Top 25 regional advisors under 40
January 24, 2018 1:45 PM
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 .
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,
ANDREA PEARDON
No. 25
Name: Jeremy Schmidt
Firm: Raymond James
Age: 35
AUM: $285,697,343
Production: $1,361,100
Firm: Raymond James
Age: 35
AUM: $285,697,343
Production: $1,361,100
No. 24
Name: Dan Chang
Firm: Ameriprise
Age: 39
AUM: $156,649,300
Production: $1,380,737
Firm: Ameriprise
Age: 39
AUM: $156,649,300
Production: $1,380,737
Don A. Clavo de Comer donoks1@ya
No. 23
Name: Jason Miyashita
Firm: Raymond James
Age: 36
AUM: $1,150,000,000
Production: $1,442,691
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
Firm: Baird
Age: 39
AUM: $230,133,499
Production: $1,458,076
No. 21
Name: Brandon Honcoop
Firm: RBC
Age: 37
AUM: $208,000,000
Production: $1,459,787
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
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
Firm: Baird
Age: 37
AUM: $133,918,800
Production: $1,498,300
George DeLoache
No. 18
Name: Maria Lupu
Firm: RBC
Age: 39
AUM: $400,000,000
Production: $1,499,461
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
Firm: RBC
Age: 37
AUM: $213,000,000
Production: $1,588,402
Jason Clishe
No. 16
Name: David Farkouh
Firm: Ameriprise
Age: 39
AUM: $178,575,400
Production: $1,598,002
Firm: Ameriprise
Age: 39
AUM: $178,575,400
Production: $1,598,002
No. 15
Name: Andrew Epstein
Firm: Baird
Age: 36
AUM: $625,696,777
Production: $1,627,817
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
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
Firm: RBC
Age: 33
AUM: $271,494,388
Production: $1,742,397
No. 12
Name: Christopher Lazos
Firm: Oppenehimer & Co.
Age: 35
AUM: $205,000,000
Production: $1,762,239
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
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
Firm: RBC
Age: 38
AUM: $425,000,000
Production: $1,900,000
No. 9
Name: Gustavo Jaso
Firm: Oppenheimer & Co.
Age: 33
AUM: $170,862,474
Production: $1,963,549
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
Firm: Raymond James
Age: 38
AUM: $283,132,206
Production: $1,971,704
ANDREW MILNE
No. 7
Name: Kristopher Lemke
Firm: Raymond James
Age: 39
AUM: $344,178,054
Production: $2,115,073
Firm: Raymond James
Age: 39
AUM: $344,178,054
Production: $2,115,073
No. 6
Name: Sean Fitzpatrick
Firm: Raymond James
Age: 38
AUM: $452,346,126
Production: $2,219,532
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
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
Firm: RBC
Age: 34
AUM: $140,000,000
Production: $2,500,000
No. 3
Name: Christopher Vollmer
Firm: RBC
Age: 38
AUM: $1,300,000,000
Production: $2,750,000
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
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
Firm: Ameriprise
Age: 36
AUM: $324,283,900
Production: $3,632,110
