10. Benjamin Katz
Firm: Morgan Stanley Wealth Management
AUM: $1.2 billion
Specialty: Stock plan director
Office Location: Chicago, Ill.
Age: 35
8. Charles Balducci
Firm: Merrill Lynch Wealth Management
AUM: $1.31 billion
Specialty: Wealth management
Office Location: New York, N.Y.
Age: 38
6. Brad DeHond
Firm: Morgan Stanley Private Wealth Management
AUM: $2.1 billion
Specialty: Families with more than $20 million in investable assets
Office Location: Chicago, Ill.
Age: 38
5. Gregory Cash
Firm: Merrill Lynch - Private Banking & Investment Group
AUM: $2.12 billion
Specialty: Private wealth management
Office Location: Charlotte, N.C.
Age: 38
4. Daniel Rothenberg
Firm: UBS Financial Services
AUM: $2.27 billion
Specialty: Fixed income
Office Location: Los Angeles, Calif.
Age: 32
3. Gregory Hersch
Firm: UBS Financial Services
AUM: $2.36 billion
Specialty: UHNW client family offices, lending, alternative investments, estate planning
Office Location: New York, N.Y.
Age: 35
1. Thomas Hutson-Wiley
Firm: Merrill Lynch Wealth Management
AUM: $4.97 billion
Specialty: Wealth management
Office Location: San Francisco, Calif.
Age: 39
