Kim Hoffman named to Forbes America's Top Women Wealth Advisors ranking for the fifth time
Congratulations, Kim Hoffman, for being ranked among the 100 women financial advisors in the 2025 America's Top Women Wealth Advisors ranking by Forbes and SHOOK® Research. She also ranked number one in the 2025 Forbes Top Women Wealth Advisors Best-in-State in North Carolina. We want to highlight this significant achievement since this is her fifth consecutive year being named to both of these rankings.
To determine who would be included in these distinguished rankings, SHOOK® Research analysts conducted individual interviews with nominees. Criteria that determined the final list included industry experience, best practices, compliance records and assets under management.
Forbes America's Top Women Wealth Advisors and Top Women Wealth Advisors Best-in-State in 2021-2025, published February each year, research by SHOOK Research LLC, data as of August or September of the prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.