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Top 40 Regional BD Advisors Under 40 countdown: 1-20

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Top regional BD advisors under 40 cover slide 2020 edition

With our annual ranking, On Wall Street recognizes the efforts of the industry’s elite young talent. We unveil our Top Regional BD Advisors Under 40 list, with the top 20.

Advisors on this year's expanded list came from Raymond James, Ameriprise, Baird, RBC, Oppenheimer & Co. and Janney Montgomery Scott. The youngest is just 33 years-old.

Collectively, these young FAs had $81 million in production and oversaw more than $12 billion client assets.

Please scroll down to see the finalists.

More Top 40 content, including select interviews with top-ranked advisors, will be forthcoming. To see who ranked Nos. 21 to 40 on our regional BD list, please click here.

First, a quick word on methodology: Finalists for the ranking were 39 or younger as of Dec. 31, 2019, and were registered with an advisory 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, 2019.

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No. 20 Edward Myers
Firm: Raymond James
Age: 37
Production: $1,622,807
AUM: $197,448,121
Location: Westminster, Maryland
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No. 19 Sean Kelly
Firm: Raymond James
Age: 39
Production: $1,629,399
AUM: $198,071,102
Location: Saint Petersburg, Florida
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No. 18 Jason Miyashita
Firm: Raymond James
Age: 38
Production: $1,739,845
AUM: $412,221,571
Location: Maite, Guam
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No. 17 Michael Gold
Firm: Raymond James
Age: 39
Produciton: $1,853,008
AUM: $541,683,542
Location: Coral Gables, Florida
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No. 16 Christopher Steinhauer
Firm: RBC Wealth Management
Age: 39
Production: $1,919,000
AUM: $205,000,000
Location: Philadelphia
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No. 15 Michael Snyder
Firm: Ameriprise
Age: 37
Production: $1,920,689
AUM: $265,706,167
Location: Red Bank, New Jersey
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No. 14 Andrew Epstein
Firm: Baird
Age: 38
Production: $1,982,243
AUM: $890,205,395
Location: Milwaukee
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No. 13 Justin Gelbman
Firm: Oppenheimer & Co.
Age: 36
Production: $2,030,145
AUM: $1,708,376
Location: Princeton, New Jersey
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No . 12 Nayan Ranchhod
Firm: Ameriprise
Age: 35
Production: $2,110,950
AUM: $242,392,170
Location: Scottsdale, Arizona
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No. 11 Beth Norman
Firm: RBC Wealth Management
Age: 39
Production: $2,149,423
AUM: $277,382,511
Location: Madison, Wiscondin
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No. 10 Oliver Crandall
Firm: RBC Wealth Management
Age: 35
Production: $2,202,912
AUM: $297,970,424
Location: Washington, D.C.
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No. 9 Jason Goldstein
Firm: Raymond James
Age: 38
Production: $2,624,248
AUM: $1,049,174,320
Location: Washington, D.C.
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No. 8 Christopher Lazos
Firm: Oppenheimer & Co.
Age: 37
Production: $2,760,215
AUM: $2,674,589
Location: New York
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No. 7 James Fink
Firm: Alex. Brown | Raymond James
Age: 38
Production: $3,113,436
AUM: $551,739,181
Location: Greenwich, Connecticut
Gregory Sommersberger Baird advisor
No. 6 Gregory Sommersberger
Firm: Baird
Age: 39
Production: $3,311,649
AUM: $450,000,000
Location: Mequon, Wisconsin
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No. 5 Thais Piotrowski
Firm: Ameriprise
Age: 38
Production: $3,475,247
AUM: $329,262,402
Location: Boca Raton, Florida
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No. 4 Michael Riley
Firm: RBC Wealth Management
Age: 39
Production: $3,801,537
AUM: $675,000,000
Location: Rockville, Maryland
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No. 3 Eric Englund
Firm: RBC Wealth Management
Age: 36
Production: $3,900,000
AUM: $155,000,000
Location: San Francisco
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No. 2 Neil Greenspan
Firm: Oppenheimer & Co.
Age: 39
Production: $3,972,714
AUM: $1,827,251,270
Location: New York
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No. 1 Geoffrey Lee
Firm: Ameriprise
Age: 38
Production: $4,875,655
AUM: $392,150,614
Location: Henderson, Nevada