What does it take to stand out in today’s financial advice industry?
For some advisors, it is the ability to build a growing client base. For others, it is expanding the assets entrusted to them while continuing to develop their business. Often, it is a combination of sustained growth, strong client relationships, and a career built over time.
InvestmentNews is inviting financial professionals across the US to participate in Top Financial Professionals 2027, the fourth annual ranking recognizing advisors who have demonstrated notable business performance over the past year.
Previously known as Top Advisors, the program will look at key indicators of growth, including assets under management, AUM growth and the development of new client relationships.
But the numbers only tell part of the story.
Alongside business performance, nominees will have an opportunity to put their achievements into context, sharing the experiences that brought them into financial services, the milestones they are most proud of and the goals shaping the next stage of their careers.
To ensure the integrity of the ranking, submitted performance figures will undergo verification through each nominee’s compliance department. Self-verification is not permitted, and entries must be verified by the deadline to be considered.
Nominate yourself or a deserving colleague before entries close on Friday, October 30.
The 2027 honorees will be featured on the website in February.
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