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Top 40 Under 40: Advisors With the Biggest Books
On Wall Street's annual ranking of the top 40 financial advisors under age 40 yields insights into what drives the success of the industry's most elite young advisors.

In an increasingly commoditized business, this group of advisors has managed to win client assets by standing out amid intense competition.

Although On Wall Street traditionally ranks these advisors by their trailing 12-month production as of Sept. 30, many of these advisors oversee particularly large books of business. For example, the top 10 collectively managed almost $16 billion in client assets.

Altogether, the entire group managed more than $30 billion in assets last year. And they generated more than $164 million in annual revenue for their firms.

Click through to see how these industry leaders stack up by assets under management. For advisors Nos. 11 to 40 on this ranking, their original Top 40 position is listed next to their names.


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