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Headshot of Crystal Shi, a wealth advisor at Chase

Awards and industry recognition

  • Forbes

    Top Wealth Advisors Best-In-State

    2026, 2025, 2024, 2023

  • Forbes

    Top Women Wealth Advisors Best-In-State

    2026, 2025, 2024, 2023, 2022, 2021

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Disclosures

Forbes/SHOOK Top Wealth Advisors Best-In-State: (04/07/26, data as of 06/30/25); (04/08/25, data as of 06/30/24); (04/03/24, data as of 06/30/23); (04/04/23, data as of 06/30/22). Ratings may not guarantee future success or results. Fee paid for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

Forbes/SHOOK Top Women Wealth Advisors Best-In-State: (02/04/26, data as of 09/30/25); (02/11/25, data as of 09/30/24); (02/08/24, data as of 09/30/23); (02/01/23, data as of 09/30/22); (02/04/22, data as of 09/30/21); (03/24/21, data as of 09/30/20). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures