Altfest Executive Vice President and Principal Advisor, Karen Altfest, has been recognized by Forbes in their 2025 list of Top Women Wealth Advisors.  For advisors serving high net worth clients in the New York City area, Karen was ranked 4th overall!

This impressive achievement is a testament to her steadfast dedication to her clients and their families.

Forbes 2025 Top Women Wealth Advisors Best-In-State List

Forbes’ top advisor rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone. 

Unlike other advisor rankings, SHOOK is not a “robo-ranker.” Numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both qualitative and quantitative factors is imperative.

Read the entire methodology on their website…

Methodology: America’s Top Women Wealth Advisors 2025

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