Top Advisor/SHOOK
Methodology: America’s Top Women Wealth Advisors 2026
ByR.J. Shook,
Former Contributor
SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients.
More From Top Advisor/SHOOK
This $1.2 Billion Houston Advisor Started At An Italian Restaurant
Chinese immigrant Reva Azeez says financial planning is like building a house from the ground up. With almost 20 years of experience, she says roofing is now the primary focus of most of her clients.
Fellow
This $672 Million New York Life Advisor Left Big Law Because She Didn’t Want To Die At Her Desk
Taiwanese immigrant Tracy Chen ditched a grueling career in corporate law to help wealthy families protect their assets and transfer their wealth to the next generation.
Fellow
Being A Good Listener Led This Advisor To A $3.5 Billion Financial Planning Practice
Brian Sak thought he wanted to become a psychologist until he realized how much school it would require. Switching to finance, he soon realized that being a great wealth manager often requires the same skills as a therapist.
Fellow
Forbes | SHOOK Top Advisors Donate $1.5M For Life-Saving Pediatric Cancer Treatment
Major U.S. investment firms and top wealth advisors donated $1.5M to fund a life-saving vaccine therapy designed to treat children with no other options suffering from brain cancer.
ByR.J. Shook,
Former Contributor
This $4.4 Billion Neuberger Berman Advisor Calls Her Firm Is A Safe Space For Clients
Holly Kroft focuses on ultra-wealthy families, emphasizing asset allocation, trust and long-term discipline.
Former Staff
This $1.8 Billion Morgan Stanley Advisor In Rural New York Loves Dividend Stocks
Kathleen Grasmeder of Morgan Stanley emphasizes planning, education and team culture, but relies on equities to stay ahead of inflation.
Former Staff
This $6.6 Billion Advisor Specializes In Entrepreneurial Exits
With 166 exits under his belt, David Karp of Cresset works closely with entrepreneurs and ultrawealthy families, emphasizing discipline, customization and long-term wealth stewardship.
Former Staff
Feeling Uncomfortable Is Good Says This $42 Billion California Advisor
Robert Skinner II emphasizes high-conviction investing, tax efficiency and disciplined decision-making during volatile markets.
Former Staff
Methodology: Forbes America’s Top Wealth Advisors 2026
The very best advisors are laser focused on making a difference in their clients' lives; they want to add meaning and help them live better lives.
ByR.J. Shook,
Former Contributor
Best Idea: Personalize Gifts To Build Deeper Client Relationships
Advisor recommends personalizing client communications for greater impact.
ByR.J. Shook,
Former Contributor
