InvestmentNews introduces 40 top advisers and associated professionals in the financial planning industry under age 40

By the Numbers

Where they work

Our honorees hail from 19 states, with California having the most. Hover over to view details.

Top news sources

While traditional media still tops the list, filtering news through Twitter is a growing trend among our young advisers.


CFP tops the list of certifications, with 23 attaining it, while 7 honorees have none at all.

Coffee consumption

Although the majority of our honorees enjoy a strong cup of joe each day, 12 haven't taken the latest good news on coffee's health benefits to heart.

Gender breakdown

The advisory industry remains male-dominated, but InvestmentNews Research has shown more women entering the field. Our crop of honorees reflects this trend, at 30% female.

Getting social

This year's honorees go "old school" when it comes to social media, favoring LinkedIn above all other networks.

Pet preferences

The majority of 2015 winners do not have pets, but among those who do, dogs rule.

Higher education

The highest academic degree attained by our winners varies, but BS or Bachelor of Business Administration was most common, with 16 in our class achieving it.

Party planner

Asked which three guests our honorees would most like to invite to a dinner party, a few people proved most popular.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.