Highlights (BIS)

Wells Fargo Advisors

Jacksonville, Florida

Nelrae Ali

“We look to help clients understand that the market is a marathon, and not meant to be judged from one year to the next but in a three, five or 10-year timeframe depending on your goals. Especially for those that are new to to investing, sometimes they're looking for the hot stock pick or a particular sector that is outperforming and not understanding the risk of a concentrated position.”

ut-wrenching stock market swings are not for the faint of heart, or wallet. Luckily, a recent study by Fidelity shows that women tend to take fewer risks, are holistic in their approach to investing and practice patience. In short, it makes the case that women are better investors and savers than their male counterparts. Forbes’ sixth annual Top Women Wealth Advisors collectively manage $1.9 trillion. Our full list of 1,377 is below, you can find the top 100 at https://www.forbes.com/top-women-advisors. Our rankings were compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. READ MORE

METHODOLOGY

Illustrations by Michael Hoeweler for Forbes

“I’ve never viewed being a woman [in this industry] as a negative; for me it’s been a positive. The way I see handling client portfolios—the financial planning, deep listening, paying attention and caring—those are all things that are very well suited for female advisors. I’ve always found that to be my strength.”

MORGAN STANLEY WEALTH Management

Laguna Niguel, California

ANOUCHKA BALOG

Top Women Advisors

NATIONAL LIST

ut-wrenching stock market swings are not for the faint of heart, or wallet. Luckily, a recent study by Fidelity shows that women tend to take fewer risks, are holistic in their approach to investing and practice patience. In short, it makes the case that women are better investors and savers than their male counterparts. Forbes’ sixth annual Top Women Wealth Advisors collectively manage $1.9 trillion. Our full list of 1,377 can be found online at forbes.com/best-in-state-women-advisors; on these pages you’ll find the top 100. Our rankings were compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms.

Illustrations by Michael Hoeweler for Forbes

METHODOLOGY

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