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.

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

Financial Planning announces its 2024 class of the top 40 most productive employee wealth management brokers under age 40.

Financial Planning announces its 2024 class of the top 40 most productive employee brokers under age 40 at regional firms.

Financial Planning's Top 40 Brokers Under 40 rankings recognize the industry's top elite young producers among broker-dealer firms. Nominations are now open for the 2024 edition.

Four winners of this year's Top 40 Brokers Under 40 overall and regional lists, from Morgan Stanley, Merrill Wealth Management, William Blair and RBC, joined industry experts in sharing how big brokerages can hold onto young advisors in a red-hot labor market.

Financial Planning announces its 2023 class of the top 40 most productive employee brokers under age 40 at regional firms.

Financial Planning announces its 2023 class of the top 40 most productive employee wealth management brokers under age 40.

We are now accepting nominations for two prestigious rankings: Top 40 Brokers Under 40 and Top Regional Brokers Under 40.

This elite group of young regional employee representatives collectively generate more than $87 million in annual revenue.

This elite group of young wirehouse and regional employee representatives collectively generate more than $200 million in annual revenue.

David Li of J.P. Morgan Wealth Management began learning the profession out of necessity at a young age.

The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly white and male industry.

FP’s annual list recognizes the accomplishments of an elite cohort of young wirehouse and regional advisors.

The brokers collectively generated more than $88 million in annual revenue while overseeing nearly $15 billion in assets under management.

At an average age of 37, the top-producing brokers operate in 18 different states, plus the District of Columbia and Guam.

Collectively, the brokers generated $167 million in annual production and oversaw $37 billion in combined client assets.

These elite producers in some cases operate far from Wall Street, even as they work for well-known wealth managers such as UBS, Merrill Lynch and Ameriprise.

Know a talented young advisor? Now’s your chance to nominate them for our annual rankings.