- Jennifer’s inclusion on Forbes’ list marks second year of recognition.
- Ranking based on quantitative and qualitative measures that identify the highest standards of best practices.
- Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.
CHICAGO, Feb. 26, 2026 /PRNewswire/ — Mesirow, an independent, employee-owned financial services firm, today announced that Wealth Advisor Jennifer Rosenblum, CFA has been recognized in the 2026 Top Women Wealth Advisors Best-in-State ranking by Forbes.1 Jennifer’s 2026 recognition marks her second year on the list. Based on advisor surveys and interviews, the 2026 list features over 2,800 experienced women who cumulatively manage more than $4 trillion in assets.
According to Forbes, its Top Advisor rankings developed by SHOOK Research, “…are the only advisor rankings with a focus on quality.” Unlike rankings based solely on production or assets, the research emphasizes both qualitative and quantitative factors to identify advisors who are leading the way in wealth management.
“We congratulate Jennifer on her recognition as a top woman wealth advisor in Illinois,” said Mesirow Wealth Management CEO Brian Price. “Jennifer’s recognition reflects the depth of experience and client-first mindset she brings to her work. She exemplifies the best of Mesirow Wealth Management and we are proud to see her once again recognized by Forbes.”
Jennifer Rosenblum, CFA joined Mesirow in 1997 and has more than 35 years of experience in the financial services industry. Throughout her career, she has specialized in working with individuals, families, charitable organizations, and business owners to help them create comprehensive financial planning strategies to accumulate, protect and distribute their wealth. She also was recently named to Mesirow’s Board of Directors. Jennifer is on the advisory council of the Program in Jewish Culture & Society at the University of Illinois and a member of the Chicago Finance Exchange (CFE).
As a Barron’s Top 100 RIA firm,2 Mesirow Wealth Management offers a differentiated approach that places equal emphasis on customized, comprehensive wealth plans that evolve along with clients’ lives and expert investment selection in all markets, including access to traditional stock and bond opportunities as well as alternative investments. Mesirow Wealth Management has more than $14.2 billion in assets under management / assets under advisement,3 and Mesirow overall has $359.4 billion in assets under supervision.4
Learn more about Mesirow Wealth Management.
About Mesirow
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture.
Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms. To learn more, visit mesirow.com, follow us on LinkedIn and subscribe to Spark, our quarterly newsletter.
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Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2026, Mesirow Financial Holdings, Inc. All rights reserved. Investment management services provided through Mesirow Financial Investment Management, Inc., Mesirow Institutional Investment Management, Inc. and Mesirow Financial Private Equity Advisors, Inc., all SEC-registered investment advisor, a CFTC registered commodity trading advisors and member of the NFA, or Mesirow Financial International UK, Ltd. (“MFIUK”), authorized and regulated by the FCA, depending on the jurisdiction.
Award recognition disclosures: mesirow.com/award-recognition-disclosures
- Each year, Forbes partners with SHOOK Research to evaluate prospective advisors. Evaluation criteria is gathered through telephone, virtual and in-person due diligence interviews, as well as quantitative data. They weigh factors like revenue trends, assets under management, compliance records, industry experience and those who encompass the highest standards of best practices. For the complete list of 2026 Top Women Wealth Advisors and methodology, visit https://www.forbes.com/sites/rjshook/2026/02/04/methodology-americas-top-women-wealth-advisors-2026/.
- 2025 Barron’s Top RIAs (Received September 2025 for the year 2024 – Licensing fees paid post award for use of the ranking). In order to be considered for the Barron’s 2025 Top RIA Firms list, applicants were required to complete a 145-question survey, with the firm’s ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning.
- Assets under management is as of 12.31.2025 and Assets under advisement is as of 9.30.2025. Some assets under advisement (“AUA”) are on a 45-to-90-day lag due to time needed to confirm away assets.
- As of 12.31.2025 unless otherwise noted. | “Assets under supervision” includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management (“RAUM”) is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement (“AUA”) are on a 45-to-90-day lag due to time needed to confirm away assets. (3) Currency assets under management includes AUM associated with (i) active and passive currency risk management products $214.27 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $1.09 billion, and (iii) alpha strategies $1.76 billion. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a “scaled” AUM, which is higher than the actual aggregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 12.31.2025, the “unscaled” AUM for alpha strategies was $409.57 million. Alternative Credit assets under management are as of 9.30.2025 and include regulatory assets under management (gross asset value plus unfunded commitments). Some assets under advisement (“AUA”) are on a 45-to-90-day lag due to time needed to confirm away assets. Private Equity assets under management are as of 9.30.2025 and are calculated by adding uncalled commitments and net asset value as of a period end. The most recent data is preliminary and estimated. Real Estate assets under management are as of 9.30.2025 and include regulatory assets under management (gross asset value plus unfunded commitments).
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SOURCE Mesirow Financial Holdings, Inc.
