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