FINTRX Study Finds More Young Women Joining Wealth Management

But Women Overall Still Underrepresented in Revenue-Generating Roles

Published on Mar. 10, 2026

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A new study by FINTRX, a private wealth intelligence platform, shows that while more younger women are entering the wealth management field, overall women remain significantly underrepresented in revenue-generating and executive roles tied to client relationships and key strategic decisions.

Why it matters

The findings highlight the persistent gender gap in the wealth management industry, where women continue to face barriers to advancement and leadership roles, despite a growing number of women-founded and women-led independent RIAs emerging as a countertrend.

The details

The FINTRX study, using data on more than 500,000 registered representatives across the U.S., found that women now account for 28% of the total wealth management professionals, higher than in asset management and about equal to female representation in investment banking. However, much of this participation remains in support roles, including administrative, legal, compliance and operations, rather than in client-facing and revenue-generating roles. Only about 20% of producing advisors are women, illustrating a persistent gap in core revenue-generating roles.

  • The study is based on data as of February 19, 2026.

The players

FINTRX

The leading private wealth intelligence platform for asset managers and other investment professionals.

Emily Goldman

Vice president of data research for FINTRX and co-author of the report.

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What they’re saying

“While it's encouraging to see that more younger women are entering wealth management, it's also clear that women remain underrepresented in producing advisor seats and in the most senior executive roles, so there is still meaningful ground to cover.”

— Emily Goldman, Vice president of data research for FINTRX (FINTRX)

What’s next

The study aims to give asset managers, consolidators, recruiters and wealth platforms a clearer view of where female talent is entering, where it is stalling, and where it is breaking out into independent leadership.

The takeaway

The FINTRX study highlights the ongoing challenge of gender parity in the wealth management industry, where women continue to face barriers to advancement and leadership roles, despite a growing number of women-founded and women-led independent RIAs emerging as a countertrend.