The top-producing young financial advisors among regional broker-dealers are a cut above their peers in terms of their revenue and assets under management.
In this year’s field of the Top 40 Regional BD Advisors Under 40, the brokers collectively generated more than $88 million in annual revenue while overseeing nearly $15 billion in assets under management. They work for firms like Ameriprise, Raymond James, Alex. Brown, Janney Montgomery Scott, Baird and RBC.
At an average age of 37 years old, the advisors operate in 18 different states, plus the District of Columbia and the U.S. territory of Guam. The youngest advisor on the list is 33.
Please scroll down to see this year’s rankings.
Find three other pieces of Top 40 content elsewhere on our website: For Nos. 1-20 in the regional BD advisor rankings,
First, an important note on methodology: Nominees for the rankings were 39 or younger as of Dec. 31, 2020, and were registered with an advisory firm in the non-wirehouse employee channel. Production totals were used to determine the rankings. Nominees’ information was confirmed with their employers.
Production and AUM figures are as of Sept. 30, 2020.
