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:
To read the $100M Club: Top Female Advisors 2025 special report by InvestmentNews in full, click here.
Vanilla is extending its estate planning tech to Callan Family Office's ultra-high-net-worth business, while WealthFeed's organic growth engine will now be available to roughly 100 advisors at The Mather Group.
“We are helping families take an important first step toward building a financial foundation for the next generation,” said Franklin Templeton CEO Jenny Johnson
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
Cleveland RIA grows to $68 billion in assets as Philadelphia team, deepening its high-net-worth and retirement-plan practice.
Financial planning leaders say unresolved rules on fees, Roth conversions and financial aid complicate comparisons with 529 plans.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
