A growing number of exceptional female advisors are reaching the $100 million AUM milestone, showcasing their expertise and redefining what leadership looks like in wealth management.
These women are not only surpassing financial benchmarks, but they are also reshaping the industry with their expertise, client focus, and influence.
InvestmentNews’ second annual $100M Club: Top Female Advisors 2026 will celebrate women who have achieved this impressive milestone while delivering exceptional client service over the past 12 months.
Put a deserving female advisor in the spotlight and honor her impact, dedication, and leadership. Nominations are open until Friday, February 27.
All figures submitted are subject to a verification process through your compliance department.
The 2026 Top Female Advisors, proudly supported by the California Alternative Investments Association, will be revealed on the website this June, highlighting their accomplishments and influence across the industry.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
