We are proud to announce that Jim Ferrare and Monica Jalife have been recognized by Forbes and SHOOK Research as part of the 2026 Best-In-State Top Wealth Advisors list.
This recognition highlights advisors across the country who have demonstrated excellence in serving clients through thoughtful financial planning, investment guidance, and long-term relationship management. We are honored to see Jim and Monica recognized among this year’s distinguished advisors.
In addition, Monica Jalife was also named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list – an achievement that further reflects her dedication to delivering personalized guidance and helping clients navigate complex financial decisions with confidence.
At Withum Wealth Management, we remain committed to providing fiduciary-focused advice and comprehensive wealth management solutions tailored to each client’s unique goals and circumstances. We are incredibly proud of Jim and Monica for this well-deserved recognition and grateful for the trust our clients place in our team each day.
Congratulations to Jim and Monica on this outstanding accomplishment. To learn more about this honor, the methodology and to access the full lists, visit below:
Forbes 2026 Best-In-State Wealth Advisors List
Forbes 2026 Top Women Wealth Advisors Best-In-State List
Please Note: Awards, rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. Data provided by SHOOK® Research, LLC — Data as of 3/31/25. Source: Forbes.com (October, 2025). Forbes America’s Top RIA Firm's ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
