Top 40 Brokers Under 40: Call for nominations

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Financial Planning is now accepting nominations for two prestigious rankings: the Top 40 Brokers Under 40 and the Top 40 Regional Brokers Under 40.

Every year, we recognize the accomplishments of this elite group of young employee advisors at wirehouses and regional broker-dealers.

The deadline for nominations is 11:59 pm ET, Monday, Dec. 2, 2024. The results will be announced in early 2025.

You can access the nomination form by clicking here.

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Who can be nominated?

Employee W-2 advisors at wirehouses and regional broker-dealers. (Independent advisors, bank channel advisors and RIAs are not eligible.) See the nomination form above for all the eligibility criteria. 

What information is required?

Personal trailing 12-month production for the period from Oct. 1, 2023, to Sept. 30, 2024; personal AUM as of Sept. 30, 2024, is also required. Note: Team assets and production will not be considered.

Additional details: Nominees must be 39 or younger as of Dec. 31, 2024. Any custody of assets must be with the nominee's firm of employment. All nominations and details will be subject to verification. 

For all information about the requirements, please see the nomination form above. 

To see who topped the rankings last year, click here and here.