InvestmentNews has opened the nomination window for its 2027 Top Financial Professionals ranking, a recognition program now in its fourth year that identifies standout advisors across the wealth-management industry. The program, previously known as Top Advisors, evaluates candidates on a range of performance metrics, including assets under management, AUM growth, and new client acquisition. Nominations will be accepted through Friday, October 30, with honorees slated to be featured on the InvestmentNews website in February.
The ranking is designed to spotlight advisors who have demonstrated sustained excellence in client service, business development, and professional growth. According to the program guidelines, nominees are encouraged to provide details on their career trajectory, notable accomplishments, and the milestones that have shaped their practice. This year's edition comes at a time when the advisory industry is navigating volatile markets, shifting client expectations, and increased competition for talent.
Advisors who have driven meaningful growth in their practices—whether through organic client referrals, strategic mergers, or expanded service offerings—are prime candidates for recognition. The selection process weighs both quantitative metrics, such as AUM and client growth, and qualitative factors, including leadership, community involvement, and innovation in financial planning. The program aims to highlight the diverse ways advisors create value for their clients and firms.
The 2027 ranking follows a period of significant change in the industry. Recent events, such as the suspension of advisor rankings by Forbes and Shook through 2026 amid a $6 million payment scandal, have underscored the importance of transparent and credible recognition programs. InvestmentNews' ranking, which is based on self-reported data and editorial review, seeks to maintain high standards of integrity and relevance.
In addition to the Top Financial Professionals, InvestmentNews has also opened nominations for its 2027 Best Places to Work for wealth firms, a separate program that recognizes employers with exceptional workplace cultures. Both initiatives reflect the publication's commitment to celebrating excellence across the advisory profession, from individual performance to organizational health.
For advisors considering a nomination, the process is straightforward: submit a detailed application that includes key performance data, client testimonials, and a narrative of professional achievements. The deadline is October 30, and there is no fee to apply. Honorees will be announced in February, with profiles published on the InvestmentNews website and promoted across its digital platforms.
The 2027 program arrives as advisors continue to deepen client relationships amid market volatility to boost revenue without necessarily adding new accounts. This trend highlights the importance of client retention and service quality, which are central to the ranking's criteria. Advisors who have successfully navigated these challenges are encouraged to share their stories.
InvestmentNews' Top Financial Professionals ranking is part of a broader effort to provide the advisory community with benchmarks for success and inspiration. By recognizing advisors who excel in growth, client care, and professional development, the program aims to elevate the standards of the wealth-management industry. Nominations close on October 30, and all submissions will be reviewed by the editorial team.
