2023
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 www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
AMERICA’S TOP WOMEN WEALTH ADVISORS
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.
Read More
As we enter 2023, one of the most influential financial publications in the world—Forbes—has released their list of America’s top female wealth advisors. This list includes 20 of the most influential, successful and forward-thinking female advisors in the United States and is a testament to the complexity of financial advice and the broadened scope of roles and responsibilities that feature. The list encompasses a host of different advisor types and specializations, ranging from standard financial advisors who help manage and grow assets, to those that specialize in investments within niche sectors such as cryptocurrencies, luxury travels, and more.
Leading the list is stellar financial advisor and banker, Patricia S. Harmon, who has been a dedicated advisor since 2003. With a wealth of experience across the financial sector, Harmon specializes in helping entrepreneurs and people transitioning into a new life stage craft their financial portfolio. Following Harmon is Kelly A. Olson Diaz, founder of Daisy Capital Management. For over a decade, Diaz has provided impactful advice and wealth solutions for clients, including investing within individual stocks, bonds, real estate, and beyond.
This year’s Forbes listing emphasizes the tremendous talent of advisors across the country, with new appearances from influential finance experts such as Whitney Dennis of White Oak Advisory Group and Sue Reid of Capital Group. With a tide of rapidly advancing financial products, sophisticated investors, and individualized approaches to wealth management, the 2023 America’s Top Woman Wealth Advisors have continued to drive positive change within the financial sphere and cultivate a compelling platform for their clients’ wealth-building.
Congratulating all of the advisors named this year, Forbes has highlighted the vital role financial advisors play in the stewardship of our money and its ability to grow and support us over the coming years. As a testament to their worth and value, this list promises to attract and retain a new wave of talented female advisors that break boundaries and further the cause of gender-inclusive financial advice.
