Revealed: The $100M top female advisors of 2025

Revealed: The $100M top female advisors of 2025
From next-gen advisors to firm leaders and CEOs, these professionals are raising their voices and helping to drive change in the wealth industry.
SEP 09, 2025

Following an exhaustive selection process, InvestmentNews is proud to reveal the illustrious $100M Club: Top Female Advisors 2025.

Boasting an average AUM of more than $367 million and roughly 200 clients personally managed on average, the women advisors comprising this list are transforming the industry day by day, bringing a personal yet professional touch to what remains an overwhelmingly male-dominated space.

InvestmentNews' $100 million club of top female advisors in 2025 captures a picture of diversity, featuring women whose upward and forward paths are as much stories of success as they are journeys of personal discovery. 

Katie Pickler, a second-generation advisor who's currently vice president at Pickler Wealth Advisors in Tennessee, shares how her mindset toward business and client service evolved with experience.

“At first, I wanted to asset-grab. I wanted to be everyone’s advisor, but I realized you’re not a fit for everybody," Pickler says.

While working hard to build on what her father has created, she remains cognizant of the unique strengths she brings to client relationships.

"I’m really good at relationship building and making sure that I empathize with someone," she says.

This year's crop of top female advisors also stand apart for their resilience in the face of challenges. A case in point is Angela Brill, the CEO of Prosperity Advisors, who had to take the reins in March following the unexpected departure of the firm's founder. That came on top of the loss of her sister at the time.

“One of the question marks was how the organization would react to a changing of the guard, even though I was at his right-hand side for many years,” she says. “I’m pretty proud that the business didn’t suffer and that I didn’t suffer.”

As one of the small but significant minority of women occupying a top seat at the table, Brill knows all too well the important role she plays within her organization.

"I am looking to bring in and help younger women who want to be in this career and help them navigate it because it’s still a very male-dominated environment and, typically, young ladies aren’t raised steeped in money and finances," she says.

Make no mistake: beyond strategic decision-making, emotional fortitude, and expansive vision, the leading women advisors on this list are also equipped with the technical chops needed to consistently serve in their clients' best interests. That's what Megan Dorn brings to the table every day with her solid foundation in tax planning, supported by other formal credentials.

"I completed my CFP designation in just eight weeks – a fast and focused deep dive that reflects how seriously I take this work," Dorn recalls. "I also pursued my CLTC designation to better serve clients planning for long-term care needs.

"One of the biggest challenges I face is working in an industry where not all advisors put their clients’ best interests first," she adds. "I’m deeply committed to changing that by focusing on education, empowering people with the knowledge they need to make informed decisions and feel confident about their financial future, whether they work with me or not."

Among this year's list of winners, InvestmentNews is shining a spotlight on:

Latest News

Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans
Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans

Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B

Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state
Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state

“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.

Osaic in talks with Anthropic as AI reshapes advisor workforce
Osaic in talks with Anthropic as AI reshapes advisor workforce

The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO

The retirement milestone advisors aren't tracking
The retirement milestone advisors aren't tracking

For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.

Wealthtech firms target stock pay, pensions and heirs for advisors
Wealthtech firms target stock pay, pensions and heirs for advisors

Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions

SPONSORED Best Practices for Engaging Women Around Alternatives

Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.