Markets in 2026 have so far been uneven, shaped by policy uncertainty, shifting rate expectations and wider gaps between winners and laggards across asset classes. In that environment, many investors are leaning more heavily on advisors who emphasize planning, discipline and long-term risk management over short-term market timing. At the same time, the wealth management industry continues to strive for diversity, especially in gender representation, driven by evolving client expectations and a stronger push to recruit and retain women across advisory roles.
The tenth annual ranking of Forbes | SHOOK Best-In-State Women Wealth Advisors highlights more than 2,800 women across the country with proven track records, collectively managing nearly $4 trillion in assets. Forbes’ rankings were compiled by SHOOK Research, which uses a rigorous methodology combining quantitative and qualitative data, including interviews with candidates nominated by their firms.
This year, Nancy Carlson of Prime Capital Financial in Sioux Falls, South Dakota, was named #6 on this years list.
Want to see the full list? Check it out here.
