Slideshows

Reexaming the Top 40 Advisors Under 40

1.and 2. Kevin Higginbotham and Steven Prediletto 1.and 2. Kevin Higginbotham and Steven Prediletto

1.and 2. Kevin Higginbotham and Steven Prediletto

Firm: Merrill Lynch

Location: Atlanta

Age: 38 and 34

Assets: $3.97 billion and $3.04 billion

3. John Batista Bocchino 3. John Batista Bocchino

3. John Batista Bocchino

Firm: Morgan Stanley Smith Barney

Location: New York

Age: 38

Assets: $2.27 billion

4. Jesse Eaton 4. Jesse Eaton

4. Jesse Eaton

Firm: Wells Fargo

Location: New York

Age: 38

Assets: $1.59 billion

5.and 6. Valerie Garcia Houts and Thomas Hutson-Wiley 5.and 6. Valerie Garcia Houts and Thomas Hutson-Wiley

5.and 6. Valerie Garcia Houts and Thomas Hutson-Wiley

Firm: Merrill Lynch

Location: San Francisco

Age: 39 and 36

Assets: $1.52 billion

7. Jonathan Kass 7. Jonathan Kass

7. Jonathan Kass

Firm: Merrill Lynch

Location: New York

Age: 39

Assets: $1.3 billion

8. David Massey 8. David Massey

8. David Massey

Firm: Morgan Stanley Smith Barney

Location: Carlsbad, Calif.

Age: 36

Assets: $1.2 billion

9. John Sargent 9. John Sargent

9. John Sargent

Firm: Morgan Stanley PwM

Location: New York

Age: 39

Assets: $1.15 billion

10. Andrew Lodoen 10. Andrew Lodoen

10. Andrew Lodoen

Firm: Merrill Lynch

Location: Boston

Age: 39

Assets: $1.144 billion

11. Gregory Cash 11. Gregory Cash

11. Gregory Cash

Firm: Merrill Lynch

Location: Charlotte, N.C.

Age: 34

Assets: $1.138 billion

12. Peter Princi 12. Peter Princi

12. Peter Princi

Firm: Morgan Stanley Smith Barney

Location: Boston

Age: 34

Assets: $1.13 billion

13. and 14. Charles Balducci and Eric Snyder 13. and 14. Charles Balducci and Eric Snyder

13. and 14. Charles Balducci and Eric Snyder

Firm: Merrill Lynch

Location: New York

Age: 35 and 36

Assets: $1.06 billion

15. Max Peckler 15. Max Peckler

15. Max Peckler

Firm: UBS

Location: Boston

Age: 38

Assets: $1.02 billion

16. Gregory Klenke 16. Gregory Klenke

16. Gregory Klenke

Firm: UBS

Location: Houston

Age: 36

Assets: $1.0 billion

17. Goran Bojovski 17. Goran Bojovski

17. Goran Bojovski

Firm: Merrill Lynch

Location: Edison, N.J.

Age: 29

Assets: $986 million

18. Brian Sharpes 18. Brian Sharpes

18. Brian Sharpes

Firm: UBS

Location: Walnut Creek, Calif.

Age: 39

Assets: $942 million

19. Jack Riley 19. Jack Riley

19. Jack Riley

Firm: Morgan Stanley Smith Barney

Location: Morristown, N.J.

Age: 34

Assets: $844 million

20. Dan Rothenberg 20. Dan Rothenberg

20. Dan Rothenberg

Firm: UBS

Location: Los Angeles

Age: 28

Assets: $833 million

21. Alex Shahidi 21. Alex Shahidi

21. Alex Shahidi

Firm: Merrill Lynch

Location: Los Angeles

Age: 37

Assets: $808 million

22. Jeffrey Bryan 22. Jeffrey Bryan

22. Jeffrey Bryan

Firm: Merrill Lynch

Location: New York

Age: 38

Assets: $798 million

23. Kevin Scott 23. Kevin Scott

23. Kevin Scott

Firm: Merrill Lynch

Location: Los Angeles

Age: 37

Assets: $797 million

24. David Lund 24. David Lund

24. David Lund

Firm: Merrill Lynch

Location: Grand Rapids, Mich.

Age: 36

Assets: $770 million

25. Ryan Sprowls 25. Ryan Sprowls

25. Ryan Sprowls

Firm: Wells Fargo

Location: Alexandria, Va.

Age: 35

Assets: $742 million

26. Gregory Hersch 26. Gregory Hersch

26. Gregory Hersch

Firm: UBS

Location: New York

Age: 31

In On Wall Street's fourth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 stack up.

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