With our annual rankings, Financial Planning recognizes the industry's top-producing young financial advisors at wirehouses and regional firms.
Taken together, the Top 40 Brokers Under 40 generate just over $215 million in annual revenue. That was up barely from
On average, brokers on the top 40 under 40 list this year generated nearly $5.4 million a year, similar to last year. The No. 1 broker, however, was responsible for generating nearly $13 million in revenue — and he held the top slot last year as well. (Read more on his story
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Financial advisors earning a spot in the 2025 edition come from eight different firms: Janney Montgomery Scott, JPMorgan, Merrill, Morgan Stanley, Raymond James, RBC, UBS and William Blair.
For at least the sixth year in a row, Merrill Lynch Wealth Management and Merrill Private Wealth Management had the most brokers in the group, at 18. UBS again followed, with 12.
Scroll down to view the 2025 rankings of the top 40 brokers under 40. And to see previous years' lists, click on:
To read about how a large wirehouse's training program has helped attract and retain talent like the brokers who made the rankings,
A note on our methods: Nominees for the rankings were age 39 or younger by Dec. 31, 2024, and were registered with a wealth management firm in the 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 were by Sept. 31, 2024.
