CHICAGO – July 30, 2025: Barron’s has named three Cresset Advisors to its list of the Top 100 Women Financial Advisors for 2025: Wen Nottebohm (#41), W Janet Dougherty, (#50), and Sarah Simon (#94). Both Dougherty and Nottebohm have previously been named to this Barron’s list.
“It comes as no surprise to us that Wen, Janet, and Sarah have been recognized by Barron’s as among the top financial advisors, knowing how deeply committed they are to their clients success and best interests,” said Susie Cranston, President of Cresset.
To be considered for this ranking, advisors must complete a comprehensive application about their practices. That data is then verified and applied to a formula to generate a ranking based on assets, revenue, and quality of practice. For this year’s Top 100 Women Advisors ranking, 1,094 advisors submitted data. View the full Barron’s Top Women Financial Advisors List for 2025.
About Cresset
Cresset is an independent, award-winning multi-family office and private investment firm with more than $70 billion in assets under management (as of 7/1/25). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.
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