Sherri Stephens, President and CEO of Stephens Wealth Management Group, has been named to the 2024 Forbes Best-in-State Wealth Advisors list for the fifth year in a row. She is currently ranked #3 in the State of Michigan. The eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets over $2.8 trillion. Forbes recognizes advisors from national, regional, and independent firms. The full list of Best-in-State Wealth Advisors can be seen here.
Forbes’ annual ranking, compiled by SHOOK Research, showcases Sherri Stephens among 1,991 exceptional women advisors managing a cumulative $2.8 trillion in assets and is based upon the period from 3/31/23 – 9/30/23. The ranking was released on 2/8/24. The methodology used to determine Top Women Wealth Advisor’s award is outlined below. Please visit the ranking methodology page for more info.
*Please Note: Ranking Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Sherri Stephens or Stephens Wealth Management Group to receive the ranking. No ranking or recognition should be construed as an endorsement by any past or current client of Sherri Stephens or Stephens Wealth Management Group.
Data provided by SHOOK® Research, LLC — Data as of 9/30/23. 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.
Click here for the Forbes Best-In-State methodology.
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through.
February 2024 Newsletter