< Back to article

Top Women-Owned RIAs in 2016

Top Women-Owned RIAs in 2016

Methodology: WealthManagement’s Top Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management. To land on the list, female advisors were required to directly own at least 25 percent of the firm. Additionally, these women have at least some individual clients for whom they do financial planning. Finally, none of the RIAs on our list operates a broker/dealer or a bank, or is affiliated with an investment company. 

Rank Name Firm Name Main Office AUM

1

Sherrie Grabot

GuidedChoice Asset Management, Inc.

San Diego, Calif.

$12,317,410,631

2

Barbara Best

Capital Strategies Investment Group LLC

Oakbrook Terrace, Ill.

$10,540,444,233

3

M. Julie McKinley

Fiduciary Counselling, Inc

St. Paul, Minn.

$4,756,091,191

4

Anne B. Shumadine

Signature Family Wealth Advisors

Norfolk, Va.

$3,316,470,324

5

Myrna M. Rivera

Consultiva Internacional, Inc

Guaynabo, Puerto Rico

$3,246,872,057

6

Jeanie Wyatt

South Texas Money Management, LTD

San Antonio, Texas

$2,759,067,034

7

Katherine B. Lintz

Matter Family Office

St. Louis, Mo.

$2,758,920,156

8

Peggy Ruhlin

Budros, Ruhlin & Roe, Inc.

Columbus, Ohio

$2,150,781,284

9

Elizabeth Luna

CONCERT Wealth Management

San Jose, Calif.

$2,012,306,125

10

Katherine C. Willis

Palladium Registered Investment Advisors

Norfolk, Va.

$1,811,663,975

11

Teresa Eriksson

Eton Advisors

Chapel Hill, N.C.

$1,520,707,001

12

Barbara Joan Raasch

RCL Advisors

New York

$1,465,582,016

13

Bonnie Free Grisz

Paratus Financial

Dallas

$1,417,000,000

14

Barbara Hayes Young

Cypress Wealth Advisors

San Francisco

$1,305,109,128

15

Elizabeth Braudis

Foster Dykema Cabot & Co, Inc

Boston

$1,118,551,733

16

Faith Read Xenos

Singer Xenos Wealth Management

Coral Gables, Fla.

$1,107,700,000

17

Jane-Ellen Wolak

The Mosaic Financial Group, LLC

Chicago

$1,082,514,261

18

Marina Johnson

Vision Capital Management, Inc

Portland, Ore.

$1,052,808,603

19

Sue McGrath

Vision Capital Management, Inc

Portland, Ore.

$1,052,808,603

20

Victoria M. Trumbower

Trumbower Financial Advisors, LLC

Bethesda, Md.

$1,000,712,954

21

Lynne Renee Kinney

CKW Financial Group

Honolulu

$954,000,000

22

Elaine E. Bedel

Bedel Financial Consulting, Inc

Indianapolis

$928,526,072

23

Judith Vicks Sweet

Strategic Financial Services

Utica, N.Y.

$903,273,738

24

Nancy Lee Santory

Cookson Peirce Wealth Management

Pittsburgh

$885,491,124

TAGS: Rankings
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish