Must-Read Books for Financial Advisors (2026 List)

Why the Best Advisors Read Constantly

In the fast-changing world of finance, staying ahead requires continuous learning and development. And reading is one of the most powerful tools financial advisors can use to sharpen their skills, expand their market knowledge, and refine their practice.

Charlie Munger, vice chairman of Berkshire Hathaway, famously said:

“In my whole life, I have known no wise people (over a broad subject matter area) who didn’t read all the time… None, zero.”

Similarly, the late Barton Biggs, a successful money manager, emphasized:

“The successful macro investor must be some magical mixture of an acute analyst, an investment scholar, a listener, a historian, a riverboat gambler, and be a voracious reader. Reading is crucial.”

At Dunham, we echo their sentiments.

Reading doesn’t just build expertise - it equips you with a mental toolbox you can draw from to better serve your clients. Whether you're a seasoned advisor or aspiring to join the industry, these books will guide you in financial planning, practice management, investment strategies, and more.

Let’s dive into the ultimate reading list for financial advisors.

What Are 7 Must-Read Books for Financial Advisors

If you’re short on time, here are the top 7 must-reads to boost your knowledge and practice:

• The Excellent Investment Advisor by Nick Murray - a masterclass on building trust and delivering outstanding value to clients.
• The Speed of Trust: The One Thing That Changes Everything by Stephen M.R. Covey - discover how trust accelerates success in relationships and business.
• The Wealthy Barber: The Common Sense Guide to Successful Financial Planning by David Chilton - a fun, relatable guide to estate planning and financial literacy essentials.