Igniting Growth, Accelerating Change
While women advisors represent less than one-quarter of the financial advice population, some of the fastest growing firms in the wealth management industry are women-owned RIAs. These rankings recognize the specific women-owned RIAs firms that have experienced the largest increases in assets and clients since 2017. The firms included in these rankings are women-owned RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice and the composition of the advice industry.
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