Phillips, Nightingale Recognized by Forbes and SHOOK Research as Top Women Advisors

Congratulations to Ali Phillips and Dana Nightingale for being named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021, marking the fifth year in a row that our firm has been recognized with this honor. We are proud to be the only independent Registered Investment Advisor with two team members ranked in the top 20 in the state of Colorado.

Phillips, an Aspen-based executive vice president and partner, is ranked 35 in the United States and third in Colorado. Nightingale, a vice president and partner in the Denver office, marked her second year in a row on the list by climbing three spots to number 16 in the state.

Forbes and SHOOK Research interview thousands of advisors to compile each year's ranking, and ultimately, honorees are selected based on an algorithm of qualitative and quantitative criteria.

We want to thank our clients for their continued trust, support, and partnership, making recognitions like this possible. 

Complete coverage of the Forbes Top Women Advisors Ranking 2021 can be found here.