Top 40 Advisors Under 40 countdown: #1-10
For the 10 advisors who topped the annual Top 40 Under 40 ranking, the numbers alone are impressive: $59 million in combined revenue and $11 billion in AUM.
Advisors on the ranking this year primarily come from three wirehouses: Merrill Lynch, Morgan Stanley and UBS. Some names, such as Merrill’s Dane Runia and Morgan’s Nick Kavallieratos, will be familiar to those who are keen watchers of this list. But there are new faces as well.
Scroll through to see who topped the ranking this year.
Finalists for the Top 40 Under 40 were to be no older than 39 as of Dec. 31, 2018. They also had to be registered with a firm in the employee channel. Nominees’ information was confirmed with their employers. Production totals were used to determine the rankings. Production and AUM figures are as of Sept. 30, 2018.