- Connect with the changemakers. Meet the forward-thinking leaders redefining wealth management and shaping what’s next.
- Level up your edge. Walk away with proven strategies to grow your clients, your team, and your influence in a fiercely competitive market.
- Stay future-ready. Get ahead of tech disruption, regulatory shifts, and the evolving expectations of a new generation of clients.
- Fuel your leadership. Gain fresh insights on strategy, resilience, and impact from voices driving transformation in finance.
- Belong to something bigger. Join a powerful community that lifts, connects, and celebrates women leading wealth forward.
- Turn disruption into opportunity. Master the market shifts, client demands, and regulatory changes reshaping wealth.
- Future-proof your practice. Build firm value, ensure continuity, and position yourself for what’s next.
- Own your niche. Define your edge, amplify your visibility, and attract the clients you want most.
- Scale without burnout. Harness tech, delegate with confidence, and set boundaries that drive growth.
- Win across generations. Build lasting, authentic connections with women, next-gen, and multigenerational clients.
- 181 Varick St, New York, NY 10014, United States
- Tel: +1 212-414-8282
- Complimentary WiFi
- 370 Canal St, New York, NY 10013, United States
- Tel: +1 800-325-3535, +1 866-961-3319
- Complimentary in-room Wi-Fi
- 231 Hudson St, New York, NY 10013, United States
- Tel: +1 212-342-7000
- Complimentary Wi-Fi in guestrooms
- Waived Daily Urban Fee, cost savings of $30 plus taxes daily
- Group rate extended 1 day pre and post (subject to availability)
- 10% Discount F&B (Lindens only)
- 2 Complimentary cans of water daily
- Complimentary passed to offsite fitness center Gotham Boxing
- Complimentary Citi bike passes
Women Advisor Summit 2025
Empowering Women in Wealth Management
This is where women in wealth management come together to sharpen their edge, spark new ideas, and step into leadership with confidence. Across one powerful day, you’ll connect with forward-thinking advisors, gain practical strategies you can use immediately, and explore bold opportunities in a rapidly changing financial landscape. From neuroscience-fueled performance hacks to hands-on workshops in leadership and business growth, the program is designed to energize your career and expand your influence. And as the day builds, so does the inspiration—culminating in the Women to Watch Awards, where we celebrate the leaders who are redefining the future of wealth. Join us in New York for a day of insight, connection, and momentum.
Continuing Education
Denoted sessions have been accepted by the CFP Board for CE credit, and can be reported for CFP® certification & renewal.
Denoted sessions have been accepted by the Investments & Wealth Institute for CE credit, and can be reported for CIMA®, CPWA®, RMA® & CIMC certification & renewal.
Why Attend
What You'll Learn
Sponsors
Meet the sponsors and partners of Women Advisor Summit
Gold Sponsors
Keynote Session Sponsor
Associate Sponsors
Silver Sponsors
Media Partners
Meet, Connect & Build lasting relationships
Travel
Closest Subway Station: Canal St.
Closest Bus Stop: Canal St.
Intersection: Hudson and Desbrosses St.
Accommodation
Courtyard Manhattan SoHo Hotel
Secure a discounted rate by using booking link or calling 1-212-414-8282 and quoting the group name Women Advisor Summit New York 2025. Limited availability.
Room rate: $509 per standard room/night + tax
Cut-off date: September 22, 2025, or when rooms sell out.
Check in: 3pm Check out: 12pm
Reservation link: Women Advisor Summit New York 2025
Hotel Parking: Offsite parking: $60 for sedan and $70 for SUV daily charge w/ no in and out access.
Cancellation policy: A cancellation fee of one night's room and tax will apply to any reservation cancelled after midnight, 72 hours prior to arrival date.
Upon early departure, an "Early Departure Charge" of one night's room and applicable tax applies. Please have your guests confirm their departure date prior to or at check in, to avoid Early Departure Charges.
Hotel concession:
Sheraton Tribeca New York Hotel
Secure a discounted rate by using booking link or calling 1-800-325-3535 or 1-866-961-3319 and quoting the group name Women Advisor Summit New York 2025. Limited availability.
Room rate: $399 per traditional king room/night + tax
A mandatory porterage charge of $6.00 per person roundtrip is applicable for any groups of 10 persons or more arriving together. Should the participants arrive separately then it will not be applicable.
Cut-off date: September 19, 2025 or when rooms sell out.
Check in: 3pm Check out: 12pm
Reservation link: Women Advisor Summit New York 2025
Hotel Parking: Wooster parking garage starts at $55.00 USD daily and may vary based on vehicle size.
Cancellation policy: The hotel requires a 7-day cancellation policy on each individual group reservations. Should guests cancel within 7 days of arrival a cancellation fee for room and taxes will be charged for each night of the reservation.
Hotel concession:
Arlo SoHo Hotel
Secure a discounted rate by using booking link quoting the group name Women Advisor Summit New York 2025. Limited availability.
Room rate: $399 per standard room/night + tax
Cut-off date: September 19, 2025 or when rooms sell out.
Check in: 3pm Check out: 12pm
Reservation link: Women Advisor Summit New York 2025
Hotel Parking: LAZ parking, fee: Sedan/Standard: $65.00 USD, SUV: $75.00 USD per 24 hrs. No in/out privilege and Valet.
Cancellation policy: A cancellation fee of one night's room and tax will apply to any reservation cancelled after midnight, 24 hours prior to arrival date.
Hotel concession:
Join top women advisors for strategy, leadership, and lasting connections
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