Be a part of a movement that future face of wealth management. When you become a member or partner of the Women’s Alliance of Financial Advisors, you enter a firm-neutral community of advisors, industry leaders, and allies dedicated to the collective success women in advising and to sustainability of the wealth management industry as a whole.
Join as a Member of our Ambassador Community to connect with a professional network of women supporting women in financial advising. Our membership community is the heart of the Women’s Alliance, serving as a powerful force that includes advisors and industry professionals from to 46 states, representing over 100 different wealth management firms and offices.
Join as a Business Partner and communicate your company’s commitment to advancing women in wealth management. The Women’s Alliance is dedicated to being an essential resource within the wealth management industry, empowering our partners to attract, retain, and develop today’s and future generations of financial advising women.
April 1, 2026 – Women’s Alliance Announces New Nonprofit Board and Advisory Appointments
*Source: Cerulli Associates 2023
As we stand on the precipice of a significant financial shift in our society, the great wealth
Transfer, there has never been a more pressing time to address the persistent gender gap in financial advising. An estimated $68 trillion will be passed down from baby boomers to younger generations over the next few decades, and studies show that women will inherit about 70% of this wealth. What’s more
Despite this, women currently comprise approximately 18% of financial advisors. The need for gender diversity in financial advising is not just a matter of equity; it is an essential component of meeting the evolving needs of today’s clients.
At the Women’s Alliance of Financial Advisors we believe that financial advising is an incredibly fulfilling professional path for women seeking purpose, flexibility, success, and long-term impact. What’s more, women often possess natural skills that make them particularly effective in this role, bringing empathy and strong listening and communication skills that build trust among clients. In fact, research consistently reveals that clients report significantly higher levels of satisfaction when their financial advisor is a woman.
Whether you’re just starting out or considering a mid-career shift, this path holds exceptional potential—and there’s never been a better time for women in this profession.
But representation matters—you can’t be what you can’t see. Whatever stage you are at in your own professional journey, the Women’s Alliance of Financial Advisors invites you to join our community. Together we can create positive industry change and empower more women with greater choices when it comes to their own financial wellbeing.
Together, we are building an powerful, future-facing community of advising professionals prepared to lead and to thrive.
