It's time again to recognize Financial Planning's Top 40 Brokers Under 40, our annual ranking of the industry's top young producers at wirehouses and regional firms.
Combined, the brokers on this year's list generated just over $226 million in annual revenue. That was up nearly 9% from the
On average, advisors on the 2026 top 40 list generate $5.65 million a year, up from $5.2 million in 2025. But that average masks a wide range in production. This year's
All told, the 2026 cohort oversees $48.6 billion in client assets, up from $41.5 billion last year.
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The financial advisors who earned a spot on our 2026 list hail from six different firms: Janney Montgomery Scott, JPMorgan, Merrill, Morgan Stanley, Raymond James and UBS.
For at least the seventh year in a row, Merrill Wealth Management and Merrill Private Wealth Management had the most brokers in the group, at 24. Morgan Stanley followed with six.
To read about how three of our younger honorees manage to stand out in an industry that often values age,
Scroll down to view the 2026 rankings of the top 40 brokers under 40. And to see previous years' lists, click on:
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 2026
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 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, 2025.
