Sherri Stephens, President and CEO of Stephens Wealth Management Group, has been named to the Forbes Best-In-State Top Women Wealth Advisors list, marking it her sixth consecutive year receiving this prestigious honor. This recognition underscores Sherri’s continued leadership in the wealth management profession and the firm’s commitment to client success.
“Being recognized by Forbes is a testament to the dedication of our team and the relationships we build with our clients,” said Sherri Stephens. “We live our mission – enabling clients to confidently plan for a future that inspires….leaving nothing to chance. It’s an honor to be acknowledged among such accomplished women in wealth management.”
A Legacy of Financial Expertise & Client Commitment
Over the decades, Stephens Wealth Management Group has built a legacy of trust and expertise, helping clients navigate complex financial landscapes. The firm takes pride in its comprehensive, tailored approach, serving business owners, families, and individuals.
The Forbes/SHOOK Top Women Wealth Advisors Best-In-State ranking features exceptional women advisors managing a cumulative $3.6 trillion in assets across national, regional, and independent firms. With women projected to control nearly $34 trillion in assets by 2030, the importance of financial planning tailored to their needs continues to grow. Stephens Wealth Management Group remains dedicated to empowering clients with strategic financial guidance to help them achieve their goals with confidence.
The full 2025 Best-in-State Top Women Wealth Advisors list can be viewed [here].
About the Ranking
Forbes’ annual ranking, compiled by SHOOK Research, evaluates advisors based on a combination of qualitative and quantitative factors, including client impact, industry experience, best practices, and assets under management. The evaluation period for the 2025 rankings spanned 3/31/24 – 9/30/24, with the results released on 2/8/25.
Important Disclosures
The Forbes Top Women Wealth Advisors Best-In-State 2025 award was provided by Forbes in collaboration with SHOOK Research. The award was announced in February 2025 based on data as of 9/30/24. Neither Sherri Stephens nor Stephens Wealth Management Group paid any direct or indirect compensation to be considered for or advertise this award.
Rankings and recognitions by unaffiliated rating services, publications, media, or other organizations should not be construed by a client or prospective client as a guarantee of future results. The award does not evaluate investment performance, and no ranking or recognition should be considered an endorsement by any past or current client.
Data provided by SHOOK® Research, LLC — as of 9/30/24. The America’s Top Women Advisors Best-In-State ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate advisors qualitatively (client impact, industry experience, best practices, compliance records) and quantitatively (assets under management and revenue). Investment performance is not a ranking criterion.
SHOOK’s research and rankings are opinions intended to help investors choose the right financial advisor but 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 for placement on the ranking.
For additional details, visit the Forbes Top Women Wealth Advisors 2025 Methodology Page.
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