Top 40 Under 40 Registered Investment Advisors

The financial advisory industry is supposedly graying. So we decided to find the top relatively youthful FAs. Combing through the Meridian-IQ database of financial advisors, as well as holding conversations with industry gadflys and accumulating numerous press reports, we’ve assembled this list of 40 up-and-coming independent financial advisors all under 40 years old and working at some of the largest RIAs in the country. While we rank the list by AUM, the number may or may not ...

WealthManagement.com Freemium Content

"Top 40 Under 40 Registered Investment Advisors" is FREE to access as a registered user on WealthManagement.com.

Why Register for WealthManagement.com? It's simple and free, and here is what you get:

  • Reuters' dedicated Wealth Management news coverage, every single day.
  • Interactive rankings of brokers and independent advisors.
  • Access to our lively users’ forums to get inside info from fellow advisors.
  • Insights from our proprietary research on topics like social media and practice management.
  • Unlimited access to the Value My Practice profile tool.

Already registered? here.






Please or Register to post comments.

Industry Newsletters
Careers Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×