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Top 40 Advisors Under 40 countdown: #1-10

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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.

To see Nos. 11 to 20, please click here. To see last year’s ranking, please click here. And to see the 2019 edition of our companion ranking, the Top 25 Regional BD Advisors, please click here.

Kevin Bruegge  Merrill Lynch advisor cropped 2019.jpg
No. 10 Kevin Bruegge
Firm: Merrill Lynch Private Banking & Investment Group
Age: 38
Production: $4,135,628
AUM: $903 million
Stephen Bealer  Merrill Lynch advisor
No. 9 Stephen Bealer
Firm: Merrill Lynch
Age: 37
Production: $4,441,916
AUM: $722 million
Seth Haye Morgan Stanley advisor 2019 photo
No. 8 Seth Haye
Firm: Morgan Stanley
Age: 38
Production: $4,560,541
AUM: $633 million
Michael Lorenzo_UBS.jpg
No. 7 Michael Lorenzo
Firm: UBS
Age: 38
Production: $4,624,217
AUM: $201 million
Patel_Mihir_Morgan_Stanley_No_8.jpg
No. 6 Mihir Patel
Firm: Morgan Stanley
Age: 38
Production: $4,914,429
AUM: $418 million
Nicole Christians Merrill Lynch financial advisor new photo.jpg
No. 5 Nicole Christians
Firm: Merrill Lynch
Age: 37
Production: $5,033,318
AUM: $760 million
William Wilson_UBS financial advisor cropped photo.jpg
No. 4 William Wilson
Firm: UBS
Age: 34
Production: $5,279,609
AUM: $846 million
Arash Nassi Morgan Stanley advisor.jpg
No. 3 Arash Nassi
Firm: Morgan Stanley
Age: 39
Production: $5,299,660
AUM: $184 million
Nick Kavallieratos Morgan Stanley advisor
No. 2 Nicholas Kavallieratos
Firm: Morgan Stanley
Age: 39
Production: $10,093,461
AUM: $4.167 billion
Dane Runia Merrill Lynch advisor
No. 1 Dane Runia
Firm: Merrill Lynch Private Banking & Investment Group
Age: 35
Production: $11,279,202
AUM: $2.662 billion