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Welcome!

Women Advisors Forum: a unique opportunity to network with the most successful and influential women financial advisors in the nation, while gaining fascinating insight into their career experience and rise to the top.

The world of investment advisory—whether in the major wirehouses, regional brokerages, private banking, bank brokerage divisions, independent firms or RIAs—has seen an exponential rise in the number of women who have flooded into the industry in the last two decades. However, as a percentage of the advisory population, that figure is still somewhat small. Roughly 25% of advisors are women, a far smaller number than women’s representation in other professions.

As more women strive to the upper echelons of management, this forum provides both a networking opportunity and an educational venue for high-ranking women advisors to discuss their successes and challenges in the industry.


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