The 2025 InvestmentNews Women to Watch Excellence Awardees revealed

The 2025 InvestmentNews Women to Watch Excellence Awardees revealed
Find out who made the final shortlist for top honors at this year's awards, honoring the women and firms blazing new trails in wealth management.
AUG 04, 2025

The wealth management industry is being radically transformed by women who are driving change. InvestmentNews' 2025 Women to Watch awards recognizes those who have the most impact.  

Earlier this year, we invited nominations to recognize the women and their firms that have had the biggest impact on the wealth management industry. Following a months-long process – including open nominations, independent research, and excellence awardee submissions – the 2025 Excellence Awardees have been named. These finalists represent the highest standards of women in leadership, innovation, and impact across the wealth management space. 

The awards highlight both individual and organizational achievements, with categories designed to reflect the many ways women are contributing to the profession — from financial literacy advocacy to executive leadership and long-term impact.

This year’s individual categories include:

  • Allyship Champion of the Year
  • Executive Excellence Award
  • Female Trailblazer of the Year
  • Financial Literacy Champion
  • The Alexandra Armstrong Award for Lifetime Achievement in the Financial Services Industry
  • Portfolio Manager of the Year
  • Rising Star Advisor of the Year

Organizational categories include:

  • Employer of Choice
  • Excellence in Gender Diversity & Inclusion
  • Excellence in Philanthropy & Community Service
  • Fastest Growing, Female-Led Advisory Team

THe 2025 Women to Watch Awards will be held on October 21 at Tribeca 360 in New York City. 

More information on the event is available on the InvestmentNews 2025 Women to Watch event website.

Latest News

Merrill to pay $39 million in cash sweep settlement
Merrill to pay $39 million in cash sweep settlement

The financial advice industry has been facing inquiries into its cash sweep programs for years now.

RIA moves: Savant enters Thousand Oaks as Procyon lands in New Jersey
RIA moves: Savant enters Thousand Oaks as Procyon lands in New Jersey

Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm

Beyond sell or inherit: A third exit for appreciated property
Beyond sell or inherit: A third exit for appreciated property

With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.

AI marketing adoption gap costs financial firms revenue
AI marketing adoption gap costs financial firms revenue

Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.

HB Wealth enters Texas with physician-focused advisory team
HB Wealth enters Texas with physician-focused advisory team

A father-daughter trio managing approximately $700 million joins the Atlanta-based fee-only RIA, establishing its Austin foothold.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains