NEWS AND INSIGHTS | Accolades

Forbes | SHOOK 2025 Top Women Wealth Advisors

February 13, 2025
Forbes

Congratulations to our wealth management professionals honored in Forbes | SHOOK’s 2025 America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State

Forbes | SHOOK recently published their 2025 America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State. Join us in congratulating our professionals named in this year’s lists:

The ninth annual ranking of Forbes | SHOOK Top Women Wealth Advisors Best-In-State features just over 2,400 women with proven track records who manage cumulative assets of roughly $3.6 trillion.

ADVISOR NAME IN STATE     
Holly Newman Kroft #5 – New York
Stephanie J. Stiefel #6 – New York
Lisa Reed #7 – California

 

The Forbes | SHOOK America’s Top Women Wealth Advisors Best-In-State features 100 women who manage cumulative assets of roughly $386 billion.

ADVISOR NAME IN COUNTRY
Holly Newman Kroft #27
Stephanie J. Stiefel #33

Data provided by SHOOK® Research, LLC. Data as of September 30, 2024. SHOOK considered advisors born in 1985 or later with a minimum four years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices. Also reviewed: client retention, industry experience, credentials, review of compliance records, firm nominations, and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. 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.

Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.

The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.