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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.
October 26
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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.
February 1 -
Financial Planning announces its 2023 class of the top 40 most productive employee brokers under age 40 at regional firms.
February 1 -
Financial Planning announces its 2023 class of the top 40 most productive employee wealth management brokers under age 40.
February 1 -
We are now accepting nominations for two prestigious rankings: Top 40 Brokers Under 40 and Top Regional Brokers Under 40.
October 25 -
This elite group of young regional employee representatives collectively generate more than $87 million in annual revenue.
February 2 -
David Li of J.P. Morgan Wealth Management began learning the profession out of necessity at a young age.
February 1 -
This elite group of young wirehouse and regional employee representatives collectively generate more than $200 million in annual revenue.
February 1 -
The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly white and male industry.
February 1 -
FP’s annual list recognizes the accomplishments of an elite cohort of young wirehouse and regional advisors.
October 12
