Monument Wealth Administration is proud to announce that Jessica Gibbs, CFP® and Emily Harper, CFP® have each been ranked by Forbes as Prime Girls 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 ladies and the subsequent era of leaders, this recognition displays the values that information how we present up for our purchasers and our group on daily basis,” stated Jessica.
“It’s an honor to be acknowledged by Forbes once more this 12 months. As a feminine chief working alongside different skilled ladies and their households to assist them reside extra option-rich lives, this work is extremely significant to me,” stated Emily.
Please be a part of us in celebrating Jessica and Emily’s well-earned accomplishment and be taught extra about how we work with purchasers on our web site or by studying our Google Opinions.
Observe Emily Harper and Jessica Gibbs on LinkedIn, subscribe to their bi-weekly podcast, or enroll 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 sitetheir algorithm is designed to pretty examine the enterprise practices of a giant group of advisors primarily based on quantitative and qualitative components. Knowledge are weighted to make sure priorities are given to dynamics resembling most well-liked “greatest practices,” enterprise fashions, current enterprise exercise, and many others. Every variable is graded and represents a sure worth for every measured part. This knowledge is fed into an algorithm that measures hundreds of advisors towards one another.
Monument didn’t pay to obtain this award.
Learn the Full Methodology from the Forbes Web site:
“Forbes’ prime advisor rankings, developed by SHOOK Analysis, are the one advisor rankings with a deal with high quality, together with interviewing advisors in-person, nearly and by phone.
“In contrast to different advisor rankings, SHOOK is just not a “robo-ranker.” Numbers resembling manufacturing and belongings don’t inform the entire story, particularly when a lot of the info is self-reported. SHOOK Analysis creates rankings of function fashions—advisors which might be main the way in which in providing greatest practices and offering a high-quality expertise for purchasers. A deal with each qualitative and quantitative elements is crucial.
“How We Rank
“The Forbes rating of America’s Prime Girls Wealth Advisors and Prime Girls Wealth Advisors Greatest-In-Statedeveloped by SHOOK Analysisis predicated on an algorithm of qualitative knowledge, discovered by means of surveys and interviews performed by phone, in-person and nearly to guage greatest practices, resembling service fashions, investing fashions and compliance data in addition to quantitative knowledge, resembling income tendencies and belongings beneath administration.
“All advisors have a minimal of seven years’ expertise. Portfolio efficiency is just not a criterion because of various consumer targets and lack of audited knowledge. Neither Forbes nor SHOOK obtain a payment in change 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 attenuate the amount we obtain:
- 51,403 nominations obtained, primarily based on excessive thresholds (11,840 ladies)
- 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 business—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 Prime Girls Wealth Advisors
- Minimal 1 12 months at present agency, with exceptions resembling acquisitions
- Advisor should be advisable, and nominated, by their agency
- Completion of an internet survey
- Enterprise that’s performed with people is evaluated
- Acceptable compliance document
“Quantitative Metrics
- Weightings assigned for each income and manufacturing knowledge
- Belongings 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 entire workforce’s belongings)
- Shopper-related knowledge, resembling retention
- Portfolio efficiency is just not an element (audited returns amongst advisors are uncommon, and differing consumer targets 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 of by which the interview will happen after a rating has been printed)
- Compliance data and U4s: Some “dings” may be missed resembling 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 help from management.
- SHOOK measures consumer “influence,” a proprietary indicator that measures distinction advisors make within the lives of their purchasers.
- Advisors that present a full consumer expertise: service mannequin; investing course of; payment construction; breadth of companies, together with intensive use of agency’s platform and sources (e.g. liabilities); credentials (years of service can function proxy); use of workforce & workforce dynamics; group 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 examine the enterprise practices of a giant group of advisors primarily based on quantitative and qualitative components. Knowledge are weighted to make sure priorities are given to dynamics resembling most well-liked “greatest practices,” enterprise fashions, current enterprise exercise, and many others. Every variable is graded and represents a sure worth for every measured part. These knowledge are fed into an algorithm that measures hundreds of advisors towards one another.
“SHOOK Disclosures
“SHOOK is totally unbiased and goal and doesn’t obtain compensation from the advisors, companies, the media, or another supply in change for placement on a rating. SHOOK is funded by means of conferences, publications and analysis companions. Since each investor has distinctive wants, buyers should fastidiously select the precise 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 anyone consumer’s expertise; the agency’s analysis and rankings present opinions for how to decide on the precise monetary advisor. Portfolio efficiency is just not a criterion because of various consumer targets and lack of audited knowledge. Bear in mind, previous efficiency is just not a sign of future outcomes.
“For extra info and full particulars on methodology, go to www.shookresearch.com.”
