Barron's Top 100 Women Financial Advisors List for 2026

By the Editorial Team · Wednesday, July 29, 2026

Deborah Montaperto of Morgan Stanley Private Wealth Management maintained her position as the top-ranked woman financial advisor in the U.S. for 2026, managing nearly $291 billion primarily for ultrahigh net worth clients. This ranking by Barron’s highlights the leading women shaping wealth management for high and ultrahigh net worth individuals, underscoring their impact on industry standards and client service.

The latest ranking of America’s top women financial advisors for 2026 highlights industry leaders based on assets managed, revenue contributions, and the overall quality of their advisory practices. The list, compiled by Barron’s, features advisors who primarily serve high net worth (HNW) and ultrahigh net worth (UHNW) clients across the United States.

Deborah Montaperto of Morgan Stanley Private Wealth Management in Palm Beach, Florida, retained her position as the top-ranked woman financial advisor for a second consecutive year. Her team manages approximately $290.9 billion in assets, with typical client accounts valued at around $150 million and client net worth averaging $250 million. Montaperto’s focus remains on ultrahigh net worth individuals.

Following Montaperto is Colleen O’Callaghan of J.P. Morgan Wealth Management in New York, who moved up from fifth place in 2025 to second in 2026. O’Callaghan’s team oversees $8.2 billion in assets, catering largely to UHNW clients with typical accounts around $50 million and client net worth near $100 million.

Holly Newman Kroft of Neuberger Berman, also based in New York, ranks third after holding the second position the previous year. Kroft serves both high net worth and ultrahigh net worth clients, managing $4.5 billion in assets with typical accounts valued at $15.6 million and average client net worth of $20 million.

The list extends to include 100 women advisors nationwide, reflecting a broad spectrum of client types and asset volumes. Advisors on the list represent a range of prominent financial institutions and demonstrate significant expertise in managing wealth at the upper tiers of personal finance.

This annual ranking is considered a key benchmark within the financial advisory industry, spotlighting the individuals who substantially influence wealth management trends and client outcomes. The metrics used encompass the scale of assets under management, revenue produced for their firms, and qualitative assessments of client service and practice management.

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