GEM Asset Management is thrilled to announce that Lisa Carey, CFP®, AWMA®, CRPC®, Director of Financial Planning, has been recognized by InvestmentNews to their $100M Club as a Top Female Advisor for 2026.
“It is an honor to be named amongst this list of 108 female advisors by InvestmentNews”, said Lisa Carey. “In an industry where women are still largely underrepresented, it is important to have these opportunities to highlight those women advisors who are leading the way.”
InvestmentNews highlights female advisors who individually manage at least $100 million for the second year of their $100M Club: Top Female Advisors 2026 list. With more than 300 nominees, only 108 recipients were named to the final list. The methodology is based on each eligible female advisor’s individual assets under management reported for the period January 1 to December 31, 2025. All nominated information was verified by the nominee firm’s compliance department before being accepted for consideration on the list.
InvestmentNews is a source of news and analysis for financial advisors and wealth management professionals. As well as news coverage for the financial services industry, they also provide research and events. This is the second year of the $100M Club: Top Female Advisors list.
No compensation was paid to participate in or market this award.
To read the methodology and view the full S100M Club: Top Female Advisors list





