2025 State of Women in Wealth Management

A Clear and Intentional Roadmap for Success

Discover key insights and strategies to help women advisors thrive and lead in the evolving wealth management industry.

Empowering Women Advisors to Lead and Succeed.

The 2025 State of Women in Wealth Management report provides an in-depth look at the unique challenges and opportunities women face in the financial planning industry. With women set to control over $30 trillion in assets by 2030, this comprehensive guide offers actionable strategies for success, helping female advisors build thriving practices and redefine leadership in wealth management.

The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or redistributed without consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.