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Investment Management
Insight Q2 2026: Market Outlook and Investment Commentary
There are moments throughout the year when we have the opportunity to pause and reflect. For us, the recent recognitions from Forbes offer one of those moments.
In early 2026, Aspiriant advisors were named to the Forbes Best-in-State Wealth Advisors list, with several also recognized among the Best-in-State Top Women Wealth Advisors. We’re incredibly proud of our colleagues who were recognized. They bring care, insight and dedication to their work every day, and that shows up in the way they serve clients.
At the same time, we think about this kind of recognition a little differently.
To us, it is not an endpoint. It is a reflection. It points to something deeper about how we are built, how we work together and how we serve the individuals and families who trust us with some of the most important decisions in their lives.
Understanding the Forbes rankings
The Forbes Best-in-State Wealth Advisors and Top Women Wealth Advisors lists are developed in partnership with SHOOK Research. While each ranking has its own methodology, both are based on a combination of qualitative and quantitative factors.
Best-in-State methodology
Top Women Best-in-State methodology
SHOOK Research overview
These evaluations consider elements such as experience, client relationships, professional practices and industry standards.
Of course, no ranking can fully capture what it feels like to sit across the table from an advisor who truly understands your goals, your concerns and your values. But thoughtful evaluations like these can offer a window into how advisors approach their work over time.
Aspiriant’s 2026 Forbes recognition
From California to New York and across the country, these advisors show up for clients in meaningful ways. Helping individuals and families navigate uncertainty, think through complex decisions and move forward with greater clarity and confidence.
Best-in-State Wealth Advisors
In April 2026, 20 Aspiriant advisors were named to the Forbes Best-in-State Wealth Advisors list:
Ami Aranha
Ryan Benson
Sandi Bragar
Lisa Colletti
Helen Dietz
Michelle Eversman
Rob Francais
Teresa Greenip
Lani Kapur
Linda Kitchens
Mary Ellen Krueger
Nayan Lapsiwala
Natalie Morrella
David Muchow
Ryan T. Nelson
Song Park
Talia Pierluissi
John Petrie
Myles Rush
Michael Weissman
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Disclosure:
Aspiriant advisors were recognized in the Forbes Best-in-State Wealth Advisors list in April 2026. The ranking, developed by SHOOK Research in partnership with Forbes, was based on information submitted by advisors and reflects the provider’s assessment at that time. The evaluation period was Jan. 1, 2025 through Dec. 31, 2025. Methodology Summary:
The ranking evaluates advisors using qualitative and quantitative criteria, including client retention, industry experience, compliance records and best practices. Not all advisors are eligible for consideration, and not all participate in the evaluation process. Compensation:
No compensation was paid by Aspiriant to be considered for this rating. Aspiriant may pay licensing fees to use and promote the award.
This recognition is not indicative of future performance, does not reflect the experience of any single client, and does not guarantee investment results.
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Forbes Top Women Wealth Advisors
In February 2026, the following Aspiriant advisors were recognized on the Forbes Top Women Wealth Advisors list:
Ami Aranha
Sandi Bragar
Lisa Colletti
Helen Dietz
Michelle Eversman
Teresa Greenip
Gretchen Hollstein
Lani Kapur
Linda Kitchens
Mary Ellen Krueger
Natalie Morrella
Talia Pierluissi
You may notice that several of these advisors were also named to the Best-in-State list. That overlap reflects a level of consistency and leadership that shows up across their work and across the firm.
We are especially proud to see so many of our colleagues recognized here. Each of these women brings a unique perspective to her work, helping clients navigate complexity, plan thoughtfully and move forward with confidence.
Their recognition speaks not only to individual accomplishment, but to a culture that supports, elevates and learns from one another.
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Disclosure:
Aspiriant advisors were recognized in the Forbes Top Women Best-in-State Wealth Advisors list in February 2026. The ranking, developed by SHOOK Research in partnership with Forbes, was based on information submitted by advisors and reflects the provider’s assessment at that time. The submission period was Oct. 1, 2024 through Sept. 30, 2025. Methodology Summary:
The ranking evaluates advisors using qualitative and quantitative criteria, including client retention, industry experience and best practices. Not all advisors are eligible for consideration, and not all participate in the evaluation process. Compensation:
No compensation was paid by Aspiriant to be considered for this rating.
This recognition is not indicative of future performance, does not reflect the experience of any single client, and does not guarantee investment results.
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Recognition that reflects our people and how we work
At Aspiriant, we believe deeply in the power of collaboration. Our advisors do not work in isolation. They work in teams. They share perspectives, exchange ideas and bring the full breadth of the firm’s thinking to each client relationship.
That approach is intentional.
As a 100% employee-owned firm, we are built to think long term. We are not driven by short-term metrics or outside pressures. Instead, we focus on building enduring relationships and helping the people we serve make decisions that align with their goals, not just today, but for years to come.
What this recognition means for you
For our clients, and for those considering working with us, awards can offer a helpful perspective on how we serve.
It speaks to consistency. It reflects the experience of our team. And it points to the depth of thinking that supports every client relationship.
More than anything, it comes through in the way that experience shows up day to day. In the conversations we have. In the care we bring to complex decisions. And in the steady partnership our clients rely on over time.
Most of all, it is a relationship grounded in trust and aligned with your long-term vision. If you’re considering a wealth management firm, we invite you to talk with us.
