We are thrilled to share that Marla Petti, CPA/PFS, AEP®, CFP®, was named to the Barron’s Top 100 Women Financial Advisors Ranking.
Marla, Regional President, Cleveland Family Office, has extensive experience in tax planning and preparation, family office services, financial education, trust administration, investment consulting, and estate and retirement planning. In her current role at MAI, Marla leads the Cleveland Family Office team, leveraging her years of experience serving multi-generational families to continue MAI’s legacy of boutique, white-glove client service.
“I feel incredibly honored to be recognized by Barron’s among such a distinguished group of women advisors,” said Marla Petti. “This acknowledgement is a testament to the dedication of our entire Cleveland Family Office team and our unwavering commitment to providing comprehensive, personalized service to our clients.”
You can see the full list here.
On July 21, 2025, Marla Petti ranked 92 out of 100 on the Barron’s Top 100 Women Financial Advisors ranking. Information provided was based on data as of 3/31/25.
Advisors must pass a prequalification process to confirm their experience and sophistication, and then, those who meet the criteria, complete a survey of more than 100 questions about their practice. For this year’s Top 100 Women Advisors ranking, 1,094 advisors submitted data. That data is verified by the advisors’ firms and by Barron’s through regulatory databases and is then applied to a formula that features assets, revenue, and quality of practice.
MAI does not pay a fee to be considered for an award or to participate in rankings.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. There is no guarantee of continued success.
Learn more about the methodology here.
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