Top 40 Advisors Under 40 countdown: #21-30
On Wall Street annually ranks the highest-producing employee advisors in wealth management who are under age 40. The tradition continues this year with the unveiling of advisors ranked Nos. 30 to 21.
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. 40 to 31 generated $35 million in revenue and oversaw more than $5 billion in assets.
Advisors on the ranking this year come from wirehouses and regional BDs, such as Merrill Lynch and Raymond James’ Alex. Brown unit.
Scroll through to see who made cut this year.
Finalists for the ranking were to be no older than 39 of younger 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.
Production and AUM figures are as of Sept. 30, 2018.