Recognizing Top-Producing Young Financial Advisors
Each year, Financial Planning acknowledges the exceptional achievements of the industry’s top-producing young financial advisors at both wirehouses and regional firms. This year, the advisors who secured a spot on the Top 40 Regional Brokers Under 40 list collectively generated nearly $102.5 million in total annual revenue, a figure that remains relatively stable compared to the previous year.
On average, each advisor on the list produced close to $2.56 million in trailing 12-month production from October 1, 2024, to September 30, 2025. Despite a slight dip in production, the group managed to increase the assets they collectively managed by nearly 19%, reaching a total of $21.4 billion.
Top Brokers Under 40 in 2026
This year’s cohort of top 40 regional brokers under 40 hails from six different firms: Ameriprise, Baird, Janney Montgomery Scott, Raymond James, RBC, and William Blair. Raymond James dominated the rankings once again with 17 brokers making the list, followed closely by RBC with 16 brokers.
To learn more about the strategies employed by three of this year’s top producers to distinguish themselves in an industry that often prioritizes age over ability, you can click here.
Scroll down to view the complete list of this year’s top 40 regional brokers under 40. For previous years’ lists, you can access them here.
A note on our methodology: Nominees for the rankings were required to be age 39 or younger by December 31, 2025, and affiliated with a wealth management firm in its employee channel. The production totals used for ranking purposes were verified by each broker’s employer, and the reported trailing 12-month production and AUM figures were current as of September 30, 2025.
