Slideshow Top 40 Under 40: Nos. 1 to 10

Published
  • January 26 2017, 1:53pm EST

Topping the list

On Wall Street each year ranks the highest-producing advisers in wealth management who are under 40. These planners have youth and determination in common, plus a work ethic that sets them apart from others in a competitive field.

Finalists had to be no older than 39 as of Dec. 31, 2016 and employed at the wirehouses, regional broker-dealers or boutique wealth management firms. Production totals were used to determine the rankings.

To learn who made nos. 1 to 10 in this latest ranking, click through our slideshow.

Don't forget to also check out the first three groups in this latest ranking: nos. 11 to 20, 21 to 30 and 31 to 40.

No. 10: Fulvio Urbinati

Firm: Morgan Stanley
Age: 38
Production: $3,824,289
AUM: $479,889,003

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No. 9: Daniel Rothenberg

Firm: UBS
Age: 34
Production: $3,960,847
AUM: $3,246,715,247

No. 8: Mihir Patel

Firm: Morgan Stanley
Age: 36
Production: $4,228,723
AUM: $235,833,330

No. 7: Bruno Miranda

Firm: UBS
Age: 35
Production: $4,301,352
AUM: $385,012,954

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No. 6: Dane Runia

Firm: Merrill Lynch
Age: 33
Production: $4,843,019
AUM: $2,050,264,166

No. 5: Bob White

Firm: HighTower
Age: 36
Production: $5,418,940
AUM: 647,389,833

No. 4: Adam Merino

Firm: Morgan Stanley
Age: 33
Production: $5,587,249
AUM: $468,241,737

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No. 3: Sean Yu

Firm: Morgan Stanley
Age: 39
Production: $5,674,736
AUM: $432,024,349

No. 2: JR Gondeck

Firm: HighTower
Age: 35
Production: $7,100,000
AUM: $886,932,342

No. 1: Nick Kavallieratos

Firm: Morgan Stanley
Age: 37
Production: $7,400,953
AUM: $1,965,197,419