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Top 40 Under 40
EDITORS' PICK
Complimentary access to top ideas and insights — curated by our editors.

With our annual rankings, Financial Planning recognizes the industry’s top-producing young brokers among wirehouses and regional firms.

On a combined basis, the Top 40 Brokers Under 40 generate more than $203 million in annual production — an average of $5.1 million per year — and oversee $46 billion in client assets. The group’s production rose 22% from last year’s class , while the assets surged by 24%.

Financial advisors earning a spot in the 2022 edition of the rankings come from seven different firms: Merrill Lynch, Morgan Stanley, J.P. Morgan Chase, UBS, Wells Fargo, William Blair and Baird. For the third year in a row, Merrill Lynch Wealth Management and Merrill Private Wealth Management together have the most brokers in the group, at 15, followed by Morgan Stanley Wealth Management and Morgan Stanley Private Wealth Management with 11.

To view the Top 40 Brokers Under 40, scroll down our slideshow. For a profile of award-winning J.P. Morgan Wealth Management advisor David Li, click here . To find out why this year’s group is a milestone and what that means for wealth management, click here .

A note on methodology: Nominees for the rankings were 39 or younger as of Dec. 31, 2021, and were registered with a wealth management firm in the employee channel. FP uses production totals that are verified by each broker’s employer to determine the rankings. Trailing 12-month production and AUM are as of Sept. 31, 2021.

40. Kyle Harris

Portraits for 40u40 cardshow/Overall No. 40 Kyle Harris.jpg
Firm: UBS

Location: Baltimore

Age: 38

Production: $3,324,982.12

AUM: $558,070,688.82

39. Paul Roy

Portraits for 40u40 cardshow/Overall No. 39 Paul Roy.jpg
Firm: Wells Fargo Advisors

Location: Boston

Age: 37

Production: $3,435,575.00

AUM: $589,346,833.00

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Portraits for 40u40 cardshow/Overall No. 38 David Dreifuss.jpg
Firm: William Blair

Location: Chicago

Age: 36

Production: $3,493,529.00

AUM: $577,726,387.00

37. Chuck Korasick

Portraits for 40u40 cardshow/Overall No. 37 Chuck Korasick.jpg
Firm: UBS Private Wealth Management

Location: Beverly Hills, California

Age: 38

Production: $3,525,581.42

AUM: $569,892,184.14

36. Hayden Godat

Portraits for 40u40 cardshow/Overall No. 36 Hayden Godat.jpg
Firm: Morgan Stanley Wealth Management

Location: Dallas

Age: 36

Production: $3,558,038.44

AUM: $213,999,958.24

35. Thomas Holder

Portraits for 40u40 cardshow/Overall No. 35 Thomas Holder.jpg
Firm: Merrill Lynch Wealth Management

Location: Stuart, Florida

Age: 33

Production: $3,612,252.19

AUM: $595,755,379.34

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Portraits for 40u40 cardshow/Overall No. 34 Christopher Battaglia.jpg
Firm: Merrill Lynch Wealth Management

Location: New York

Age: 30

Production: $3,632,272.03

AUM: $394,015,373.10

33. Michael Briese

Portraits for 40u40 cardshow/Overall No. 33 Michael Briese.jpg
Firm: J.P. Morgan Wealth Management

Location: New York

Age: 37

Production: $3,708,138.00

AUM: $641,530,000.00

32. Nick Sadowsky

Portraits for 40u40 cardshow/Overall No. 32 Nick Sadowsky.jpg
Firm: UBS

Location: Aventura, Florida

Age: 37

Production: $3,720,351.54

AUM: $1,240,263,758.72

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Portraits for 40u40 cardshow/Overall No. 31 Mark Alber.jpg
Firm: Morgan Stanley Wealth Management

Location: Melville, New York

Age: 38

Production: $3,735,085.65

AUM: $346,460,656.05

30. Phillip Knight

Portraits for 40u40 cardshow/Overall No. 30 Phillip Knight.jpg
Firm: Morgan Stanley Wealth Management

Location: Midland, Texas

Age: 35

Production: $3,740,080.76

AUM: $336,438,363.33

29. Nicholas Takahashi

Portraits for 40u40 cardshow/Overall No. 29 Nicholas Takahashi.jpg
Firm: Morgan Stanley Wealth Management

Location: Las Vegas

Age: 38

Production: $3,902,194.19

AUM: $429,666,477.29

28. Harris Ringelheim

Portraits for 40u40 cardshow/Overall No. 28 Harris Ringelheim.jpg
Firm: UBS Financial Services

Location: Garden City, New York

Age: 36

Production: $3,913,533.47

AUM: $554,981,216.57

27. Jason Zachter

Portraits for 40u40 cardshow/Overall No. 27 Jason Zachter.jpg
Firm: Morgan Stanley Wealth Management

Location: New York

Age: 39

Production: $4,039,117.20

AUM: $434,606,047.80

26. James "Trey" Mahoney

Portraits for 40u40 cardshow/Overall No. 26 James Trey Mahoney.jpg
Firm: UBS Private Wealth Management

Location: Palm Beach Gardens, Florida

Age: 34

Production: $4,068,920.00

AUM: $488,253,311.00

25. Jeffrey Browne

Portraits for 40u40 cardshow/Overall No. 25 Jeffrey Browne.jpg
Firm: Merrill Lynch Wealth Management

Location: Mount Laurel, New Jersey

Age: 33

Production: $4,090,312.59

AUM: $665,489,670.72

24. Matthew Dupuis

Portraits for 40u40 cardshow/Overall No. 24 Matthew Dupuis.jpg
Firm: Merrill Lynch Wealth Management

Location: New York

Age: 39

Production: $4,108,026.38

AUM: $713,454,739.55

23. David Katz

Portraits for 40u40 cardshow/Overall No. 23 David Katz.jpg
Firm: Merrill Lynch Wealth Management

Location: New York

Age: 38

Production: $4,194,996.03

AUM: $910,034,824.87

22. Camper O'Neal

Portraits for 40u40 cardshow/Overall No. 22 Camper O_Neal.jpg
Firm: Merrill Lynch Wealth Management

Location: Birmingham, Alabama

Age: 39

Production: $4,232,786.16

AUM: $1,049,007,618.45

21. Elizabeth Weikes

Portraits for 40u40 cardshow/Overall No. 21 Elizabeth Weikes.jpg
Firm: J.P. Morgan Wealth Management

Location: New York

Age: 39

Production: $4,275,119.38

AUM: $5,124,624,550.00

20. Nick Francia

Portraits for 40u40 cardshow/Overall No. 20 Nick Francia.jpg
Firm: UBS

Location: Washington, D.C.

Age: 32

Production: $4,681,938.63

AUM: $1,194,284,942.55

19. Christopher Bilton

Portraits for 40u40 cardshow/Overall No. 19 Christopher Bilton.jpg
Firm: Merrill Private Wealth Management

Location: Chicago

Age: 38

Production: $4,710,871.81

AUM: $689,590,832.03

18. Tony Carpentieri

Portraits for 40u40 cardshow/Overall No. 18 Tony Carpentieri.jpg
Firm: Merrill Private Wealth Management

Location: Greenwich, Connecticut

Age: 37

Production: $4,739,437.29

AUM: $1,810,386,869.05

17. Henry Villeda

Portraits for 40u40 cardshow/Overall No. 17 Henry Villeda.jpg
Firm: Merrill Lynch Wealth Management

Location: Phoenix

Age: 37

Production: $4,771,210.57

AUM: $4,519,733,154.57

16. James Schneiderman

Portraits for 40u40 cardshow/Overall No. 16 James Schneiderman.jpg
Firm: Morgan Stanley Wealth Management

Location: Beverly Hills, California

Age: 39

Production: $4,793,827.81

AUM: $683,531,386.14

15. J.R. Randall

Portraits for 40u40 cardshow/Overall No. 15 J.R. Randall.jpg
Firm: Morgan Stanley Wealth Management

Location: Cincinnati

Age: 38

Production: $4,834,557.61

AUM: $670,249,245.31

14. David Li

Portraits for 40u40 cardshow/Overall No. 14 David Li.jpg
Firm: J.P. Morgan Wealth Management

Location: Boston

Age: 38

Production: $4,912,166.00

AUM: $1,128,239,796.00

13. Scott McEwan

Portraits for 40u40 cardshow/Overall No. 13 Scott McEwan.jpg
Firm: Morgan Stanley Wealth Management

Location: Newport Beach, California

Age: 37

Production: $5,096,000.00

AUM: $876,000,000.00

12. Derek Jancisin

Portraits for 40u40 cardshow/Overall No. 12 Derek Jancisin.jpg
Firm: Merrill Private Wealth Management

Location: Pittsburgh

Age: 33

Production: $5,359,476.25

AUM: $1,018,780,302.54

11. Will Strong

Portraits for 40u40 cardshow/Overall No. 11 Will Strong.jpg
Firm: Baird

Location: Seattle

Age: 38

Production: $6,400,000.00

AUM: $3,200,000,000.00

10. Andrew Feichter

Portraits for 40u40 cardshow/Overall No. 10 Andrew Feichter.jpg
Firm: William Blair

Location: Chicago

Age: 36

Production: $6,464,179.00

AUM: $627,263,399.00

9. Matthew Gallo

Portraits for 40u40 cardshow/Overall No. 9 Matthew Gallo.jpg
Firm: Merrill Lynch Wealth Management

Location: Walnut Creek, California

Age: 30

Production: $6,504,272.15

AUM: $1,011,033,635.86

8. Jeremy Ruccio

Portraits for 40u40 cardshow/Overall No. 8 Jeremy Ruccio.jpg
Firm: Merrill Private Wealth Management

Location: Miami

Age: 39

Production: $6,650,870.23

AUM: $2,577,485,160.13

7. Tony Zhang

Portraits for 40u40 cardshow/Overall No. 7 Tony Zhang.jpg
Firm: Morgan Stanley Private Wealth Management

Location: Pasadena, California

Age: 36

Production: $6,802,568.71

AUM: $463,476,081.20

6. Michael Shalhoup

Portraits for 40u40 cardshow/Overall No. 6 Michael Shalhoup.jpg
Firm: Merrill Lynch Wealth Management

Location: New York

Age: 36

Production: $7,163,520.72

AUM: $903,116,144.48

5. Daniel Ehrlich

Portraits for 40u40 cardshow/Overall No. 5 Daniel Ehrlich.jpg
Firm: Morgan Stanley Wealth Management

Location: New York

Age: 39

Production: $7,362,153.40

AUM: $821,707,244.01

4. Dominic Casanueva

Portraits for 40u40 cardshow/Overall No. 4 Dominic Casanueva.jpg
Firm: Merrill Lynch Wealth Management

Location: Lakewood Ranch, Florida

Age: 37

Production: $7,591,345.98

AUM: $2,098,312,895.08

3. Xi Qiao

Portraits for 40u40 cardshow/Overall No. 3 Xi Qiao.jpg
Firm: UBS Financial Services

Location: San Francisco

Age: 37

Production: $7,980,954.93

AUM: $2,154,749,255.11

2. Krystal Julius

Portraits for 40u40 cardshow/Overall No. 2 Krystal Julius.jpg
Firm: Merrill Lynch Wealth Management

Location: Wayzata, Minnesota

Age: 35

Production: $9,047,776.42

AUM: $2,012,555,045.59

1. Jenny Tsai

Portraits for 40u40 cardshow/Overall No. 1 Jenny Tsai.jpg
Firm: Morgan Stanley Wealth Management

Location: Pasadena, California

Age: 38

Production: $11,240,756.13

AUM: $1,075,345,261.92
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