America’s Top Wealth Advisors 2024
EDITED BY
SERGEI KLEBNIKOV AND SHOOK RESEARCH
APRIL 03, 2024, 10:00 AM
Presented by
- Stocks have continued to climb higher in 2024, adding to 2023’s year-end momentum despite ongoing geopolitical and market worries. While inflation is falling, it remains stubbornly above the Federal Reserve’s long term target, fueling investor debate about when the central bank might finally proceed with interest rate cuts. Rising markets with a dose of uncertainty are good for the 250 seasoned wealth management coaches populating the ninth annual Forbes/SHOOK Top Wealth Advisors ranking. Collectively, they are stewards of more than $1.5 trillion in assets. Forbes’ rankings were compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank candidates nominated by their firms.
The Highlights
Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.
The Full List
Listees do not pay a fee for placement on Forbes Rankings. Listees on this ranking highlighted in color have paid a fee for enhanced features on their corresponding profile.
- RANKNAMECOMPANYCITYSTATEMINIMUM ACCOUNT SIZE FOR NEW BUSINESSTEAM ASSETS (CUSTODIED)TYPICAL NET WORTH OF RELATIONSHIPSTYPICAL SIZE OF HOUSEHOLD ACCOUNTS1Profile SpotlightJeff ErdmannMerrill Private Wealth ManagementGreenwichConnecticut$2.5M$12.7B$5-500M$5-150M2Brian C. PfeiflerMorgan Stanley Private Wealth ManagementPalm BeachFlorida$25M$7.8B$50-500M$25-500M3Profile SpotlightLyon PolkMorgan Stanley Private Wealth ManagementNew YorkNew York$50M$22.7B$100M-5B$100M-2B4Profile SpotlightCharles ZhangZhang FinancialPortageMichigan$1M$5B$3-200M$1-50M5Mark CurtisGraystone Consulting from Morgan StanleyPalo AltoCalifornia$2M$111B$20-200M$10-50M6Greg VaughanMorgan Stanley Private Wealth ManagementMenlo ParkCalifornia$10M$47.5B$125-175M$65-85M7Profile SpotlightJason KatzUBS Private Wealth ManagementNew YorkNew York$0$4.8B$5-100M$5-75M8Profile SpotlightRod WestmorelandMerrill Private Wealth ManagementAtlantaGeorgia$2.5M$4.7B$25-200M$10-100M9Christopher ErricoUBS Private Wealth ManagementNew YorkNew York$2M$4B$1-50M$1-10M10Profile SpotlightDrew FreidesUBS Private Wealth ManagementLos AngelesCalifornia$10M$7.4B$20M-6B$10-350M11Profile SpotlightRaj SharmaMerrill Private Wealth ManagementBostonMassachusetts$5M$6B$15-100M$10-75M12Profile SpotlightMichael ValdesMerrill Private Wealth ManagementTampaFlorida$5M$8.2B$20-70M$15-55M13James HansbergerMorgan Stanley Private Wealth ManagementAtlantaGeorgia$5M$3.1B$50-150M$10-100M14Robert Skinner IIIEQ CapitalFoster CityCalifornia$10M$21.6B$20M-5B$10M-5B15Profile SpotlightRandy C. ConnerChurchill Management GroupLos AngelesCalifornia$500K$7.8B$500K-10M$500K-5M16Scott StackmanUBS Private Wealth ManagementNew YorkNew York$25M$9B$50-350M$25-150M17Troy GrieppMorgan Stanley Private Wealth ManagementSan FranciscoCalifornia$30M$30.1B$65M-3B$50M-3.5B18Adam EpsteinUBS Private Wealth ManagementNew YorkNew York$10M$4.3B$15-100M$15-80M19Profile SpotlightRichard JonesMerrill Private Wealth ManagementLos AngelesCalifornia$10M$29.3B$75M-2B$10M-1B20Reza ZafariMerrill Private Wealth ManagementLos AngelesCalifornia$10M$29.3B$75M-2B$10M-1B21Scott SiegelMorgan Stanley Wealth ManagementBoca RatonFlorida$5M$5.6B$25-250M$10-100M22Martin HalbfingerUBS Wealth ManagementNew YorkNew York$5M$4.6B$20-60M$15-60M23Ron BasuMorgan Stanley Private Wealth ManagementNew YorkNew York$5M$12.3B$50-200M$10-50M24Shawn FowlerMorgan Stanley Private Wealth ManagementDenverColorado$10M$9.4B$55-99M$65-205M25Profile SpotlightMichael PoppoUBS Wealth ManagementNew YorkNew York$5M$1.6B$15-50M$10-35M26Marvin McIntyreMorgan Stanley Private Wealth ManagementWashingtonDistrict of Columbia$5M$5.2B$10-50M$2-150M27Steve HefterHLM Capital Wealth ManagementHighland ParkIllinois$3M$2.6B$20-100M$12.5-40M28Mark DouglassMorgan Stanley Private Wealth ManagementMenlo ParkCalifornia$10M$47.5B$125-175M$65-85M29Craig ChiateUBS Private Wealth ManagementLos AngelesCalifornia$10M$6.1B$20-200M$10-150M30Kevin PetersMorgan Stanley Wealth ManagementPalm BeachFlorida$5M$3.1B$30-300M$16.4-75M31Richard SapersteinTreasury PartnersNew YorkNew York$5M$21.2B$2.5-150M$3-150M32Profile SpotlightColleen O'CallaghanJ.P. Morgan Wealth ManagementNew YorkNew York$25M$2.8B$25-100M$25-100M33Alan WhitmanMorgan Stanley Wealth ManagementPasadenaCalifornia$1M$2.5B$5-15M$3-7M34Profile SpotlightMichael MatthewsUBS Private Wealth ManagementBellevueWashington$3M$2.3B$9M-1B$6-250M35Cheryl YoungRockefeller Capital ManagementLos GatosCalifornia$10M$1.5B$10-100M$5-50M36David HouEvoke WealthLos AngelesCalifornia$10M$4B$30-50M$25-40M37Profile SpotlightKent PearceMerrill Wealth ManagementTowsonMaryland$3M$2.6B$8M-1.4B$3-250M38Hank McLartyGratus CapitalAtlantaGeorgia$1M$3.1B$5-750M$2-650M39Profile SpotlightPeter PrinciGraystone Consulting from Morgan StanleyBostonMassachusetts$5M$5.9B$10-100M$10-50M40Andy BurishUBS Wealth ManagementMadisonWisconsin$1M$4.9B$3-15M$1.5-10M41Jordan WaxmanNucleus AdvisorsNew YorkNew York$10M$2.7B$50-200M$10-200M42John BarrettMerrill Wealth ManagementNew YorkNew York$7M$3B$10-100M$20-50M43Profile SpotlightRon VinderMorgan Stanley Private Wealth ManagementNew YorkNew York$20M$5B$20-500M$10-300M44Profile SpotlightPeter RohrMerrill Private Wealth ManagementWaynePennsylvania$10M$5.9B$20-80M$35-37M45Profile SpotlightMichael WarrMorgan Stanley Private Wealth ManagementTuscaloosaAlabama$10M$4.4B$25-100M$10-20M46Profile SpotlightNestor VicknairMerrill Wealth ManagementHoustonTexas$4.5M$6.9B$5.5-25M$4.5-21M47Profile SpotlightAdam CarlinMorgan Stanley Private Wealth ManagementCoral GablesFlorida$10M$5.4B$25-125M$20-100M48Michael KleinBairdMilwaukeeWisconsin$10M$6.5B$15-500M$12-250M49David SingerMerrill Private Wealth ManagementCincinnatiOhio$10M$7.1B$10-500M$6-150M50Profile SpotlightJesse BrombergMorgan Stanley Wealth ManagementSan FranciscoCalifornia$10M$2.7B$10.1-55M$8-38M51Profile SpotlightCraig FindleyVenture Visionary PartnersSylvaniaOhio$3M$4.4B$4-100M$2.5-100M52Noel WeilMerrill Private Wealth ManagementNew YorkNew York$20M$18.2B$50-500M$25-250M53Andy ChaseMorgan Stanley Private Wealth ManagementMenlo ParkCalifornia$5M$20.3B$5-50M$5-20M54Profile SpotlightSusan KaplanKaplan Financial ServicesNewtonMassachusetts$1.5M$2.5B$3-100M$1.5-75M55Profile SpotlightJohn OlsonMerrill Private Wealth ManagementWest Palm BeachFlorida$5M$2.5B$10-60M$5-30M56Scott MagnesenMorgan Stanley Wealth ManagementOak BrookIllinois$500K$5.7B$1-3M$2-5M57Profile SpotlightDaniel FriesMerrill Wealth ManagementChicagoIllinois$1M$1.7B$5-30M$3-10M58Profile SpotlightLaila PencePence Wealth ManagementNewport BeachCalifornia$500K$1.8B$1-30M$1-30M59Profile SpotlightJonathan BeukelmanUBS Private Wealth ManagementDenverColorado$2M$5.2B$5-50M$5-10M60William CorbelliniMerrill Private Wealth ManagementDallasTexas$5M$5.1B$10-200M$5-125M61Brian FrankMorgan Stanley Private Wealth ManagementAtlantaGeorgia$5M$2.6B$5-50M$5-15M62Profile SpotlightGerard KlingmanKlingman & AssociatesNew YorkNew York$2M$3.1B$12-60M$10-50M63Brian HetheringtonMerrill Private Wealth ManagementNew CanaanConnecticut$10M$4.3B$10-100M$25-50M64Sal TianoJ.P. Morgan Wealth ManagementJupiterFlorida$5M$3.4B$10-100M$5-75M65Shawn RubinMorgan Stanley Private Wealth ManagementNew YorkNew York$2M$2.2B$20M$10M66Brian BennettUBS Wealth ManagementNew YorkNew York$1M$1.6B$5-50M$1.5-30M67Terry CookParcion Private WealthBellevueWashington$10M$2B$25M-1B$10-320M68Drew ZagerMorgan Stanley Private Wealth ManagementLos AngelesCalifornia$5M$15.5B$50-200M$20-40M69Phil ScottJ.P. Morgan Wealth ManagementBellevueWashington$10M$2.6B$10-25M$5-25M70Richard ZinmanMorgan Stanley Private Wealth ManagementNew YorkNew York$5M$3.5B$50-100M$25-75M71Profile SpotlightScott TirasAmeriprise Financial ServicesHoustonTexas$1M$1.4B$3-15M$1-7.5M72Profile SpotlightRaj BhatiaMerrill Private Wealth ManagementNaplesFlorida$5M$2.1B$10-50M$5-50M73Deborah MontapertoMorgan Stanley Private Wealth ManagementPalm BeachFlorida$50M$22.7B$100M-5B$100M-2B74Mark SchultenTSG Wealth ManagementLong BeachCalifornia$1M$8.4B$5-10M$2-5M75Profile SpotlightLeo StevensonMerrill Wealth ManagementWyandotteMichigan$500K$1.1B$1-10M$750K-3M76Jeff GrinspoonVWG Wealth ManagementViennaVirginia$5M$1.9B$7-12M$5-10M77Mike SawyerMorgan Stanley Private Wealth ManagementMiamiFlorida$25M$3.5B$40-100M$50-100M78Profile SpotlightMichael KanigherUBS Private Wealth ManagementLos AngelesCalifornia$10M$7.4B$20M-6B$10-350M79Profile SpotlightElaine MeyersJ.P. Morgan Wealth ManagementSan FranciscoCalifornia$25M$5.4B$30M-1.5B$10-350M80William GrecoUBS Wealth ManagementHartfordConnecticut$1M$5.2B$5-20M$5-20M81Profile SpotlightBonner BarnesCorda Investment ManagementHoustonTexas$500K$1.5B$1.5-5M$750K-2M82Louise GundersonUBS Private Wealth ManagementNew YorkNew York$1M$5.5B$5-50M$2-20M83David BahnsenThe Bahnsen GroupNewport BeachCalifornia$1M$3.6B$2-200M$1-200M84Robert WaldeleMerrill Wealth ManagementNew YorkNew York$5M$5.1B$25-100M$15-75M85Steven SchultzUBS Wealth ManagementPhoenixArizona$1M$2.1B$2-10M$1-8M86Bill OliverWells Fargo AdvisorsCharlotteNorth Carolina$2.5M$2.6B$10-30M$5-25M87Mark BinderUBS Private Wealth ManagementLas VegasNevada$10M$6.2B$20-200M$10-150M88Profile SpotlightBrian TramontanoMerrill Wealth ManagementSan AntonioTexas$500K$1.2B$3-20M$2.5-15M89Profile SpotlightLori Van DusenLVW AdvisorsPittsfordNew York$10M$2B$5M-1B$1-250M90David Ellis IIIUBS Private Wealth ManagementCincinnatiOhio$2M$2.4B$2-10M$5-25M91Profile SpotlightDavid KudlaMainstay Capital ManagementGrand BlancMichigan$500K$3.6B$2-10M$1-4M92R. Mitchell WickhamUBS Private Wealth ManagementCharlotteNorth Carolina$4M$18.1B$20-75M$15-50M93Greg CashUBS Private Wealth ManagementCharlotteNorth Carolina$4M$18.1B$20-75M$15-50M94Shane BrisbinMorgan Stanley Private Wealth ManagementSan FranciscoCalifornia$10M$7.9B$40-200M$20-75M95Profile SpotlightErin ScannellAmeriprise Financial ServicesMercer IslandWashington$0$2.8B$1-8M$500K-10M96Leigh CohenMerrill Private Wealth ManagementNew YorkNew York$10M$8.5B$25-150M$25-100M97Randy CarverCarver Financial Services / Raymond JamesMentorOhio$500K$2.3B$1-10M$250K-4M98Charles McKinneyMorgan Stanley Private Wealth ManagementDallasTexas$25M$1.7B$10M-1B$25-200M99Joseph JacquesJacques FinancialRockvilleMaryland$0$1.7B$1-3M$500K-1.2M100Profile SpotlightBrian StrachanMorgan Stanley Private Wealth ManagementBostonMassachusetts$5M$1.4B$25-100M$5-20M101David KatzMerrill Wealth ManagementNew YorkNew York$5M$2.1B$15-75M$10-50M102Jonathan KuttinAmeriprise Financial ServicesHauppaugeNew York$250K$8.1B$1-10M$500K-5M103Matthew BabrickJ.P. Morgan Wealth ManagementLos AngelesCalifornia$10M$6B$20M-1B$10-300M104Ryan LongUBS Private Wealth ManagementDallasTexas$3M$5.5B$5-50M$3-25M105Benjamin KleinMerrill Wealth ManagementNorthbrookIllinois$1M$1.2B$5-35M$5-25M106Profile SpotlightTroy NelsonEdward JonesBismarckNorth Dakota$500K$902M$1.7-7.9M$1.3-5.5M107Dan SchwartzUBS Private Wealth ManagementParamusNew Jersey$5M$2.7B$5M-1B$5-500M108Nick KavallieratosMorgan Stanley Wealth ManagementNew YorkNew York$0$11.3B$3.5-45M$1.5-7M109Profile SpotlightDebra BredeD.K. Brede Investment Management Company, a Colony Group CompanyNeedhamMassachusetts$1M$1.4B$2-20M$1-12M110Profile SpotlightTommy McBrideMerrill Wealth ManagementDallasTexas$1M$1.5B$5-25M$2-15M111Profile SpotlightWally ObermeyerObermeyer Wood Investment CounselAspenColorado$1M$2.2B$10-60M$5-40M112Profile SpotlightSeth HayeMorgan Stanley Wealth ManagementWestlake VillageCalifornia$1M$1.8B$10-50M$3-30M113Kelly WestmorelandMerrill Private Wealth ManagementAtlantaGeorgia$2.5M$4.7B$25-200M$10-100M114Profile SpotlightJosh MalkinMorgan Stanley Private Wealth ManagementNew YorkNew York$10M$2.6B$35-100M$25-75M115Jason StephensUBS Private Wealth ManagementNaplesFlorida$5M$1.7B$12-30M$10-50M116John CultraWilliam BlairChicagoIllinois$5M$4.4B$20-30M$15-25M117Charles DayUBS Private Wealth ManagementNew YorkNew York$25M$1.2B$10-400M$10-400M118Profile SpotlightMark ThorndykeMerrill Wealth ManagementNaplesFlorida$1M$2.3B$5-25M$3-10M119Sean YuMorgan Stanley Private Wealth ManagementPasadenaCalifornia$5M$1.9B$20-100M$5-25M120Profile SpotlightJames StackStack Financial ManagementWhitefishMontana$750K$1.7B$1.5-25M$1-20M121Devin CondronMorgan Stanley Private Wealth ManagementBostonMassachusetts$10M$5.7B$20-90M$15-75M122Profile SpotlightChristopher LazosOppenheimerDoradoPuerto Rico$5M$2.6B$10-250M$10-100M123Joe MontgomeryWells Fargo AdvisorsWilliamsburgVirginia$5M$1.4B$5-15M$5-10M124Profile SpotlightDarrell PenningtonAmeriprise Financial ServicesHoustonTexas$500K$1.1B$1.5-10M$1-5M125Profile SpotlightMelissa Corrado HarrisonUBS Private Wealth ManagementDenverColorado$5M$1.4B$60-200M$30-140M126Profile SpotlightScott WilsonMorgan Stanley Private Wealth ManagementNew YorkNew York$10M$9.1B$20-100M$10-75M127Seth FinkelNeuberger BermanNew YorkNew York$1M$3.7B$5-100M$7.5-25M128Eric GrayMerrill Private Wealth ManagementLos AngelesCalifornia$10M$28B$15M-10B$30M-10B129Profile SpotlightJames DetterickGraystone Consulting from Morgan StanleyNew YorkNew York$2.5M$38.3B$1.5-700M$1.3-550M130Profile SpotlightPatti BrennanKey FinancialWest ChesterPennsylvania$0$1.8B$2-130M$2-37M131Profile SpotlightJason DworakUBS Private Wealth ManagementLincolnNebraska$2M$1.5B$10-50M$15-100M132Bruce MunsterMerrill Private Wealth ManagementLos AngelesCalifornia$10M$3.3B$45-250M$25-100M133Brett HogeTruist Investment ServicesWinston-SalemNorth Carolina$1M$2B$2-250M$2-250M134Profile SpotlightDwight Emanuelson, Jr.Merrill Private Wealth ManagementDallasTexas$5M$5.1B$10-200M$5-125M135Michael RiccaMorgan Stanley Wealth ManagementFlorham ParkNew Jersey$2M$5B$15-50M$10-15M136Glenn DegenaarsJ.P. Morgan Wealth ManagementNew YorkNew York$5M$5.6B$40-150M$20-100M137Bud KingUBS Private Wealth ManagementSt. LouisMissouri$5M$1.7B$5-100M$4-125M138Stephanie StiefelNeuberger BermanNew YorkNew York$2M$2.8B$10-200M$5-25M139Profile SpotlightEmily RubinUBS Private Wealth ManagementNew YorkNew York$5M$2.4B$10-50M$8-100M140Brian WerdesheimOppenheimerLos AngelesCalifornia$10M$2.5B$50M$10M141Jeffrey WerdesheimOppenheimerLos AngelesCalifornia$10M$2.5B$50M$5-50M142Johanna WaltersMerrill Wealth ManagementBlue BellPennsylvania$10M$6B$10-25M$5-100M143Evan SteinbergMorgan Stanley Private Wealth ManagementNew YorkNew York$5M$2.9B$4-25M$5-30M144Profile SpotlightMark MooreUBS Private Wealth ManagementAustinTexas$3M$2.3B$10-45M$6.5-30M145Profile SpotlightRandy GarciaThe Investment CounselLas VegasNevada$1M$1.5B$3-20M$3-30M146Profile SpotlightBrian FirringWells Fargo AdvisorsBeverly HillsCalifornia$25M$2.6B$60M-15B$40M-2.8B147Dean BraunMorgan Stanley Private Wealth ManagementSeattleWashington$10M$6.4B$35-100M$20-25M148Profile SpotlightMichael BeckermanMerrill Private Wealth ManagementCoral GablesFlorida$25M$3.3B$10-250M$10-75M149Judy FredricksonUBS Private Wealth ManagementWayzataMinnesota$25M$4.2B$15-75M$10-350M150Profile SpotlightBrian CookeCooke Financial GroupIndianapolisIndiana$5M$2.2B$4-250M$2-250M151Profile SpotlightJ. Chris CookeCooke Financial GroupIndianapolisIndiana$5M$2.2B$4-250M$2-250M152Mary MullinMerrill Wealth ManagementBostonMassachusetts$1M$1.5B$3.5-35M$2-15M153Barry GarberAlex. Brown/Raymond JamesHunt ValleyMaryland$5M$2.8B$10-100M$5-100M154Profile SpotlightSharon OberlanderMerrill Wealth ManagementChicagoIllinois$2.5M$1.9B$5-15M$2.5-5M155Rob MetcalfUBS Private Wealth ManagementWayzataMinnesota$50M$4.2B$25-500M$25-350M156Trevor FriedMorgan Stanley Wealth ManagementFort LauderdaleFlorida$1M$1.3B$2-100M$1-40M157Profile SpotlightJeffery PriceMerrill Wealth ManagementSouthlakeTexas$1M$1.4B$5-625M$2.7-100M158Profile SpotlightBrett LangbertJ.P. Morgan Wealth ManagementPalm Beach GardensFlorida$2.5M$2.5B$3.5-50M$2.5-40M159Profile SpotlightCurtis EustisMerrill Private Wealth ManagementNew OrleansLouisiana$2.5M$1.6B$7-50M$2.5-50M160Joseph MatinaUBS Private Wealth ManagementNaplesFlorida$2M$2B$10-25M$5-10M161Robert DyerMerrill Private Wealth ManagementNew YorkNew York$10M$2.2B$20-60M$10-65M162Charles Noble IIIJanney Montgomery ScottNew HavenConnecticut$3M$1.3B$5-12M$4-7.5M163Profile SpotlightDavid BriegsMerrill Wealth ManagementBridgewaterNew Jersey$500K$2.3B$3-50M$2-40M164Jason BabbJ.P. Morgan Wealth ManagementNew YorkNew York$5M$5.6B$10-35M$5-25M165Timothy LongMerrill Wealth ManagementGrand RapidsMichigan$1M$6.4B$3-20M$2-10M166Profile SpotlightScott MahoneyMorgan Stanley Private Wealth ManagementMorristownNew Jersey$5M$1.8B$10-100M$5-30M167Profile SpotlightKeith AptonUBS Wealth ManagementWashingtonDistrict of Columbia$5M$6.8B$10-75M$5-30M168Profile SpotlightLisa DetannaGlobal Wealth Solutions Group of Raymond JamesBeverly HillsCalifornia$1M$2.6B$10-350M$1-350M169Corina DavisMerrill Wealth ManagementSeattleWashington$1M$1B$5-15M$1-5M170Kyle ChudomMorgan Stanley Wealth ManagementOak BrookIllinois$0$1.3B$1-10M$1-10M171Tom VacheronMerrill Private Wealth ManagementFairfieldConnecticut$5M$2.4B$10-50M$5-35M172James WhitneyGraystone Consulting from Morgan StanleyChicagoIllinois$10M$3.9B$50-250M$20-75M173Todd SilaikaMerrill Wealth ManagementClifton ParkNew York$250K$1.8B$1-10M$500K-2.5M174Profile SpotlightGreg OnkenJ.P. Morgan Wealth ManagementSan FranciscoCalifornia$5M$5.3B$10-250M$5-100M175PJ SchwarzMorgan Stanley Private Wealth ManagementNew YorkNew York$10M$5B$25-75M$20-45M176Dana LocniskarMerrill Private Wealth ManagementBloomfield HillsMichigan$250K$4B$25-50M$15-50M177Fotios PinirosMorgan Stanley Private Wealth ManagementNew YorkNew York$10M$10.4B$50-500M$10-250M178Paul RiedPaul R. Ried Financial GroupBellevueWashington$0$1B$600K-5M$400K-4M179Victor LivingstoneMorgan Stanley Private Wealth ManagementBostonMassachusetts$10M$5.3B$10-200M$25-80M180Russ RabitoUBS Private Wealth ManagementNew YorkNew York$5M$6.1B$5-25M$5-45M181Michelle MayerMerrill Private Wealth ManagementNaplesFlorida$5M$2B$40-150M$30-100M182Profile SpotlightAndrew VahabJ.P. Morgan Wealth ManagementBoca RatonFlorida$10M$4B$10-50M$5-25M183Bruce BurrowsMorgan Stanley Private Wealth ManagementGarden CityNew York$5M$26.7B$5-100M$10-50M184Profile SpotlightChristopher CookMerrill Wealth ManagementFlorham ParkNew Jersey$2M$2.2B$3-20M$2-30M185Rick GordonJ.P. Morgan Wealth ManagementSan FranciscoCalifornia$20M$5B$15-80M$15-60M186Profile SpotlightAndrew SchultzMorgan Stanley Private Wealth ManagementMiami BeachFlorida$5M$1.3B$10-400M$10-50M187Stacy OsterUBS Wealth ManagementBellevueWashington$5M$986M$5-50M$5-50M188W. Corby MayMerrill Wealth ManagementGarden CityNew York$4M$1.9B$5-35M$2.5-22M189Harold TrischmanMorgan Stanley Wealth ManagementGreenwichConnecticut$3M$3.2B$9-200M$5-200M190Hugh BeecherJ.P. Morgan Wealth ManagementSan FranciscoCalifornia$20M$5B$35-150M$20-80M191Profile SpotlightRichard MiglioreMerrill Private Wealth ManagementColumbiaSouth Carolina$3M$8.2B$5-15M$4-10M192Jack WongMorgan Stanley Wealth ManagementMountain ViewCalifornia$5M$1.4B$5-250M$1-5M193John McCardellMerrill Wealth ManagementCharlotteNorth Carolina$2M$8.2B$3-150M$5-150M194Profile SpotlightMichael HenleyBrandywine Oak Private WealthKennett SquarePennsylvania$3M$1.5B$2.5-100M$3-65M195Profile SpotlightGeorge PapadoyannisAmeriprise Financial ServicesSan MateoCalifornia$1M$1B$3-18M$1.5-35M196Francis X. Malone IIIMorgan Stanley Private Wealth ManagementLos AngelesCalifornia$2M$64.7B$2-75M$10-75M197Jon NeuhausMorgan Stanley Private Wealth ManagementLos AngelesCalifornia$2M$64.7B$2-75M$10-75M198Holly KroftNeuberger BermanNew YorkNew York$5M$3.8B$10-100M$5-50M199R. Scot SmithMorgan Stanley Wealth ManagementDallasTexas$1M$1.3B$5-10M$4-25M200Profile SpotlightCharles BalducciMerrill Wealth ManagementNew YorkNew York$5M$3.4B$15-30M$10-20M201Profile SpotlightJim MoriarityMorgan Stanley Private Wealth ManagementPalm BeachFlorida$15M$3.7B$30-150M$15-100M202Peter BermontThe Bermont Advisory Group of Raymond JamesCoral GablesFlorida$3M$3.4B$3-60M$8-500M203Blair CornellUBS Wealth ManagementMiamisburgOhio$2M$1.6B$4-8M$2-5M204Eric PayneMerrill Wealth ManagementIndianapolisIndiana$1M$2.8B$5-15M$4-12M205Harry ElishUBS Private Wealth ManagementNew YorkNew York$4M$3B$5-15M$4-12M206Profile SpotlightJordan MayerJ.P. Morgan Wealth ManagementNew YorkNew York$5M$8.4B$3-50M$1-40M207Profile SpotlightRyan SprowlsWells Fargo AdvisorsAlexandriaVirginia$1M$1.4B$2-25M$2-25M208John DeRosaUBS Private Wealth ManagementNew YorkNew York$10M$5.5B$10-100M$10-50M209Michael BreenMerrill Private Wealth ManagementSan FranciscoCalifornia$10M$18.7B$50M-1B$25-500M210Mark FendrickUBS Wealth ManagementMount LaurelNew Jersey$1M$2.2B$5-40M$5-50M211Don d'AdeskyThe Americas Group of Raymond JamesBoca RatonFlorida$1M$4.7B$5-20M$1-25M212Dominic CasanuevaMerrill Wealth ManagementLakewood RanchFlorida$500K$6.2B$3-8M$1-5M213Jim GreenfieldMorgan Stanley Private Wealth ManagementSan FranciscoCalifornia$5M$2.2B$8-50M$5-15M214Christina BoydMerrill Wealth ManagementWayzataMinnesota$3M$1B$5-20M$3-12M215Jay CanellJ.P. Morgan Wealth ManagementNew YorkNew York$5M$2.2B$20-50M$5-50M216Neil CanellJ.P. Morgan Wealth ManagementNew YorkNew York$5M$2.2B$20-50M$5-50M217Buck Wiley IIIMerrill Private Wealth ManagementAtlantaGeorgia$5M$2.6B$10-40M$5-100M218Profile SpotlightJohn PerryMorgan Stanley Private Wealth ManagementIndianapolisIndiana$5M$1.7B$25-50M$10-15M219Profile SpotlightScott SparksSparks Financial | Northwestern Mutual Wealth ManagementDenverColorado$3M$1.2B$1-250M$3-33M220Chris CliffordUBS Private Wealth ManagementNashvilleTennessee$20M$2.1B$30-60M$15-400M221David SkidMorgan Stanley Wealth ManagementAtlantaGeorgia$3M$1.7B$10-25M$5-25M222Joel BirdAmeriprise Financial ServicesBismarckNorth Dakota$500K$3.9B$200K-6M$500K-5M223Jonathan LeggMorgan Stanley Private Wealth ManagementWashingtonDistrict of Columbia$10M$1.9B$40-60M$25-215M224Tom WilsonWilliam BlairChicagoIllinois$2M$5.1B$20-30M$12.5-17.5M225Gabriel JayUBS Private Wealth ManagementWalnut CreekCalifornia$5M$2.1B$5-20M$5-20M226Karl WolfslauMorgan Stanley Wealth ManagementLong BeachCalifornia$250K$2.5B$1-10M$407K-2.4M227Mark LippmanWells Fargo AdvisorsLinwoodNew Jersey$500K$2.7B$3-5M$2-5M228William PetersonNeuberger BermanNew YorkNew York$1M$2.8B$2-20M$2-20M229Profile SpotlightTim PagliaraCapWealthFranklinTennessee$1M$1.3B$3-10M$2-5M230Jim RimmelUBS Wealth ManagementPittsburghPennsylvania$1M$2.1B$1-50M$1-10M231Todd BattagliaMG&A WealthPlantationFlorida$1M$1.1B$3-5M$3-10M232Xi QiaoUBS Private Wealth ManagementSan FranciscoCalifornia$5M$2B$10M-2B$5-800M233Marcos DouerMorgan Stanley Wealth ManagementNew YorkNew York$2M$3.5B$20-50M$5-40M234Adam GoldsteinAmeriprise Financial ServicesCalabasasCalifornia$250K$1B$3.5-10M$1-8M235Philip AppelMerrill Wealth ManagementBloomfield HillsMichigan$1M$3.3B$3-15M$3.5-15M236Virgil KahlSpring Ridge Financial GroupWyomissingPennsylvania$500K$1.1B$2-5M$1-5M237John AckerUBS Wealth ManagementLos AngelesCalifornia$2M$1.9B$3-35M$2-25M238Jason KirchmeierAmeriprise Financial ServicesBismarckNorth Dakota$500K$3.9B$1-6M$500K-5M239Brian HahnNeuberger BermanChicagoIllinois$5M$2.2B$5-25M$2-20M240Profile SpotlightIra KravitzUBS Wealth ManagementPlanoTexas$2M$1.2B$4-40M$3.5-40M241Profile SpotlightCarl CafaroMerrill Wealth ManagementNewtonMassachusetts$5M$5.1B$12.5-40M$5-120M242Rob SiracusanoWells Fargo Advisors Financial NetworkNapervilleIllinois$0$812M$1-5M$1-7M243Malcolm MakinProfessional Planning Group / Raymond JamesWesterlyRhode Island$500K$1.2B$1-5M$500K-2.5M244Catherine EvansJ.P. Morgan Wealth ManagementSan FranciscoCalifornia$10M$2.1B$20-50M$5-10M245Matt Van BeekMerrill Wealth ManagementSeattleWashington$2.5M$3.2B$5-75M$5-75M246Michael GallagherMorgan Stanley Wealth ManagementChicagoIllinois$0$9.1B$1-10M$900K-9M247Ron MenciasMerrill Wealth ManagementIndianapolisIndiana$1M$2.8B$5-15M$4-12M248Mark WilkinsUBS Private Wealth ManagementClaytonMissouri$25M$1.1B$30-250M$25-150M249Tony MaddalenaMorgan Stanley Wealth ManagementPurchaseNew York$100K$2.5B$100K-20M$500K-10M250Max BullMorgan Stanley Private Wealth ManagementDenverColorado$10M$9B$51-99M$25-65M
Read More
More Forbes Lists
