News Summary

UBS Wealth Management USA recognizes nine financial advisors from Southern California and Hawaii on the Forbes Top Women Wealth Advisors for 2025. Courtney Liddy leads the group, marking her seventh consecutive year on the Top 100 list. This year’s rankings underscore women’s vital roles in wealth management, with over $3.6 trillion managed collectively by female advisors. The rigorous evaluation process by SHOOK Research ensures only the best are celebrated, showcasing the impact these women have on their clients and the industry.

Spotlight on Southern California and Hawaii: Celebrating Nine Top Women Wealth Advisors

In sunny San Diego, a wave of excitement is making its way through the financial planning community! UBS Wealth Management USA has announced that nine talented financial advisors from Southern California and Hawaii have been recognized on the Forbes Top Women Wealth Advisors and Best-In-State lists for 2025. This recognition shines a light on the remarkable women leading the charge in wealth management and empowering clients to secure their financial futures.

A Year of Accomplishments

Leading the charge is Courtney Liddy, who has once again made her mark by landing a coveted spot on the Top 100 Women Wealth Advisors nationwide. Remarkably, this is her seventh year in a row making this prestigious list! Not only does Liddy rank as the fourth best in the state, but she also serves high-net-worth individuals, families, and businesses as a Managing Director and Private Wealth Advisor based in downtown San Diego. She understands the unique needs of her clients, offering personalized financial advice that is both insightful and beneficial.

A Look at the Rankings

The excitement doesn’t stop with Liddy. The full list encompasses a total of nine exemplary UBS advisors, who have earned their spot among the elite in the financial advising landscape. These women stand tall among their peers, managing a substantial portfolio of wealth that reflects their commitment to excellence in service.

In fact, this year’s ninth annual ranking of the Forbes/SHOOK Top Women Wealth Advisors honors a total of 100 women overseeing cumulative assets nearing $386 billion. This impressive figure highlights the vital role women play in wealth management, proving their capability and talent in what has historically been a male-dominated industry.

Women Making Waves

What’s even more exciting is that the full Best-in-State Women Wealth Advisors list comprises around 2,400 women managing a collective wealth of approximately $3.6 trillion. This significant amount underscores the vital contribution these female advisors make to the financial landscape, offering their expertise to countless individuals and families.

How the Rankings Are Determined

You might be wondering how these rankings are compiled. That’s where SHOOK Research steps in! Utilizing both quantitative and qualitative data, they conduct numerous interviews and assessments to determine which advisors earn a place on these prestigious lists. It is a rigorous process that ensures only the very best are celebrated.

The Strength of UBS

UBS itself has solidified its reputation as a top-notch global wealth manager. Headquartered in Zurich, Switzerland, UBS operates in over 50 markets worldwide and manages an impressive $5.5 trillion in invested assets. The firm has grown significantly in recent years, notably following its acquisition of Credit Suisse in 2023, further enriching its wealth management capabilities.

Looking Ahead

As we celebrate these outstanding women advisors from Southern California and Hawaii, it’s important to recognize the impact they have on their clients’ lives. Their hard work and dedication not only help individuals and families achieve their financial goals but also encourage the next generation of women to step into the financial world. Here’s to strong female leaders blazing trails in the industry!

As more women continue to emerge as influential financial advisors, the prospects for clients seeking guidance have never looked brighter. Stay tuned, as this is just the beginning for these remarkable women!

Top Women Wealth Advisors Honored in Southern California and Hawaii