Monument Wealth Administration is proud to announce that Jessica Gibbs, CFP® and Emily Harper, CFP® have each been ranked by Forbes as High 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 neighborhood day by day,” stated Jessica.
“It’s an honor to be acknowledged by Forbes once more this yr. As a feminine chief working alongside different skilled ladies and their households to assist them stay 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 Critiques.
Observe Emily Harper and Jessica Gibbs on LinkedIn, subscribe to their bi-weekly podcast, or enroll under to obtain our e-newsletter.
Award Particulars
Award Yr: 2026
Awarded by: Forbes / Shook Analysis
Awarded on: February 2026
Methodology:
As described on the Forbes web site, their algorithm is designed to pretty evaluate the enterprise practices of a giant group of advisors primarily based on quantitative and qualitative parts. Knowledge are weighted to make sure priorities are given to dynamics corresponding to most well-liked “greatest practices,” enterprise fashions, latest enterprise exercise, and so on. Every variable is graded and represents a sure worth for every measured element. This information 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 concentrate on high quality, together with interviewing advisors in-person, nearly and by phone.
“Not like different advisor rankings, SHOOK will not be a “robo-ranker.” Numbers corresponding to manufacturing and property don’t inform the entire story, particularly when a lot of the information is self-reported. SHOOK Analysis creates rankings of function fashions—advisors which can be main the way in which in providing greatest practices and offering a high-quality expertise for purchasers. A concentrate on each qualitative and quantitative components is crucial.
“How We Rank
“The Forbes rating of America’s High Girls Wealth Advisors and High Girls Wealth Advisors Greatest-In-State, developed by SHOOK Analysis, is predicated on an algorithm of qualitative information, discovered by surveys and interviews performed by phone, in-person and nearly to judge greatest practices, corresponding to service fashions, investing fashions and compliance data in addition to quantitative information, corresponding to income developments and property underneath administration.
“All advisors have a minimal of seven years’ expertise. Portfolio efficiency will not be a criterion as a consequence of various consumer targets and lack of audited information. Neither Forbes nor SHOOK obtain a payment in alternate 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 acquired, primarily based on excessive thresholds (11,840 ladies)
- 28,837 invited to finish on-line survey
- 25,611 complete phone interviews
- 6,727 complete in-person interviews at advisors’ location
- 1,553 complete digital interviews
- 33,891 complete interviews
“The SHOOK Course of
“SHOOK scours the monetary companies trade—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 High Girls Wealth Advisors
- Minimal 1 yr at present agency, with exceptions corresponding to acquisitions
- Advisor have to be advisable, and nominated, by their agency
- Completion of a web-based survey
- Enterprise that’s performed with people is evaluated
- Acceptable compliance file
“Quantitative Metrics
- Weightings assigned for each income and manufacturing information
- Belongings underneath administration—and high quality of these property—each custodied and a scrutinized have a look at property held away (though particular person numbers are used for rating functions, we publish the whole workforce’s property)
- Shopper-related information, corresponding to retention
- Portfolio efficiency will not be 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 wherein the interview will happen after a rating has been printed)
- Compliance data and U4s: Some “dings” might be missed corresponding to 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 hearken to a agency that’s prepared to face behind the advisor with written assist from management.
- SHOOK measures consumer “impression,” 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 assets (e.g. liabilities); credentials (years of service can function proxy); use of workforce & workforce dynamics; neighborhood 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 evaluate the enterprise practices of a giant group of advisors primarily based on quantitative and qualitative parts. Knowledge are weighted to make sure priorities are given to dynamics corresponding to most well-liked “greatest practices,” enterprise fashions, latest enterprise exercise, and so on. Every variable is graded and represents a sure worth for every measured element. These information 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 every other supply in alternate for placement on a rating. SHOOK is funded by conferences, publications and analysis companions. Since each investor has distinctive wants, traders should fastidiously select the precise advisor for their very own state of affairs 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 anybody consumer’s expertise; the agency’s analysis and rankings present opinions for how to decide on the precise monetary advisor. Portfolio efficiency will not be a criterion as a consequence of various consumer targets and lack of audited information. Keep in mind, previous efficiency will not be a sign of future outcomes.
“For extra data and full particulars on methodology, go to www.shookresearch.com.”
