Monument Wealth Administration is proud to announce that Jessica Gibbs, CFP® and Emily Harper, CFP® have each been ranked by Forbes as High Ladies Advisors Greatest-in-State for 2026.
Jessica and Emily have been ranked #62 and #63, respectively, within the State of Virginia.
“As a agency that’s deeply dedicated to supporting girls and the following technology of leaders, this recognition displays the values that information how we present up for our shoppers and our neighborhood every single day,” stated Jessica.
“It’s an honor to be acknowledged by Forbes once more this 12 months. As a feminine chief working alongside different skilled girls and their households to assist them dwell extra option-rich lives, this work is extremely significant to me,” stated Emily.
Please be part of us in celebrating Jessica and Emily’s well-earned accomplishment and be taught extra about how we work with shoppers on our web site or by studying our Google Evaluations.
Observe Emily Harper and Jessica Gibbs on LinkedIn, subscribe to their bi-weekly podcast, or join beneath to obtain our publication.
Award Particulars
Award 12 months: 2026
Awarded by: Forbes / Shook Analysis
Awarded on: February 2026
Methodology:
As described on the Forbes web site, their algorithm is designed to pretty evaluate the enterprise practices of a giant group of advisors primarily based on quantitative and qualitative parts. Knowledge are weighted to make sure priorities are given to dynamics similar to most popular “finest practices,” enterprise fashions, current enterprise exercise, and so forth. Every variable is graded and represents a sure worth for every measured part. This information is fed into an algorithm that measures hundreds of advisors in opposition to one another.
Monument didn’t pay to obtain this award.
Learn the Full Methodology from the Forbes Web site:
“Forbes’ high advisor rankings, developed by SHOOK Analysis, are the one advisor rankings with a concentrate on high quality, together with interviewing advisors in-person, nearly and by phone.
“In contrast to different advisor rankings, SHOOK shouldn’t be a “robo-ranker.” Numbers similar to manufacturing and belongings don’t inform the entire story, particularly when a lot of the information is self-reported. SHOOK Analysis creates rankings of function fashions—advisors which can be main the way in which in providing finest practices and offering a high-quality expertise for shoppers. A concentrate on each qualitative and quantitative elements is crucial.
“How We Rank
“The Forbes rating of America’s High Ladies Wealth Advisors and High Ladies Wealth Advisors Greatest-In-State, developed by SHOOK Analysis, relies on an algorithm of qualitative information, discovered by way of surveys and interviews carried out by phone, in-person and nearly to guage finest practices, similar to service fashions, investing fashions and compliance data in addition to quantitative information, similar to income tendencies and belongings beneath administration.
“All advisors have a minimal of seven years’ expertise. Portfolio efficiency shouldn’t be a criterion as a consequence of various consumer goals and lack of audited information. Neither Forbes nor SHOOK obtain a charge in alternate for rankings.
“Advisors can full a survey for upcoming rankings right here.
“Analysis Abstract for All SHOOK Advisors (as of February 2026)
“We don’t need 300,000 nominations so we set excessive thresholds to reduce the amount we obtain:
- 51,403 nominations acquired, primarily based on excessive thresholds (11,840 girls)
- 28,837 invited to finish on-line survey
- 25,611 whole phone interviews
- 6,727 whole in-person interviews at advisors’ location
- 1,553 whole digital interviews
- 33,891 whole interviews
“The SHOOK Course of
“SHOOK scours the monetary companies trade—banks, brokerages, custodians, insurance coverage corporations, clearing homes and others for nominations. SHOOK accepts advisors who meet pre-determined minimal thresholds and acceptable compliance data.
“Fundamental Necessities for High Ladies Wealth Advisors
- Minimal 1 12 months at present agency, with exceptions similar to acquisitions
- Advisor have to be beneficial, and nominated, by their agency
- Completion of a web based survey
- Enterprise that’s carried out with people is evaluated
- Acceptable compliance document
“Quantitative Metrics
- Weightings assigned for each income and manufacturing information
- Property beneath administration—and high quality of these belongings—each custodied and a scrutinized take a look at belongings held away (though particular person numbers are used for rating functions, we publish your complete workforce’s belongings)
- Consumer-related information, similar to retention
- Portfolio efficiency shouldn’t be an element (audited returns amongst advisors are uncommon, and differing consumer goals present various returns)
“Qualitative Metrics
- Phone, digital and in-person conferences with advisors (phone interviews are required; if an in-person assembly can’t be completed, exceptions are thought-about wherein the interview will happen after a rating has been revealed)
- Compliance data and U4s: Some “dings” will be missed similar to agency or product failure past the scope of an advisor’s due diligence. The older a ding, the much less we glance. Since there are various grey areas, the SHOOK workforce is prepared to take heed to a agency that’s prepared to face behind the advisor with written assist from management.
- SHOOK measures consumer “impression,” a proprietary indicator that measures distinction advisors make within the lives of their shoppers.
- Advisors that present a full consumer expertise: service mannequin; investing course of; charge construction; breadth of companies, together with in depth use of agency’s platform and assets (e.g. liabilities); credentials (years of service can function proxy); use of workforce & workforce dynamics; neighborhood involvement; discussions with administration, friends, competing friends; phone, digital, and in-person conferences
- Credentials (years of service can function proxy)
- Use of workforce and workforce dynamics
- Discussions with administration, friends, competing friends
- Phone, digital and in-person conferences
“Rating Algorithm
“The algorithm is designed to pretty evaluate the enterprise practices of a giant group of advisors primarily based on quantitative and qualitative parts. Knowledge are weighted to make sure priorities are given to dynamics similar to most popular “finest practices,” enterprise fashions, current enterprise exercise, and so forth. Every variable is graded and represents a sure worth for every measured part. These information are fed into an algorithm that measures hundreds of advisors in opposition to one another.
“SHOOK Disclosures
“SHOOK is totally unbiased and goal and doesn’t obtain compensation from the advisors, corporations, the media, or another supply in alternate for placement on a rating. SHOOK is funded by way of conferences, publications and analysis companions. Since each investor has distinctive wants, traders should rigorously select the best advisor for their very own scenario and carry out their very own due diligence. Rankings are primarily based on the opinions of SHOOK Analysis, LLC and never indicative of future efficiency or consultant of anybody consumer’s expertise; the agency’s analysis and rankings present opinions for how to decide on the best monetary advisor. Portfolio efficiency shouldn’t be a criterion as a consequence of various consumer goals and lack of audited information. Bear in mind, previous efficiency shouldn’t be a sign of future outcomes.
“For extra info and full particulars on methodology, go to www.shookresearch.com.”
