Top_40_Under_40_cover_slide_10_to_01.jpg

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.
Fulvio_Urbinati_Morgan_Stanley_No_10.jpg

No. 10: Fulvio Urbinati

Firm: Morgan Stanley
Age: 38
Production: $3,824,289
AUM: $479,889,003
Daniel_Rothenberg_No_9.jpg

No. 9: Daniel Rothenberg

Firm: UBS
Age: 34
Production: $3,960,847
AUM: $3,246,715,247
Patel_Mihir_Morgan_Stanley_No_8.jpg

No. 8: Mihir Patel

Firm: Morgan Stanley
Age: 36
Production: $4,228,723
AUM: $235,833,330
Bruno_Miranda_UBS_No_7.jpg

No. 7: Bruno Miranda

Firm: UBS
Age: 35
Production: $4,301,352
AUM: $385,012,954
Dane_Runia_Merrill_Lynch_No_6.jpg

No. 6: Dane Runia

Firm: Merrill Lynch
Age: 33
Production: $4,843,019
AUM: $2,050,264,166
Bob_White_HighTower_No_5.jpg

No. 5: Bob White

Firm: HighTower
Age: 36
Production: $5,418,940
AUM: 647,389,833
Adam_Merino_Morgan_Stanley_No_4.jpg

No. 4: Adam Merino

Firm: Morgan Stanley
Age: 33
Production: $5,587,249
AUM: $468,241,737
Sean_Yu_Morgan_Stanley_No_3.jpg

No. 3: Sean Yu

Firm: Morgan Stanley
Age: 39
Production: $5,674,736
AUM: $432,024,349
JR_Gondeck_HighTower_No_2.jpg

No. 2: JR Gondeck

Firm: HighTower
Age: 35
Production: $7,100,000
AUM: $886,932,342
Nick_Kavallieratos_Morgan_Stanley_No_1.jpg

No. 1: Nick Kavallieratos

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