2025 Top 40 Under 40

Looking back at the past five years of Financial Planning's regional 40 under 40 list offers insights on advisor success — and firm struggles.

Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.

In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on Financial Planning's top 40 under 40 list say they wouldn't be where they are without early career training.

Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.

Financial Planning announces its 2025 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.

Financial Planning's annual awards honor advisor employees at both large and regional firms.