Top 25 Regional BD Advisors Under 40
Each year, On Wall Street ranks the industry’s top young producers under age 40 at the leading regional brokerage firms. In this fast-growing corner of the wealth management business, these elite financial advisors boosted their firm’s growth and worked to help clients achieve their goals.
The numbers alone are impressive: The group generated $51 million in combined revenue and were responsible for more than $9 billion in client assets.
Some of these advisors are veterans of the regional brokerages. Others started their careers at wirehouses and banks. All were 39 or younger as of Dec. 31, 2018, and employed at a regional broker-dealer.
Scroll through to see who made the cut this year, based on production totals, and stay tuned for our companion ranking, the Top 40 Advisors Under 40. To see last year’s top 25 regional BD advisors, please click here. To see the 2017 Top 40 Advisors Under 40 ranking, please click here.
Production and AUM figures are as of Sept. 30, 2018.