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22 who will transform wealth management in 2022

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A select group of financial advisors, executives and entrepreneurs stand ready to break records and drive change in wealth management in the new year.

As wealth managers draw new infusions of capital from an expanding group of investors while breaking records for M&A volume and deal size, the staff at Financial Planning set out to identify the veteran professionals and up-and-comers who could make the biggest impact on the industry in 2022. With inclusion on a prior year’s list the only disqualifying factor, the professionals making up this admittedly subjective roster are reshaping a fragmented industry and serve a mission that extends beyond annual earnings.

We encourage you to review our picks from last year with the benefit of hindsight. Now scroll down to see who made the list for 2022.