Sponsored By

Top Ten Women Wirehouse AdvisorsTop Ten Women Wirehouse Advisors

Megan Leonhardt

October 1, 2014

10 Slides
Wealth Management logo in a gray background | Wealth Management

Already have an account?

Women advisors still make up a small fraction of the industry, but the women on this list show that their influence in wealth management is growing. This year, the top 50 women on the list control almost $45 billion in assets. Here’s a ranking by AUM of the top female FAs in wirehouses. 

Methodology: Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Assets under management are as of the end of the first quarter 2014. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. 

About the Author

Megan Leonhardt

Megan Leonhardt is senior editor for WealthManagement.com and REP. magazine, reporting on national brokerage firms and the independent advisor landscape, as well as regulatory updates, legal cases and compliance issues. Prior to covering the financial services industry, Megan worked as a legal reporter breaking stories on major law firms and writing on significant court cases all over the country.