MEET THE BEST WEALTH MANAGERS UNDER 40 YEARS OLD IN THE USA, CHOSEN FOR TRUST-BUILDING AND PLAIN-SPOKEN ADVICE

Cameron Beginin, CFP®

SGH Wealth Management‘s very own Cameron Beginin, CFP®, has been named one of the Best Wealth Advisors under 40 in the USA by InvestmentNews. The recognition celebrates advisors who build trust, simplify complex financial decisions, and put clients first.

What do the best wealth managers and advisors under 40 have in common?

What distinguishes this year’s top wealth managers and advisors under 40 is not a single formula for growth. Heuring built trust by staying out of the spotlight and empowering advisors to own their own brand. Reed built it by arguing that expertise, not technology, is what actually moves clients forward. Stephens built it by acquiring the trust that retiring advisors had already earned and making sure clients could understand, in 30 seconds or less, exactly what he was doing with their money.

Across all three approaches, the throughline is the same: technical skill earns a seat at the table, but trust, deliberately and patiently built, is what keeps a client relationship intact through a generational handoff.

Key insights

27% of retiring advisors have no formal succession plan, even as retirements accelerate industry-wide, Cerulli Associates finds.

94% of rookie advisors call mentoring important, though most say they don’t actually receive real career guidance from one.

82% of advisors already use AI in their practice, yet most say client trust still requires a human touch, Edward Jones research finds.

85%of advisors have adopted AI tools, and many now say it saves them meaningful time each week, AssetMark reports.

What’s next for wealth management leadership?

The next 12–24 months will test how well this generation of advisors can convert individual recognition into institutional continuity.

Cerulli’s data suggests the retirement wave is not a distant risk: with more than a third of advisors planning to exit within a decade, nearly $14.5 trillion in assets in motion, and only a minority of those retiring advisors with a formal transition plan, firms that fail to build deliberate succession pathways risk losing client relationships along with their retiring advisors.

AI adoption will likely accelerate on both sides of that transition, and it is already further along than headlines suggest: separate research from AssetMark, published in September 2026, found that 85 percent of advisors have adopted some form of AI-integrated solution, with more than half saving at least four hours a week as a result.