The Best. The Brightest. And the Secrets of Their Success.
Most of our Top 40 this year appear to be chasing the ultimate client: the ultra-high-net-worth account. And so many of them are getting those customers. It's hard work, it's expertise, it's constantly calling, it's listening to client needs. It's all of those things. The list this year is dominated by Merrill Lynch and Morgan Stanley Smith Barney.
Here's an interactive slideshow featuring the Top 40 Advisors Under 40, numbers 20 through 1.