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Top 40 Advisors Under 40 countdown: #11-20

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Featuring advisors from Merrill Lynch, Morgan Stanley and UBS, On Wall Street unveils the next cohort of its annual list, the Top 40 Under 40: Nos. 11 to 20.

Those on the top 40 ranking generated more than $167 million in combined annual revenue and were responsible for more than $28 billion in combined client assets. Of those totals, advisors ranked Nos. 11 to 20 generated $39 million in revenue and oversaw more than $8 billion in assets.

Scroll through to see who made cut this year.

Finalists for the ranking 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. Production totals were used to determine the rankings. Nominees’ information was confirmed with their employers.

To see Nos. 21 to 30, 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.

Production and AUM figures are as of Sept. 30, 2018.

No. 20 Adam Merino
Adam Merino Morgan Stanley advisor
Firm: Morgan Stanley
Age: 35
Production: $3,712,095
AUM: $543 million
No. 19 John Salvino
John Salvino William Blair advisor
Firm: William Blair
Age: 39
Production: $3,871,376
AUM: $502 million
No . 18 Aric Zamel
Aric Zamel UBS financial advisor 2019 photo
Firm: UBS
Age: 38
Production: $3,914,793
AUM: $424 million
No. 17 Chris Shukie
Chris_Shukie_UBS_No_32.jpg
Firm: UBS
Age: 37
Production: $3,932,322
AUM: $420 million
No. 16 Peter Huffman
Peter Huffman advisor cropped photo.jpg
Firm: Merrill Lynch
Age: 39
Production: $3,970,430
AUM: $659 million
No. 15 Daniel Geller
Daniel Geller Morgan Stanley advisor.jpg
Firm: Morgan Stanley
Age: 35
Production: $4,008,471
AUM: $408 million
No. 14 Umesh Trikha
Trikha_Umesh_Merrill_Lynch_No_14.jpg
Firm: Merrill Lynch
Age: 36
Production: $4,023,324
AUM: $655 million
No. 13 Daniel Rothenberg
Daniel_Rothenberg_No_9.jpg
Firm: UBS
Age: 36
Production: $4,054,282
AUM: $3.2 billion
No. 12 John Hammond
John Hammond Merrill Lynch advisor 2019 photo
Firm: Merrill Lynch
Age: 39
Production: $4,064,358
AUM: $839 million
No. 12 Michael James*
Ranked on 2019 Top 40 Under 40
Firm: UBS
Age: 39
Production: $4,065,812
AUM: $393 million


*UBS advisor Michael James was initially omitted from this list to due to a data error by the firm.
No. 11 Maxwell Bull
Maxwell J. Bull Morgan Stanley advisor 2019 photo
Firm: Morgan Stanley
Age: 37
Production: $4,086,886
AUM: $811 million