8 Partners Named as Forbes’ 2025 Top Women Wealth Advisors

Cue the applause because we’re celebrating eight remarkable women from Aspiriant who have been recognized on the 2025 Forbes America’s Top Women Wealth Advisors and Best-in-State Rankings.

We’re proud to say that these professionals bring deep experience, a thoughtful approach to planning and a commitment to providing clients with clarity and confidence in their financial decision-making. They’re here to provide you with guidance and peace of mind when it comes to your financial planning.

Whether you’re an entrepreneur in Silicon Valley launching the next big innovation, a professional in the Bay Area tech industry or someone focused on creating a legacy for your family in the Midwest, our wealth managers are here to collaborate with you and tailor a financial strategy that aligns with your goals and unique circumstances.

2025 Forbes honorees: From coast to coast

Benefits of working with a female financial advisor

Recent studies highlight the valuable role female financial advisors play in guiding clients through financial decisions. For example, a Merrill study found that women investors often appreciate the collaborative and personalized approach female advisors bring, especially during pivotal life transitions. And it’s no wonder—female advisors are often praised for their ability to offer a personalized, empathetic approach that resonates deeply, especially during life’s pivotal transitions like divorce, retirement or a liquidity event.

Life is full of moments that call for clarity, strength and sound advice. Maybe you’re navigating a career pivot or determining how to protect your family’s wealth. Perhaps you’re embarking on a new chapter and need someone who truly understands the complexities you’re facing.

Working with a thoughtful financial advisor can bring clarity and perspective during critical financial decisions. A qualified advisor collaborates with you to develop a personalized plan and provide tools to help you make informed decisions about your financial future.

Our Forbes-recognized advisors have decades of experience guiding women like you through complex financial decisions and transformative life moments. Here’s how we can support you:

Navigate financial milestones with confidence

Facing a significant financial event, like selling your business or receiving an inheritance, can feel overwhelming. In Silicon Valley, managing equity compensation, stock options and proceeds from an IPO or acquisition can be complex. Our team works with clients to align their wealth with their long-term goals. Whether it’s developing a tax-conscious strategy or tailoring your financial plan to your values, we strive to provide clarity and personalized guidance during significant financial transitions.

Understand your unique journey

You wear many hats—executive, leader, mom, partner—and balancing it all isn’t easy. That’s why our wealth managers take the time to understand your unique journey.

Many of our team members have walked similar paths themselves—they’re executives, working moms and leaders who know what it’s like to juggle professional ambitions with personal responsibilities. Our advisors collaborate with you to simplify wealth management and prioritize your goals, values and loved ones.

Empower you to lead your wealth strategy

At Aspiriant, financial planning isn’t just about numbers—it’s about empowering you to take charge of your financial future. We collaborate with you to develop strategies that reflect your values, align with your career and build your family’s legacy. Our goal is to provide knowledge, tools and personalized guidance to help you take an informed, active role in shaping your financial strategy

Why Aspiriant is built for women leaders

Aspiriant isn’t just another wealth management firm — we’re a community of professionals who understand the unique challenges and opportunities that come with leadership. Here’s how we’re uniquely designed to support women leaders and executives like you:

• 100% employee-owned model: Approximately one-third of our team members have an ownership stake in Aspiriant. That means when you work with us, you’re partnering with people who are personally invested in your success. Our unique ownership model aligns us with our clients’ best interests and long-term goals, allowing us to make decisions guided by sustainable outcomes.
• Fiduciary-first commitment: Aspiriant is one of the largest independent registered investment advisor (RIA) firms in the country by assets under management. But what truly sets us apart is our commitment to you. As fiduciaries, we are legally and ethically bound to act in your best interest—always. That means no hidden agendas—just transparent, personalized advice designed to support your long-term success.
• A holistic, collaborative approach: Managing wealth is about more than numbers. It’s about developing plans that reflect your values and aspirations. That’s why we provide a team of specialists, from tax-conscious financial planners in San Francisco to investment strategists in New York City, who work together to ensure your wealth works for you.
• Expertise in major life transitions: Whether you’re leading a growing business, navigating divorce or transitioning into retirement, our team has the experience to guide you through complex financial transitions.

A legacy of empowering women

This isn’t the first time Aspiriant’s women advisors have been recognized by Forbes. Over the years, we’ve consistently celebrated our team’s unwavering commitment to empowering clients and delivering exceptional financial guidance.

Here’s a look at some of our past honorees:

• 2021 Forbes Top Women Wealth Advisors
• 2022 Forbes Top Women Wealth Advisors
• 2024 Forbes Top Women Wealth Advisors

These accolades reflect our commitment to supporting women across the country in navigating their most important financial decisions with thoughtful guidance and care.

Explore more of our achievements here: Aspiriant Awards and Press.

Let’s take the next step together

Your financial journey is as unique as you are, and it deserves a team that understands your goals, challenges and aspirations. Whether you’re managing the complexities of a liquidity event, laying the foundation for a multi-generational legacy or seeking guidance to protect and grow your wealth, we’re here to support you every step of the way.

From Silicon Valley’s IPOs and equity compensation to the philanthropic priorities of Southern California and the multi-generational planning needs of families in New York and Wisconsin, our advisors know the unique financial landscapes of the places you call home. Let’s talk today and see how we can help, no matter the stage of financial planning you’re in.