Recognition of
our commitment to excellence.
This annual ranking highlights women advisors who have excelled in their role across multiple capacities, including client service and impact, revenue generated and assets under management, and their professional conduct and compliance.
In 2025, Marcia Bloemendaal was recognized on the list of Forbes Best-in-State Woman Advisors.
The Forbes ranking of Best-in-State Top Women Wealth Advisors awarded in February of 2025 based on an evaluation period of 9/30/23 - 9/30/24. No compensation was provided in connection with obtaining or using this ranking. Evaluations conducted by SHOOK Research LLC in partnership with Forbes. https://www.forbes.com/sites/rjshook/2025/02/11/methodology-americas-top-women-wealth-advisors-2025.
In 2025, Marcia Bloemendaal was recognized on the list of Forbes Best-in-State Woman Advisors.
The Forbes ranking of Best-in-State Top Women Wealth Advisors awarded in February of 2025 based on an evaluation period of 9/30/23 - 9/30/24. No compensation was provided in connection with obtaining or using this ranking. Evaluations conducted by SHOOK Research LLC in partnership with Forbes. https://www.forbes.com/sites/rjshook/2025/02/11/methodology-americas-top-women-wealth-advisors-2025.