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July 30, 2025

Debra Brede Named on Barron’s 2025 Top 100 Women Financial Advisors List

We are excited to announce that Senior Wealth Advisor Debra Brede has once again been ranked on Barron’s 2025 Top 100 Women Financial Advisors list.


Debra has been named to the list every year since 2006. Based in Needham, MA, she claims the 21st spot out of 1,094 advisors who submitted data.

Read the full listing here.

Learn more about the methodology here.

Barron’s 2025 Top 100 Women Financial Advisors was released in July 2025 for data as of March 31, 2025. Advisors must first pass a prequalification process aimed at verifying their experience and sophistication levels. Those who meet the prequalification criteria then complete a survey of 100 questions related to their practices. For this year’s survey, 1,094 advisors submitted data which is then verified in regulatory databases. Barron’s creates its ranking based on a formula that takes into consideration three major categories including assets, revenue, and quality of practice. Barron’s also considers a wide range of qualitative factors including the advisor’s experience, their advanced degrees and industry designations, the size, shape and diversity of their team, their charitable and philanthropic work, and their compliance record. Fees were paid to Barron’s for use and promotion of the rankings, but not to be considered for the award.


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