With our annual rankings, Financial Planning recognizes the industry's top-producing young financial advisors among wirehouses and regional firms.
The Top 40 Regional Brokers Under 40 produced nearly $104 million in total annual revenue, a nearly 20% increase from the
The 2025 top 40 under 40 regional honorees collectively managed just over $19 billion in client assets, up from $13.2 billion the previous year.
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The financial advisors who earned a spot in the 2025 rankings come from seven different firms: Ameriprise, Baird, Janney Montgomery Scott, Oppenheimer, Raymond James, RBC and William Blair.
Like last year, Raymond James had the most brokers in the regional rankings. In the 2025 regional rankings, it had 15 honorees, up from 11 in 2024. Nipping at its heels was RBC, with 12 brokers in the rankings.
Scroll down to see this year's top 40 regional brokers under 40. And click below to see previous years' lists:
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 its 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 are by Sept. 30, 2024.
