Congratulations to Magay Shepard for being named to
Forbes’ 2026 Best-in-State Wealth Advisors and 2026 Best-in-State Women Wealth Advisors Lists
We are pleased to announce that Magay Shepard, CFP®, Shepard Wealth Management Group’s founder and Managing Director/Investments, has once again been named to two of Forbes’ most distinguished lists: Best-in-State Wealth Advisors and Best-in-State Women Wealth Advisors. This marks the fifth consecutive year she has earned each honor.
The 2026 Best-in-State Wealth Advisors list spotlights approximately 11,300 top-performing advisors selected from a pool of more than 52,000. Meanwhile, this year’s Best-in-State Women Wealth Advisors list spotlights approximately 2,852 top advisors across the country. Advisors for both awards were researched, interviewed, and assigned a ranking within their respective states.
Magay has garnered recognition in other categories in recent years, including being recognized by Forbes’ as one of America’s Top Women Wealth Advisors (2020, 2021) and by AdvisorHub as an Advisor to Watch in 2022 and 2023. In addition, Shepard Wealth Management Group was named to Forbes’ Best-in-State Wealth Management Teams list in both 2025 and 2026.
Please join us in congratulating Magay on her much-deserved Forbes’ honors.
Forbes’ America’s Top Women Wealth Advisors, Best-in-State Women Wealth Advisors, Best-in-State Wealth Advisors, and Best-in-State Wealth Management Teams rankings are based on the 12-month period ending September 30, September 30, June 30, and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch are based on the 12-month period ending December 31 of the year prior to publication. Each is selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.
The 2026 Best-in-State Wealth Advisors list spotlights approximately 11,300 top-performing advisors selected from a pool of more than 52,000. Meanwhile, this year’s Best-in-State Women Wealth Advisors list spotlights approximately 2,852 top advisors across the country. Advisors for both awards were researched, interviewed, and assigned a ranking within their respective states.
Magay has garnered recognition in other categories in recent years, including being recognized by Forbes’ as one of America’s Top Women Wealth Advisors (2020, 2021) and by AdvisorHub as an Advisor to Watch in 2022 and 2023. In addition, Shepard Wealth Management Group was named to Forbes’ Best-in-State Wealth Management Teams list in both 2025 and 2026.
Please join us in congratulating Magay on her much-deserved Forbes’ honors.
Forbes’ America’s Top Women Wealth Advisors, Best-in-State Women Wealth Advisors, Best-in-State Wealth Advisors, and Best-in-State Wealth Management Teams rankings are based on the 12-month period ending September 30, September 30, June 30, and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch are based on the 12-month period ending December 31 of the year prior to publication. Each is selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.