Reaching $100 million in individual AUM is a defining career milestone—one that reflects excellence, leadership, and impact. It deserves to be celebrated on a national stage.
Nominations for InvestmentNews’ $100M Club: Top Female Advisors 2026 are still open. This prestigious recognition celebrates women advisors whose individual AUM exceeds $100 million and who exemplify excellence in client advisory and leadership.
Take a moment to submit a nomination and shine a spotlight on these outstanding leaders and their impact on the industry. Nominations close Friday, February 27.
All figures submitted are subject to verification 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.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
