Each year, Financial Planning recognizes the industry's top-producing young financial advisors at wirehouses and regional firms.
This year, the advisors who made our Top 40 Regional Brokers Under 40 list produced nearly $102.5 million in total annual revenue combined, down just slightly from the
Despite the dip in production, the assets managed collectively by this year's group of regional top 40 brokers was up nearly 19% to $21.4 billion.
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The financial advisors who earned a spot in the 2026 rankings come from six different firms: Ameriprise, Baird, Janney Montgomery Scott, Raymond James, RBC and William Blair.
As in the past two years, Raymond James had the most brokers in the regional rankings. Its tally this year was 17, up from 15 in 2025 and 11 in 2024. Again right behind Raymond James was RBC, with 16 brokers in this year's rankings.
To read about how three of this year's younger top producers managed to stand out in an industry that often values age above ability,
Scroll down to see this year's top 40 regional brokers under 40. And click below to see previous years' lists:
These are the top 40 brokers under 40 in 2025 These are the top 40 regional brokers under 40 in 2025 These are the 40 top young brokers in 2024 These are the top 40 regional brokers under 40 in 2024
A note on our methods: Nominees for the rankings were age 39 or younger by Dec. 31, 2025, and were registered with a wealth management firm in its employee channel. FP uses production totals that are verified by each broker's employer to determine the rankings. The reported trailing 12-month production and AUM figures are by Sept. 30, 2025.
