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Firm: Morgan Stanley Private Wealth Management
Office Location: New York
AUM: $1.1 billion
Age: 39
Firm: Merrill Lynch Wealth Management
AUM: $1.2 billion
Office Location: Montvale, N.J.
AUM: $1.3 billion
Office Location: Grand Rapids, Mich.
AUM: $1.4 billion
Age: 38
Firm: Merrill Lynch - Private Banking & Investment Group
Office Location: Charlotte, N.C.
AUM: $2.3 billion
Firm: UBS Financial Services
Office Location: Los Angeles
AUM: $2.5 billion
Age: 33
AUM: $3.5 billion
Age: 36
Firm: Graystone Consulting - Morgan Stanley
Office Location: Boston
AUM: $3.6 billion
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