Research.net Powered Online Survey

Complete the form to enter the inaugural $100M Club: Top Female Advisors ranking of InvestmentNews.

The best individuals will be ranked based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months. All figures submitted are subject to a verification process through your compliance department.

Entry deadline is Friday, February 21.

For any questions or clarifications, you may send an email to marinella.mallari@keymedia.com

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* 1. PLEASE FILL IN YOUR PERSONAL DETAILS:

Nominee name

Years as financial advisor:

Practice name:

Firm name:

City:

State:

Phone number

Email address:

DETAILS ABOUT YOUR BUSINESS PERFORMANCE

Please notify your compliance department to expect an email asking them to verify the application, and kindly inform the nominee that they will be receiving a confirmation email if you are submitting a nomination on their behalf. It is your responsibility to verify the application properly: unverified applications, or those verified after the deadline will not be accepted.

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* 2. Total funds under your individual management (AUM) as of December 31, 2024 (please answer in number format and round it up to the nearest whole number. If you count your AUM as part of a team or partnership, please portion it out based on number of people on the team and what you consider you directly manage. If chosen, your numbers will be published.):

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* 3. Number of clients you personally manage or advise as of December 31, 2024 (please answer in number format and round it up to the nearest whole number):

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* 4. Number of new clients gained (entirely new client relationships, excluding those resulting from an acquisition) between January 1, 2024 to December 31, 2024 (please answer in number format and round it up to the nearest whole number):

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* 5. Describe your most significant professional achievements over the past year. How have these accomplishments contributed to the growth or innovation of your organization or the wealth management industry at large? (max 250 words)

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* 6. Please provide contact details for your compliance department

Name:

Job title:

Company:

Email Address:

Phone Number

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* 7. I have notified anyone who may need to approve this application.

Yes

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* 8. I/the nominee has no open complaints currently under investigation by FINRA, the SEC or other federal and state regulatory agencies.

Yes

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* 9. To the best of my knowledge, all the information provided in this entry form is accurate.

Yes

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* 10. Should the nominee be selected for InvestmentNews $100M Club: Top Female Advisors 2025, please indicate whether we should reach out to the nominator or the nominee directly for further information:

Contact the nominee

Do not contact the nominee (contact nominator - provide information below)

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* 11. If the nominee is successfully selected, I accept that the contact information provided may be shared with third parties (sponsor(s) of this survey) for the purposes of functions and activities including, but not limited to, sales, marketing, and administration.

Yes

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* 12. Please only complete the below if you are submitting a nomination on behalf of someone else

First Name:

Last Name:

Job Title:

Company:

Phone Number:

Email Address:

Relationship to the nominee:

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* 13. I have notified the nominee that I have submitted a nomination on their behalf.

Yes