Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars

By Staff October 13, 2025 InvestmentNews

A new ranking spotlights advisors under 40 who are making their mark by focusing on genuine relationships and meeting clients where they are. More than half of the individuals who became CFP® professionals in 2024 were under 35, reflecting strong interest in the credential among younger advisors entering the field.