We’re excited to share that Monica Jalife has once again been recognized by Forbes and Shook Research for her outstanding dedication to wealth management and exceptional commitment to her clients. This esteemed list features over 2,400 top women advisors managing a collective $3.6 trillion in assets, and Monica has earned a spot in the top 10 in New York City – climbing several ranks from last year. Congratulations, Monica!
We are incredibly proud and excited for Monica to receive this honor – a true reflection of her and the team’s dedication throughout the year in helping clients reach their financial goals.
The list spotlights the top performing wealth advisors across the country. Each state’s list is determined by SHOOK research, an algorithm based on qualitative and quantitative criteria including in-person interviews, candidate’s industry experience, community involvement, client retention data and revenue trends.
To learn more about this honor, the methodology and to access the full list click here: Forbes 2025 Top Women Wealth Advisors Best-In-State List
