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.