Slideshow Top 25 regional advisors under 40

Published
  • January 24 2018, 1:45pm EST
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On Wall Street annually ranks the industry's top young producers under age 40 at the leading regional brokerage firms. In a highly competitive business, these planners have helped grow their firms and served their clients. Some are longtime employees at their regional BD while others started their careers at wirehouses and transitioned their practices to new environs.

Finalists for the ranking had to be no older than 39 as of Dec. 31, 2017 and be employed at the regional broker-dealers. Production totals were used to determine the rankings.

Scroll through to see which advisors topped this year's list.

To see last year's top 25 regional advisors, click here. And to see who topped On Wall Street's Top 40 Advisors Under 40 ranking, click here.

No. 25

Name: Jeremy Schmidt
Firm: Raymond James
Age: 35
AUM: $285,697,343
Production: $1,361,100

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No. 24

Name: Dan Chang
Firm: Ameriprise
Age: 39
AUM: $156,649,300
Production: $1,380,737

No. 23

Name: Jason Miyashita
Firm: Raymond James
Age: 36
AUM: $1,150,000,000
Production: $1,442,691

No. 22

Name: Jonathan Thornberry
Firm: Baird
Age: 39
AUM: $230,133,499
Production: $1,458,076

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No. 21

Name: Brandon Honcoop
Firm: RBC
Age: 37
AUM: $208,000,000
Production: $1,459,787

No. 20

Name: Mark Zichterman
Firm: Raymond James
Age: 39
AUM: $133,918,800
Production: $1,471,148

No. 19

Name: Nicholas Wallace
Firm: Baird
Age: 37
AUM: $133,918,800
Production: $1,498,300

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No. 18

Name: Maria Lupu
Firm: RBC
Age: 39
AUM: $400,000,000
Production: $1,499,461

No. 17

Name: Elizabeth Norman
Firm: RBC
Age: 37
AUM: $213,000,000
Production: $1,588,402

No. 16

Name: David Farkouh
Firm: Ameriprise
Age: 39
AUM: $178,575,400
Production: $1,598,002

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No. 15

Name: Andrew Epstein
Firm: Baird
Age: 36
AUM: $625,696,777
Production: $1,627,817

No. 14

Name: Russell Riggan
Firm: Edward Jones
Age: 38
AUM: $289,261,101
Production: $1,677,428

No. 13

Name: Oliver Crandall
Firm: RBC
Age: 33
AUM: $271,494,388
Production: $1,742,397

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No. 12

Name: Christopher Lazos
Firm: Oppenehimer & Co.
Age: 35
AUM: $205,000,000
Production: $1,762,239

No. 11

Name: Michael Snyder
Firm: Ameriprise
Age: 34
AUM: $200,656,000
Production: $1,764,866

No. 10

Name: Nicholas Anger
Firm: RBC
Age: 38
AUM: $425,000,000
Production: $1,900,000

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No. 9

Name: Gustavo Jaso
Firm: Oppenheimer & Co.
Age: 33
AUM: $170,862,474
Production: $1,963,549

No. 8

Name: Benjamin Cohen
Firm: Raymond James
Age: 38
AUM: $283,132,206
Production: $1,971,704

No. 7

Name: Kristopher Lemke
Firm: Raymond James
Age: 39
AUM: $344,178,054
Production: $2,115,073

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No. 6

Name: Sean Fitzpatrick
Firm: Raymond James
Age: 38
AUM: $452,346,126
Production: $2,219,532

No. 5

Name: Gregory Sommersberger
Firm: Baird
Age: 37
AUM: $358,590,302
Production: $2,444,890

No. 4

Name: Eric Englund
Firm: RBC
Age: 34
AUM: $140,000,000
Production: $2,500,000

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No. 3

Name: Christopher Vollmer
Firm: RBC
Age: 38
AUM: $1,300,000,000
Production: $2,750,000

No. 2

Name: Loren Snyder
Firm: Hilliard Lyons
Age: 32
AUM: $367,259,000
Production: $3,019,818

No. 1

Name: Geoff Lee
Firm: Ameriprise
Age: 36
AUM: $324,283,900
Production: $3,632,110