2013 Sponsors

Travel/Venue Info

Island Hotel Newport Beach
690 Newport Center Drive
Newport Beach, CA 92660

More Info >>

2012 Sponsors & Exhibitors

Women advisors are a growing segment within the advisory profession, and this influential audience will continue to experience both growth in numbers and assets under management for the foreseeable future. The Women Advisors Forum thanks for following organizations for their support. For details on sponsorship packages please contact Michael Schott at michael.schott@sourcemedia.com or 212-803-8567.

Platinum Sponsor

TD Ameritrade Institutional TD Ameritrade Institutional
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

Event Sponsors

CFP Board CFP Board
CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.
Charles Schwab Charles Schwab Advisor Services
For more than 22 years, Charles Schwab has helped advisors deliver an exceptional experience to their clients - an experience that goes beyond just custody and supports an advisor's entire office. You make a difference in your clients' lives. We strive to make a difference in yours.
Interactive Brokers Interactive Brokers
Interactive Brokers is an automated global electronic broker that specializes in catering to financial professionals by offering state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools at exceptionally low costs. The brokerage trading platform executes and processes trades in securities, futures and foreign exchange instruments on more than 100 electronic exchanges and trading venues around the world.
INVESTORS CAPITAL is a premier independent broker/dealer offering you 5-Star Service every day. Since 1992, our mission has always been to make you feel good about your choice of broker/dealer by providing you with the practice management tools, resources, and coaching you need to grow your business, exceed your clients’ expectations, and achieve success, personally as well as professionally.
Raymond James Raymond James
From humble beginnings, Raymond James has grown steadily, inventively and always responsibly to become one of the largest non-bank-owned financial services firms in the country. So, we’re big enough to offer you powerful resources, but never so big that we don’t have time for what matters most: you and your clients.

Our goal isn’t to be the firm for everyone – it’s to be the right firm for advisors like you.

See Last Year's Sponsors