Forbes announced the 2025 Top Women Wealth Advisors Best-In-State and a Chevy Chase Trust advisor has made the list for the third year in a row.

The ranking methodology for 2025’s Top Women Wealth Advisors Best-In-State developed by SHOOK Research, is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

Read more here: Forbes 2025 Top Women Wealth Advisors Best-in-State List

Source: Forbes.com, awarded February 2025. Data compiled by Shook Research, LLC based on time period from 9/30/23-9/30/24. Chevy Chase Trust paid no application fee to participate.