FLP Private Client Advisor Julia Vanzler, CFP®, CPWA® was ranked on the Forbes 2026 Top Women Wealth Advisors Best-in-State list in Massachusetts. The annual ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. The algorithm weighs factors including revenue trends, assets under management, compliance records, industry experience, and advisors that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
View the list ranking: https://www.forbes.com/lists/best-in-state-women-advisors/