Top 25 regional advisers under 40
February 13, 2017 1:53 PM
Elite young producers at the fastest growing brokerages
On Wall Street annually ranks the industry's top producers under 40 working at the leading regional BDs. These planners have helped grow their firms in a highly competitive field with their determination and strong client relationships.
Nominations were received from advisers and managers and ranked according to production totals. Finalists had to be no older than 39 as of Dec. 31, 2016.
Click through our slideshow to see who made the latest ranking.
Don't forget to also check out On Wall Street's latest Top 40 Under 40 ranking, which includes wirehouse and boutique advisers:nos. 1 to 10 , 11 to 20 , 21 to 30 and 31 to 40 .
Nominations were received from advisers and managers and ranked according to production totals. Finalists had to be no older than 39 as of Dec. 31, 2016.
Click through our slideshow to see who made the latest ranking.
Don't forget to also check out On Wall Street's latest Top 40 Under 40 ranking, which includes wirehouse and boutique advisers:
Don A. Clavo de Comer donoks1@ya
No. 25: Jason Miyashita
Firm: Raymond James
Age: 35
Production: $1,057,594
AUM: $278,963,244
Age: 35
Production: $1,057,594
AUM: $278,963,244
Picasa
No. 24: Alex Myers
Firm: Raymond James
Age: 35
Production: $1,104,352
AUM: $127,341,845
Age: 35
Production: $1,104,352
AUM: $127,341,845
No. 23: Amir Shahpari
Firm: Raymond James
Age: 39
Production: $1,165,972
AUM: $105,299,485
Age: 39
Production: $1,165,972
AUM: $105,299,485
No. 22: Michael Gold
Firm: Raymond James
Age: 36
Production: $1,175,384
AUM: $272,883,454
Age: 36
Production: $1,175,384
AUM: $272,883,454
No. 21: Andrew Epstein
Firm: Baird
Age: 35
Production: $1,201,291
AUM: $2,743,244,518
Age: 35
Production: $1,201,291
AUM: $2,743,244,518
No. 20: Mark Zichterman
Firm: Raymond James
Age: 38
Production: $1,204,680
AUM: $183,725,518
Age: 38
Production: $1,204,680
AUM: $183,725,518
No. 19: Russell Riggan
Firm: Edward Jones
Age: 38
Production: $1,208,165
AUM: $183,063,380
Age: 38
Production: $1,208,165
AUM: $183,063,380
No. 18: Jason Williams
Firm: Raymond James
Age: 39
Production: $1,218,000
AUM: $209,365,321
Age: 39
Production: $1,218,000
AUM: $209,365,321
No. 17: Michael Gebhard
Firm: Janney Montgomery Scott
Age: 38
Production: $1,225,322
AUM: $269,589,203
Age: 38
Production: $1,225,322
AUM: $269,589,203
No. 16: Derrick Lewis
Firm: Raymond James
Age: 37
Production: $1,228,369
AUM: $110,563,684
Age: 37
Production: $1,228,369
AUM: $110,563,684
Scott Green
No. 15: Jeremy Schmidt
Firm: Raymond James
Age: 34
Production: $1,262,777
AUM: $264,117,842
Age: 34
Production: $1,262,777
AUM: $264,117,842
No. 14: Tanner Robinson
Firm: Oppenheimer
Age: 35
Production: $1,277,495
AUM: $65,391,015
Age: 35
Production: $1,277,495
AUM: $65,391,015
No. 13: Paul Tedeschi
Firm: Raymond James
Age: 39
Production: $1,343,000
AUM: $240,000,000
Age: 39
Production: $1,343,000
AUM: $240,000,000
Tracey Brown/Tracey Brown
No. 12: Benjamin Hoffman
Firm: Ameriprise
Age: 39
Production: $1,352,216
AUM: $234,099,200
Age: 39
Production: $1,352,216
AUM: $234,099,200
No. 11: Jonathan Thornberry
Firm: Baird
Age: 37
Production: $1,420,646
AUM: $202,000,000
Age: 37
Production: $1,420,646
AUM: $202,000,000
No. 10: Oliver Crandall
Firm: RBC
Age: 32
Production: $1,494,129
AUM: $245,246,044
Age: 32
Production: $1,494,129
AUM: $245,246,044
No. 9: Michael Berger
Firm: RBC
Age: 39
Production: $1,500,000
AUM: $500,000,000
Age: 39
Production: $1,500,000
AUM: $500,000,000
No. 8: Christopher Lazos
Firm: Oppenheimer
Age: 34
Production: $1,528,383
AUM: $139,000,000
Age: 34
Production: $1,528,383
AUM: $139,000,000
No. 7: Sean Fitzpatrick
Firm: Raymond James
Age: 37
Production: $1,661,217
AUM: $140,612,462
Age: 37
Production: $1,661,217
AUM: $140,612,462
Cindy Quinn
No. 6: Jacob Duffy
Firm: Baird
Age: 39
Production: $1,697,874
AUM: $300,000,000
Age: 39
Production: $1,697,874
AUM: $300,000,000
No. 5: Gregory Sommersberger
Firm: Baird
Age: 35
Production: $1,918,200
AUM: $260,000,000
Age: 35
Production: $1,918,200
AUM: $260,000,000
No. 4: Nicholas Anger
Firm: RBC
Age: 36
Production: $2,000,000
AUM: $370,000,000
Age: 36
Production: $2,000,000
AUM: $370,000,000
No. 3: Neil Greenspan
Firm: Oppenheimer
Age: 36
Production: $2,400,000
AUM: $1,450,000,000
Age: 36
Production: $2,400,000
AUM: $1,450,000,000
No. 2: Thais Piotrowski
Firm: Ameriprise
Age: 34
Production: $2,860,329
AUM: $261,621,100
Age: 34
Production: $2,860,329
AUM: $261,621,100
No. 1: Christopher Vollmer
Firm: RBC
Age: 37
Production: $2,950,000
AUM: $1,200,000,000
Age: 37
Production: $2,950,000
AUM: $1,200,000,000
