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 refle

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