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Top 20 Next Gen IBD Advisors

It’s difficult to succeed as an independent rep of a broker/dealer. The business is changing; the regulatory environment is seemingly more onerous, and clients are more difficult to reach. It’s no wonder so many fret about the fact there are no young advisors entering the industry.

Try telling that to the advisors on this list. Here, the top independent broker/dealer advisors in the country, as measured by assets managed with the top independent broker/dealers in the country, who have yet to hit middle age.


Methodology: Advisors on the "Top Next Gen IBD Advisors" list are ranked exclusively by assets under management. We solicited nominations from the top 35 IBDs by headcount. REP. magazine and do not receive any compensation from financial advisors, participating firms and affiliates or the media in exchange for rankings. 

Click here to see the full list of top independent broker/dealers under 40.

TAGS: News
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