List

Top 25 Regional BD Advisors Under 40

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Each year, On Wall Street ranks the industry’s top young producers under age 40 at the leading regional brokerage firms. In this fast-growing corner of the wealth management business, these elite financial advisors boosted their firm’s growth and worked to help clients achieve their goals.

The numbers alone are impressive: The group generated $51 million in combined revenue and were responsible for more than $9 billion in client assets.

Some of these advisors are veterans of the regional brokerages. Others started their careers at wirehouses and banks. All were 39 or younger as of Dec. 31, 2018, and employed at a regional broker-dealer.

Scroll through to see who made the cut this year, based on production totals, and stay tuned for our companion ranking, the Top 40 Advisors Under 40. To see last year’s top 25 regional BD advisors, please click here. To see the 2017 Top 40 Advisors Under 40 ranking, please click here.

Production and AUM figures are as of Sept. 30, 2018.

Eric Englund

Eric Englund RBC Wealth Management financial advisor
Firm: RBC Wealth Management
Age: 35
Production: $3,650,000
AUM: $175 million

James Fink

No_13_Jim_Fink_Alex.Brown_Raymond_James
Firm: Alex. Brown | Raymond James
Age: 37
Production: $3,582,554
AUM: $595 million

Gregory Sommersberger

Gregory Sommersberger Baird advisor
Firm: Baird
Age: 38
Production: $3,215,052
AUM: $450 million

Loren Snyder

Loren Snyder Hilliard lyons advisor cropped photo.jpg
Firm: Hilliard Lyons
Age: 33
Production: $3,150,937
AUM: $675 million

Christopher Lazos

chris-lazos-crop.png
Firm: Oppenheimer & Co.
Age: 36
Production: $2,674,589
AUM: $249 million

Chris Vollmer

Christopher_Vollmer_RBC_No.17
Firm: RBC Wealth Management
Age: 39
Production: $2,635,550
AUM: $1.265 billion

Elizabeth Norman

Elizabeth Norman RBC advisor.tif
Firm: RBC Wealth Management
Age: 38
Production: $2,373,930
AUM: $275 million

Sean Fitzpatrick

Fitzpatrick_Christopher_Raymond_James_No_36
Firm: Raymond James & Associates
Age: 39
Production: $2,325,123
AUM: $547 million

Nicholas Anger

Nick_Anger_RBC_No_30.jpg
Firm: RBC Wealth Management
Age: 39
Production: $2,100,000
AUM: $460 million

Oliver Crandall

Crandall_Oliver_RBC_No_40
Firm: RBC Wealth Management
Age: 34
Production: $2,073,768
AUM: $288 million

Benjamin Cohen

Cohen_Benjamin
Firm: Raymond James & Associates
Age: 39
Production: $2,062,238
AUM: $529 million

Nicholas Wallace

Nick Wallace Baird advisor.jpg
Firm: Baird
Age: 38
Production: $2,018,610
AUM: $171 million

Andrew Epstein

Andrew_Epstein_BAIRD.No.22.jpg
Firm: Baird
Age: 37
Production: $1,713,920
AUM: $713 million

Justin Gelbman

Justin Gelbman Oppenheimer & Co. advisor.jpg
Firm: Oppenheimer & Co.
Age: 35
Production: $1,708,376
AUM: $219 million

Michael Snyder

Snyder_Michael
Firm: Ameriprise Financial
Age: 36
Production: $1,667,275
AUM: $240 million

Jason Miyashita

Jason Miyashita, Raymond James advisor.jpg
Firm: Raymond James & Associates
Age: 37
Production: $1,648,316
AUM: $372 million

Brandon Honcoop

Honcoop_Brandon
Firm: RBC Wealth Management
Age: 38
Production: $1,638,050
AUM: $255 million

Derrick Lewis

Derrick Lewis, Raymond James financial advisor.jpg
Firm: Raymond James & Associates
Age: 39
Production: $1,605,943
AUM: $145 million

Sean Kelly

Sean Kelly, Raymond James advisor.jpg
Alex McKnight
Firm: Raymond James & Associates
Age: 38
Production: $1,567,688
AUM: $189 million

Michael Gold

Michael Gold Raymond James financial advisor
Firm: Raymond James & Associates
Age: 38
Production: $1,516,357
AUM: $384 million

Jeremy Schmidt

Jeremy Schmidt, raymond James financial advisor.jpg
ANDREA PEARDON
Firm: Raymond James & Associates
Age: 36
Production: $1,424,337
AUM: $276 million

Tanner Robinson

Tanner Robinson Oppenheimer & Co..jpg
Firm: Oppenheimer & Co.
Age: 37
Production: $1,406,802
AUM: $70 million

Will Strong

Will Strong Baird financial advisor.jpg
Nakean Photography
Firm: Baird
Age: 35
Production: $1,401,860
AUM: $628 million

Roger Shawn

Roger Shawn Raymond James advisor.jpg
Firm: Raymond James & Associates
Age: 39
Production: $1,368,363
AUM: $174 million

Alex Myers

Alex Myers, Raymond James advisor.JPG
Picasa
Firm: Raymond James & Associates
Age: 36
Production: $1,357,938
AUM: $147 million
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