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Laila Pence Recognized by Both Forbes Magazine and Barron’s as One of the Top Women Wealth Advisors

We are excited to share some exciting news!

Recently, Laila Pence was ranked #4 by Forbes and #12 by Barron’s Magazine in their annual rankings of top female advisors.

We are honored to be recognized by both Forbes and Barron’s Magazine. We could not have accomplished this without the trust and loyalty of our clients. Our goal is to continue to provide exemplary service and deepen our relationships with every encounter we make.

Thank you for your contribution to the success of our firm and for your trusted partnership.

#4 Top Women Wealth Advisors
#12 Top Women Financial Advisors
Each advisor – selected by SHOOK Research – is chosen  based on an algorithm of qualitative and quantitative  criteria, including:
  • In-person interviews
  • Industry experience
  • Compliance Records
  • Revenue produced
  • Assets under management
To see the full rankings, click HERE.
The Barron’s list is comprised out of a pool of 4,000 of the nation’s most accomplished advisors. Advisors are selected using a complex formula that contains 22 points of rankings using an algorithm of qualitative and quantitative criteria, including:
  • Assets under management
  • Firm revenue production
  • Regulatory Records
  • Quality of Practice and philanthropic work
To see the full rankings, click HERE.
Important Information
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Financial planning services offered by Pence Wealth Management, a Registered Investment Advisor, and separate entity.
Pence Wealth Management, LPL Financial, Forbes/SHOOK, Barrons’ Magazine are separate entities and not related.
SHOOK is an independent and objective organization that does not accept compensation from advisors, wealth management firms or the media in order to influence its ranking. The methodology of the In-State ranking involves nominations, an online survey, telephone interviews and in-person interviews onsite at advisors’ location. Qualifications include advisor service model, compliance record, revenue production, client assets and years in business.
To learn more about all of our accolades, please visit us at http://PenceWealthManagement.com/Accolades.
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All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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