© 2019 SourceMedia. All rights reserved.

Top 40 Under 40 full rankings 2019 edition

The full lists. To see the Top 25 Regional BD Advisors Under 40, please click here.

exceptional0124 copy Top 40 Under 40 no. 1 to 10.png

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.

Rank First name Last name Firm Advisor's age as of Dec. 31, 2018 Production for 12-month period from Oct. 1, 2017, to Sept. 30, 2018 AUM as of Sept. 30, 2018
1 Dane Runia Merrill Lynch Private Banking & Investment Group 35 $ 11,279,202 $ 2,661,830,864
2 Nicholas Kavallieratos Morgan Stanley 39 $ 10,093,461 $ 4,167,975,583
3 Arash Nassi Morgan Stanley 39 $ 5,299,660 $ 183,626,417
4 William Wilson UBS 34 $ 5,279,609 $ 845,686,960
5 Nicole Christians Merrill Lynch Wealth Management 37 $ 5,033,318 $ 760,774,410
6 Mihir Patel Morgan Stanley 38 $ 4,914,429 $ 418,485,827
7 Michael Lorenzo UBS 38 $ 4,624,217 $ 201,367,560
8 Seth Haye Morgan Stanley 38 $ 4,560,541 $ 632,705,758
9 Stephen Bealer Merrill Lynch Wealth Management 37 $ 4,441,916 $ 722,129,846
10 Kevin Bruegge Merrill Lynch Private Banking & Investment Group 38 $ 4,135,628 $ 903,409,048
11 Maxwell Bull Morgan Stanley 37 $ 4,086,886 $ 810,610,643
12 John Hammond Merrill Lynch Wealth Management 39 $ 4,064,358 $ 838,637,824
 *12MichaelJamesUBS39 $ 4,065,812  $393,000,000
13 Daniel Rothenberg UBS 36 $ 4,054,282 $ 3,213,405,032
14 Umesh Trikha Merrill Lynch Wealth Management 36 $ 4,023,324 $ 655,258,416
15 Daniel Geller Morgan Stanley 35 $ 4,008,471 $ 408,183,782
16 Peter Huffman Merrill Lynch Wealth Management 39 $ 3,970,430 $ 659,062,321
17 Chris Shukie UBS 37 $ 3,932,322 $ 419,953,466
18 Aric Zamel UBS 38 $ 3,914,793 $ 423,697,098
19 John Salvino William Blair 39 $ 3,871,376 $ 501,502,112
20 Adam Merino Morgan Stanley 35 $ 3,712,095 $ 543,342,919
21 Christopher Bilton Merrill Lynch Private Banking & Investment Group 36 $ 3,711,622 $ 556,206,560
22 Matthew Justin Offen Morgan Stanley 39 $ 3,705,175 $ 748,341,920
23 Eric Englund RBC Wealth Management 35 $ 3,650,000 $ 175,000,000
24 Michael Shalhoup Merrill Lynch Wealth Management 34 $ 3,607,948 $ 399,453,660
25 James Fink Alex. Brown | Raymond James 37 $ 3,582,554 $ 595,033,617
26 Ryan Long UBS 38 $ 3,571,627 $ 563,172,916
27 Josef Najar Morgan Stanley 39 $ 3,507,194 $ 357,911,901
28 Philip Verhaeghe Merrill Lynch Wealth Management 39 $ 3,503,319 $ 534,771,887
29 Guillermo Agustin Eiben Morgan Stanley 38 $ 3,454,146 $ 315,430,571
30 Rachel Barzilay Merrill Lynch Wealth Management 32 $ 3,349,575 $ 850,155,609
31 Derek Jancisin Merrill Lynch Wealth Management 30 $ 3,296,374 $ 714,742,482
32 Michael Kanner Morgan Stanley 38 $ 3,295,489 $ 556,213,044
33 Mark Lewis Morgan Stanley 39 $ 3,293,092 $ 277,957,147
34 Jordan Eisenberg Morgan Stanley 39 $ 3,281,258 $ 246,046,791
35 James Schneiderman Morgan Stanley 36 $ 3,258,062 $ 405,477,540
36 John Minnich Merrill Lynch Wealth Management 37 $ 3,235,920 $ 530,654,425
37 Gregory Sommersberger Baird 38 $ 3,215,052 $ 450,000,000
38 James Woldert Morgan Stanley 39 $ 3,180,547 $ 336,999,532
39 Daniel Ehrlich Morgan Stanley 37 $ 3,157,973 $ 242,414,990
40 Loren Snyder Hilliard Lyons 33 $ 3,150,937 $ 675,048,000

*UBS advisor Michael James was initially omitted from this list to due to a data error by the firm.

For reprint and licensing requests for this article, click here.