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Top 40 Advisors Under 40 countdown: 1-20

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Top 40 Advisors Under 40 cover slide 2020 edition

With our annual ranking, On Wall Street recognizes the efforts of the industry’s elite young talent. Collectively, the Top 40 generated $154 million in annual production and oversaw $26 billion in combined client assets.

We continue our unveiling of the Top 40 Advisors Under 40 list with Nos. 1 to 20.

Advisors who made the list this year came from a variety of firms, including Alex. Brown | Raymond James, Morgan Stanley and UBS. The lion’s share, however, came from just one firm: Merrill Lynch. Seventeen advisors from the wirehouse made the ranking, including this year’s No. 1.

Please scroll down to see the finalists.

To see No. 21-40, please click here. More Top 40 content, including our annual Top Regional BD Advisors Under 40, will be forthcoming.

First, a quick word on methodology: Finalists for the ranking were 39 or younger as of Dec. 31, 2019, and were registered with an advisory firm in the employee channel. Production totals were used to determine the rankings. Nominees’ information was confirmed with their employers.

Production and AUM figures are as of Sept. 30, 2019.

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No. 20 Chris Shukie
Firm: UBS
Location: Boston
Age: 38
Production: $3,565,792
AUM: $408,909,100
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No. 19 Dominic Casanueva
Firm: Merrill Lynch Wealth Management
Location: Lakewood Ranch, Florida
Age: 35
Production: $3,570,587
AUM: $780,983,291
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No. 18 John Minnich
Firm: Merrill Lynch Wealth Management
Location: Wyomissing, Pennsylvania
Age: 38
Production: $3,573,879
AUM: $579,322,848
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No. 17 Guillermo Eiben
Firm: Morgan Stanley
Location: New York
Age: 39
Production: $3,675,517
AUM: $309,000,000
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No. 16 Christopher Bilton
Firm: Merrill Private Wealth Management
Location: Chicago
Age: 37
Production: $3,781,792
AUM: $587,883,071
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No. 15 Michael Riley
Firm: RBC
Location: Rockville, Maryland
Age: 39
Production: $3,801,537
AUM: $675,000,000
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No. 14 Eric Englund
Firm: RBC
Location: San Francisco
Age: 36
Production: $3,900,000
AUM: $155,000,000
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No. 13 Neil Greenspan
Firm: Oppenheimer & Co.
Location: New York
Age: 39
Production: $3,972,714
AUM: $1,827,251,270
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No. 12 Xi Qiao
Firm: UBS
Location: San Francisco
Age: 35
Production: $4,043,475
AUM: $750,360,723
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No. 11 Camper O'Neal
Firm: Merrill Lynch Wealth Management
Location: Birmingham, Alabama
Age: 37
Production: $4,089,291
AUM: $884,368,143
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No. 10 Ryan Long
Firm: UBS
LocatioN: Dallas
Age: 39
Production: $4,206,465
AUM: $611,402,844
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No. 9 Aric Zamel
Firm: UBS
Location: Beverly Hills, California
Age: 39
Production: $4,206,656
AUM: $711,339,853
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No. 8 Kevin Bruegge
Firm: Merrill Private Wealth Management
Location: Cincinnati, Ohio
Age: 39
Production: $4,335,320
AUM: $1,001,703,583
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No. 7 Maxwell Bull
Firm: Morgan Stanley
Location: Denver
Age: 38
Production: $4,360,000
AUM: $975,000,000
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No. 6 Stephen Bealer
Firm: Merrill Lynch Wealth Management
Location: Wyomissing, Pennsylvania
Age: 38
Production: $4,749,569
AUM: $763,505,305
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No. 5 Geoffrey Lee
Firm: Ameriprise
Location: Henderson, Nevada
Age: 38
Production: $4,875,655
AUM: $392,150,614
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No. 4 Nicole Christians
Firm: Merrill Lynch Wealth Management
Location: Farmington Hills, Michigan
Age: 38
Production: $4,888,517
AUM: $753,554,974
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No. 3 Seth Haye
Firm: Morgan Stanley
Location: Westlake Village, California
Age: 39
Production: $5,976,080
AUM: $866,425,679
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No. 2 Mihir Patel
Firm: Morgan Stanley
Location: New York
Age: 39
Production: $6,230,000
AUM: $573,313,212
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No. 1 Dane Runia
Firm: Merrill Private Wealth Management
Location: Provo, Utah
Age: 36
Production: $11,312,815
AUM: $2,690,993,871