Financial advisors are often on the lookout for ways to grow their businesses, but they would have a long way to go to catch up to this group of brokers.
Each year, Financial Planning recognizes the top producing advisors under 40 years old among wirehouses and regional firms. In the 2021 edition of the Top 40 Advisors Under 40, the winners collectively generated $167 million in annual production and oversaw $37 billion in combined client assets.
At an average age of 37, the advisors hail from 16 different states, plus the District of Columbia and Puerto Rico. The top producing advisors in some cases operate far from Wall Street, even as they work for well known wealth managers such as UBS, Merrill Lynch and Ameriprise.
Please scroll down to see this year’s rankings.
Find three other pieces of Top 40 content elsewhere on our website:
First, an important note on methodology: Nominees for the rankings were 39 or younger as of Dec. 31, 2020, and were registered with an advisory firm in the employee channel. Production totals were used to determine the rankings. Nominees’ information was confirmed with their employers.
Production and AUM figures are as of Sept. 30, 2020.
