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List

Top 25 Regional BD Advisors Under 40

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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.

Eric Englund
Eric Englund RBC Wealth Management financial advisor
Firm: RBC Wealth Management
Age: 35
Production: $3,650,000
AUM: $175 million
James Fink
No_13_Jim_Fink_Alex.Brown_Raymond_James
Firm: Alex. Brown | Raymond James
Age: 37
Production: $3,582,554
AUM: $595 million
Gregory Sommersberger
Gregory Sommersberger Baird advisor
Firm: Baird
Age: 38
Production: $3,215,052
AUM: $450 million
Loren Snyder
Loren Snyder Hilliard lyons advisor cropped photo.jpg
Firm: Hilliard Lyons
Age: 33
Production: $3,150,937
AUM: $675 million
Christopher Lazos
Chris Lazos Oppenheimer & Co. advisor 2019 photo.jpg
Firm: Oppenheimer & Co.
Age: 36
Production: $2,674,589
AUM: $249 million
Chris Vollmer
Christopher_Vollmer_RBC_No.17
Firm: RBC Wealth Management
Age: 39
Production: $2,635,550
AUM: $1.265 billion
Elizabeth Norman
Elizabeth Norman RBC advisor.tif
Firm: RBC Wealth Management
Age: 38
Production: $2,373,930
AUM: $275 million
Sean Fitzpatrick
Fitzpatrick_Christopher_Raymond_James_No_36
Firm: Raymond James & Associates
Age: 39
Production: $2,325,123
AUM: $547 million
Nicholas Anger
Nick_Anger_RBC_No_30.jpg
Firm: RBC Wealth Management
Age: 39
Production: $2,100,000
AUM: $460 million
Oliver Crandall
Crandall_Oliver_RBC_No_40
Firm: RBC Wealth Management
Age: 34
Production: $2,073,768
AUM: $288 million
Benjamin Cohen
Cohen_Benjamin
Firm: Raymond James & Associates
Age: 39
Production: $2,062,238
AUM: $529 million
Nicholas Wallace
Nick Wallace Baird advisor.jpg
Firm: Baird
Age: 38
Production: $2,018,610
AUM: $171 million
Andrew Epstein
Andrew_Epstein_BAIRD.No.22.jpg
Firm: Baird
Age: 37
Production: $1,713,920
AUM: $713 million
Justin Gelbman
Justin Gelbman Oppenheimer & Co. advisor.jpg
Firm: Oppenheimer & Co.
Age: 35
Production: $1,708,376
AUM: $219 million
Michael Snyder
Snyder_Michael
Firm: Ameriprise Financial
Age: 36
Production: $1,667,275
AUM: $240 million
Jason Miyashita
Jason Miyashita, Raymond James advisor.jpg
Firm: Raymond James & Associates
Age: 37
Production: $1,648,316
AUM: $372 million
Brandon Honcoop
Honcoop_Brandon
Firm: RBC Wealth Management
Age: 38
Production: $1,638,050
AUM: $255 million
Derrick Lewis
Derrick Lewis, Raymond James financial advisor.jpg
Firm: Raymond James & Associates
Age: 39
Production: $1,605,943
AUM: $145 million
Sean Kelly
Sean Kelly, Raymond James advisor.jpg
Firm: Raymond James & Associates
Age: 38
Production: $1,567,688
AUM: $189 million
Michael Gold
Michael Gold Raymond James financial advisor
Firm: Raymond James & Associates
Age: 38
Production: $1,516,357
AUM: $384 million
Jeremy Schmidt
Jeremy Schmidt, raymond James financial advisor.jpg
Firm: Raymond James & Associates
Age: 36
Production: $1,424,337
AUM: $276 million
Tanner Robinson
Tanner Robinson Oppenheimer & Co..jpg
Firm: Oppenheimer & Co.
Age: 37
Production: $1,406,802
AUM: $70 million
Will Strong
Will Strong Baird financial advisor.jpg
Firm: Baird
Age: 35
Production: $1,401,860
AUM: $628 million
Roger Shawn
Roger Shawn  Raymond James advisor.jpg
Firm: Raymond James & Associates
Age: 39
Production: $1,368,363
AUM: $174 million
Alex Myers
Alex Myers, Raymond James advisor.JPG
Firm: Raymond James & Associates
Age: 36
Production: $1,357,938
AUM: $147 million