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Top 40 Advisors Under 40 countdown: 21-40

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Top 40 under 40 cover slide 2020 no. 40-21

Whether it's keeping current with IRA changes or staying a step ahead of client needs, advisors have their work cut out for them. It’s why On Wall Street recognizes the efforts of the industry’s elite young talent with our annual Top 40 Advisors Under 40 list.

Advisors who made the ranking this year were a cut above their peers. Collectively, they generated $154 million in annual production. Combined AUM? A whopping $26 billion.

They come from a variety of firms, such as Merrill Lynch, Morgan Stanley and Raymond James’ Alex. Brown. And though most operate in large metropolitan areas, you’ll find a few in smaller cities such as Birmingham, Alabama.

The unveiling of this year’s list begins with Nos. 40 to 21. A few of these faces will be familiar to regular readers of our Top 40 Under 40 ranking, but there are new advisors in this group.

Scroll through to see who made the list.

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. 40 Jeffrey Browne
Firm: Merrill Lynch Wealth Management
Location: Mount Laurel, New Jersey
Age: 31
Production: $2,622,886
AUM: $344,410,932
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No. 39 Jason Goldstein
Firm: Raymond James
Location: Washington, DC
Age: 38
Production: $2,624,248
AUM: $1,049,174,320
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No. 38 Adam Hirsch
Firm: Merrill Lynch Wealth Management
Location: New York
Age: 38
Production: $2,724,796
AUM: $551,600,927
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No. 37 Walter "Hudie" Broughton
Firm: Merrill Lynch Wealth Management
Location: Minneapolis
Age: 39
Production: $2,725,928
AUM: $243,907,047
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No. 36 Christopher Lazos
Firm: Oppenheimer & Co.
Age: 37
Production: $2,760,215
AUM: $349,798,721
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No. 35 S. Wesley Carpenter
Firm: Merrill Lynch Wealth Management
Location: Fairhope, Alabama
Age: 38
Production: $2,771,558
AUM: $366,353,105
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No. 34 Matthew Dupuis
Firm: Merrill Lynch Wealth Management
Location: New York
Age: 37
Production: $2,845,850
AUM: $527,586,220
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No. 33 Andrew Kahner
Firm: UBS
Location: New York
Age: 38
Production: $2,932,653
AUM: $218,852,992
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No. 32 Matthew Tackman
Firm: Merrill Lynch Wealth Management
Location: Ridgefield, Connecticut
Age: 39
Production: $3,067,251
AUM: $482,238,586
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No. 31 James Mahoney III
Firm: UBS
Location: Palm Beach Gardens, Florida
Age: 32
Production: $3,067,740
AUM: $346,544,850
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No. 30 James Fink
Firm: Alex. Brown | Raymond James
Location: Greenwich, Connecticut
Age: 38
Production: $3,113,436
AUM: $551,739,181
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No. 29 Franco Estrada-Velasco
Firm: UBS
Location: Coral Gables, Florida
Age: 38
Production: $3,144,887
AUM: $417,725,003
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No. 28 Jeremy Ruccio
Firm: Merrill Lynch Wealth Management
Location: Miami
Age: 37
Production: $3,196,273
AUM: $1,349,117,143
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No. 27 William Wilson
Firm: UBS
Location: San Francisco
Age: 35
Production: $3,214,484
AUM: $759,613,774
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No. 26 Derek Jancisin
Firm: Merrill Lynch Wealth Management
Location: Pittsburgh
Age: 31
Production: $3,269,959
AUM: $728,501,244
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No. 25 Rachel Gottlieb
Firm: UBS
Location: New York
Age: 39
Production: $3,272,591
AUM: $437,109,351
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No. 24 James Schneiderman
Firm: Morgan Stanley
Location: Beverly Hills, California
Age: 37
Production: $3,311,566
AUM: $635,538,843
Gregory Sommersberger Baird advisor
No. 23 Gregory Sommersberger
Firm: Baird
Location: Mequon, Wisconsin
Age: 39
Production: $3,311,649
AUM: $450,000,000
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No. 22 Bradley Chappell
Firm: Merrill Lynch Wealth Management
Location: The Woodlands, Texas
Age: 38
Production: $3,451,865
AUM: $509,663,338
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No. 21 Thais Piotrowski
Firm: Ameriprise
Age: 38
Production: $3,475,247
AUM: $329,262,402