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Top 40 Advisors Under 40 countdown: #21-30

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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.

To see Nos. 40 to 31, 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.

R. Barzilay.jpg
No. 30 Rachel Barzilay
Firm: Merrill Lynch
Age: 32
Production: $3,349,575
AUM: $850 million
Guillermo Eiben Morgan Stanley financial advisor.jpeg
No. 29 Guillermo Agustin Eiben
Firm: Morgan Stanley
Age: 38
Production: $3,454,146
AUM: $315 million
Philip Verhaeghe Merrill Lynch financial advisor
No. 28 Philip Verhaeghe
Firm: Merrill Lynch
Age: 39
Production: $3,503,319
AUM: $535 million
Josef Najar financial advisor at Morgan Stanley.jpg
No. 27 Josef Najar
Firm: Morgan Stanley
Age: 39
Production: $3,507,194
AUM: $358 million
Ryan Long UBS finanical advisor cropped photo.jpg
No. 26 Ryan Long
Firm: UBS
Age: 38
Production: $3,571,627
AUM: $563 million
No_13_Jim_Fink_Alex.Brown_Raymond_James
No. 25 James Fink
Firm: Alex. Brown | Raymond James
Age: 37
Production: $3,582,554
AUM: $595 million
Michael Shalhoup  Merrill Lynch advisor
No. 24 Michael Shalhoup
Firm: Merrill Lynch
Age: 34
Production: $3,607,948
AUM: $399 million
Eric Englund RBC Wealth Management financial advisor
No. 23 Eric Englund
Firm: RBC Wealth Management
Age: 35
Production: $3,650,000
AUM: $175 million
Offen_Matt_Morgan_Stanley_No_11.jpg
No. 22 Matthew Justin Offen
Firm: Morgan Stanley
Age: 39
Production: $3,705,175
AUM: $748 million
Christopher Bilton Merrill Lynch financial advisor
No. 21 Christopher Bilton
Firm: Merrill Lynch Private Banking & Investment Group
Age: 36
Production: $3,711,622
AUM: $556 million