profile SpotlightLiz WeikesJ.P. Morgan Wealth ManagementNew YorkNew York$5M$7.5B$25-50M$5-25M65Anouchka BalogMorgan Stanley Wealth ManagementLaguna NiguelCalifornia$1M$1.2B$4-25M$4-65M66Gail UtterWells Fargo AdvisorsShermanTexas$1M$1.2B$3-10M$1.5-5M67Profile SpotlightDana NightingaleObermeyer Wood Investment CounselDenverColorado$1M$2.5B$5-50M$3-30M68Julie ShechtmanMorgan Stanley Wealth ManagementGlenviewIllinois$750K$1B$1-100M$1-20M69Hillary CullenUBS Private Wealth ManagementNew YorkNew York$2M$5B$10-75M$5-50M70Stacey BarrinsMorgan Stanley Wealth ManagementChicagoIllinois$2M$1.1B$3-18M$2-15M71Ann Marie EterginoRBC Wealth ManagementChevy ChaseMaryland$5M$1.8B$15-25M$7.5-15M72Carla KorenMorgan Stanley Wealth ManagementOaklandCalifornia$1M$1.5B$3-10M$1.5-65M73Profile SpotlightJennifer MarcontellAmeriprise Financial ServicesMont BelvieuTexas$0$1.7B$2.2-4M$2-3.3M74Valerie Garcia HoutsMerrill Wealth ManagementSan FranciscoCalifornia$250K$52.9B$10-500M$5-200M75Gail D. ReidAmeriprise Financial ServicesGlendaleCalifornia$1M$1.9B$1-10M$1-5M76Mary DiChristofanoMorgan Stanley Private Wealth ManagementChicagoIllinois$10M$5.4B$5-250M$5-100M77Elizabeth EvansEvans May WealthCarmelIndiana$1M$1.2B$2-125M$1-100M78Profile SpotlightBeth ScanlanMorgan Stanley Private Wealth ManagementSan FranciscoCalifornia$5M$812M$10-25M$9-25M79Rachel GottliebUBS Private Wealth ManagementNew YorkNew York$5M$1.4B$25-500M$15-100M80Kimberlee OrthAmeriprise Financial ServicesWilmingtonDelaware$250K$940M$1.2-22M$1-12M81Megan BaileyMerrill Wealth ManagementBlue BellPennsylvania$2M$7.2B$25-750M$2-10M82Eleni MavromatiMerrill Private Wealth ManagementLos AngelesCalifornia$10M$56.7B$75M-2B$10M-1B83Profile SpotlightMaureen RaihleJ.P. Morgan Wealth ManagementPalm BeachFlorida$5M$2.3B$20-40M$10-30M84Julia WanUBS Wealth ManagementSan FranciscoCalifornia$3M$566M$25-75M$3-35M85Ronya CoreyMerrill Wealth ManagementWashingtonDistrict of Columbia$2.5M$1.3B$3-20M$5-20M86Profile SpotlightChristi EdwardsMorgan Stanley Wealth ManagementNashvilleTennessee$750K$2.2B$5-30M$2-20M87Courtney MooreMerrill Private Wealth ManagementNew YorkNew York$10M$3.4B$5M-1B$5M-1B88Lisa PetrieTSG Wealth ManagementIncline VillageNevada$1M$13.1B$2-100M$1-10M89Elizabeth ArmitageMerrill Wealth ManagementCincinnatiOhio$1M$1.4B$2-10M$1-5M90Profile SpotlightKim HoffmanEdward JonesWilsonNorth Carolina$1M$709M$1.5-5M$1-3.5M91Christine HeimMerrill Wealth ManagementFlorham ParkNew Jersey$1M$685M$5-25M$3-12M92Christine McGinleyUBS Wealth ManagementMount LaurelNew Jersey$2M$1.1B$20-35M$3-6M93Teresa JacobsenUBS Private Wealth ManagementStamfordConnecticut$2.5M$1.6B$15-50M$7.2-50M94Profile SpotlightTheresa WardMerrill Private Wealth ManagementMinneapolisMinnesota$250K$2.3B$2.5-25M$2.5-25M95Mercedes ParatjeMorgan Stanley Private Wealth ManagementNew YorkNew York$10M$4.5B$10-100M$10-40M96Jill BobiganUBS Wealth ManagementNew YorkNew York$1M$1.8B$3-10M$2-4M97Alyssa MoederMerrill Private Wealth ManagementNew YorkNew York$10M$5.9B$25M-1B$10-25M98Rachel BarzilayMerrill Wealth ManagementBoca RatonFlorida$3M$1.5B$6-20M$2-15M99Profile SpotlightDianna L. SmithMorgan Stanley Wealth ManagementLeawoodKansas$2M$2.2B$5-100M$3.5-30M100Luciane RoesslerMorgan Stanley Wealth ManagementPalm Beach GardensFlorida$250K$1B$3-30M$2-20M
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