Award Dislcosures
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. A more thorough disclosure of the criteria or methodology used for various rankings can be found below.
AdvisorHub Women Advisors to Watch 2026
Advisors to Watch is open to any advisors who meet the following requirements:
- At least $80m in AUM
- 7 years experience
- 2 years at current firm and in good standing
- Clean regulatory record (2 or fewer complaints and no significant judgements)
Methodology
Advisors are ranked on a 100-pt scale in three categories.
- SCALE: relative size of assets, production and quality of service;
- GROWTH: relative year-over-year change in assets, clients and production;
- PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup.
AUM data is based on year ending 2024 and 2025.
AdvisorHub’s 2026 1000 Advisors to Watch
Advisors to Watch is open to any advisors who meet the following requirements:
- At least $150m in AUM
- 7 years experience
- 2 years at current firm and in good standing
- Clean regulatory record (2 or fewer complaints and no significant judgements)
Methodology
Advisors are ranked on a 100-pt scale in three categories.
- SCALE: relative size of assets, production and quality of service;
- GROWTH: relative year-over-year change in assets, clients and production;
- PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup.
Data is collected for the year ending 2024 and 2025.
AdvisorHub Women to Watch nominations were automatically considered for the 1000 Advisors to Watch list.
InvestmentNews $100M Club: Top Female Advisors in the US 2026
Methodology and award disclosure
This award recognizes female financial advisors who demonstrate significant scale in their advisory practices as measured by assets under management (AUM). The list highlights advisors managing substantial client assets during the evaluation period.
Eligibility and nomination process
To compile the annual list, InvestmentNews solicited nominations from advisors, industry professionals, and clients.
Eligibility requirements included:
- Nominees must be female financial advisors.
- Nominees must individually manage at least $100 million in assets under management (AUM).
All submitted information regarding nominees was required to be verified by the nominee firm’s compliance department before being accepted for consideration.
Methodology and criteria
Award is based on: Assets Under Management (AUM)
The final list was determined based on each eligible advisor’s individual AUM reported between January 1 and December 31, 2025.
Only nominees meeting the minimum AUM threshold and completing the compliance verification process were considered for inclusion.
