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Top Women Advisors

In what has long been a male-dominated profession, a growing number of women are today making significant contributions to this field.

As with other NAPA Net industry lists (Top DC Wholesalers, Top Retirement Plan Advisors Under 40), we began by asking NAPA Firm Partners to nominate candidates for this recognition. Once voting began, we also allowed for other nominations as well, ultimately receiving nearly 500 nominations and, in the weeks that followed, roughly 15,000 votes from individuals across the spectrum of the retirement industry.

Nominees were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Those anonymized questionnaires were then reviewed by a blue-ribbon panel of judges who, over the course of several weeks, selected the women honored in three categories:

  • Captains: All-stars who happen to be principals, owners or team captains of their organizations.
  • All-Stars: Top producers who have their own practice.
  • Rising Stars: Top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor).

We are pleased and proud to be able to share these results with you here — but most importantly, we commend the fine and important work that these individuals have done to help provide a better retirement for those they work with and for, both now and in the years to come.

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