Top Retirement Plan Advisors Under 40

Established in 2014, the list of "Aces" - our Top Young Retirement Plan Advisors - is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners, vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.

One of the first of NAPA’s standard-setting industry lists, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify.

While the determination of the final list of top young retirement plan advisors is made solely by the determination of a panel of expert judges, based on applications submitted by the nominees, you can still support these great candidates.

As has been our practice, only NAPA Firm Partners are allowed to nominate individuals for consideration.

Remember also that individuals who are nominated must complete an information form to be considered for the final list. (If you’re on the list of nominees, and haven’t received/responded to the application request, please email me ASAP at [email protected].)

Votes will be accepted through 5:00 p.m. PT Monday, November 6, 2023. Once again, we have an impressive list of nominees to consider!

Questions regarding the process or list may be directed to [email protected].

Thanks again for your support of NAPA, our industry lists/accolades, and these outstanding candidates!

Previous year’s lists are online at https://www.napa-net.org/industry-intel/accolades/young-guns