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This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn


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Who Attends the Women Advisors Forum

The Women Advisors Forum audience represents major wirehouses, regional brokerages, private banking and bank brokerage divisions, as well as independent firms and RIAs.

Representatives from the following companies attended the 2014 series.

  • 1st National Investments
  • A1 Accounting & Tax Corp
  • Abacus Wealth Partners
  • Adri Miller Consulting
  • Advisory Asset Management
  • AFG
  • Aflac
  • Alpine Financial Services Group
  • American Institute for Economic Research
  • American National Investment Advisors, LLC
  • Amerprise Financial
  • AOC Investment Advisors
  • Apogee Wealth Advisors
  • Arcadia Wealth Management
  • Aspire Planning Group
  • Atled Financial LLC
  • AXA Advisors LLC
  • Baird
  • Bank Investment Consultant
  • Barrett Asset Management LLC
  • BB&T
  • Beacon Pointe Wealth Advisors
  • Bernardi Investment Services
  • Black Rock Financial Services
  • Blue Spark Capital Advisors
  • BMO Financial
  • Brewster Financial Planning LLC
  • Bright Financial Advisors, Inc
  • Brownson Rehmus & Foxworth
  • Burt Wealth Advisors
  • Canty Financial Management
  • Carlton Ave Management
  • CBRE Clarion Securities
  • Center for Talent Innovation
  • CFP Board
  • Charles Schwab
  • Chicago Board Options Exchange
  • Christopher Street Financial
  • Citi Bank
  • City National Bank
  • CliftonLarsonAllen Wealth Advisors
  • Commonwealth Financial Network
  • Commonweatlh Financial Services
  • Compass Financial Partners, an advisory practice of Ameriprise Financial
  • Compass Wealth Advisors, LLC
  • Cornerstone Financial
  • Croesus
  • Custer Financial Services
  • Diamond Consultants
  • Dynasty Financial Partners
  • Eaglewood Capital
  • Edgewater Holdings
  • Edward Jones
  • Ellen M. Willand, MBA, CFP
  • Ellevate
  • Embree Financial Group
  • Emigrant Bank Fine Art Finance
  • Empire Wealth Strategies
  • Epona Financial Solutions
  • Executive Monetary Management
  • Fidelity Charitable
  • Fidelity Investments
  • Fifth Street Advisors LLC
  • Filbrandt Investment Advisers
  • FINANCE STUDENT
  • Financial Focus, LLC
  • Financial Futures LLC
  • Financial Solutions Midwest, LLC
  • Fine Art Asset Management
  • Fisher Investments
  • Flammio Financial Group, An Ameriprise Private Wealth Advisory Practice
  • FMS
  • Ford Mays Wealth Management
  • Foster, Pike & Associates
  • Founders Financial Securities
  • Freedom Financial Solutions LLC
  • Freeman Heyne
  • Frisch Financial
  • FSN, LLC
  • GCG Financial
  • Geiger Wealth
  • Gemini Fund Services, LLC
  • Genesis Wealth Advisors
  • Gerstein Fisher
  • Glen Eagle Advisors
  • Grendel Online
  • G-Squared Advisory
  • Guardian Financial
  • Harbor Lights Financial Group, Inc.
  • Heiny Scott Investment Group, LLC
  • Heritage Financial Consultants
  • Heyl Financial
  • Hidden Levers
  • Highline Wealth Management
  • Highpointe Wealth Advisors
  • Holzer & Company, Inc.
  • Hunter Benefits Consulting Group Inc.
  • ILP LLC
  • Independent Women Investments
  • ING Financial Partners
  • ING FP
  • Investment News
  • J.J.B.Hilliard, W.L. Lyons LLC
  • Jennifer Faherty/Redbird Partners
  • JNBA Financial Advisors
  • JPMorgan Chase
  • KBM Financial Advisers
  • Klaas Financial
  • Klingenstein, Fields & Co., LLC
  • Knuth Financial Life Planning
  • Ladenburg Thalmann Asset Mgmt
  • Lantern Investments
  • Lau Associates LLC
  • Legg Mason Investment Counsel
  • Lemme Investment Group, Inc.
  • LFS
  • Lincoln Financial Advisors
  • LLBH Private Wealth Management
  • Loretta Nolan Associates
  • Lundeen Abrams
  • Magellan Financial, Inc.
  • Manning & Napier Advisors Inc
  • Markel Cambridge Alliance
  • Marsh Usa Inc.
  • Marva York Managing Partner at Marva York Advisors
  • Mercantil Commercebank
  • Meristem
  • Merrill Lynch
  • MetLife
  • Minerva Planning Group
  • Modera Wealth Management, LLC
  • Moneco Advisors
  • Money Managers Advisory
  • Morgan Stanley
  • Moser Kearns and Associates
  • Mueller Financial Services Inc
  • Mueller Services
  • New Horizons Financial Consultants
  • New York Life
  • NextGen Financial, LLC
  • NFP Securities
  • North Country Financial Group, LLC
  • North South Capital LLC
  • Northeast Planning Associates
  • Northwestern Mutual
  • Oak Point Financial Group
  • Oak River Financial Group
  • Oppenheimer and Co. Inc
  • OppenheimerFunds, Inc.
  • Pax World Management, LLC
  • Pell Wealth Partner’s, An Ameriprise Private Wealth Advisory Practice
  • PFS Partners
  • Plexus Capital LLC
  • PNC Wealth Management
  • Principal Financial Group
  • Quantelligent Solutions, LLC
  • R L Ross Financial Consulting
  • Randall & Pobar, LLC
  • Raymond James Financial Services, Inc.
  • RBC
  • Richwood Investment Advisors, LLC
  • Risk Strategies Company
  • RiverStone Wealth Management
  • RKC Tax & Financial Services Inc
  • Round Table Services, LLC
  • S&P Advisory
  • Saturna Capital Corp
  • Scotia Mcleoud
  • Seamark Financial Services, Inc.
  • Shapiro Financial Security Group, Inc.
  • Shelley Fischer
  • Sofia Financial
  • Source Financial Advisors
  • Stephens Wealth Management Group
  • Stonebridge Financial Advisors, LLC
  • Strategic Wealth Partners LLC
  • Symmetry Partners, LLC
  • Tandem Capital Management Inc
  • TD Ameritrade Institutional
  • The Advisor Center
  • The Bryn Mawr Trust Company
  • The Gemini Companies
  • The Henderson Financial Group
  • The Keys to the Ladies Room
  • The Millstone Evans Group of Raymond James & Associates
  • The Schumacher Group, Ameriprise Financial
  • The Welsh Miller Financial Group - Ameriprise Financial
  • Thomson Reuters
  • Timothy Financial Counsel
  • Trust Company of Illinois
  • UBS Financial Services, Inc.
  • UMB Private Wealth Management
  • US BANK
  • US Bank Corp Trust
  • VALIC Inc
  • VennWell
  • Vogelsang Asset Management
  • Wealth Financial Group
  • Wells Fargo Advisors
  • Wilmington Trust
  • Wilson Elser Moskowitz Edelman & Dicker LLP
  • Zeus Associates
  • Zimmerman Wealth Management


To join this influential network, register online or call (212) 803-6076.